PROPER Integration Into Your
Let our team of experts help with:
Increased Efficiency: Our experts will handle the installation and setup of legal agreements and CRM systems, allowing you to focus on growing your business and serving your clients.
Streamlined Operations: Our services ensure that all systems are properly configured and integrated, streamlining your operations and saving you time and hassle.
Reduced Risk of Mistakes: Our team of experts have the knowledge and experience to handle complex installation tasks, reducing the risk of costly mistakes and ensuring that your systems are set up correctly from the start.
Improved Security: Our experts will ensure that all legal agreements are integrated properly, protecting your business from potential legal issues.
Better Utilization of Membership Benefits: Our services allow you to fully utilize the benefits of your Silver or Gold+ Membership from Travel Industry Solutions, such as the use of CRM systems, to help you grow your business and increase your revenue.
Sign up for our implementation service tailored to your TIS Silver or Gold+ Membership, complete the onboarding assessment, and schedule your kick-off meeting to get started with proper integration of legal agreements and streamlined business operations.
We will start your project by reviewing your travel business and TIS Membership level, providing you with a clear understanding of the timeline and requirements for completion.
After verifying your agency details and any special language needs, our team will begin the setup and installation of the necessary agreements, forms, and deliverables in your CRM and other relevant tools.
At the end of the project, we will conduct a hand-off walkthrough to ensure a smooth transition and provide an opportunity for any questions you may have. Additionally, you will have access to 30 days of support after the project is completed.
Setup & Installation includes:
Tailored Project Kick-Off Consultation: We will review your travel business and TIS Membership level, providing you with a clear understanding of the timeline and requirements for completion.
Customized Branding: Our team will add your agency's specific logo and details to the "Essential Agreements" to reflect your brand.
Website Integration: We will integrate the necessary Terms & Conditions into one of the supported website platforms (Wix, Square Space, WordPress) or online storage locations (i.e. Google Drive) for easy access and compliance.
CRM Integration: We will set up the Essential Agreements inside of one of the supported Travel CRM solutions or e-signature solution for streamlined operations.
Seller of Travel Compliance: Our team will review and set up your SOT website display to ensure compliance with state regulations.
Recorded Training Walkthrough: Our team will provide you with a recorded training walkthrough of the setup and installation, ensuring you are familiar with the process.
30 Day Implementation Support: You will have access to 30 days of support after the project is completed, to ensure a smooth transition and resolve any issues that may arise.
For Gold Members looking to optimize their workflow using their Gold Membership:
Gold+ members receive the added benefit of Done-For-You Workflow & Task List Automation in their CRM tool, making their business operations more efficient and organized using the TIS Booking Checklist which will include:
Customized Task List & Automation Setup: Our team will set up a tailored task list and automation to fit the specific needs of your business.
Email Automation & Scripts: We will set up email automation, including ready-made email scripts, to ensure that your communication with clients is consistent and professional.
Booking Workflow: Our experts will set up a booking workflow to streamline the booking process and improve the client experience.
On-Brand Customer Touchpoints: Gold+ members receive the added benefit of Done-For-You, on-brand customer touchpoint guides such as brochures and guides. This will help you to stand out and make a great first impression with your potential clients.
Setup & Installation includes:
Tailored Project Kick-Off Consultation: We will review your travel business and TIS Membership level, providing you with a clear understanding of the timeline and requirements for completion.
Customized Branding: Our team will add your agency's specific logo and details to the "Essential Agreements" to reflect your brand.
Website Integration: We will integrate the necessary Terms & Conditions into one of the supported website platforms (Wix, Square Space, WordPress) or online storage locations (i.e. Google Drive) for easy access and compliance.
CRM Integration: We will set up the Essential Agreements inside of one of the supported Travel CRM solutions or e-signature solution for streamlined operations.
Seller of Travel Compliance: Our team will review and set up your SOT website display to ensure compliance with state regulations.
Recorded Training Walkthrough: Our team will provide you with a recorded training walkthrough of the setup and installation, ensuring you are familiar with the process.
30 Day Implementation Support: You will have access to 30 days of support after the project is completed, to ensure a smooth transition and resolve any issues that may arise.
Our services include the integration of legal agreements into your CRM system and website, as well as workflow and task list automation, email setup and automation, and booking workflow setup. For Gold+ members, we also include on-brand customer touchpoint materials.
The process begins with a project kick-off consultation to review your travel business and TIS Membership level. Then we will verify your agency details and any special language needs. Our team will then begin the setup and installation process, and will conduct a hand-off walkthrough at the end of the project.
After the project is completed, you will have access to 30 days of support to ensure a smooth transition and address any issues that may arise.
Additional support is available for an additional fee. Please contact us for more information.
We currently support a variety of CRM systems to include TravelJoy, VacationCRM, and TESS and website platforms, including Wix, Square Space, Wordpress, and Google Drive. If you have a specific system or platform that you would like to use, please let us know and we will do our best to accommodate your needs. Additional fees will apply for non-supported platforms and are determined on a case by case basis. Please reach out to us if you have questions about your system or platform.
The Silver Membership Setup & Installation service is $297 and is available for both Silver & Gold Membership holders and the Gold Membership Setup & Installation is only available for TIS Gold or Higher Membership holders.
The implementation process varies depending on the complexity of your business and TIS Membership level. We will provide you with a timeline during the project kick-off consultation.
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