Client Trip Planning → Itinerary Creation → Booking Management
Streamline travel planning for clients by converting city guide insights into detailed itineraries and tracking bookings.
Workflow Steps
Wingman City Guide
Research destination options
Gather comprehensive information about the client's destination including must-see attractions, dining options, transportation, and local experiences.
Notion
Build structured itinerary database
Create a Notion database with templates for daily schedules, including time slots, activities, addresses, booking confirmations, and client notes from the city guide data.
Calendly
Schedule client consultation calls
Set up automated booking links for itinerary review calls, sending clients their Notion itinerary 24 hours before the scheduled consultation.
Workflow Flow
Step 1
Wingman City Guide
Research destination options
Step 2
Notion
Build structured itinerary database
Step 3
Calendly
Schedule client consultation calls
Why This Works
Combining comprehensive city data with structured organization tools creates professional, shareable itineraries while automating client communication touchpoints.
Best For
Travel agents and consultants managing multiple client itineraries
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