If a customer wants to upgrade to a higher level membership, what initial step should you take?

The initial step to take when a customer wants to upgrade to a higher level membership is to explain the benefits of the new membership. This step is crucial because understanding the advantages associated with the new membership tier is essential for the customer to make an informed decision. Clearly outlining the benefits allows the customer to see the value in upgrading, which can motivate them to proceed with the change.

Once the customer is aware of what the higher membership level offers, they will be more likely to feel confident in their choice, making the subsequent steps, such as confirming their existing membership status or signing a new contract, smoother and more straightforward. This approach fosters trust and clarity in the membership upgrade process, ensuring customer satisfaction and engagement.