"Donna really came to the rescue when it comes to Travel Joy. I found navigation very confusing, and needed extra help and explanation completing the set up. She was patient, and made sure I understood how to use each part, walked me through the steps."
Lashawn Russell Travel Solo No More
"Donna, your one on one was a game changer for my business. Anyone on the fence, or don’t have the time to do it yourself, please contact her for help. You won’t regret it."
Kristin Hoogendoorn KMH Travels
"Donna is the perfect mix of getting the processes done but ensuring you do too. I now feel I am well on my way to working smarter not harder. The best thing a self-employed travel advisor can do is hire Donna to sit down and help them become WAY more efficient."
DONE FOR YOU SERVICES
TRAVELJOY
You've taken the first step of organizing your client management by investing in TravelJoy, but know you aren't using it to its full potential and don't have the time - or desire - to do it yourself.
My Done-For-You packages give you a TravelJoy account set up and customized to your way of working with clients. Not a generic, templated system. You'll track leads, collect client information, and send forms and trip details while providing a consistent five-star client experience.
Everything is done for you while you continue to spend your precious time working with your clients.
You enjoy learning new technology - which is why you knew setting up your TravelJoy account on your own would be the right solution for your travel agency. But you're a bit pressed for time to dig into all the details.
My Done-With-You Services are 1:1 sessions where we work together troubleshooting the parts of TravelJoy that are slowing down your process. We'll create an action plan that will get you through the first or final stages of your TravelJoy Set Up.
You can build amazing trips for your clients, but often feel overwhelmed with the process. Get rid of the overwhelm and get a custom Client Management Process.
During a 90-minute one-on-one Zoom session, we'll work together to build your Client Management Process. You'll have each of your steps planned out from the Initial Trip Inquiry to After Travel Follow-Up, as well as the elements you need to complete each step.
Within 48 hours of our meeting, you'll be sent a recording of your session, your Workflow Map, and a list of all the emails, forms, waivers, and agreements you need for your Client Management Process.
I help travel advisors with their systems set up: getting your CRM platform set up and customized to work for your business. My services can be Done For You (I do all the work) or Done With You (you do the work after a planning/tutoring session with me). I work specifically with TravelJoy but am also familiar with VacationCRM, Vacation Creations, Honeybook, and Dubsado. Don't see your system of choice? Send me a message as my list is always growing.
What is your turn around time?
This varies by the package you need, but an average TravelJoy setup with 2 workflows is around 2 weeks AFTER I have all the information needed to start the process. Email automation is typically 5 days AFTER I have all of your branding, copy, and account information. On average, it takes agents a week to get all of their information to me.
What do you need from me?
For Done With You Sessions I'll need : your fee and booking agreements, questions you’d like on your forms, terms & conditions, custom emails that you would like to use ( I can create the emails you need that you may not already have written), brand colours, logos and any custom images you would like to use (like headshots for your email signature). Also, you'll need to be available for your Workflow Mapping Session (90-minutes) and your Send Off Session (60 minutes).
For Done with You services, I'll need you to come prepared with your questions and the areas of your TravelJoy account you'd like to work on.
How do I get started?
If you know which Solution is best for you, can fill out an application form.
Not sure which solution is right for you? Book a Clarity Call. This gives us a chance to get to know each other, for me to learn a bit about your business, and what you're looking for help with. Then together we can determine which solution would be best for you and your business.
