459: Everything I Automate in My Travel Business: AI, CRM Workflows, Email Templates & Time-Saving Systems
- E459
- 27:47
- July 6th 2026
Do you ever wonder how some travel advisors seem to do it all?
In this behind-the-scenes episode, I'm sharing exactly what I automate in my travel business—from client workflows and email templates to AI tools, CRM automations, scheduling, onboarding, and follow-up systems. These are the same processes that help me run a successful travel agency while teaching full-time, creating content, hosting a podcast, and traveling myself.
You'll learn how automation creates a better client experience, saves hours every week, and allows you to spend more time building relationships instead of repeating administrative tasks.
In this episode, you'll learn:
- The client emails and workflows I automate from inquiry to post-trip
- How I use my CRM to streamline the entire client journey
- My automated consultation reminders and follow-up process
- The 30-day onboarding email sequence I use for new travel advisors
- How I use AI inside my CRM and other tools to save time
- The email templates I never write from scratch anymore
- Why automation makes your business more personal—not less
- Where to start if you're new to business automation
Whether you're a new travel advisor or looking to scale your travel business, these automation tips will help you create a more organized, profitable, and stress-free business.
Connect with Lindsay:
Ready to build a travel business with proven systems and support? Learn more about joining At Last I See The World Travel or connect with Lindsay on social media for more travel advisor tips, marketing strategies, and behind-the-scenes business content.
https://www.lindsaydollinger.com
Passports, Profits and Pixie Dust
Welcome to the Passports, Profits and Pixie Dust Podcast! Host Lindsay Dollinger shares tips, strategies, stories, and interviews that will help you grow the travel business you want without burnout...with some pixie dust (FUN) sprinkled in!
Are you ready to be empowered to start or uplevel your business so you can earn the income you deserve to live the life of your dreams? It's time to create and own your magic!
About Lindsay: Lindsay is a travel agency owner, podcast host, high school Spanish teacher, dog mama to Bella, and Disney lover! She lives in Ohio with her younger sister and their rescue dog (from Puerto Rico), Bella. She's obsessed with all things Disney (the parks, movies, studying the business model, and running RunDisney races).
She started in business in network marketing in 2016. Needing an outlet to feel fulfilled after her mom passed away from a nearly 17 year battle with breast cancer in 2015, she quickly found that she was obsessed with helping other women also grow their businesses, and her coaching business very organically grew from her success in her own business and helping others on her team. She started this podcast in 2020 to share not only her own business advice and tips as she's on the journey herself, but also to interview other motivational women to share with YOU ! Additionally, she has always loved Disney, and one of the things she does is work as a travel agent who specializes in Disney and cruises. So, it was very natural for her to add her Disney-inspired branding into her business coaching, and the rest is history!
www.lindsaydollinger.com**The opinions expressed by Lindsay Dollinger on this podcast, her website, or her social media accounts are those of her own and are not those of any other company she partners with.
Meet the Host
Lindsay is a women’s business coach, podcast host of the Passports, Profits and Pixie Dust podcast, high school Spanish teacher, dog mama to Bella, travel advisor, and Disney lover! She lives in Ohio with her younger sister and their rescue dog (from Puerto Rico), Bella. She's obsessed with all things Disney (the parks, movies, studying the business model, and running RunDisney races).
She started in business in network marketing in 2016. Needing an outlet to feel fulfilled after her mom passed away from a nearly 17 year battle with breast cancer in 2015, she quickly found that she was obsessed with helping other women also grow their businesses, and her coaching business very organically grew from her success in her own business and helping others on her team. She started this podcast in 2020 to share not only her own business advice and tips as she's on the journey herself, but also to interview other motivational women to share with YOU ! Additionally, she has always loved Disney, so it was very natural for her to add her Disney-inspired branding into her business coaching, and that’s how she formed her membership, The Social Sales Society.
