Run a Lean Travel Agency with HighLevel | Automate Client Intake, Trip Reminders and Review Requests

Selling travel isn’t about offering deals-it’s about delivering trust, timing, and follow-through. But many independent travel agents and boutique agencies still manage everything manually. That means:

• Missed leads
• No-shows on consults
• Forgotten itinerary updates
• Zero review requests

HighLevel’s Travel Agency Playbook fixes that by giving you a full CRM + automation system designed for busy travel businesses.

TL;DR Travel CRM SOP

1. Capture Qualified Leads (and Auto-Disqualify the Rest)

Use the Travel Playbook’s built-in funnel to qualify leads upfront with a quick form:

• Destination
• Budget
• Dates
• Trip type (honeymoon, group, cruise, etc.)

Qualified leads get tagged and routed to your “Discovery Call” calendar. Time-wasters? Filtered out automatically or sent to a “Low Intent” tag for passive nurture.

2. Book Discovery Calls with Auto-Reminders

No more chasing DMs or no-shows. When a lead fills the form, GHL sends:

• Calendar booking link
• Instant SMS: “Pick your time for a quick call”
• 24-hour reminder email/SMS

If they don’t book, a gentle drip reminds them twice, spaced 2-3 days apart.

3. Automate Trip Proposals and Follow-Up

Move a contact to the “Proposal Sent” stage and GoHighLevel kicks off:

• Email: “Here’s your dream trip itinerary”
• SMS: “Let me know what you think about the plan”
• Day 2: “Still deciding? Let’s tweak it together.”
• Day 5: “Want to hold those dates before they disappear?”

Every step is templated. You just edit the trip details, hit send, and the rest flows automatically.

4. Pre-Trip Automations (Packing List + Trip Countdown)

Once booked, move the client to “Trip Booked”:

• 7 days before: SMS with checklist (“Don’t forget your charger!”)
• 3 days before: Weather report + what to expect
• 1 day before: Bon voyage SMS + 24/7 emergency contact reminder

They’ll feel cared for—without you typing anything manually.

5. Post-Trip Reviews and Rebooking Campaigns

Mark the contact “Trip Completed” and trigger:

• Review request SMS: “How was the trip? Google Review here”
• Feedback form (optional)
• Rebook campaign: Email 30 days later with “Let’s plan your next escape”

Bonus: You can segment by type. Cruisers get cruise offers. Honeymooners get anniversary trip reminders. Everything’s automated with tags and smart lists.

Case Study: Solo Travel Agent Books 3x More Trips

Agency: Home-based travel planner in British Columbia
Pain points: No follow-up system, 10–20 leads per week, high drop-off
Solution: Used Travel Playbook snapshot with intake form + SMS automations

Results:

• Discovery call bookings increased 210%
• Proposal follow-up sequences led to 3x more closed trips
• 2 hours/day saved on manual reminders

“GHL made me look like I had a full team-and I’m just one person with a laptop.”

FAQ

Q: Can this work with group trips or retreats?
Yes. You can tag and segment groups, collect details via forms, and even assign pipeline stages by group.

Q: Can I automate invoice/payment reminders?
Yes. GoHighLevel supports Stripe, and you can trigger payment links, receipts, and due date reminders.

Q: What about last-minute changes or flight info updates?
Use workflow triggers based on stage or tag (e.g., “Updated Itinerary” tag → send PDF update via email/SMS).

Q: Can I automate upsells (e.g., excursions, insurance)?
Yes. Trigger upsell emails after proposal approval or 1–2 days before departure.

Start Automating Your Travel CRM Today

You don’t need to hire a VA or build from scratch. Just launch the Travel Playbook and get:

✅ Lead intake funnels
✅ Auto-reminders for calls & trips
✅ Review sequences
✅ Pre/post-trip messages
✅ Booking & rebooking automation

👉 Start free with the Travel Agency Playbook and set up your full travel CRM in one day.