Prepare in Advance: Familiarize yourself with the client's itinerary proposal beforehand. This ensures you can speak confidently about the details and answer any questions they may have.
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Set the Stage: Begin your Loom video by introducing yourself and briefly explaining the purpose of the meeting. Let the client know that you'll be walking them through their itinerary proposal step by step.
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Introduce Tern to your client
​Explain to your client that Tern is the software you use to create their amazing itineraries, and allows them to customize their trip. It also allows them to securely authorize payments, and later to have all their itinerary information in their pocket using the Tern for Travelers app!
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Optional - Set the generic stage!
​ If this is a generic loom video that you plan to show to ALL clients, keep that in mind as you address the view. Still introduce yourself, but think “evergreen content” as you’re filming.
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Navigate Through the Itinerary: Share your screen and guide the client through the itinerary, highlighting key destinations, activities, and accommodations. Use Loom's screen recording feature to capture your navigation smoothly.
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Explain Each Element: As you go through the itinerary, explain each element clearly and concisely. Provide relevant information such as travel dates, flight details, hotel accommodations, and any included activities or tours.
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Address Customization Options: If the itinerary offers customization options, discuss these with the client and explain how they can tailor the itinerary to better suit their preferences and interests. Show them how to choose between an option block.
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Highlight Benefits and Features: Emphasize the unique features and benefits of the proposed itinerary, such as exclusive experiences, local insights, or special arrangements made by Tern.
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Encourage Interaction: Encourage the client to ask questions and provide feedback throughout the presentation. Use Loom's commenting feature to facilitate communication and address any concerns in real-time. Click on the comment box (definitely show them the comment box!).
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Click “Learn More” to Provide Additional Resources: Offer supplementary materials or resources that can enhance the client's understanding of specific destinations or activities mentioned in the itinerary. This could include maps, photos, or links to relevant websites.
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Reiterate Next Steps: Summarize the key points discussed during the presentation and outline the next steps in the booking process. Provide clear instructions on how the client can proceed if they're ready to confirm the itinerary.
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Follow-Up: After the Loom presentation, follow up with the client via email or phone to address any lingering questions or concerns. Express your willingness to assist them further and ensure they feel supported throughout the booking process. Use Tern to create a post-proposal followup task to remind yourself to reach out to the client and have an email template ready to go with that followup to save you time later.
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