MBU Chicago* Business Topic TUESDAY, AUGUST 1 8:15-9:00AM 9:00-10:00AM

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1 MBU Chicago* Pre-registration Required Technical Topic Business Topic Recommended if it's your first MBU Webinar Version Included TUESDAY, AUGUST 1 REGISTRATION 8:15-9:00AM 9:00-10:00AM WELCOME We ll kick off our event by introducing the MINDBODY University faculty and sharing the MINDBODY University vision. Learn how this vision will enable your business to thrive, grow and achieve new levels of success. 10:00-11:15AM KPI: ATTENDANCE & REVENUE (LEVEL 1) MINDBODY. We ll look at Key Performance Indicator (KPI) reports that show revenue, attendance, new clients, and average attendance. Learn how to track and run these reports and what they tell you about your business. KPI: ATTENDANCE & REVENUE (LEVEL 2) with using Excel. We ll look at Key Performance Indicator (KPI) reports that show revenue, attendance, new clients, and average attendance. Learn how to track and run these reports and what they tell you about your business. 11:15-11:30AM 11:30AM-1:00PM MARKETING BEST PRACTICES Learn the most effective marketing techniques, from social buying platforms to guerilla marketing, so you get the most out of your marketing dollars. Discover ways optimizing your online presence and how best to market your introductory offers - one of the most powerful tools to bring new clients to your business. Find out how to create and price your intro effectively to generate more new clients and keep them coming back. Final thoughts provided by MINDBODY marketing tech partner, BrandBot. 2:00-3:15PM 2:00-3:15PM AUTOPAYS, CONTRACTS & MEMBERSHIPS

2 Learn how easy it is to increase revenue and client retention through our automatic billing features, Autopays. Use the Contracts feature to make recurring revenue effortless. Learn how to set up memberships so that clients receive perks and special privileges for being loyal to your business. In your KPI Pricing Lab, you ll use a worksheet that will help you price your Autopay perfectly. RETAIL & INVENTORY MANAGEMENT Learn all there is to know about product management and even some of our tips & recommendations. We'll cover basic product management as well as advanced topics, including inventory management, related reporting, online store orders, purchase order management, using and selling gift certificates. 3:15-3:30PM 3:30-4:30PM INDUSTRY BREAKOUTS An introduction to other attendees within a small group setting. Meet with your industry peers to discuss the latest trends and hear what is working and what isn t, within businesses similar to your own. Come prepared to share your greatest challenges and successes with the group. 4:30-6:30PM WELCOME MIXER Join us after your first day and mingle with your fellow attendees and our MINDBODY University staff. CREATING AN IRRESISTABLE BRAND Amanda Patterson, VP Marketing MINDBODY Your future clients are interacting with you right now, before they ever walk through your doors or book a session. Do you have a marketing strategy that reaches them along every touchpoint of the customer journey? In this session, MINDBODY s marketing maven will share her tips for creating an integrated and seamless marketing strategy across search, social and mobile platforms that increases your visibility and keeps your current and future clients engaged. WEDNESDAY, AUGUST 2 9:00-10:00AM 10:00-10:15AM 10:15-11:30AM KPI: RETENTION (LEVEL 1) MINDBODY. We ll look at Key Performance Indicator (KPI) reports that measure retention to see if your clients are coming back, if your Social Deals are effective, and what your intro offer to AutoPay conversion rate is. Learn how to use reports such as the No-Return Report, so you can reach out to clients who haven t been back to your business. Final thoughts provided by MINDBODY analytics tech partner, IKizmet. KPI: RETENTION (LEVEL 2)

