Workflow Implementation, done for you
Here's the thing about a great client experience: It's not just what you send, it's whether it actually sends the right email at the right moment. Forms that land in front of a client before they have to ask. A follow up that happens on its own instead of living on your to-do list.
That's what our Client Communication Templates are built to do. And if you already own them, you know exactly what's inside. If you don't yet, here's a glimpse: a full set of client emails, forms, and task lists, built around the way real advisors actually book and manage travel, so nothing falls through the cracks between "inquiry" and "booked."
Get your client experience fully built and ready to go.
Owning your templates
is step one.
Can you imagine your Standard FIT templates, fully loaded in your account, header graphics branded to you, every hyperlink connected, task automations set based on your workflow, and a custom walkthrough video showing you exactly how it runs, all done in five days, without you touching a single setting?
Whether you already have the templates and haven't implemented them yet, you're switching CRMs and need your setup rebuilt to match, or everything's live and you just want an expert's eyes on it, we have services built for exactly where you are.
Three ways to move forward
Pick the one that calls you.
Switched CRMs? Start here.
Ready to have it built for you?
Systems are live. Want them working harder?
Workflow Optimization Session, $450
Your templates are implemented (fully or partially) and you want a real plan, not more guessing. One hour with a systems expert, a pre-audit done in advance, and a prioritized plan for exactly what to fix first.
Platform Exchange Request, starting at $100 per workflow type.
You already own the templates. You just moved to a new home for them. This gets you the version rebuilt to actually work in your current CRM, not a copy-paste job.
Workflow Implementation Service, starting at $225.
You bought the templates, you have not built the system yet, and honestly, you don't have five free days to do it yourself. Our team installs everything directly into your account instead.
You don't need all three. You need the one that matches what's actually happening in your business right now.
Christine Phillips, BonVoyage Christine, Branded Implementation Service
"It's worth its weight in gold. This was a massive time-saver, and it makes my communication stand out, polished and seamless."
Shalene Dudley, Latitude Concierge Travels Ltd, Branded Implementation Service
"It was amazing to see my team's process put into a seamless workflow, and it clearly showed we are worth every penny we charge our clients for service fees."
For $100 per workflow type, we'll swap the templates you own and send you access for the version that is perfectly formatted to your new CRM so you have your templates ready to use.
What we need from you when you send your request:
- Your previous platform
- Your new platform
- Which template types you've purchased (Standard FIT, Sun & Sand, Disney, etc.)
Platform Exchange Request
Moved to a different CRM?
Congratulations on your Client Communication Templates (again, seriously, that was a great call). Now let's get them out of your downloads folder and into your actual business.
Here's how it works: pick your platform below, and you'll go straight to the application built specifically for it, because TravelJoy, Tern, Travefy, Safari Portal, and TripSuite each get set up a little differently.
Here's how the investment breaks down: packages start at $225, and most advisors invest somewhere between $450 and $900 depending on platform and template. Full pricing lives on your platform's application, so you can pick your desired level of customization.
Workflow Implementation Service
- Basic: your templates, fully installed and ready to use
- Branded: everything in Basic, plus custom email header graphics and small adjustments so it actually looks like you
This applies to TravelJoy, Tern, and TripSuite. Safari Portal and Travefy work a little differently. Since those two platforms don't support custom header graphics, there's just one implementation option for them, and it includes everything from the Branded Implementation, except the header graphics themselves.
You'll get expert installation and light customization of the templates you already own, on any platform.
Branded implementation
Branded
Please note that pricing varies by workflow version
Implementation of all forms and emails into either your CRM account.
Automations setup in your timezone (based on TIQUE templates)
Review platforms (Google or Facebook) hyperlinked in corresponding email
All forms linked to corresponding email (based on TIQUE templates)
Custom, on-brand email header graphics
Standard email graphics included with purchase
Standard email header graphics included with purchase
Personalized mock client walkthrough video of new workflow
Offboarding overview PDF with standard walkthrough video
Offboarding overview PDF with standard walkthrough video
Business description added to initial introductory email template
Minor adjustments to when Client Profile Inquiry form is sent
Typical turnaround time for proposals adjusted inside of email template
Or
Basic implementation
Basic
Workflow Optimization Session
Here's what a mismatched backend actually costs you: client experience that doesn't match the polish you show up with everywhere else, hours lost every week to manual follow up that should be automatic, and bookings that quietly slip through because nothing caught them in time.
For $450, you get a full hour with a systems expert who has already reviewed your setup before you get on the call, so you're not spending your session explaining your business from scratch. You'll walk away with a recording, a recap email, and your own Workflow Priority Map, a clear, ranked list of exactly what to fix first, what can wait, and why.
This consult is advisory. We'll tell you exactly what to change, you (or your team) make the changes. If you want us to build it, the Implementation Service above is the better fit.
Maybe you got halfway through implementation and got pulled back into client season. Maybe everything's live and running, but you have that nagging feeling it could be working harder for you. Either way, you don't need another template. You need a plan.
Buying for Your Agency?
If you're running a multi-advisor agency and need these templates and workflows licensed across your whole team simply reach out to hello@tiquehq.com for agency pricing, and we'll get you set up.
Advisors who've been exactly where you are
Judi Lombardi, Memories on the Move Travel, Client Communication Templates
"This hands-on approach to implementing a workflow was the single best decision. In four hours, I had a full working workflow that looked beautiful and was seamless."
Linda Humes, Never Look Back Vacations, Client Communication Templates
"This is one of the best investments I made, it gave me great templates to use, and taught me the most efficient workflow to use, something you don't intuitively know starting out."
Kristeen Killough, New Song Travel, Client Communication Templates
"As a new advisor, these templates were a lifesaver in helping me get a workflow into my CRM as quickly as possible. Before the templates, nothing was automated, and I always felt a little behind the eight ball."
Frequently asked questions by fellow advisors
You can definitely try, we love a good DIY, but each CRM handles automations and formatting differently, so templates built for one platform often don’t quite fit in another. The Platform Exchange Request gets you a version actually built for your current system, which is the whole point of the $100 investment.
Why can't I just move my templates over myself when I switch CRMs?
If you just want your templates installed and working, Basic covers it. If you want them installed and looking like your brand (custom header graphics included), Branded is the one. See the comparison above. Full detail always lives on each platform's application page.
Due to platform limitations, Travefy and Safari Portal do not support custom branded header graphics within emails. As a result, we offer a single implementation option for these platforms.
This implementation includes everything covered in our Branded Implementation except for the custom header graphics. Think of it as a hybrid of our Basic and Branded Implementations, providing all of the setup, customization, and guidance available for these platforms while excluding the email branding that the systems do not support.
How do I know if I want Basic or Branded implementation?
Yes. Most advisors who book this session don't have a clear diagnosis yet, that's exactly what the pre-call audit and your Workflow Priority Map are for. You bring the "something feels off," we bring the plan.
I'm not sure what's wrong, is the Workflow Optimization Session still right for me?
Nope. Implementation is about getting our proven Client Communication Templates set up and ready to go, not building something custom from scratch. That means no rewriting your email copy, no custom workflows, and no extensive copy edits on our end.
The good news? Once implementation wraps, the templates are all yours: tweak them, tune them, make them sound like you, whenever you want.
Does the workflow implementation service include custom copywriting or fully customized workflows?
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