The First 10 Minutes After a Booking: Your Make-or-Break Habit

Check out our workflows HEREWhat happens in the first five to ten minutes after processing a deposit can shape the entire client experience. Build the habit, and your workflows do the heavy lifting.Korrine's post-deposit checklist:Open the cruise line's emailed confirmation and verify the deposit is showing as paid (lay eyes on it, every time)Send the client their receiptSend the cruise-line-specific "officially booked" email template with next steps and CYP (P stands for peach) infoAdd the workflow or task list in your CRM, then customize it Report the sale to your host agency so you actually get paid, and fill in commission info in your CRM for clean reporting laterBonus steps once you have an assistant:Add the cruise to your consortia price tracker, claim loyalty rewards points (like Celebrity), and segment the client into the right email lists.