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Travel Agency Booking Follow Up Checklist
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Travel Agency Booking Follow Up Checklist
Travel Agency Booking Follow Up Checklist
Here's my checklist for booking follow up. You can use this template to run your own checklists in Process Street.
1
Enter Booking Details
2
Send Vendor Confirmation to Client
3
Send Thank You email to Client
4
Send Insurance Reminder Email
5
Final Payment Reminder Workflow
6
Process Final Payment
7
Send Final Payment Invoice
8
Invoice booking in Client Base or other Back Office CRM
9
Send Second insurance reminder
10
Send Vendor Registration Email
11
Referral Email
12
Send Documents Reminder
13
Money Tips (If International Trip)
14
Is it time to plan another vacation?
15
Create Axus Itinerary
16
Add Customer to Long Term Follow Up Marketing Campaign
17
Check Commission Payment Received
Enter Booking Details
Here's summary of how to use this checklist.
Lead Client First Name
Lead Client Last Name
Second Client First Name
Second Client Last Name
Vendor Name
Confirmation Number
Booking Date
Date will be set here
Departure Date from Home
Date will be set here
Vacation Start Date
Date will be set here
Date Customer Returns Home
Date will be set here
Final Payment Due Date
Date will be set here
Final Payment Amount
Did Client purchase travel insurance?
An option will be selected here
Send Vendor Confirmation to Client
Send Thank You email to Client
Send Insurance Reminder Email
Final Payment Reminder Workflow
Process Final Payment
Send Final Payment Invoice
Invoice booking in Client Base or other Back Office CRM
Send Second insurance reminder
Send Vendor Registration Email
Referral Email
Send Documents Reminder
Money Tips (If International Trip)
Is it time to plan another vacation?
Create Axus Itinerary
Or any other itinerary app you use.
Add Customer to Long Term Follow Up Marketing Campaign
Check Commission Payment Received
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