Planning emails arrive to a client in a professional, fun, and informative way, resulting in increased client retention. AgencyAlly customizes workflow automation within your CRM and provides a ground-up build of over 165 email templates for your agency. These fun and professional emails arrive to each client based on the exact timeline of their trip and provide them with an enhanced planning expe
rience that only AgencyAlly can provide. Workflow automations and timelines are arranged per vendor (WDW, UOR, DLR, and DCL) and are based on the exact planning timelines that each has in place for guest planning to visit. All 165+ email templates can be used by the agency and provide extra touch points of communication with a client. These touch points focus on the planning, but also the potential upsell opportunities that are offered. The upsell opportunities are provided in subtle and professional ways, purely by providing each client the information on the optional enhancements to their vacation package. As an example, from booking to arrival, a Walt Disney World client recieves over 30 additional touch points beyond the standard agent communication. Within those touch points, the redundant questions, that every Disney-specializing travel agent handles are anticipated and covered, meaning those agents are able to focus their efforts on gaining new business, training, and family.
