Software Setup Packages
Have an adventure travel industry professional and software expert user help you get set up for success!
WHAT’S YOUR TECH STACK MADE OF?
Our Software Setup Packages are for you if…
• You’re still using spreadsheets to collect and track client info
• You’re still using word or docs to write itineraries
• Your clients are asking where their most up-to-date itinerary is
• Client and trip info is scattered in spreadsheets, your inbox and DM’s.
• You’re ready to get organized and make your day-to-day workflow smooth!
• You do not have an official ‘sales pipeline’
• You are doing EVERYTHING manually.
SOFTWARE WE SET UP
KEAP CRM
STARTS AT
MULTIPLE PAYMENT OPTIONS
Your CRM should act as the hub of your business, generating leads, triggering tasks for calls and itineraries to be created, manage payments, email marketing and generally centralizing everything about your clients.
Package Includes
✓ 2-hour Strategy Session
Map out the needs of your business, existing processes desired automation/process streamlining and gain an overall understanding of what the team needs to be made easier and faster.
✓ Software Setup
● Creating the account, adjusting settings, branding and user setup
● Managing client data import to Keap from current software
List cleaning should happen prior to exporting.
● Creation of 1 custom sales pipeline with unlimited stages
● Contact profile customization (custom fields set up, max 100)
● Creation of 5 custom forms
● Creation of 5 advanced automations such as lead capture automation, prospect automation, sale pip line automations etc.
● Integration with native apps like QBO or Gmail
✓ 10 SOP Documents + Videos
To support the learning and ongoing use of the new system.
Additional hours for SOP development and/or system customization are available for $65/hr or can be included within the hours in the Owner Support Package.
✓ 8 Hours Team Training
For up to 2 team members to use the new CRM system and understand the pipeline, marketing automations, and day-to-day use and routine.
Project Timeline: +/- 60 days
*pricing subject to the software provider’s Terms
REZDY
STARTS AT
MULTIPLE PAYMENT OPTIONS
Your activities or accommodations should be bookable online. With Rezdy or Checkfrront, you get a centralized space for everything about your bookings including automating; payments, availability, email confirmations and client information collection processes. Save yourself time NOW!
Package Includes
✓ 2-hour Strategy Session
Map out the needs of your business, existing processes desired process streamlining and gain an overall understanding of what the team needs to be made easier and faster.
✓ Software Setup
● Creating the account, adjusting settings, branding and user setup
● Adding 10 activities or rooms
● Importing existing booking – client & payment info
● Linking or embedding software to your website.
✓ 5 SOP Documents + Videos
To support the learning and ongoing use of the new system.
✓ 4 Hours Team Training
For up to 2 team members to use the new system and understand the tasks, day-to-day use and routine.
Project Timeline: +/- 30 days
*pricing subject to the software provider’s Terms
Add On
★ More activites/rooms imported – $40/activity or room
★ Connect email marketing via Zapier – $65
★ Additional Zapier automations– $65/ hour
YOULI
STARTS AT
MULTIPLE PAYMENT OPTIONS
Your trip itineraries should live in one place for your booked clients. YouLi provides a client portal and thus a centralized space for everything about that trip and the client attending. Automate payments, task follow up and overall trip information collection processes with YouLi.
Package Includes
✓ 2-hour Strategy Session
Map out the needs of your business, existing processes desired process streamlining and gain an overall understanding of what the team needs to be made easier and faster.
✓ Software Setup
● Creating the account, adjusting settings, branding and user setup
● Creation of 12 custom tasks (PRO BYO plan)
● Adding 3 multiday trip itineraries
● Adding clients and payments to 3 trips
● Linking or embedding software to your website.
✓ 5 SOP Documents + Videos
To support the learning and ongoing use of the new system.
✓ 4 Hours Team Training
For up to 2 team members to use the new system and understand the tasks, day-to-day use and routine.
Project Timeline: +/- 30 days
*pricing subject to the software provider’s Terms
Add On
★ More trips imported – $130/ multiday trip
★ Connect email marketing via Zapier – $65
★ Additional Zapier automations– $65/ hour
★ Affiliate program set up – $395
What’s Included?
✓ 2-hour Strategy Session – Map out your wants and needs of your business.
✓ Software Setup – Including data import, daily workflows and integration with website.
✓ SOP documents – To support training and ongoing use of the new system.
✓ Team Training – For up to 2 team members to use the new system.
✓ 1-month email support – Following the delivery of your new software.
Key Software We Work With
ClickUp (Project Management)
Keap (CRM & more)
Rezdy & Checkfront (Online Reservations)
YouLi (Multiday Tour & Group Itinerary Software)
Mailchimp & Active Campaign (Email Marketing)
Smartwaiver (Document Signing Software)
WE ARE HERE TO HELP
Book your Consultation Call To Get Started
Grab a FREE 30 min 1:1 session so we can learn more about you, your business and how we might be able to help.
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