Home / Templates / Upsell Finder

Templates

Upsell Finder

Early check-in, late checkout, an extra night, all high-margin but annoying to sell, because someone has to check the cleaner's schedule, the lock window, and the payment before the moment passes. Upsell Finder treats an upsell as a coordinated mini-workflow, not just a payment link: it finds the operationally safe offers, drafts them with an expiration, and updates the reservation, the tasks, and the lock code the moment a guest pays.

Hire this Sidekick

How to use this template

  1. Hire the template in your Sidekicks dashboard
  2. Connect your PMS, your cleaning schedule, your smart locks, and Stripe
  3. Set your upsell prices and your same-day-turn rules
  4. Go live in draft, offers wait for your approval

What this does

  • Checks operational feasibility first, the cleaner's schedule, same-day turns, and owner blocks, before it ever offers
  • Filters out the guests it should not upsell, like an unresolved complaint or a failed payment
  • Prices each offer from your rules and drafts it with a clear expiration
  • Updates the reservation times, the cleaning tasks, and the lock-code window the moment a guest pays
  • Never offers an early check-in the cleaning cannot support or a late checkout that would crush a same-day turn

Saves

  • The high-margin upsell that slips away while you are checking three systems by hand
  • The scramble of updating times, tasks, and lock codes after a guest says yes, handled for you

Workflow

Trigger
Before arrival, and when a gap opens
Scans arrivals 3 to 7 days out, in-house guests with an open next night, and orphan gaps after a cancellation.
Tool call
Check feasibility and price
pms.get_calendar() + cleaning.get_turnover_schedule() · whether the cleaner, the turn, and the lock window actually allow it, priced from your rules.
Prompt
Find the safe offers
Keeps only the upsells that are operationally safe and the guests who are eligible, then sizes each offer and sets an expiration.
Draft
Draft the offer
email_or_sms.draft() + stripe.create_payment_link() · the offer, the price, the expiration, and exactly what changes after payment.
Approval
You approve, it coordinates
Offers wait for you by default. On payment it updates the reservation times, the cleaning tasks, and the lock window, and logs the incremental revenue. Inside your caps and rules, it can run on its own.

More Sidekicks to explore.

Money Leak FinderA weekly list of charges you probably missed or mis-billed.Rate CheckShows how your rates compare to similar rentals nearby.Missed Revenue FinderFlags high-demand dates where your price is below the market.Underpricing CheckFinds listings priced like a weaker neighborhood than they sit in.

Hire your first Sidekick

Every template drafts first. You approve what matters.

Book a demoBrowse all templates