Purpose
Tracks future automation ideas for Passionate Vacations so they can be reviewed, prioritized, and built at the right time.
Current Standard
Automation ideas should be captured instead of acted on immediately. Ideas should be reviewed based on business value, client experience, time savings, revenue impact, and implementation complexity.
Procedure / Steps
Nothing recorded yet.
Key Decisions
Priority automation areas include inquiry follow-up, consultation reminders, past guest campaigns, client document reminders, pre-departure reminders, post-trip follow-up, content planning support, supplier tracking, and asset indexing. Automations should not replace personal judgment where client trust or important decisions are involved.
Related Assets
- • GHL workflows
- • GHL contacts
- • GHL calendar
- • PV HQ
Related SOPs
- • Automation Planning SOP
- • Inquiry Follow-Up SOP
- • Client Communication Standards
Related Forms / Templates / Checklists
- • Automation Idea Tracker
- • Workflow Planning Checklist
- • Follow-Up Checklist
Related Prompts
- • Automation backlog prompt
- • workflow review prompt
- • follow-up sequence prompt
Tags
automation-backlogworkflowsremindersghlfollow-upclient-experience
Notes
This backlog helps prevent shiny-object decisions and keeps automation tied to business priorities.