The 5 Workflows Every
Travel Agent Should Automate
Stop wasting hours on tasks that should run themselves. This free guide shows you exactly which workflows to automate first—and how to do it without expensive software or a tech team. Already downloaded by 200+ travel advisors.
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What's Inside
5 Workflows That Save Hours Every Week
1. New Client Intake
Automate the questionnaire → CRM → welcome sequence flow. Stop copy-pasting client info between 4 different tools.
2. Booking Confirmation
Supplier confirmation → client document → calendar block → follow-up sequence. One trigger, multiple outputs.
3. Commission Tracking
Stop chasing payments manually. Set up alerts when commissions hit expected dates—and when they don't.
4. Pre-Departure Checklist
Trigger automated client reminders at 30, 14, and 7 days out. Never forget a visa reminder again.
5. Post-Trip Follow-Up
Automated thank you → review request → rebooking nurture sequence. Turn one trip into repeat business.
Bonus
Plus: The Tool Stack I Recommend
You don't need expensive software to automate. The guide includes my recommended free and low-cost tools for each workflow—most advisors already have access to what they need.
Project Management
ClickUp, Notion, or what you already use
Automation
Zapier, Make, or native integrations
AI Assistant
ChatGPT or Claude (free tiers work)
About Kady
I spent years as a travel coordinator building the systems nobody else wanted to touch. Now I help travel advisors automate their operations so they can focus on what they actually love—their clients.
This guide is the exact starting point I wish I'd had. No fluff, no upsells, just the five workflows that make the biggest difference.
Ready to Stop Working Harder?
Download the guide now and start automating this week.