Custom FIT Workflow
For Travefy
$247

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?

Quick links to load email & form templates from my system to yours, to reduce copying & pasting.

Video tutorials showing you how to load and use the workflow in Travefy.

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

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

PLUS:  An inquiry form, task list, and your automations already in place!

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

Polite decline (destination not in your wheelhouse)

Polite decline (unrealistic budget)

Polite Decline (at capacity)

Polite Decline (too last minute)

IMPORTANT INFORMATION ABOUT THE TRAVEFY WORKFLOWS:

Due to the limits of Travefy's messaging feature (for now), I recommend that you send some of the email templates from your email platform (Gmail/Outlook) instead of through Travefy.  This is because they are formatted and include hyperlinks for a more thorough trip prep process for your clients.

You can copy & paste those emails from the attached Google Docs in the applicable sections:  Onboarding & Post-Trip emails.  None of these should be automated anyway, so this is the best way to make sure you are delivering a thorough client experience.

Here are some tutorials to help you learn how to store & send email templates right inside Gmail or Outlook:
*If you use a different email platform, you may need to research if it has template storage and how to use it.  If not, a text expander like Text Blaze would work well.
✭✭✭✭✭
"...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

  • Total payment
  • 1xCustom FIT Workflow for Travefy$247
    -+

All prices in USD

Contact information

Billing address

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.
I agree
Close

*Please note that by making a purchase you agree to be added to our mailing list.

Do you book honeymoons?

Special one-time offer, only $97!
This workflow is the same as the vacation package workflow, but it has the word "honeymoon" splashed everywhere (they like that).

Payment information

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

Completing payment with PayPal

Processing...

Due to the digital nature of this product, refunds are not offered.

COPYRIGHT TRAVEL BIZ BOSS 2024 — ALL RIGHTS RESERVED WORLDWIDE 

    Powered by
    © 2025+

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.