Automate Your Marketing and Build Stronger Customer Relationships
A CRM system is more than just a database—it’s the foundation for personalized, automated communication that builds trust and drives repeat bookings.
This course will show you how to implement the right CRM for your business, create automated workflows that engage travelers at every stage, and simplify your entire follow-up process—all while saving you hours each week.
What You’ll Learn
What a CRM is and how it supports your marketing strategy
How to choose the right CRM based on your business size and goals
Setting up automated email sequences (welcome, follow-up, post-tour)
How to segment your audience for tailored communication
Best practices for syncing your CRM with your website, ads, and forms
How to use automation to re-engage leads and boost retention
Metrics to track for CRM performance and customer engagement
Resources
| Resource | Description |
|---|---|
| 📘 Ebook | The CRM & Automation Toolkit for Tour Operators — your complete guide to building a smarter, more scalable customer journey. |
| 🖥️ Webinar Replay | Watch the session: “How to Use CRM and Automation to Grow Your Tour Business.” |
| 📑 Webinar Slides | Download the CRM setup walkthrough, automation flow templates, and platform comparisons. |
| 📓 Marketing Guide | A simplified version of the ebook with CRM recommendations, setup steps, and workflow templates. |
