Cruise
Workflow
$247

COASTAL VIBES

This workflow is my pride & joy and also the most ROBUST of the bunch.

What's Included?

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

What kind of emails are we talking about?

Invitation to schedule a discovery call

Welcome & Best Practices  (fee + no fee)

Your Trip is being planned

Cruise Quote

Quick Follow Up

 Request for payment 

Request for Payment:CRUISE W/CANADA

 Cruise Confirmed (by cruise line)

Initial Insurance prompt

Final Insurance prompt

 Paid-In-Full  (by cruise line)

Visa Requirements

Request for air info (when booked on own)

180 Days Pre-Cruise (mass market & prem/lux)

60 Days Pre-Cruise  

Money Matters 

30 Days Pre-Trip

Onboard Booking Prompt (mass market & prem/lux)

Final Cruise Documents

Bon Voyage 

Welcome Home

3 months post-trip

6 months post-trip

1 year post-trip

Cruise Line Specific Emails:

*Each cruise line comes with one email to send out after you process the deposit and one to send out after you process the final payment.  They include links & tips specific to that cruise line so that your clients will be fully prepared.

AMA

Avalon

Carnival

Celebrity

Disney Cruise Line

Holland America

MSC

Norwegian

Oceania

Princess

Regent

Royal Caribbean

Seabourn

Silversea

Uniworld

Viking

Virgin Voyages

+ more to come, including embarkation tips!

PLUS:  An inquiry form, task list, timing and automation recommendations, AND some bonus templates:

Group Cruise Planning Tips

Passport Info Request

Permission to cancel booking

Canceled cruise booking

Request for payment:  Hotel/Air Package 

Request for payment:  Hotel/Air Package with CANADA

Polite decline (destination not in your wheelhouse)

Polite decline (unrealistic budget)

Polite Decline (at capacity)

Polite Decline (too last minute)

✭✭✭✭✭
"...the templates are golden. I feel like I hit the jackpot at Vegas"

-J. Brown

✭✭✭✭✭
"When they arrived it made so much more sense about making notes about things we say repeatedly. I can see how they will be such time savers. I don’t know how much time I waste thinking what am I going to say in a message"

-S. Currie

✭✭✭✭✭
"You have just changed my life"

-L.  Maggiore

You have chosen the Coastal Vibes style, so your email headers will look similar to this example (this actual email may not be in the package you have chosen).

  • Total payment
  • 1xCruise Workflow: Anywhere CV$247
    -+

All prices in USD

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