ClientBase + iZento = Agent Success

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Storyboard Description

This is a story about selling travel using the iZento service with ClientBase.

Storyboard Text

  • A True Story about Selling Travel
  • ABC TRAVEL
  • Create Res Card
  • ClientBase Rocks
  • Review & Share Journal
  • Follow up = Selling up
  • Journal Inspires Sales
  • Journal Generates New Client
  • Bon Voyage
  • Agent Triples Earnings!
  • Using the iZento trip journal the agent more than tripled her earnings with added excursions, insurance, activities and number of travelers booked – all commissionable
  • Mary contacts Karen at ABC Travel to book a cruise on the Queen Mary 2.
  • Karen uses Live Connect to book & download the cruise info into ClientBase. She also books air, hotel, transfers and recommends several tours.
  • Karen receives iZento trip link personalized for Mary’s trip, reviews the itinerary and emails it to Mary and her husband John.
  • Karen calls Mary. After seeing the itinerary & exciting tours agent Karen has recommended, Mary books 3 excursions and opts for trip insurance from an ad she saw in the journal.
  • Mary calls Karen to extend the trip with a post-cruise stay in Sydney. Mary's online journal will be automatically updated as soon as Karen updates the Res Card.
  • Looking forward to her vacation, Mary emails the trip journal link to her friend Alice who gets inspired to join in on the fun and calls agent Karen to book the same trip.
  • Karen reviews itinerary, adds final notes then sends travel info to Mary & Alice, including the trip journal PDF for offline viewing.
  • This is based on a true story, reported by an agent who uses iZento with ClientBase. It could be your story, too.
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