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Business Operating Manual

The operational brain of Passionate Vacations

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38 entries

Marketing & ContentActive

City Experiences — Publication Ecosystem

Define the locked Passionate Vacations City Experiences publication architecture so each city develops through a consistent, scalable product ecosystem without requiring every optional format.

City ExperiencesTravel Experience LibraryPublications+5
Draft

How to Conduct the Initial Client Consultation

Client ExperienceActive

How to Onboard a New Client

This SOP establishes the required process for moving a new Passionate Vacations inquiry from initial contact to an officially onboarded client. The goal is to ensure that every new client: Receives a consistent and professional introduction to Passionate Vacations. Understands how the travel planning process works. Completes the required agreement and planning-fee process. Is accurately recorded in the PV HQ Client Experience Tracker. Has a clearly documented next action. Receives only the documents appropriate to the current stage of the experience. Has personal and payment information handled securely.

SOPClient OnboardingClient Experience+3
Vision & Brand FoundationActive

PV Visual Branding Standards

Defines the visual branding standards for Passionate Vacations marketing, graphics, flyers, presentations, lead magnets, website sections, and future promotional materials.

visual-brandingbrand-foundationflyer+5
Client ExperienceActive

Agreement Usage Standard

To define when Passionate Vacations should use the Travel Services Agreement, the Group Travel Proposal & Fee Acknowledgment, or the lighter cruise booking document stack. This prevents overloading simple clients with unnecessary paperwork while still protecting the business when custom planning, proposal work, or group travel coordination is involved.

agreementsclient documentstravel services agreement+5
Group TravelActive

Group Travel Proposal and Fee Standard

group travelproposal workplanning fees+4
Client ExperienceActive

Simple Cruise Booking Document Standard

cruise bookingindividual bookingclient forms+2
File ManagementActive

Asset Index Storage Standard

asset indexgoogle drivefile storage+3
Forms, Templates & ChecklistsActive

Client Form Checklist

Tracks the core client-facing forms Passionate Vacations needs to manage client travel planning clearly and professionally.

client-formschecklistreservation+3
Future AutomationsActive

Automation Idea Backlog

Tracks future automation ideas for Passionate Vacations so they can be reviewed, prioritized, and built at the right time.

automation-backlogworkflowsreminders+3
Prompt LibraryActive

Prompt Library Operating Rule

Defines how Passionate Vacations should save and reuse effective prompts.

promptsprompt-librarychatgpt+3
Prompt LibraryActive

Content Prompt System

Defines how Passionate Vacations should use prompts for repeatable content creation.

content-promptssocial-mediainstagram+3
Forms, Templates & ChecklistsActive

Forms, Templates & Checklists Operating Rule

Defines how Passionate Vacations should manage reusable forms, templates, and checklists.

formstemplateschecklists+3
Future AutomationsActive

Future Automations Operating Rule

Defines how Passionate Vacations should identify and plan future automations before building them.

automationsghlworkflows+3
Supplier RelationshipsActive

Preferred Supplier Tracking

Defines how Passionate Vacations should track preferred suppliers and supplier-specific details.

preferred-supplierssupplier-trackercontacts+3
Standard Operating ProceduresActive

Manual Entry Creation SOP

Defines the standard process for creating or updating Business Operating Manual entries inside PV HQ.

sopmanual-entrydocumentation+2
Standard Operating ProceduresActive

Final File Storage SOP

Defines how final Passionate Vacations files should be named, stored, and connected to PV HQ.

sopfilesstorage+3
Supplier RelationshipsActive

Supplier Relationship Standards

Defines how Passionate Vacations should manage relationships with suppliers, vendors, resorts, cruise lines, tour operators, and travel partners.

suppliersvendorscruise-lines+3
Business PoliciesActive

Travel Protection Standard

Defines how Passionate Vacations should discuss and document travel protection with clients.

travel-protectioninsurancepolicy+2
Standard Operating ProceduresActive

Document Review SOP

Defines how Passionate Vacations documents should be reviewed before being treated as final.

sopdocument-reviewclient-documents+3
Sales & Lead GenerationActive

Lead Magnet & Inquiry Funnel

Defines the standard path from marketing attention to qualified Passionate Vacations inquiry.

lead-generationfunnelinquiry+4
Marketing & ContentActive

Marketing & Content Operating Rule

Defines how Passionate Vacations should use content to build trust, visibility, and booked travel business.

marketingcontentvisibility+4
Sales & Lead GenerationActive

Partnership Outreach System

Defines how Passionate Vacations should identify and approach potential referral and collaboration partners.

partnershipsoutreachreferrals+4
Marketing & ContentActive

Love in Motion Content System

Documents the content system for Love in Motion as part of the Passionate Vacations brand ecosystem.

love-in-motionyoutuberelationships+4
Sales & Lead GenerationActive

Past Guest Reconnection Campaign

Defines the campaign for reconnecting with past guests and past inquiries.

past-guestsemail-campaignsales+4
Marketing & ContentActive

Social Media Content System

Standardizes the social media content system for Passionate Vacations and Deidre Carter-Briscoe.

social-mediainstagramfacebook+4
Business PoliciesActive

Payment & Cancellation Policy Standard

Defines how Passionate Vacations should manage and present payment, cancellation, and related client policy information.

paymentscancellationpolicy+3
Business OperationsActive

PV HQ Operating Rule

Defines how PV HQ should function as the Digital Headquarters for Passionate Vacations.

pv-hqoperationsdashboard+3
Client ExperienceActive

Client Intake & Qualification Process

Defines the standard process for receiving, qualifying, and preparing new Passionate Vacations client inquiries.

client-intakequalificationghl+3
Asset IndexActive

Asset Index Process

Defines how Passionate Vacations should track final documents, templates, graphics, links, and business assets.

asset-indexfilesdocuments+3
Business OperationsActive

Business Decision Capture Process

Creates a standard process for capturing important Passionate Vacations decisions inside the Business Operating Manual.

decisionsoperationsdocumentation+3
Client ExperienceActive

Client Communication Standards

Defines the communication standard for Passionate Vacations clients and prospects.

client-communicationemailtext+2
Vision & Brand FoundationActive

PV Brand Foundation

Defines the core brand direction for Passionate Vacations and PV HQ.

brandfoundationvision+3
Vision & Brand FoundationActive

Brand Language Rules

Documents approved and avoided language for Passionate Vacations and PV HQ.

brandlanguagecopy+3
AI & TechnologyActive

AI Tool Usage Standards

Defines how AI tools should support Passionate Vacations without creating scattered, inconsistent, or off-brand work.

aitechnologytools+4
Client ExperienceActive

Travel Experience Guide Role

Defines how Deidre’s client-facing role should be described in Passionate Vacations materials.

client-experienceroletravel-experience-guide+2
Forms, Templates & ChecklistsActive

Reservation Form System

Standardizes Passionate Vacations reservation form templates by cruise line and trip type.

reservationcruiseforms+6
Forms, Templates & ChecklistsActive

Client Document System

Organizes the official client-facing documents used by Passionate Vacations.

documentsclientforms+3