Tourism · Groups

Recurring Group Program Renewal (Annual School/Club Trips)

Renew recurring annual group trips before the organizer shops around.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent tracks recurring group program relationships and their typical annual planning timeline.
  2. Reaches out ahead of the planning window with next year's proposal and any pricing changes.
  3. Highlights improvements made from the prior year's feedback, pulled from the CRM's log.
  4. Secures an early commitment/deposit to lock in the recurring relationship.

Data sources

Recurring program history Prior-year feedback records

What it targets

  • Recurring programs approached before their planning window Target 90%
  • Recurring program renewal rate Target 80%