
$247
COASTAL VIBES
This is a 3-in1 workflow for resort packages (it's geared toward all-inclusive resorts but can be used for any resort package)
It has some emails specifically for Mexico, Jamaica, and DR. I recommend duplicating the workflow and editing to match each destination so you can set it and forget it.


Templates are in Google Docs format so you can copy & paste them anywhere.
Video tutorials showing you how to use them and some ideas for how to deliver them if you don't have a CRM with that function.
This is MY workflow laid out exactly the way I use it
Onboarding, planning, booked trip, and post-trip workflows


Invitation to schedule a discovery call
Welcome & Best Practices (fee + no fee)
Your Trip is being planned
Quick Follow Up
Request for payment
Trip Confirmed (separately for DR, Mexico & Jamaica)
Insurance prompt
Flight Access
Communication during your trip
Paid-In-Full
Enter your bullet points here..
60 Days Pre-Trip
Money Matters (separately for DR, Mexico & Jamaica)
30 Days Pre-Trip
Final Documents
Bon Voyage (separately for DR, Mexico & Jamaica)
Flight Check-In Reminder
Welcome Home
3 months post-trip
6 months post-trip
1 year post-trip
Enter your bullet points here..
PLUS: An inquiry form, task list, timing and automation recommendations, AND some bonus templates:
Passport Info Request
Permission to cancel booking
Canceled vacation booking
Request for payment: Hotel/Air Package
Request for payment: Hotel/Air Package with CANADA
Enter your bullet points here..
Polite decline (destination not in your wheelhouse)
Polite decline (unrealistic budget)
Polite Decline (at capacity)
Polite Decline (too last minute)
Packing Tips Fun & Sun
Enter your bullet points here..


-J. Brown
-S. Currie
-L. Maggiore

- Total payment
- 1xAI Resort Package Workflow: Anywhere CV$247-+
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- Total
- Today's payment
- AI Resort Package Workflow: Anywhere CV$0
- Discount
- Shipping$0
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- Total
- Future payments
- $247
- Discount$0
- Shipping$0
- Sales tax$0
- Future amount
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$0 - Today's payment
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