Tag
Quoting & CRM
The handover is the moment a won deal becomes someone else's job. What operations needs from sales, who owns the file, how travellers, flights, suppliers and money due both ways should arrive, what the papers carry, a worked example and a checklist.
The iTravel team 9 min read
Quoting & CRM
A rate sheet earns its keep when a quotation prices itself from it. What each kind of supplier rate has to hold, seasons set once, validity and renewals, the supplier's paper on the rate, spreadsheets per kind, and a three-night quotation priced from three rate rows.
The iTravel team 9 min read
Quoting & CRM
A pipeline helps only when every stage says what must be true to move on and every open deal has a dated next action. Stages from enquiry to confirmed with an exit criterion for each, what moves a deal, lost reasons that teach you something, and the monthly owner view, worked through one month.
The iTravel team 8 min read
Quoting & CRM
Follow-up starts before the quotation leaves, with a validity date, one recommended option and a link the client can accept on. Then a schedule set by what the client did. Knowing it was opened, versions, expiry, what to say on day 2, 5 and 10, and one quotation worked through ten days.
The iTravel team 8 min read
Quoting & CRM
Lead management in a travel agency is four habits applied the moment an enquiry lands. One record per person, one owner, a deadline for the first reply, and the trip written down as the client said it. Where enquiries arrive, how to match people and share leads, and a worked weekend.
The iTravel team 8 min read
Quoting & CRM
A quotation is accepted when the reader can see the trip in the order they will live it and find their own price in one line. The structure of a day-by-day proposal, how to price it from your rate sheets, a worked four-day example, and the mistakes that lose the booking.
The iTravel team 9 min read
Field notes
Written for people running a travel business — net rates, sub-agent credit, contracted inventory, and what actually moves bookings. No sequences, no drip, unsubscribe in one click.
