Sales Tools

This content aims to offer guidance on managing leads, qualifying them for better information, and sending quotes via email. It also outlines how to impress your clients, follow up effectively, and maintain the service levels expected after booking to ensure they become lifelong clients.

How to Qualify a Lead

You have a family reach out and want you to find them a vacation. what's next? The following or questions to ask to qualify the lead.

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How to make a Lead a forever Client

Why say goodbye to your customers after their travel experience? Instead, focus on strategies that build customer loyalty and encourage repeat bookings. This approach has numerous benefits, with cost savings being just one of them.

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How to create a Quote

The following are tips and tricks when providing a quote as well as example quotes.

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Your Client is booked - Now what?

How to organize a booking to take care of the necessary details prior to travel for your client. Learn more

Important Sales Forms

Important forms to help with the sales process like CC authorization forms, templates, etc.

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How to get referrals

It's pretty simple....ASK! The best way to get referrals is by asking. Once your clients return ask them to spread the word about you. Include an enticement. We are currently offering first 1000 likes on our new Cherished Moments Instagram account have a chance to win a $500 future travel credit. Give them some of your business cards to give to their friends and colleagues. The more you branch out the better change for additional leads.