Doubling trip frequency for boutique tour operator Project Por Amor

The Client

The Challenge

• Running on spreadsheets.
• Lots of manual entry, copy and pasting. Mistakes are made, problems overlooked or not noticed.
• Manually recording payments in spreadsheets.
• 2 stages tour confirmation (minimum required).
• Follow ups with clients were all manual.

The Solution

• Airtable source of truth for payments and group management.
• Self-served client registration using Airtable and Fillout.
• Payment triggers automations to update records in Airtable.
• QuickBooks and Stripe integrations.
• Automations for minimum met, missing information and missing payments follow ups.

The Results

• Dramatically improved client experience. 20 hours on administrative tasks saved for each tour.
• Doubled tour capacity

Tech Used

• Zapier
• QuickBooks
• Stripe