
$247
MODERN CLASSIC
This is the perfect workflow for simple vacation packages (single-destination or escorted tours).
It is the base of most of the workflows so it's a great place to start and you can use it to build more workflows as your business grows.


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
Insurance prompt
Flight Access
Communication during your trip
Paid-In-Full
Enter your bullet points here..
60 Days Pre-Trip
Pre-Vacation Money Tips
30 Days Pre-Trip
Final Documents
Bon Voyage
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)
Enter your bullet points here..


-J. Brown
-S. Currie
-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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- 1xVacation Package Workflow: Anywhere MC$247-+
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- Vacation Package Workflow: Anywhere MC$0
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