Resort Package Workflow
For Travefy
$247

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.

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)

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  

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

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)

Packing Tips Fun & Sun

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.

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"...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
  • 1xResort Package Workflow for Travefy$247
    -+

All prices in USD

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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).

IMPORTANT! 

 Travefy's message templates do not allow you to hyperlink, so there are no links in them like there are in the workflows for other platforms. If they ever introduce that option, I will update them.

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

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