Pre-Travel Email Workflow Templates | Google Doc Template
Pre-Travel Email Workflow Templates | Google Doc Template
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Streamline Your Pre-Travel Client Communication for Mexico & the Dominican Republic!
The Pre-Travel Email Workflow Template is designed to help travel agents deliver a seamless client experience with clear, professional, and timely communication. Tailored specifically for clients traveling to Mexico and the Dominican Republic, this workflow ensures they have all the essential details before departure.
This Google Doc template includes 11 customizable email templates covering every key touchpoint—from booking confirmations to packing tips, arrival procedures, and must-know travel requirements. No more writing emails from scratch or worrying about missing important details!
With this template, you'll save time, enhance client satisfaction, and reinforce your expertise with a polished, well-structured pre-travel communication process.
The Pre-Travel Email Workflow is your secret weapon to ensure your clients are armed with all the essential information they need for their dream getaway.
Seamless communication that transforms the 'know before you go' phase into a stress-free breeze.
Here's What's Included:
There is one 11-email workflow for each destination: Cancun/RM, Los Cabos, Puerto Vallarta & Punta Cana.
- EMAIL #1 - Your Vacation Journey Begins Now!
This email goes over what to expect now that final payment has been made.
- EMAIL #2 - Essential Information
This email discusses important info such as document verification, passport validity/condition.
- EMAIL #3 - Packing for Your Tropical Vacation
This email is self explanatory, it goes over things to pack for the upcoming vacation.
- EMAIL #4 - Arriving in Paradise!
INCLUDES IMPORTANT ENTRY INFO
This email prepares your client for arrival, covering required forms, arrival procedures, transportation details, and more.
Includes info on the VISITAX for Cancun and the e-ticket for the DR.
- EMAIL #5 - Avoiding Airport Pirates
This email discusses airport pirates (aka timeshare sales reps). what they are and how to avoid them.
- EMAIL #6 - Tips for Staying Healthy
This email contains general info on staying healthy while vacationing.
- EMAIL #7- Tipping at an All-Inclusive Resort
This email contains a general tipping guide when staying a an all-inclusive resort.
- EMAIL #8 - Avoiding Timeshare Traps at Your Resort
This email is self explanatory, it goes over tips on how to avoid timeshare presentations.
- EMAIL #9 - Tips to Make Your Vacation More Enjoyable
This email contains various travel do's and don'ts for resort vacations.
- EMAIL #10 - Welcome Home (in this email you'll provide a link to your client satisfaction survey)
This email welcome's the client's home and asks for feedback on your service.
- EMAIL #11 - It's Never Too Early To Plan For Your Next Vacation
This email gets them thinking about their next vacation.
The No-Stress way to create pre-travel emails in just a few hours. Simply Copy & Paste, Personalize, and...You're DONE!
Here's how easy it is to use the template:
Step 1
You must have a Google Drive account.
Step 2
Click on the provided link to access your template.
Step 3
Click “File” and then “Make a Copy” to add it to your own Drive.
Step 4
To download the file to your computer, click File > Download as > Select the file type you want to download.
Step 5
Edit the emails by personalizing them and adding your agency information. Copy and paste them into your CRM or email marketing platform.
READY TO TRANSFORM YOUR POST-SALE GAME?
Implement the Pre-Travel Email Workflow and watch as your clients become lifelong fans of your top-notch service.
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The Pre-Travel Email Workflow Is For You If:
- You are struggling with what to include in your pre-travel emails
- You want a quick easy way to create pre-travel emails
- You want to automate your process but still be able to personalize the emails
- You dread spending hours trying to create emails and gather information
- You sell all-inclusive resort vacations to Mexico & the DR
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The Pre-Travel Email Workflow Is Not For You If:
- You want to customize every aspect of your pre-travel emails
- You already have your pre-travel email workflow set up just right in your CRM or email service provider
- You want to use the pre-travel email workflow for destinations other than Mexico & the DR
- You do not sell all-inclusive resort vacations
- You do not want to automate your pre-travel information emails
Frequently Asked Questions
How soon do I get access to everything?
Once you hit the buy button and fill in your payment info, you'll then receive a link to your template. Instant access for the win!
How do I download the files after purchase?
Once a purchase is complete, you’ll get instant access to direct links to your Google Doc templates! Simply create a copy and start setting up your pre-travel workflow.
Will this work if I don’t have a CRM?
Yes! You do not need a CRM to use the Pre-Travel Email Workflow. You can easily set it up in any email marketing platform like Flodesk, MailerLite, ConvertKit, and more.
Promo terms & conditions:
*Offer is subject to change without notice. Only one Promo Code can be redeemed per order. Promo codes cannot be used on products at launch price, or products already on sale or discounted, or on bundles.
What is your refund policy?
Since my shop sells digital products that you get immediate access to, they cannot be returned or exchanged.
Unfortunately I cannot issue refunds after the purchase is made.If you have questions about the templates before making a purchase, feel free to email leeann@travelagenttemplates.com