Closing Made Simple
Converting leads into clients can be a challenging, often overwhelming task in the fast-paced and highly competitive travel world.
Many travel advisors find themselves stuck in the gap between building relationships and delivering proposals, unsure of how to effectively transition potential leads into loyal customers.
This is where Closing Made Simple comes in—a suite of expertly crafted email sequences designed to guide travel advisors through the critical stages of the sales process with ease and confidence.
These tools are designed to help you streamline your sales process and close more deals with confidence.
Simply customize the templates, add your personal touch, and watch as your follow-up process becomes more streamlined—and effective!
The Closing Made Simple sequences are:
- fully customizable
- written in a friendly, professional tone
- designed to take the guesswork out of client communication.
They’ll help you build stronger relationships with potential clients and, ultimately, close more deals.
How many sequences are there in the Closing Made Simple series?
There are four main sequences:
- Form to Proposal Sequence
- Form to Call Sequence
- Schedule to Call Sequence
- Call to Proposal Sequence
Two follow-up sequences:
- Proposal (Quote) Follow-up
- Long-Term Follow-up (Campaign)
And two optional sequences – based on your leads actions:
How do your LEADS initially contact you? Do they Fill out a Form or Schedule a Call?
If your quote process begins with collecting Lead information from a FORM – What’s next?
- If you send initial quote/proposal from the form information . . . GO TO Form to Proposal Sequence
- If you encourage leads who submit a form to schedule a call – GO TO Form to Call Sequence
- If you ONLY promote your call link (bypassing form submission) – GO TO Schedule to Call Sequence
Form to Call Sequence
The Form to Call Sequence is the perfect solution for turning initial inquiries into scheduled calls and ultimately closing the deal! This 7-email sequence is designed to help you guide potential clients from their first inquiry to a meaningful call, building excitement and trust along the way.
Schedule to Call Sequence
If your quote process begins with having your prospective clients schedule a call, then Schedule to Call is designed for you. Turn leads into loyal clients with ease! This 7-email, written-for-you automation is designed to nurture potential clients from the moment they book a call to the final steps of your planning process. Build trust, set clear expectations, and ensure a seamless journey toward booking their dream vacation—all while saving time.
Form to Proposal Sequence
The Form to Proposal Sequence bridges the gap between a potential client’s inquiry and their proposal. This sequence helps you build trust and excitement early in the process, creating a stronger connection before delivering their custom trip details. By setting the tone upfront, you ensure that your clients feel heard and valued long before they receive their proposal.
HOW TO USE IT Use this sequence after you’ve had a discovery call or initial conversation. It guides clients through the next steps, keeps them engaged, and primes them for the excitement of their upcoming proposal.
Call to Proposal Sequence
This sequence helps you transition potential clients from initial inquiry to receiving a detailed proposal. It’s all about building trust and excitement before you send their customized trip details. With this tool, you can make that important connection before presenting your proposal, ensuring that clients feel heard and valued.
HOW TO USE It Incorporate this sequence into your process after you’ve had a discovery call or initial conversation. It guides clients toward anticipating the proposal and sets the tone for a seamless transition from inquiry to action.
No Show for Call Sequence
The No Show for Call Sequence ensures that when a client misses a scheduled call, you remain proactive. This sequence is all about showing that you’re still committed to their travel plans, while kindly nudging them back into action. It’s a friendly, professional follow-up designed to bring clients back to the conversation.
HOW TO USE IT When a client misses a scheduled call, this sequence helps you reconnect with them. By emphasizing that their travel dreams are important to you, you create a window to reschedule and keep the momentum going toward closing the sale.
Planning Fee Confirmed Sequence
Now that you’ve secured a commitment from your client, this sequence ensures everything is clear and official around the planning fee. It’s professional, transparent, and designed to reassure clients about the value of the fee, reinforcing your role as a trusted Travel Advisor.
HOW TO USE IT Once a client agrees to your services and commits to the planning fee, this sequence comes into play. It confirms the terms of the agreement, keeps the process transparent, and sets expectations before you dive into crafting their perfect vacation.
What about the follow-up?
Struggling with how and when to follow up after sending a proposal or wondering how to stay connected with clients over the long term? You’re in luck! We’ve just launched two powerful email sequences designed to help you stay top-of-mind and turn those leads into bookings.
Proposal Follow-up
Proposal Follow-Up email sequence is perfect for travel advisors who want to fine-tune their follow-ups and boost their closing rate.
Long Term Follow-up
The Long-Term Follow-Up email sequence helps keep your clients engaged over several months. This sequence keeps your business top-of-mind long after the initial proposal, helping you stay connected and nurture relationships over time.
Why These Sequences Matter for Your Business
- Clarity & Professionalism: Ensure clear communication at every step, reducing confusion and helping clients trust your expertise.
- Consistency: These pre-written templates keep your messaging consistent, effective, and on-brand.
- Efficiency: Streamline your workflow by handling follow-ups smoothly without wasting time or missing key touchpoints.