Follow-Up Automation

Manage automated client touchpoints and upsell sequences

Follow-Up Automation

Set up automated follow-up sequences to delight clients and never miss an upsell opportunity.

Pending Follow-Ups
5

Final Payment Reminder

Sarah Johnson · Due Jul 10, 2024

Approval needed
30 days before departure

Hi Sarah, just a reminder that your final payment of $5,200 for your Cancun getaway is due on July 10th. Please let me know if you have any questions or need to make payment arrangements!...

Final Payment Due

Michael Rodriguez · Due Aug 5, 2024

Approval needed
30 days before departure

Hi Michael! Just a heads up — your final payment of $10,400 for the Alaska cruise is due on August 5th. Norwegian Cruise Line will automatically process your card on file unless we hear otherwise....

Pre-Trip Packing Tips

David Thompson · Due Jul 13, 2024

7 days before departure

Hi David! Your Alaska adventure is almost here — just one week to go! I put together a quick packing checklist for Alaska cruises: layers are essential, waterproof jacket and shoes are a must, and bri...

Welcome Home + Review Request

David Thompson · Due Jul 30, 2024

3 days after return

Welcome home, David! I hope Alaska was absolutely incredible. I'd love to hear all about it! When you have a moment, a quick Google review would mean the world to our small business....

Deposit Reminder

Emily Carter · Due Jun 5, 2024

Approval needed
Immediately after inquiry

Hi Emily! So excited to help plan your Disney magic! To hold your rooms and package pricing, I recommend placing a deposit soon. Disney prices do increase regularly. Would you like me to place a hold ...

Recently Sent
1

Travel Insurance Reminder

Sarah Johnson · Sent Apr 22, 2024

Sent

AI Sequence Generator

Click "Generate for Trip" to create a full AI-powered follow-up sequence for any booked trip.

Automation Settings

Skip manual approval for standard messages

Include in every booking confirmation

Suggest excursions 90 days before departure

Send 7 days after return

Default Sequence

1

Booking Confirmation

Immediately

2

Travel Insurance Reminder

7 days after booking

3

Excursion Recommendations

90 days before departure

4

Document Reminder

60 days before departure

5

Final Payment Reminder

30 days before departure

6

Packing Tips

14 days before departure

7

Pre-Trip Checklist

7 days before departure

8

Day-Before Reminder

1 day before departure

9

Welcome Home

1 day after return

10

Review Request

7 days after return

11

Future Trip Suggestion

30 days after return