New Inquiry Process and Automation

You're here because...

You're looking for an easier way to manage new leads

• you want to streamline your business and manage new clients with out the overwhelm so you can enjoy a less stressful summer

You currently use TravelJoy and aren't quite sure how to use some of the features

• You're looking for a better way to connect everything to make  communicating with new leads as hands free as possible. 

We can help!

WHAT IS COVERED IN THIS COURSE?

Module 1 Tools: Introduction to the process and tools that will help you quickly communicate with new leads. We’ll show you how to create and optimize your TravelJoy Inquiry form, have client Discovery Calls quickly and easily scheduled, implement a simple and effective way to qualify your new leads.

Module 2 Communication: Create the templates you need to support your streamlined inquiry process. We’ll go over the basic email templates you need, review how to create an invoice template so you can quickly collect your fee, review how to easily send your fee agreement, and set up reminders so you don't lose track of your new leads. Don’t worry, we will have email and invoice templates to help get you started!

Module 3 Implementation: Set up your New Inquiry tasklist, connect all the steps and turn on the automation so you can quickly reply to new trip inquiries and keep track of those leads - even when you're relaxing poolside with your favourite cold beverage.

ARE THERE LIVE SESSIONS?

No, but these session videos are from pre-recorded trainings in previous years.

HOW WILL THIS HELP ME?

At the end of this course, you’ll have a streamlined and automated system in place for new trip inquiries so you can:

• send your new leads an immediate response when they submit your inquiry form

• easily qualify your new leads

• have Discovery Calls scheduled without having to play email tag

• keep track of your new leads and what step they're at in your inquiry process

• send your fee agreement and invoice with ease