Topic
Quoting & CRM
A free Excel quotation laid out day by day, with line totals, the party total and the price per adult, child and infant all worked out by formula, optional extras after the total, and a check that tells you when the per-person prices do not add up.
The iTravel team 6 min read
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.
