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-Ups5
Final Payment Reminder
Sarah Johnson · Due Jul 10, 2024
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
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
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
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
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 Sent1
Travel Insurance Reminder
Sarah Johnson · Sent Apr 22, 2024
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
Booking Confirmation
Immediately
Travel Insurance Reminder
7 days after booking
Excursion Recommendations
90 days before departure
Document Reminder
60 days before departure
Final Payment Reminder
30 days before departure
Packing Tips
14 days before departure
Pre-Trip Checklist
7 days before departure
Day-Before Reminder
1 day before departure
Welcome Home
1 day after return
Review Request
7 days after return
Future Trip Suggestion
30 days after return