Closing Made Simple: Proposal Follow-Up Sequence

Closing Made Simple | Proposal Follow-Up Sequence

The Closing Made Simple: Proposal Follow-Up Sequence equips travel advisors with a series of seven strategic email templates, designed to keep clients engaged and moving toward booking after receiving a proposal. These emails are written in a friendly, professional tone that gently nudges clients without being pushy, helping you convert more inquiries into sales.

What’s Included:

• Seven pre-written email templates for each stage of the follow-up process.
• Thoughtfully designed to maintain client engagement while respecting their decision timeline.
• Fully customizable to fit your personal style and brand.

Email Titles & Descriptions:

1. Initial Follow-up - A warm and polite check-in after communicating with the potential, making sure the client has everything they need to move forward.

2. Confusion About Fee - This email addresses any potential questions or hesitations about pricing, explaining the value of your services while maintaining a light, informative tone.

3. Deliver Their Proposal - This email delivers the client’s personalized vacation proposal, outlining key trip details and the value of booking with a Travel Advisor. It invites feedback, provides a clear call to action for next steps, and sets the tone for a smooth, collaborative planning experience.

4. Checking In On Proposal  - A gentle nudge to remind the client about the proposal, while expressing your continued enthusiasm to work with them.

5. Checking In to Lock In - Urgency meets excitement in this email, encouraging the client to move forward before any key details change, such as availability or pricing.

6. Next Best Step - Another brief follow-up to stay top-of-mind without being overwhelming, maintaining your friendly, approachable tone.

7. Checking In One Last Time - A final follow-up to respectfully close the loop, letting the client know you're available if they need more information while gracefully giving them space to decide.

This sequence is one of seven powerful tools in the Closing Made Simple series, created to streamline your sales process and help you build lasting client relationships.

PLUS Access to our exclusive Facebook Group where members ask questions and get valuable tips for up-leveling their businesses. (Value $597)