Automate Your Hospitality Business

Capture more leads, eliminate repetitive manual work, and deliver exceptional service to every client—without adding extra headcount.

Provide Quotes Faster, Keep Clients Engaged, and Grow Your Business With AI-Driven Workflows

Specific to Your Industry, Not Just Generic Automation

Eliminate Missed Leads

Capture every opportunity with our AI-driven workflows. Engage with potential guests instantly through calls, chats, and social media, ensuring no inquiry goes unanswered.

Faster Contract Closures

Streamline your booking process with automated e-signatures and payment requests, ensuring faster contract closures and improved guest satisfaction.

Hospitality Industry Specific Workflows

Boost Client Confidence

Keep your clients informed with real-time updates on their bookings, ensuring transparency and building trust.

Stay Organized

Simplify your operations by managing leads, appointments, and transactions from one centralized platform, enhancing efficiency and guest experience.

Core Workflows at a Glance

Arketing Workflow Example
1. Lead Capture & Qualification

Purpose: Efficiently capture leads from multiple channels and qualify them to ensure they are directed to the right team for follow-up. 

Key Steps:

  • Lead Capture: Integrate forms and landing pages on your website and social media to automatically capture lead information.
  • Lead Tagging: Automatically tag leads based on the source, service interest (e.g., residential or commercial), and urgency.
  • Lead Qualification: Utilize automated scoring based on engagement and provided information to prioritize and route leads to the appropriate sales personnel.

Purpose:Ensure a seamless onboarding experience for new guests, providing them with all the necessary information and resources for a comfortable stay.

Key Steps:

  • Welcome Communications: Send automated welcome emails or SMS containing detailed information about the hospitality services, what to expect, and FAQs.
    Document Collection: Use secure forms to collect necessary documentation and guest preferences.
    Initial Meeting Setup: Automate the scheduling of initial meetings or consultations directly through the platform.

Purpose: Manage appointments efficiently and ensure customers are reminded of and satisfied with their service.

Key Steps:

  • Appointment Scheduling: Allow customers to book appointments online through a calendar integration that reflects real-time availability.
  • Automated Confirmations: Send immediate confirmation messages once an appointment is booked.
  • Reminders and Follow-Ups: Deploy automated reminders before appointments and follow-up communications post-appointment to gather feedback and suggest additional services.

Purpose: Facilitate a smooth invoicing and payment process, enhancing customer satisfaction and improving cash flow.

Key Steps:

  • Automated Invoicing: Automatically generate and send invoices upon completion of service or at project milestones.
  • Payment Reminders: Send reminders for upcoming and overdue payments to ensure timely collection.
  • Receipt Issuance: Automatically send digital receipts post-payment, confirming transaction completion.

Purpose: Minimize the impact of no-shows and cancellations on business operations.

Key Steps:

  • Cancellation Policy Reminder: Automatically remind customers of the cancellation policy when they attempt to cancel or reschedule.
  • Rescheduling Incentives: Offer incentives for rescheduling rather than canceling appointments.
  • No-Show Follow-Up: Automatically contact no-shows with options to reschedule and reminders of missed appointment impacts.

Purpose: Keep customers informed about the progress of their projects and celebrate milestones to ensure continued engagement and satisfaction.

Key Steps:

  • Regular Updates: Send automated updates on construction progress and any changes in timelines.
  • Milestone Celebrations: Notify customers of completed milestones with options to view progress through photos or summaries.
  • Feedback Requests: Solicit feedback at various stages to gauge customer satisfaction and address concerns promptly.

Purpose: Nurture leads through different stages of the marketing funnel from awareness to decision-making.

Key Steps:

  • Content Delivery: Segment leads based on their funnel stage and deliver targeted content via email or social media to move them to the next stage.
  • Engagement Tracking: Monitor interactions with content and promotions to refine targeting and content strategy.
  • Conversion Strategies: Implement retargeting campaigns and special offers to convert leads into customers at the decision stage.

Purpose: Nurture new homeowners/investors with check-ins, collect reviews, and encourage referrals.
Key Steps:

  • “Welcome to Your New Home” or “Thank You” messages
  • Feedback forms & referral incentives
  • Social proof prompts (Google Reviews, etc.)

A.I. Call Assistant

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