Before & After: A Travel Advisor CRM Case Study
Hello there, darling! Welcome to Le Blog, an ever-growing resource for service based business owners who want to make their businesses run smoothly and more efficiently. My name is Chloe, and I am a client experience strategist for travel advisors (as well as an avid traveler myself! Ask me about my Paris recommendations sometime). I create systems and automate processes to help you organize the back-end of your business while making everything work so easily that your clients just keep coming back.
If you’re like me, you want to understand exactly how something works before you invest in it. That’s why this blog is going to walk you through why and how I built a travel advisor CRM in Dubsado for Nikita, the owner of With You Travel Co.
Why You Need a Travel Advisor CRM
Many travel advisors who first start their business don’t realize that they need a CRM, thinking that their travel platform (like Fora or Travefy) is enough. But those platforms are missing the infrastructure to communicate effectively and collect important information from your clients, like their travel preferences, passport details, and dietary restrictions or allergies.
But guess what? A CRM can.
Besides collecting and storing important info, a travel advisor CRM can track your leads, send professional, branded invoices, and centralize every conversation so you’re not bouncing between emails, texts, and DMs to connect with every client. You can learn more about why I recommend a CRM for travel advisors in this blog.
Really, the important part of this is understanding that without a CRM, you need to fill in the gaps between what the platform provides and what your clients actually need. And if you don’t have a system in place to help you do this, you have to remain constantly “on.” You’re switching between apps to answer all your clients, relying on Google forms, and scrambling to find important info when it’s needed.
A CRM solves all of this, and that’s exactly why Nikita decided to invest in one.
Before: Overwhelmed and Disorganized
Nikita found me through her brand and web designer, Moxie Gal Marketing. With her new brand and website live, inquiries started coming in faster than Nikita could keep track of them. She needed a system that could keep pace with her growing client list without losing the high-touch experience her clients wanted.
When I asked her about her current client experience, Nikita said, “It’s so unorganized and doesn’t flow well. Doesn’t match my vibe/website. I would feel hesitant to book with me.” She wanted to be more organized and know where everything was.
She had tried setting a travel advisor CRM up on her own, but struggled to create intuitive workflows and a cohesive design. She was managing some clients on Dubsado, some on her host platform, and some over text and email. She felt like a deer in headlights, despite being incredible at what she does. She knew she needed help to optimize her client experience and structure the back-end of her business.
That’s where I came in.
The Semi-Custom Package Built Specifically for Travel Advisors
Nikita booked The Single, my semi-custom package designed with travel advisors in mind. With this service, you get a predesigned client journey framework, a branded inquiry form, proposal, and questionnaire, scheduler setup, workflow automations, and canned email templates for you to tailor to your voice. This package is perfect for new business owners who have never mapped out their client experience before and want to build on a strong foundation that’s proven to work seamlessly.
Within three weeks, Nikita had a beautiful CRM system that would effortlessly direct her clients through every stage of working with her. I customized her forms to match her brand so that even her contracts and questionnaires felt cohesive and intentional. She personalized the email templates so every interaction felt authentic, and we set up automations so clients knew what to expect at every touchpoint.
After: Organized, Free, & Reliable
Before we worked together, Nikita didn’t have any client-facing systems in place. She was using Google Docs and Canva templates to collect and store information. In her words, “It was hard for me to keep track of who I was planning a trip for and where I was in the planning stage.” That stress took its toll, forcing her to constantly check her phone and never able to fully step away from “work mode.”
Now, she feels like she can breathe. “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!”
Where Nikita used to feel frazzled, now she feels confident. Her entire client experience matches the level of sophistication and professionalism that her website exudes. Instead of constantly switching between apps and losing time, focus, and important information, she’s able to fully focus on what needs to be done, trusting her CRM to take care of the rest.
That’s the real shift a travel advisor CRM makes: you’re not the one carrying every detail in your head anymore. Nikita doesn’t have to double-check she sent the right itinerary to the right client, or worry she missed a passport upload buried in a text thread. The system takes care of that instead.
Semi-Custom CRM Setups for Travel Advisors
If you want the same freedom that Nikita now has, I would love to chat more about The Single, and how a semi-custom CRM setup might be exactly what you’re looking for. The Single is built from a framework I’ve refined over five years and 60+ client journey maps for service based businesses. It’s shaped around your specific business, so it never feels like a copy-paste template.
I’ll tell you exactly what your clients need from you and when, so we can build a beautiful, intuitive system that meets their needs before they know they have them. All you have to do is bring your branding, the copy for your forms, and personalize the email templates I give you. And in three short weeks, you’ll have an on-brand, automated CRM that keeps track of your clients, their information, and reminds them every time there’s an important step coming up (you know, like paying you).
The goal here is ease, for you and your clients.
So, what do you say? Would you like to stop stressing over your work and feel confident in your business again? Click here to learn more about The Single, and fill out the calling card on my contact page to schedule a free, thirty minute call to discuss your options with me!
