Custom FIT Workflow: Anywhere MC

Custom FIT Workflow
$247

MODERN CLASSIC

This workflow is similar to the Vacation Package Workflow BUT it has some extra tasks to remind you of the things that need to be done for a trip with a lot of moving parts and there are a couple of different email templates as well.

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)

What is a DMC?

Your Trip is being planned

Quick Follow Up

Request for payment

Trip Confirmed

Insurance prompt

Flight Access

Communication during your trip

Paid-In-Full

Visa Requirements

Enter your bullet points here..

Request for air info (when booked on own)

60 Days Pre-Trip

Money Matters

30 Days Pre-Trip

Final Documents

Bon Voyage

Flight Check-In Reminder

Welcome Home

Supplier/DMC Thanks & Feedback

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)

Enter your bullet points here..

✭✭✭✭✭

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

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Contact information

Your name

Your first name

Your last name

Your email address

Verify your email address

Your business name

Phone no.

Billing address

State/region

Your street address

Your city

ZIP

State/region

ZIP

EU VAT number (Optional)

I agree to the terms and conditions

More »Yes, please send me marketing emails!

I understand that I have purchased these templates for my own personal use and that I cannot share or redistribute them in any way. I also understand that, due to the digital nature of this product, refunds are not offered.

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