How a 4-Person Service Company Turned AI-Answered Calls into a Technician Dispatch Board
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Doubling trip frequency for boutique tour operator Project Por Amor
TABLE OF CONTENTS
The Client
Project Por Amor is a boutique tour guide focused on Cuba.
Due to embargos they can’t use standard tour guide apps.
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
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