If you have not implemented a general workflow in your business, now is the time to do so! Whether you choose the DIY route or take advantage of Tique’s resources, adding niche-specific workflows will allow you to serve different clientele in different areas of the world. Ashlyn Puckett, Tique’s community manager and resident workflow guru, joins this episode to walk you through how to create one workflow and then duplicate it for different types of travel.

Ashlyn breaks down the workflow process, including defining the life cycle of a booking, mapping out the process, and outlining the emails and forms needed. She also shares tips on how to effectively implement the workflow in TravelJoy or your preferred CRM. The goal is to streamline your client experience, save time, and provide a personalized and efficient service to your clients!

Today we will cover:

(04:10) Tique’s workflow services and customization options
(06:30) Background on the development of Tique's client communication templates
(12:00) What is a workflow; Defining the life cycle of a booking
(14:45) Creating a process map for visualizing the workflow
(28:15) Simplifying the workflow process
(32:15) Jennifer’s hot take on implementing and duplicating the client communication templates for specific niches
(39:45) Creating educational assets that complement the niche workflows
(44:05) Implementing the workflow in TravelJoy or other CRM platform
(47:55) Testing the workflow and using resources like TravelJoy Lab

Client Communication Templates:

tiquehq.com/client-communication-templates

Implement With Us:

The Custom Client Experience:

tiquehq.com/custom-client-experience

Travel Joy Lab:

Register for the CCT Open House: tiquehq.com/cct-open-house

Join us for an exclusive behind the scenes *FREE* tour of our best-selling Client Communication Templates!

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JOIN OUR NICHE COMMUNITY: https://www.tiquehq.com/join-niche

FOLLOW ALONG ON INSTAGRAM: https://www.instagram.com/tiquehq/

CHECK OUT OUR SERVICES & PROGRAMS: https://www.tiquehq.com/

58. 5 Steps To Create A Niche-Specific Workflow with Ashlyn Puckett

TIQUE Talks: The Business Podcast for Travel Advisors

58. 5 Steps To Create A Niche-Specific Workflow with Ashlyn Puckett