Automate Client Care | Path to the MAGIC

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 t