Your Client Said Yes on Monday. By Friday She Is Still Waiting to Hear from You.
A free live workshop for established travel advisors whose booking volume has outgrown their post-booking process.
If a client booked this week, she’s already feeling the gaps in your backend.
🌟25 seats. Live only. No replay.🌟
In 90 minutes you will know exactly which systems are costing you the most time and what to do about it.
Booked and Behind: The Post-Booking Systems Workshop for Travel Advisors
Sunday, August 2, 2026: 1:00pm – 2:30pm CST
Location - via Google Meet
I talk to advisors every week who are booked solid and completely buried. Not because they have too many clients. Because every new booking adds to the pile instead of running itself.
On Sunday, August 2 at 1pm CST, we are going to map the three systems that stop that pile from growing.
🤔DOES THIS SOUND LIKE YOU?
Your calendar is full, but your post-booking process is a mess of manual emails, inbox searches, and sticky notes.
You are chasing every document, payment, and form by hand because nothing is happening automatically.
You bought a CRM or an email system, and most of it is either half set up or not connected to anything real.
You have pulled back on marketing because you are scared of what happens if more clients say yes with the backend you have right now.
You woke up at 2am because you forgot to send your travel insurance acceptance form. It is day 12 of the 14-day window.
You lie awake running through to-do lists in your head because you do not trust your current system to catch everything.
If you nodded at two or more of those, this workshop was built for you.
📝WHAT WE WILL COVER IN 90 MINUTES
What your client actually experiences after she books. The silence. The follow-up emails she sends you. What she is thinking while she waits. And what changes when the system runs without you.
Every week you leave this unfixed is more time, money, and referrals leaking out of your business.
The real cost of your manual process: Not in theory. In hours, bookings, and referrals you are losing right now.
Why buying the tools did not fix the problem: The reason established advisors stay stuck in manual mode even with a CRM, an email platform, and a full client load.
The three backend systems that stop the chaos after every yes: What they look like, how they connect, and what changes when they are running.
Your next move: A clear path based on exactly where you are right now. You leave knowing what to do first.
What happens after the workshop if you want help implementing
Done-For-You Systems Build
For advisors who are already booking consistently but need their post-booking operations built for them. I build your welcome sequence, document collection, payment reminders, pre-trip touchpoints, and referral ask. All custom in your voice. Done in 14 business days once we have your inputs.
If you want help implementing what you mapped in the workshop, this is the next step.
📝WHAT YOU LEAVE WITH
A clear picture of exactly where your post-booking process is leaking time, money, and referrals.
The three systems every advisor at your booking volume needs running automatically.
An honest assessment of whether you need quick fixes or a full rebuild.
A clear first action step you can take the same day to remove one manual task from your post‑booking process.
This is not a webinar where you sit and take notes. It is a working session where you audit your own process in real time. If you implement one of the three systems we map, you will get hours back every month. Even if you never work with me beyond this.
LIVE ATTENDEE BONUS
Show up live and walk away with the Post-Booking Systems Checklist. Normally a standalone lead magnet, free only to live attendees.
It breaks down the exact three systems every established advisor needs running after every client books. Designed to work alongside what you map in the workshop.
MEET YOUR HOST
Lavonda Jeffries
Systems Builder for Independent Travel Advisors
26 years in the travel industry. Corporate Leader by day. Systems builder for travel advisors by design.
The three systems we map in this workshop are the same ones I built inside my own agency first.
When my client landed after 10 days in Bali, a personalized welcome home email was already waiting. I did not write it. The system did. It knew the destination. It knew the trip length. All I did was hit send.
Still have questions? Let’s clear them up.
This workshop is for established independent travel advisors who are already booking at least 5 clients per month and are drowning in what happens after every yes. Your docs, payments, and pre-trip emails are still running on memory instead of systems. Even though you have tools like a CRM and email platform.
Because 60 minutes gets you a lecture. Ninety minutes gets you a working session where you actually audit your own process live and leave with something actionable. Every minute earns its place.
You will leave with your checklist, your notes, and a clear picture of where your process is leaking time, money, and referrals.
At the end of the session, I will walk through the Done-For-You Systems Build for advisors who want help implementing. I build your core post-booking automations for you in 14 business days.
There is zero pressure. If all you ever do is attend this workshop and use the checklist, you will still be better off than you are today.
No. If you send email and log into your CRM, you are good. This workshop is about what to automate and when. Not about learning new software or coding anything yourself.
Yes. Your only cost is showing up live and doing the work with me. I will share how my paid offer works at the end. You will get value from this workshop even if you never work with me beyond today.
No. This is a live, working session. There is no replay, and the Post-Booking Systems Checklist bonus is for live attendees only. If you want the checklist and real-time feedback on your process, you need to be there live.
© 2026 The Collaborative HQ, LLC. All rights reserved.
