87% of hosted travel advisors use CRM software. Most still run their post-booking process by hand.

Source: Host Agency Reviews, 2024.

If that's you, this checklist shows you the 3 systems that should run automatically after every client books so your backend isn't running on memory.

Free. Instant download. PDF checklist plus a short video walkthrough.

"The systems you helped me build have been extremely helpful."

- Julissa, Simple Sanity Travel

What you get:

  • System 1: Welcome and Intake. Planning fee invoice, welcome email, travel document request.

  • System 2: Pre-Trip Communication. Proposal delivery, payment reminders, pre-trip check-ins.

  • System 3: Post-Trip Experience. Welcome home email, feedback survey, referral ask.

These are the exact 3 systems most established advisors are still running by hand.

Plus: A short video walkthrough and a PDF checklist that show you the 3 post-booking systems every established advisor needs running before the next trip books.

Each one is running manually in most travel businesses right now.

Every trip you leave them manual costs you hours you never get back and referrals you never even know you lost.

Prefer to watch? This 8-minute walkthrough shows you how each of the 3 systems works in a real advisor's business.

Want the checklist while you watch? Drop your name and email above.

Hey 👋 I'm Lavonda

I'm the Founder of The Collab HQ, where established travel advisors build the backend their booking volume actually requires.

I'm a 25+ year travel industry vet and systems coach using my experience to help independent travel advisors scale their business with automation.

The 3 systems in this checklist are the exact post-booking operations every established advisor needs running before the next client books.

Julissa completed the Booked and Banked Accelerator. Her post-booking process no longer runs on memory.

I recently built all three systems inside a real travel advisory practice. When her client landed home from 10 days in Bali, a customized welcome home email was waiting in the advisor's inbox, ready to send. It said ten days in Bali. Not we hope you had an amazing trip. She did not write it. I built the system that did.
DM SYSTEMS on Instagram to see if it's a fit.

No spam. I’ll send one email with your checklist and a link to the Booked & Banked Systems Assessment so you can see what phase your business is in and what to fix first.