Feeling overwhelmed in your travel business?
This tool will help you to define your first Customer Journeyso you can remove the inconsistencies that are keeping you from feeling ease in your business.
Whether you're just starting out, or you have been working an established process for awhile
When you download this tool it will help you:
Start Documenting Your Process
It will allow you to define your process if you don't have one, and will help you dial in your process if you've been serving clients for awhile.
See deals at a glance
You'll be able to see where each client is in the various stages of your planning process, allowing so you to view it all at once offering a feeling of control so you can create growth.
Get That to do list out of your head
You'll be able to enter the details of your clients that you need to know so you don't lose track of anything - especially the sticky notes gathering at your desk.
Grow Your Confidence
Whether you are just started to serve some clients, or if you've been in business for a while, knowing what's happening with each client will allow you to feel more confident.
before you download the tool
We want you to succeed with this tool. We want to share a few things with you before you download this tool and before you invest time into it so you know exactly what it is and what it is not.
Let's start with what this tool is. It's a tool to get you started to see what it would look like to have a more robust system (such as a CRM) down the road whether that is measured in weeks, months, or years.
Let's be clear what this tool is not. It's not a full fledged CRM, with automations or other complicated aspects. It doesn't have a task manager.
It is meant to help you with the first key steps - to start documenting your process, and to start tracking your client trips from a simple dashboard view.
We hope this helps. If you have any questions reach out to us by using the contact form below.
Excited to get started?
Download your first Client Journey Dashboard
We're just getting this tool ready for you and will be available the week of February 21st. Give us your information and we will send it to you when it's ready.