Be the advisor clients trust on the spot - because your process feels like first-class service, not a hustle.
THE WORKFLOW SHOP
Stellar Client Experience
WITHOUT THE DONE-FOR-YOU PRICE TAG
These aren’t just email templates. They are an entire client journey, built for you.
Every task, email template, timeline, and automation is already mapped out, so you can implement it yourself in minutes, not months.
Wouldn’t it be amazing if…?
it didn’t take hours and hours to set up up your client experience
you didn’t have to write all of your own email templates
you didn’t have to figure out how to get it all working together on your own
you could see exactly how a successful TA sets theirs up
It didn’t cost a lot
Let’s make it happen!
FAQs
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Yep! You could easily buy one of these and duplicate it yourself to use for a different trip type. The main differences are in the Cruise Workflow (TONS of cruise line specific emails) and for the Resort Package Workflow, there are some destination specific money tips for Mexico, Jamaica, and DR. The Custom FIT also has a few extra steps. If you want each one spelled out clearly, the All Access Pass might be the way to go.
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Yes. I will occasionally add templates and make updates and you will have lifetime access.