Supercharge Your Client Journey with Safari Portal

Safari Portal is the only tool you need to curate your client’s entire journey. It’s an all-in-one system that can take you from the initial dreaming and marketing stage, to selling the final itinerary, to creating a custom portal for your clients to prepare for their trip and for you to collect important documents. This isn’t only about building itineraries – it’s about curating your client experience in an inspirational and organized way.

Let’s go through a scenario together: You get an email inquiry. Bonnie was referred to you by her friend and is interested in planning a honeymoon to India, with a focus on wildlife. She hasn’t done much research yet and would love some guidance about possible places to stay.

You happen to be at the gym on the stationary bike when you receive the first email. You know the landscape is competitive and that Bonnie has likely sent a similar inquiry email to another agent. AND she’s probably googling up a storm too. Time is not your friend.

Luckily for you, you use Safari Portal and you can create a Lookbook from your phone, right there from the stationary bike.

I recreated this moment from my mobile device and timed it. It took exactly 3 minutes and 42 seconds to create this Lookbook showcasing different options and ideas for our friend Bonnie.

You text her the link and boom! A moment later you receive an email alert that she’s viewing the itinerary. Whether she’s viewing it from her mobile device or from her computer, you know it’s going to look great. It’s also going to instantly capture her within your ecosystem, instead of her off googling where to go see wildlife in India.

She writes back that she’s excited and is really interested in Aman-i-Khás in Ranthambore, and she is now thinking that she and Clyde would like to combine that with a stay in one of India’s colorful cities, where they can explore a bit, but mostly relax and be pampered.

You have the perfect trip idea. You’re now walking out of the gym. Before you get into your car, you sit in the lobby and craft this proposal for Bonnie. You fill out the basics – you know her dates in December are flexible, and later, if she books, you’ll go back in and add in more details like specific dates and meeting up times. Bonnie first needs to gush about this trip to her fiancé over dinner.

You tell her you’re contacting your suppliers now and will get pricing and availability over to her by tomorrow. It’s been an hour since she first emailed you!

When you receive responses from your suppliers later that evening, you update the proposal and it automatically updates Bonnie’s live link.

Bonnie and Clyde book the next day.

After sending off confirmations to your suppliers, it takes you 5 minutes to put together a ‘custom’ Guest Portal for your honeymooners. It contains all the information they need to know before they travel to India, and has online Guest Forms for them to fill out. You invite them to the Guest Portal via email….

…Because Guest Portals contain personal information, guests must be invited to their own private portals via email. If you’d like to see what happened next, shoot us an email at support@safariportal.app and we’d be happy to invite you to Bonnie & Clyde’s personal Guest Portal.

Happy you and happy guests!