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Onboarding & Planning Workflows: The Unsung Heroes in Your Travel Biz

Onboarding & Planning Workflows: The Unsung Heroes in Your Travel Biz

Update: 2025-07-23
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Description

In this (short) episode, we're zooming in on two unsung heroes of a smooth client experience: onboarding and planning workflows. Korrine breaks down exactly what to include (and what to stop trying to remember off the top of your head). Expect practical tips, a few "cover your peach" reminders, and some (unpopular) opinions on phone etiquette.

Whether you're DIYing your workflows or using the Core Collection, this one will help you lighten your mental load and keep things moving like a well-oiled booking machine.

What You’ll Learn:

  • When to use (and not use) a scheduler

  • How to set boundaries without sounding like a robot

  • The little details that will come back to bite you if forgotten

  • Why your brain deserves better than memorizing booking steps

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Onboarding & Planning Workflows: The Unsung Heroes in Your Travel Biz

Onboarding & Planning Workflows: The Unsung Heroes in Your Travel Biz

Korrine Johnson