Project Overview
A growing travel agency needed a faster and more reliable way to manage enquiries, deliver personalised packages, and schedule sales calls without manual effort.
Their existing workflow caused slow responses, inconsistent follow-ups, and high drop-offs after quoting.
Performance at a Glance
24%
higher enquiry-to-booking conversions.
50%
more booked discovery calls.
65%
reduction in operational workload.
Client Goals
Client Goals
- Deliver instant enquiry responses across email, WhatsApp, and website forms.
- Automate complete follow-up sequences without agent intervention.
- Improve quote delivery speed and reduce abandonment.
- Increase booked calls through automated scheduling workflows.
- Accelerate payment confirmations with automated reminders.
How We Helped
- Immediate personalised response based on enquiry source.
- Smart tagging for destination, budget, and trip type.
1. Instant Enquiry Response Automation:
Result:Improved engagement with near-instant response times.
- Itinerary templates personalised through dynamic fields.
- Follow-up nudges based on quote opens and interactions.
2. Automated Quote & Package Delivery:
Result: Quote-stage drop-offs significantly reduced.
- Automated call booking links sent right after quote delivery.
- Reminder workflows reducing no-shows and cancellations.
3. Call Scheduling & Reminder Automation:
Result: 50% increase in scheduled sales calls
- Auto-generated payment links sent based on package selection.
- Smart reminders for pending payments across channels.
4. Payment-Link & Booking Confirmation Automation:
Result: Faster closures and fewer pending bookings.
- Auto-updated lead stages based on user activity.
- Daily summary reports sent to sales teams.
5. Backoffice & CRM Workflow Automation:
Result: Workload reduced by 65%, improving team efficiency.
More bookings, fewer agents, zero follow-up gaps. See what automation can do for you.
Talk to Our Experts TodayResults That Matter
24% increase in enquiry-to-booking conversions through faster engagement.
50% uplift in discovery-call bookings from automated scheduling.
Dramatic reduction in quote abandonment with structured follow-ups.
Faster booking confirmations driven by payment-link automations.
65% lower workload, freeing agents from repetitive tasks.
Improved sales pipeline clarity with unified CRM and workflow automation.
How We Gave Them a Competitive Edge
How We Gave Them a Competitive Edge
- Instant Responsiveness: Leads received immediate replies, eliminating delays that competitors struggled with.
- Highly Consistent Communication: Every prospect experienced the same level of professionalism and guidance.
- Stronger Conversion Ecosystem: Automated nudges, quotes, and reminders kept travellers engaged until payment.
- Scalable Workflow Architecture: The automation system easily supports seasonal spikes and expansion.
- Data-Driven Decisions: Real-time insights helped optimise packages, pricing, and communication flows.
Solution Walkthrough
Enquiry Qualification & Quote Automation:
Captures enquiries, qualifies intent using AI, delivers personalised quotes, and triggers automated follow-ups instantly.
Lead Nurturing:
Monitors enquiry and booking data on a schedule, evaluates each lead’s status, and sends timely automated follow-ups to clients.
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