Time: 6:30 PM EST
Estimated completion time is 8:00 PM EST
Where: Online via Google Meet (link sent after registration)
Due to system restraints, the live meeting will only be open to the first 150 participants. If you are unable to make it OR cannot join the live call, you will receive the recording link to watch on your own time. Please arrive early to secure your live spot as there will be Q&A at the end.
Replay Available: Yes, all registrants will receive the recording
Travel professionals ready to ditch clunky PDFs and manual processes
Anyone using (or considering) Travefy
Advisors looking to wow clients from the first touchpoint
In this webinar, I’ll walk you through how I use Travefy’s Forms feature to streamline lead capture, automate client onboarding, and look professional while doing it.
You’ll discover:
How to build beautiful, functional forms in Travefy
When and how to use smart fields for maximum efficiency
Best practices for what to ask and how to ask it
The optimal order and timing to send your forms
How to customize the default Proposal Agreement form
Automation tips for saving time and reducing back-and-forth
How to connect forms to landing pages to generate leads seamlessly
Whether you’re brand new to Travefy or looking to level up your workflow, this session is packed with practical, value-driven strategies.
There will be Q&A opportunities throughout the webinar.
As a busy travel advisor and Travefy virtual assistant, I understand the importance of being able to efficiently run your business. I use Travefy to maximize efficiency, and I am excited to show you how to use the forms feature to do the same. Stay tuned for future webinars where I will cover more Travefy tips and tricks.