How We Helped a Travel Agency Stop Losing Leads and Close More Bookings in 4 Weeks

How We Helped a Travel Agency Stop Losing Leads and Close More Bookings in 4 Weeks Client Overview 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. Challenges The agency had a strong client base, but their backend systems couldn’t keep up. Here’s where they were struggling: Fragmented Data and Missed Leads 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. No Automation or Workflow Control 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. No Review or Feedback Strategy 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. Solution 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. Capturing a Single Source of Truth 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. Automated Workflows for Sales and Support 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. Real-Time KPI Dashboards 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. Call Tracking Integration 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. Lead Nurturing Campaigns 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. Easy Appointment Scheduling We integrated GHL’s calendar system for smooth appointment booking. Each booking triggers confirmation emails and reminders—reducing no-shows and saving time. Automated Review Collection 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. Chatbot Integration 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. Client Enablement 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. Portfolio Results Since the implementation, the agency has seen measurable improvements: Lead response time improved by 40% Manual efforts reduced by 60% Conversion rates increased by 25% Lead tracking accuracy up by 35% Recovered 15% of lost clients through re-engagement campaigns Over 100 client reviews collected in 3 months Build Your System with Us If you’re still stuck with spreadsheets and manual follow-ups, you’re leaving leads (and revenue) behind. Let’s build you a system that scales. Book a consultation today. Get your system done today