✦ CRM Setup

Stop losing inquiries to
a cluttered inbox and a spreadsheet.

A done-for-you CRM setup built specifically for inquiry-based travel businesses. Full pipeline visibility, automated follow-ups, and a system that works even when you're on the road.
Lead Pipeline Automated Follow-ups Nurture Sequences Appointment Reminders Funnel A/B Testing Full Business Visibility
Request a Discovery Call ✦
✦7 Years Marketing Experience ✦3 Years Paid Media ✦7 Years Full-Time Travel ✦5-Star Airbnb Host
✦ The Reality

What running your business
looks like before and after

Most inquiry-based travel businesses are losing leads they don't even know they have. Here's what that actually looks like day to day.
BEFORE
  • ❌Manually typing lead details from emails and phone calls into a spreadsheet
  • ❌Following up from your personal email with no tracking of who's been contacted
  • ❌No visibility into where each lead is in the sales process
  • ❌Leads going cold because follow-ups fell through the cracks
  • ❌Communication scattered across email, WhatsApp, phone — no central record
  • ❌No way to see which marketing channels are actually driving revenue
  • ❌Team members with no visibility — no accountability, no handover process
AFTER
  • ✓Every lead captured automatically and dropped into the right pipeline stage
  • ✓Automated follow-up sequences that run without you lifting a finger
  • ✓Full visibility into every stage of your sales process — and where things are stalling
  • ✓Appointment reminders, no-show sequences, and nurture flows all running in the background
  • ✓All communication centralized — one place, full history, zero guesswork
  • ✓Data-driven decisions based on what's actually driving bookings and revenue
  • ✓Team accountability built in — everyone sees the same picture
✦ What's Included

Everything that goes into
a system that actually works

This isn't a software subscription. It's a fully built, configured, and tested system handed over to you ready to run.
🔀

Lead and Booking Pipeline

Custom pipeline built around your actual sales process — from first inquiry through to closed booking. Every stage mapped, every lead tracked.

⚡

Automated Follow-up Sequences

No more chasing leads manually. Automated follow-ups go out at the right time, in the right order, so no inquiry sits unanswered for too long.

💬

Lead Nurture Sequences

From the moment someone opts in, they enter a nurture sequence that builds trust and keeps your business top of mind until they're ready to book.

📅

Appointment and Reminder Sequences

Booking confirmation, reminders, and no-show follow-ups all automated. Reduce no-shows and keep your calendar running smoothly without the manual back-and-forth.

🧪

Funnels and A/B Testing

Custom landing pages and opt-in funnels built inside the system. Split-test headlines, copy, and offers to find what converts best for your audience.

📊

Reporting and Full Business Visibility

Dashboards that show you exactly where leads are coming from, where they're dropping off, and what's driving revenue — so you can make decisions based on data, not gut feeling.

✦ How It Works

From discovery call
to a fully live system

We build it, test it, and walk you through it. You don't need to know anything about the technology — that's our job.
STEP 01

Discovery Call

We map your current process — how leads come in, how you follow up, where things are slipping. This shapes the entire build.

STEP 02

Build and Configure

We build your pipeline, automations, sequences, funnels, and dashboards inside the platform. Everything configured to match your actual workflow.

STEP 03

Test and Refine

We test every automation, every sequence, every trigger before anything goes live. No surprises after launch.

STEP 04

Handover and Training

We walk you through the system live so you know exactly how to use it. If we're managing your ads too, we work inside it alongside you.

What happens after handover

If we're managing your paid ads, we work inside your CRM alongside you — tracking leads from click to closed booking and optimizing based on what the data shows. If it's a standalone build, we hand everything over with a full training walkthrough so you can run it confidently from day one.

✦ Who It's For

Built for businesses where
every booking starts with a conversation.

If your customers book instantly online without any back-and-forth, this isn't for you. If they enquire first — this is exactly what you need.
Good fit

Travel Planners and Agencies

High-touch, bespoke itinerary businesses where every booking involves a consultation, a proposal, and multiple touchpoints before the client commits.

Good fit

Custom and Private Tour Operators

Operators who receive inquiries and send custom proposals rather than offering instant-book departures. Your sales cycle needs structure and automation.

Good fit

High-Ticket Experience Providers

Safari operators, luxury retreat hosts, adventure companies — any high-value offering where the customer journey from inquiry to booking takes days or weeks.

Not the right fit?

If your customers book directly through a booking engine with no back-and-forth — a hotel with a live availability calendar, a fixed-departure tour with instant confirm — a CRM setup isn't the right investment. You likely need ads management instead.

💡 "Can't I just manage this with email and a spreadsheet?"

You can. And most people do — until they realize how much is slipping through. A lead who got a reply three days late because it got buried. A follow-up that never went out because you were on a call. A client who booked with a competitor because someone else got back to them first. The spreadsheet doesn't send reminders, track touchpoints, or show you where your pipeline is leaking. This does.

✦ Pricing

One investment.
A system that pays for itself.

A one-time build fee. The platform has its own monthly cost — we'll walk you through that on the discovery call so you know exactly what you're looking at before committing to anything.

Starting from

$3,000
One-time build fee. Platform subscription separate.

Final cost depends on the complexity of your pipeline, the number of automations, and whether funnels and A/B testing are included. We scope it on the discovery call.

Book a Discovery Call ✦

CRM Setup — Standalone

Full build, configuration, testing, and handover. You run it yourself with a live training walkthrough included.

From $3,000

CRM Setup + Ads Management

The most powerful combination. Your ads feed leads directly into your pipeline, and we manage both — giving you full visibility from click to closed booking.

Quoted on scope

Full Marketing System

Website, CRM, and ads working together. The complete setup for businesses serious about building a direct booking engine they own.

From $4,500 + retainer
✦ FAQ

Questions before
you commit to anything

Honest answers to what inquiry-based travel businesses actually ask about getting a CRM set up.
Is the investment really justified for a small travel business?
+
That depends on how many inquiries you're getting and what your average booking value is. If you're losing even one or two bookings a month to slow follow-ups or leads falling through the cracks — and your average booking is worth $2,000 or more — the system pays for itself quickly. We'll work that out with you on the discovery call before you commit to anything.
What platform is this built on?
+
We use a purpose-built CRM platform designed for exactly this kind of lead management, automation, and funnel work. We'll walk you through what it includes and what it costs separately on the discovery call — no surprises.
Do I need to be technical to use this?
+
No. We build it, configure it, test it, and walk you through it live. You don't need to understand how it works under the hood — you just need to know how to use it day to day. That's what the training is for.
What if I already use another tool — Mailchimp, HubSpot, a booking system?
+
We'll look at what you're currently using on the discovery call and figure out what makes sense to keep, replace, or connect. In most cases, one centralized system replaces several disconnected tools — and costs less overall when you factor in the time saved.
How long does the build take?
+
Timeline is scoped per project and outlined in your proposal. It depends on the complexity of your pipeline and the number of automations included — we'll give you a realistic estimate once we understand the full scope on the discovery call.
What if I want you to manage it ongoing?
+
If we're running your ads, we work inside your CRM as part of that engagement — tracking leads, monitoring pipeline performance, and optimizing based on what the data shows. If the CRM is standalone, ongoing management can be scoped separately.

Ready to stop losing leads
you didn't know you had?

Start with a discovery call. We'll map your current process, identify where things are slipping, and show you what a proper system looks like for your business.

Request a Discovery Call ✦