Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Where to, Miss? To the stars? Oh no, that’s too cold this time of year. Try this.
Spend more time planning Pinterest-perfect trips for your clients, and less time manually managing incoming inquiries. We’re talking automatic follow-up emails, assigning requests to specific agents, and maybe even some email marketing tricks.
First, it helps you find out precisely what your clients are looking for. And the trick? Ask better questions than your average form does. By asking one question at a time, you give people the space to paint a picture of their perfect holiday. From accommodation to must-visit restaurants—collect all the info you need to create the ideal itinerary without a hitch.
Oh, yes. You can kick back, relax and let our integrations do the legwork. For example, you can set up automatic Slack notifications when you get a new response. You can turn respondents into signups automatically with a MailChimp integration. And you can keep clients engaged and excited with automated follow-up emails. All these little things save time that could be better spent giving travel tips and closing deals.
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