Automate Client Care: Streamline Your Systems and Deliver a Magical Client Experience

Automate Client Care is a strategic, self-paced course designed to help travel advisors elevate their client experience while saving time and energy. This six-module training walks you through building a high-touch, highly personalized client care system that runs on autopilot—without sacrificing the magic.

Whether you're starting from scratch or refining an existing system, you’ll learn how to organize your client flow, create meaningful content, set up automations, and deliver a signature experience that keeps clients coming back.

With Automate Client Care, you’ll learn how to:

✔ Map out your entire client experience from inquiry to post-travel
✔ Build a personalized content library that speaks to your ideal clients
✔ Set up automated delivery systems using ActiveCampaign and other tools
✔ Customize each interaction with tags, segmentation, and intentional touches
✔ Add your unique flair and branding throughout the client journey
✔ Use automation to deliver high-touch moments without the extra work

What You’ll Learn in This Course:

Module One: Map Out the Experience – Identify what’s working, visualize your ideal client journey, and make a clear plan for improvement
Module Two: Create Content – Develop content that connects, anticipates client needs, and tells a compelling story
Module Three: Set Up Delivery – Automate your workflow with precision using ActiveCampaign for tagging, timing, and more
Module Four: Personalize – Add thoughtful customization that aligns with your ideal client and builds real connection
Module Five: Add Sparkle – Tailor your content with storytelling, design, and personalization to reflect your unique brand
Module Six: Elevate Your Client Experience – Use segmentation, analytics, and high-touch strategies to make your service unforgettable

By the end of this course, you’ll have a fully automated client care system that feels anything but robotic. You’ll be free to focus on what matters most—nurturing relationships, growing your business, and adding more magic to every client’s journey.

Part of the Path to the MAGIC Series

This course is one of five modules in the Path to the MAGIC training series, designed to help you build a thriving, streamlined travel business. Other modules—available now or coming soon—include:

✨ Make Time – Master time management and productivity for your business
✨ Automate Client Care – Create seamless systems to enhance the client experience
✨ Inspire Loyalty – Keep clients coming back and generate more referrals
✨ Get More Leads – Build a lead generation system that attracts and converts ideal clients
✨ Consistently Improve – Optimize and elevate every aspect of your business

Check out the full Path to the MAGIC series in the shop!

This is a digital product and will be available via our private portal.  See Terms & Conditions for full details.