Purpose
Defines the standard process for receiving, qualifying, and preparing new Passionate Vacations client inquiries.
Current Standard
New inquiries should move through a clear client path: social post or referral, lead magnet or inquiry form, GHL inquiry form, follow-up, consultation, proposal, and booking. The process should help determine whether the client is a good fit before extensive planning work begins.
Procedure / Steps
Nothing recorded yet.
Key Decisions
Passionate Vacations should prioritize intentional clients who value planning support, meaningful experiences, clear communication, and professional guidance. The qualification process should gather destination interests, travel dates, budget, traveler count, trip purpose, special needs, and decision timeline.
Related Assets
- • GHL Inquiry Form
- • Intentional Couples Getaway Checklist
- • website Let's Connect page
Related SOPs
- • Inquiry Follow-Up SOP
- • Consultation Prep SOP
- • Proposal Creation SOP
Related Forms / Templates / Checklists
- • Client Qualification Form
- • Travel Inquiry Form
- • Consultation Checklist
Related Prompts
- • Client intake prompt
- • qualification prompt
- • consultation prep prompt
Tags
client-intakequalificationghlinquiryconsultationlead-process
Notes
This entry connects marketing activity to actual booked business.