Smoother Pre-Travel Workflows
Pre-travel workflows can make or break a travel advisor’s efficiency and client satisfaction. With so many moving parts leading up to a trip, having a structured, streamlined system ensures nothing falls through the cracks. When Chrissy Selser discovered Blue Dot Templates’ pre-travel workflow resources, she found the perfect tool to save time and keep her process organized. Here’s her experience and three tips to help you improve your own pre-trip workflows.
“AMAZING resource...exactly what I needed for my pre-trip workflow!!! THANK YOU!!!!!” ~Chrissy Selser
To simplify your pre-travel process and impress your clients, here are three expert tips to streamline workflows and provide seamless service:
Create a standardized checklist for pre-travel tasks.
Automate client communications with pre-travel templates.
Incorporate and communicate timelines to keep you and your clients on track with collaborations and expectations.
Hands-off workflows from booking to travel used to look like radio silence. They don’t have to. Take a look in our shop to explore our customizable templates, and go hands-off with your booked-to-travel workflows while providing incredible service to your clients.
