Disney Vacation Workflow: Anywhere CV

Disney Vacation Workflow
$247

COASTAL VIBES

Keep your WDW vacation clients thrilled and engaged with our newest workflow, written by a Disney nerd - I mean expert. Each perfectly-timed message builds excitement for their upcoming magical adventure, from booking to park day. These templates save you time while delighting your clients.

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?

These have been "Disney-fied" to stay on-theme and get your clients even more excited!

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

WDW Park Essentials

WDW Dining Plan info

Rides & Park Strategy

Flight Access

Communication during your trip

Paid-In-Full

Magic Band reminder

Enter your bullet points here..

60 Days Pre-Trip

Multipass/Lightning Lane info

WDW The Best Food in Disney World

Dining Reservations Reminder

Dining VIP Tours /Experiences

Outfit planning with OUAW

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..

✭✭✭✭✭

"...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).

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