New inquiries go cold while you're building proposals.
Travel advisors and event planners sell expertise, but the week fills up with inquiry replies, itinerary drafts, payment deadlines and supplier follow-ups. AI for travel agencies is most useful on that layer: replying fast, drafting the first version, and making sure no final payment date sneaks past. I run the agents; you keep the client relationships.
Flat rate, starting at $499 a month. Cancel any month.
Where the hours go in a travel agency or planning business
The trips and events are the fun part. This is the rest:
- Inquiry replies to website forms, social messages and referrals, often a day late because you were on the phone with a supplier
- Itinerary and proposal drafts pieced together from supplier sites, booking tools and your own notes
- Deposit and final payment deadlines, plus passport, insurance offer and document reminders
- Past travelers who would book again if someone reached out before their next anniversary or spring break
- Group bookings: rooming lists, who has paid, who still owes forms, who changed their flight
- Email campaigns to a list you collected and rarely use
- Destination content for your blog and social channels, always on the "next week" pile
- For planners: vendor confirmations, run-of-show timelines and RSVP tracking
What my AI agents take off your plate
Each job below is one line on your list. One rate covers all of them.
Inquiry response
New inquiries get a warm, specific reply within minutes, a few qualifying questions, and a link to book a consult with you.
AI lead follow-up →Itinerary and proposal drafts
Your notes and the client's wish list turned into a formatted first-draft itinerary or proposal, ready for you to price, verify and personalize.
AI content production →Deadline and payment reminders
Deposit, final payment and document dates tracked for every booking, with reminders to clients and a weekly "due soon" list for you.
Business process automation →Past traveler reactivation
Your CRM cleaned up and segmented by trip type and travel date, so past clients hear from you at the right moment with something relevant.
CRM cleanup and automation →Group trip tracker
One simple page that shows every traveler in a group, what they've paid, which forms are in and who still needs a nudge.
Custom tools and SaaS replacement →Campaigns and content
Email campaigns to your existing list and destination posts in your voice, drafted on a schedule and approved by you before anything goes out.
AI content production →Who does what
The agents carry the admin. You stay the expert the client hired.
| Task | What the agent does | What stays with you |
|---|---|---|
| New inquiry | Replies fast, asks qualifying questions, offers consult times | The consult itself and the recommendation |
| Itinerary draft | Builds a first draft from your notes and supplier info | Checking every price, date and availability, then personalizing it |
| Payment deadline | Sends reminders and flags overdue balances to you | Collecting payment and any exceptions |
| Group booking | Tracks payments, forms and changes per traveler | Supplier negotiations and room assignments |
| Past client outreach | Drafts a relevant note based on their last trip | Deciding who gets a personal call |
| Event timeline | Drafts the run of show and vendor confirmation emails | Day-of decisions and vendor relationships |
Fix the CRM you're paying for
Most advisors already pay for a CRM, an email platform, an itinerary or proposal tool, and whatever their host agency or consortium provides. The problem is rarely the software. It's that past bookings sit in the CRM with inconsistent tags, missing travel dates and no follow-up plan, so the best marketing asset in the business goes unused.
CRM cleanup and automation fixes the records first, then sets up the reminders and reactivation sequences on top. If you're paying for tools you've outgrown, a small tracker you own can sometimes replace one; see custom tools and SaaS replacement and the SaaS cut sheet.
A travel advisor with lists it wasn't using
A travel advisor came to me with two things many advisors have and few use well: an email list of contacts collected at events, and a CRM full of past trips.
The first piece of work was campaigns that give that list a reason to hear from the agency, matched to where those contacts are in life and what kind of trip they're likely planning.
The second is reactivation. People who have already traveled with you are a real asset, because they already know and trust you. Cleaning up past-trip records, sorting them by trip type and timing, and reaching back out with something relevant is steady work agents handle well, with the advisor approving what goes out.
If you have a list you collected and never used, or a CRM full of past trips, that's usually the first item I'd put on your list.
What stays with the advisor
- Agents don't book and don't take payment. No supplier bookings, no card numbers, no refunds. You handle every transaction.
- Supplier details change constantly. Prices, availability and policies move. Every itinerary draft gets verified against the supplier before a client sees it.
- Entry rules come from official sources. Passport validity, visas and health requirements change; drafts point clients to official government sources and you confirm.
- Insurance advice stays licensed. Agents can remind clients that coverage is available. They don't recommend a policy.
- Big moments get a human. A canceled honeymoon or a wedding weekend going sideways is a call from you, not an email from a bot.
Questions from travel advisors and planners
Can AI write itineraries for my clients?
It can write strong first drafts from your notes, the client's preferences and supplier information. You check every price, date and detail and add the parts only you know. Clients pay for your judgment, so the draft saves time; it doesn't replace you.
Will it work with my CRM and booking tools?
Usually. I work inside the CRM and email platform you already use. Booking engines and host agency systems vary, so we'll look at what yours allows during our first call.
Is client data like passports and payment cards safe?
Agents don't need passport numbers or card details to do this work, so they don't get them. Access is limited to what each task requires. More on how I handle access and data.
What does it cost?
Starting at $499 a month, flat, with no cap on tasks and no contract. Inquiry replies, reminders, campaigns and CRM cleanup are all included. Your own software and email platform costs stay separate.
Your past travelers are waiting to hear from you.
Bring your CRM export or that list from the last bridal show. We'll look at what my agents can do with it, and how soon new inquiries can get same-hour replies.