As travel designers, you do so much more than just book travel. Your true value as a luxury service provider is how you make your clients feel at every step of their trip planning process. You need a streamlined workflow and clear communication system that leaves them wondering why they would
ever book travel on their own again. Here's the thing, creating a workflow takes time....time that could be spent best creating quotes and connecting with your community. That's why we did the legwork for you through creating seamless workflows that you can copy, paste & automate.
Get ready to "wow" your clients with white glove level service. With 40 canned emails, 15 forms, 3 invoice templates and 2 client task lists, this workflow accounts for every touch point between you and your travel clients.
You asked, we answered! For the travel designer who loves to help their clients create "magic," we now have you covered! From dining requests to Disney-specific reminders, this workflow will have you granting wishes! This has all the bells & whistles of the Standard with a little pixie dust!
Enhance your Standard workflow with this cruise niche add-on. Your clients will be ready to set sail through your informational workflow with nautical imagery. Want to customize it further? Duplicate the task lists and edit to include specific cruiseline details.
When paired with our Standard workflow, the Destination Wedding add-on bundle will help you bring dreams to life by providing your couple, and their guests, with informational templates that help them prepare for the big day.
Amp up your client workflow with this editable bundle. You'll receive a client welcome guide, packing list, hotel welcome letters, a "why buy travel insurance" document, client "what to do when..." guide, and so much more!
Enhance your Destination Wedding workflow with a Destination Wedding sales guide, welcome guide, wedding couple packing list, a group tracking sheet, welcome notes, and "what to do when" client reference sheet.
From their templates, photos, fonts, colors; everything is beautiful! I love that they literally thought out every possible communication you may need to have with a client, and formatted it into beautiful words for you to just send along. I also love the workflow portion. It is very helpful in making sure nothing is missed.
These ladies not only make you look good, but make your processes more consistent, professional, streamlined, and easy. I am so grateful for their professionalism. Everything they do is fantastic, but approachable! They really get to know your needs and boy do they deliver... I can't say enough good about them, I'm just so pleased with how they have helped me and my small business.
Y'all owning a business is hard. The daily list of things to do grows exponentially. I really tried to take a step back and work smarter, not harder this year. I learned long ago that outsourcing those little projects that eat away at you daily is worth it... what I didn't know is that outsourcing my workflow build, my emails, and systems would be the most rewarding decision!
These ladies have created everything we didn't realize we needed from the first intake form forward... 2021 taught me the importance of outsourcing to free up headspace wherever I can and this has by far been the best investment. Robin and Jen - THANK YOU for giving us something to be proud of and a company to stand behind again. 2020 rocked my confidence pretty hard to with all the uncertainty and this small investment has brought us back stronger than ever.
We see you copy and pasting the same emails over and over again! We've been there...we get it. But what if it were all as easy as toggling to the right template? It can be! Through adding templates and automation, work smarter not harder and let your systems do the legwork so that you can focus on what you love doing...creating dreamy itineraries!
We realize that planning theme park vacations is unlike any other kind of travel planning, which is exactly why we created it's own workflow. From forms focusing on ticket-types, dining requests, and VIP upgrades to touchpoints reminding clients to select their park dates and photo session times, this workflow is sure to help you create magic!
Create a "smooth sailing" client experience through this niche workflow add-on. This bundle is meant to be used in conjunction of the Standard Workflow, and is numbered accordingly for the ease of adding to your system. With the guidance of our automation recommendations, your clients will be sent touch points and reminders leading up to their disembarkation.
Walk your clients down the aisle through a specialized workflow for couples, as well as their honored guests. With the help of our task lists, you can easily assign automation to each "trip" in TravelJoy to ensure that every guest is contacted seamlessly and efficiently. Organizing group travel has truly never been easier!
So you have a solid client workflow, huh? Why not kick it up a notch with branded resources that really differentiate you as a source of education and information. By providing resources throughout your process, you can anticipate needs and prepare your clients for anything. We recommend attaching these items to your templates for seamless distribution!
Add all the (wedding) bells and whistles to your workflow by creating resources that are specifically catered to a wedding couple and their special guests. You'll set the tone from the beginning with a beautiful sales guide that clearly lays out what to expect from you, as well as resources that will help them feel special along their way to "I do."