Our client is a UK-based international travel agency that specializes in curated travel experiences. As demand grew, they found themselves stuck with tools that didn’t scale—Google Sheets for lead tracking, email for follow-ups, and no visibility into what was working.
They came to us looking for a system that could centralize operations, improve client engagement, and support growth.
The agency had a strong client base, but their backend systems couldn’t keep up. Here’s where they were struggling:
All lead tracking was done in Google Sheets, with no master database or CRM. There was no way to track where leads were in the sales journey, and follow-ups often slipped through the cracks.
“We didn’t know which lead came from where or when to follow up—it was all manual and easy to miss.”
Each salesperson had their own copy of lead data, which led to duplicates and lost opportunities.
Every task—sending a follow-up email, confirming an appointment, or asking for a review—was done manually. This made it hard to stay consistent, especially as the business scaled.
Sales reps had to remember to chase leads and track conversations on their own, with no system to support them.
After trips were completed, there was no process to request reviews. Happy clients weren’t being prompted to leave feedback, and the agency was missing out on valuable social proof.
We introduced the team to Go High Level, implementing a full sales and marketing system that fit their growing needs. Within weeks, they had a centralized, automated platform with all the tools they needed.
We built a custom Go High Level CRM and connected it with all their lead sources—forms, live chat, and social ads. We created custom pipelines, added lead scoring, and tagged leads by region and priority. Now, nothing slips through.
Repetitive tasks were replaced with automation. Leads now receive automatic follow-ups based on timing and behavior. If someone doesn’t book within 48 hours, the system sends a friendly reminder.
We also set up auto-assignments and reminders for the sales team so they could focus on closing, not clicking.
We created custom dashboards showing conversion rates, lead sources, campaign performance, and more. Now, the agency can track what’s working—and what’s not—without guesswork.
Calls are now logged and linked to contact records. Every call is stored and tied to the appropriate lead or deal. This gives the team full visibility and history for every conversation.
We launched automated email and SMS sequences to guide leads through the buying process. Personalized campaigns were also set up to re-engage cold leads and bring them back.
We integrated GHL’s calendar system for smooth appointment booking. Each booking triggers confirmation emails and reminders—reducing no-shows and saving time.
After service, clients get an email and SMS asking for a review. This helped the agency collect 100+ positive reviews in 3 months, dramatically improving their online reputation.
A live chatbot was added to their site to handle real-time questions and pass those leads straight into the CRM. No more missed inquiries.
Before wrapping up, we delivered a training session for the team and a custom step-by-step guide on using the system. The team now runs independently—no guesswork, no confusion.
Since the implementation, the agency has seen measurable improvements:
Our Client’s business specializes in international travel experiences. As demand for his services grew, he realized his current system couldn’t keep up
Initially, he managed his operations with Google Sheets and email tools. While they were functional, they just weren’t that effective. These are some common bottlenecks:
he shared..
That’s when we introduced him to Go High Level and implemented a comprehensive solution tailored to his needs.
We needed a system that could handle lead management, automate follow-ups, and track performance all in one place,
Then, we automated the repetitive tasks. Follow-ups, appointment confirmations, and reminders were triggered at our client’s desired time. For example, if a lead didn’t book within two days, they received a friendly reminder automatically.
Our team built custom dashboards that tracked key metrics (like lead sources, conversion rates, and campaign performance) in real-time. These dashboards provided insights for making data-driven decisions.
We integrated a call tracking system that logs every client interaction. The calls were automatically aligned with the corresponding lead in the CRM. This helped the agency’s team to keep accurate records. Doing so also ensured no communication was missed and provided a detailed history for reference.
We deployed automated email/SMS campaigns to nurture potential clients. We also designed personalized email and SMS campaigns to reconnect with lost clients, creating more business opportunities.
A calendar booking system was integrated into GHL that made scheduling appointments easier for clients. We synced it with automated workflows that sent confirmation emails and reminders to reduce no-shows.
We implemented workflows for post-service review collection. Automated emails and SMS messages are sent to clients after their service, encouraging them to post a review on social media platforms. This helped the travel agency gather over 100 reviews in just three months which drastically enhanced his agency’s reputation.
We added a live chatbot to the website for real-time inquiries and synced it to the CRM. This ensured no lead was overlooked.
First, we customized Go High Level CRM and integrated it with all their sources including forms, live chat, and social media ads. We implemented custom pipelines and lead scoring to make sure high-value leads received immediate attention.
We deployed automated email/SMS campaigns to nurture potential clients. We also designed personalized email and SMS campaigns to reconnect with lost clients, creating more business opportunities.
We integrated a call tracking system that logs every client interaction. The calls were automatically aligned with the corresponding lead in the CRM. This helped the agency’s team to keep accurate records. Doing so also ensured no communication was missed and provided a detailed history for reference.
Then, we automated the repetitive tasks. Follow-ups, appointment confirmations, and reminders were triggered at our client’s desired time. For example, if a lead didn’t book within two days, they received a friendly reminder automatically.
A calendar booking system was integrated into GHL that made scheduling appointments easier for clients. We synced it with automated workflows that sent confirmation emails and reminders to reduce no-shows.
We implemented workflows for post-service review collection. Automated emails and SMS messages are sent to clients after their service, encouraging them to post a review on social media platforms. This helped the travel agency gather over 100 reviews in just three months which drastically enhanced his agency’s reputation.
We added a live chatbot to the website for real-time inquiries and synced it to the CRM. This ensured no lead was overlooked.
Then, we automated the repetitive tasks. Follow-ups, appointment confirmations, and reminders were triggered at our client’s desired time. For example, if a lead didn’t book within two days, they received a friendly reminder automatically.