3 with using Excel. We ll look at Key Performance Indicator (KPI) reports that measure retention to see if your clients are coming back, if your Social Deals are effective, and what your intro offer to AutoPay conversion rate is. Learn how to use reports such as the No- Return Report, so you can reach out to clients who haven t been back to your business. Final thoughts provided by MINDBODY analytics tech partner, IKizmet. CREATING A SALES PROCESS Josh Boyd, MINDBODY One Champion Improving sales is one of the fastest ways to grow your bottom line! Learn best sales strategies, how to create a sales process, and how to use MINDBODY for sales communications and follow-up. Many businesses are not comfortable with the idea of selling to existent clients, but selling is really just sharing your knowledge and love of what you do. In this talk we ll help you find the techniques that work best for you. MAKING THE MOST OF YOUR MOBILE PRESENCE MINDBODY s app offerings are vast and can help to streamline and automate many of your business functions. This course will help you differentiate between the features and functionality of the MINDBODY App, Branded App, Class Check-In App and MINDBODY Business App. CLIENT MANAGEMENT Danielle Witt, Technical Team Lead This session will explore the vast depth of features within the Client Profile screens that you can use to manage your client s information. We will cover all of the Client Profile screens and you will learn about Client Relationships, Client Alerts, Contact Logs, Auto s, as well as an introduction into Client Types and Client Indexes. 11:30AM-1:00PM 2:00-3:00PM 3:00-3:15PM 3:15-4:15PM MARKETING KPI s Learn how to measure the results of your marketing efforts within MINDBODY with a keen focus on the retention challenges we face in the wellness world. Focus more on results and less on feelings to help drive your future efforts. Marketing does not need to feel like money blowing away in the wind, we can and should measure where our energies are best spent. This session will be in lab format and will entail of lots of software examples and exercises. KPI: EVERYTHING APPOINTMENTS (KPIs, PRICING & MORE) This course is designed for appointment-based businesses only. Learn how to strategically price your appointments/sessions to realize your true revenue potential! We ll analyze what s working, what s not and share some unique tips & tricks just for appointment-based businesses.

4 4:15-5:00PM INDUSTRY BREAKOUTS This industry-specific breakout will focus on client retention, one of the biggest challenges cited by MINDBODY clients. Another small group session focused on proven strategies in customer service and pricing. Get inspired by others in your industry and brainstorm. TECH PARTNER DEMOS BrandBot, LiveEdit, IKizmet Book some one-on-one time with our awesome tech partners. Our partners amplify the capabilities of MINDBODY and help to automate many of the best practices you are learning at MBU. These industry experts offer critical solutions and insight into many common operational pain points. THURSDAY, AUGUST 3 9:00-10:30AM KPI: PRICING (LEVEL 1) MINDBODY. Learn how to strategically price your services to realize your true revenue potential! We ll analyze what series are selling, how to improve pricing, and specifically how to price a membership. KPI: PRICING (LEVEL 2) with using Excel. Learn how to strategically price your classes to realize your true revenue potential! We ll analyze what series are selling, how to improve pricing, and specifically how to price a membership. 10:30AM-10:45AM 10:45AM-12:00PM WORKSHOPS & SPECIAL EVENTS You ll learn about many workshop-related features such as setting up payment plans and tagging clients from a roster. We ll go over enrollment-specific options and learn how to set up and schedule courses. Did you know you can "bundle" workshops together? KPI: EVERYTHING APPOINTMENTS (KPIs, PRICING & MORE) Eric Solomon, Technical Support Manager This course is designed for appointment-based businesses only. Learn how to strategically price your appointments/sessions to realize your true revenue potential! We ll analyze what s working, what s not and share some unique tips & tricks just for appointment-based businesses. 12:00-1:00PM

5 INDUSTRY BREAKOUTS This industry-specific breakout will focus on client retention, one of the biggest challenges cited by MINDBODY clients. Another small group session focused on proven strategies in customer service and pricing. Get inspired by others in your industry and brainstorm. TECH PARTNER DEMOS BrandBot, LiveEdit, IKizmet Book some one-on-one time with our awesome tech partners. Our partners amplify the capabilities of MINDBODY and help to automate many of the best practices you are learning at MBU. These industry experts offer critical solutions and insight into many common operational pain points. 2:00-3:00PM MANAGING YOUR APPOINTMENTS Eric Solomon, Technical Support Manager You ll learn about many appointment options, features and reports, such as appointment requesting and appointment booking. NOTE: This session will not cover the appointment pre-requisite set up and the steps necessary to launch an appointment schedule. MANAGING YOUR CLASS SCHEDULE We ll focus on everyday uses of the class schedule, plus advanced reservation features including options for controlling online scheduling, reservation related auto- s, the reservation waitlist, and more. NOTE: This session doesn t cover how to schedule a class. 3:00-4:00PM STAFF MANAGEMENT: STRATEGY, PEOPLE, PERFORMANCE and LEADERSHIP During this session, learn valuable staff management insights to help you operate your business more effectively. We will discuss how to hire and train a great team, performance reporting and incentives for staff, and recommended software permissions to protect your business. Learn about resources available to you so you can train your staff better and maximize your use of the software. RAFFLES & PRIZES You made it! What are you going to do with your MINDBODY guru knowledge? Put it to work, of course! Join us in the closing ceremony for prizes, awards and a raffle. This is a fun-filled session to end MBU. Thank you for joining us! *Schedule subject to change 4:00-4:30PM