The One Thing All Fora Travel Advisors Need
Hello there, darling! Welcome to Le Blog. My name is Chloe, and I’m a client experience specialist with a soft spot for independent travel advisors. I build back-end systems that make running your business feel less like a second job – specifically, the kind of intuitive, automated setup that keeps your client communication organized and your inbox from becoming a crime scene. If you’re a Fora travel advisor trying to figure out how all the pieces fit together, this one’s for you. Pour yourself something warm and keep reading.
Fora vs a CRM: Why You Need Both
You chose Fora for a reason. The accreditation, the community, the infrastructure that lets you actually run a travel business without building everything from scratch – it’s truly a great platform for independent advisors.
But here’s what Fora was never built to do:
- Track your leads from first inquiry through booking – and follow up with the ones who went quiet
- Send professional, branded invoices for service fees
- Store a full traveler profile with your client’s preferences, allergies, accessibility needs, and special occasions all in one place
- Centralize every conversation so you’re not bouncing between email, texts, WhatsApp, and three Instagram DMs at once
That’s where a CRM comes in. Dubsado is a client relationship manager – think of it as the back-end of your business. It handles all the important client interactions that happen around the booking itself. Fora handles the reservations. Your CRM handles the relationship. They’re not competing with each other; they’re genuinely complementary.
What a CRM Actually Does for a Travel Advisor
Automated touchpoints that don’t feel automated
Here’s the thing about travel clients: once the booking is confirmed, your heavy lifting is mostly done. But for them? The excitement is just kicking in. They’re googling packing lists at midnight. They’re wondering if they need travel insurance. And they’re spiraling about whether they packed enough sundresses.
Dubsado lets you set up automated pre-trip emails – packing tips, destination info, reminders – that go out exactly when they should, without you touching a thing. You set it up once, and it runs for every client. Your clients feel taken care of; you’re already focused on the next booking.
Traveler profiles that actually remember things
Clients who feel known come back. And they bring people with them.
Dubsado lets you build a traveler profile for clients where you can store dietary restrictions, hotel preferences, passport details, travel style – everything you gathered the first time. So when they come back for trip number two, you’re not starting from scratch. You already know they hate connecting flights and always want a bathtub.
An Offboarding Process (The Thing Everyone Skips)
Post-trip follow-up is where the repeat bookings and referrals come from. A simple automated offboarding sequence can turn a one-time client into a loyal traveler. Onboarding processes can range from a simple thank-you to a feedback request or a “where are we going next year?” touchpoint. These small gestures show your clients that you value them, and make them more likely to book with you in the future. Most advisors skip this entirely because they’re already onto the next booking. But with a CRM, you can be fully focused on your next booking while Dubsado sends your automated offboarding sequence to your previous client. Your clients feel valued, and you can focus your energy where it matters most.
Bespoke CRM Setups for Fora Travel Advisors
Say goodbye to scattered messages, overflowing inboxes, and endless to-do lists. Instead, embrace an organized, automated system that makes client communications easier and better for everyone involved. I designed my newest service, The Single, specifically for travel advisors! It’s the ideal starting point for any advisors who are new to Dubsado. It’s streamlined, intentional, and easy to learn. You get a semi-custom proposal, core automated workflows, and everything you need to get a professional client experience up and running.
Or, if you need something more involved, explore The Refined! This package is perfect for medium-level businesses or any travel advisors who work with more than one host travel agency.
Nikita from With You Travel Co. put it perfectly:
Before working together, I didn’t have any client facing systems in place. My emails were inconsistent. It was hard for me to keep track of who I was planning a trip for and where I was in the planning stage.
Now, when my clients inquire from my website, they’re immediately entered into a workflow. This is a DREAM. My life is so much more organized and I don’t stress as much about keeping track of unorganized info that I have readily available. I have time back in my life and look more on brand and put together than I did before. That alone is gold!
Whether you know exactly which service you need or have more questions you’d like answered, I’d love to chat with you. Fill out the calling card on my contact page to schedule a free call where we can chat about all things CRM. I can’t wait to learn more about your travel business!
