Your agency
Your voice, service standards, recurring answers, approval rules and escalation points.
Optional upgrades for active VA clients
Give your VA a system—not another pile of disconnected tools.
A capable person creates capacity. A clear operating system helps that person move leads, follow-up and client work without rebuilding the process every day.
See the upgradesStart with the person
These are add-ons, not a substitute for a dedicated VA.
We offer them only to active Travel Agent VA clients. That way, the workflows are designed around the agency’s real process and the person responsible for operating it—not installed and abandoned as shelfware.
Included with every Travel Agent VA
Build the agency knowledge your VA can actually use.
We help you and your VA start a client-owned Master Travel Document: an organized, AI-ready knowledge base for the way your agency answers questions and gets work done. It is useful as a human reference even if you choose not to use AI.
Your suppliers
Source-linked supplier notes and frequently asked questions, reviewed by the client before use.
Your process
How leads, quotes, bookings, payments and client questions move through the agency.
Your VA’s reference
A growing source your VA can consult before drafting emails, texts and routine answers.
Supplier policies and other time-sensitive facts can change. The document preserves source links and review dates so the client and VA can verify important answers before relying on them.
Clear monthly pricing
Choose the layer your agency actually needs.
Managed software
Agency Growth Platform
$149per month
A managed CRM and follow-up workspace for agencies that need a better place to capture leads, organize follow-up, manage reviews and send newsletters.
- Contact records and a clear sales pipeline
- Web forms that send new leads directly into the CRM
- Automated review requests and review-response tools
- Newsletter and email-campaign tools
- Platform administration for your active VA
Available only with a Travel Agent VA. Your VA helps operate the system as part of the agency’s day-to-day workflow.
Ongoing service
Automation Care
$399per month
We build and maintain automations inside the software your agency already pays for and uses.
- Up to five standard automations built in the first 60 days
- Up to two automation requests each month after launch
- Maintenance for up to 10 active automations
- Workflow troubleshooting and health checks
- Operating notes so your VA knows how each workflow works
Available only with a Travel Agent VA. There is no separate automation commitment while your VA service remains active.
Straight monthly pricing: the managed CRM is $149 per month and Automation Care is $399 per month. Optional email, text, phone and AI usage is enabled only when requested and is billed according to use.
Your first five
Start with the automations that remove the most repeated work.
New lead response
Capture a website inquiry, create the contact and notify the right person.
Consultation reminders
Send timely reminders and keep the appointment status visible.
Lead follow-up
Keep a new inquiry from disappearing after the first reply.
Payment milestones
Create the right task or reminder as deposits and final payments approach.
Post-travel reviews
Request feedback after travel and route the result into the follow-up process.
Built around the way you work
Map it. Build it. Then manage it.
We do not force a new platform onto the agency. We start with your process, build the first five standard automations in the software you already use, and maintain the active workflows as your VA operates them.
- 01
Find the real bottleneck
We review the handoff, delay or repeated task before deciding that software is the answer.
- 02
Define the first five
We agree on the trigger, steps, exceptions and outcome for each standard automation.
- 03
Build and test
We configure the approved workflow, test common paths and document how the VA operates it.
- 04
Maintain and improve
We maintain up to 10 active automations and work through up to two automation requests each month.
What belongs in each plan
Software access and automation labor are not the same thing.
Choose the $149 platform when…
- You need one place for leads and follow-up.
- You want website forms feeding directly into the CRM.
- You want review requests, response tools and newsletters.
- Your VA needs a central system to operate every day.
Add $399 Automation Care when…
- Several systems need to hand work to one another.
- A broken workflow would cause leads or client tasks to disappear.
- Your process changes often enough to need ongoing technical care.
- You want your VA’s operating instructions kept aligned with the system.
Build only what the agency will use
Start with the VA. Add the right system when the work calls for it.
Already a Travel Agent VA client? Bring us the process that is slowing the team down. Still deciding on a VA? Start with the staffing offer and add systems after the role is clear.