11:15pm — someone is browsing beaches
The chat widget answers, captures dates and party size, and books a planning call for the morning.
FOR TRAVEL & HOSPITALITY
Turn inquiries into booked trips.
Answer every inquiry while they're still dreaming, follow up through the long decision, and stay in touch until they travel again.
crm.getpinnacle.ai/trips
Pipeline
Inquiry
3 new
Proposal Sent
2 active
Deposit
—
Traveling
—
Return Trip
—
Conversation
Looking at Italy in the fall for two.
Lovely time to go. Quick call Thursday to shape the itinerary?
Thursday afternoon works.
A day with Pinnacle Ai
The trip that takes four months to decide
Nurture campaigns share ideas and timelines until they're ready, so the inquiry doesn't go cold.
They're home and glowing
Review and photo requests go out that week, and a return-trip campaign starts a year before they'd think to call.
The five stages, mapped to travel & hospitality
- 1CaptureWebsite chat, inquiry forms & ad leads
- 2NurtureItinerary ideas & planning reminders
- 3CloseProposals, deposits & Text-2-Pay
- 4EvangelizePost-trip reviews & photo requests
- 5ReactivateAnniversary & return-trip campaigns
Growth playbook
The Travel Advisor Growth Playbook
Five plays that grow a travel & hospitality — all of them built into Pinnacle Ai.
01
Get found where travelers look
Travelers rarely search for "travel agent. " They search for the trip — a honeymoon in Greece, an all-inclusive with kids, a river cruise, a safari, a first trip to Japan. So build a page per trip type rather than one page about your agency, each written in the language people use when they are dreaming rather than booking.
Steal these plays
- Fill out your Google profile — category, services, real photos
- Post weekly on autopilot — "Where to go in shoulder season"
- Use a tracked number so you know which listing rang
google.com/search
Blue Compass Travel
143 reviews
Travel agency · Open now · San Diego
02
Answer first, win the trip
A trip inquiry has a short window of enthusiasm. People submit forms to two or three advisors on the same evening, usually after the kids are down, and they go with whoever engages first while the excitement is still there.
Steal these plays
- Text back every missed call in seconds
- Let AI answer after hours and book planning calls
- Follow up on day 0, day 1 and day 3 automatically
crm.getpinnacle.ai/inbox
Inquiry — 10:20pm
Thanks! Want a 20-minute planning call Tuesday at 4?
Tuesday at 4, perfect.
Booked
03
From consult to deposit
The consult call is where you turn a daydream into a plan, and it should end with a clear next step and a number. Send a preparation note before the call — what to think about, who is coming, must-haves versus nice-to-haves — so the conversation starts at the useful part.
Steal these plays
- Ask for the review the week they get home
- Route lukewarm feedback to your phone before it goes public
- Reply to every review with an AI-drafted response
crm.getpinnacle.ai/reputation
“Every detail handled, and she checked in before we flew.”
Traveler, Italy trip
AI reply drafted ✓You don’t have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.
Watch the Demo04
Take care of them before they go
The months between deposit and departure are where advisors either build a client for life or become forgettable. Build one pre-trip sequence and let it run on every booking, timed off the departure date.
Steal these plays
- Send each ad to a destination inquiry page, never your homepage
- Give every campaign its own tracked number
- Raise budget only where inquiries actually book
crm.getpinnacle.ai/reporting
Tracked number: (555) 012-4408
Destination page
Instagram
Referrals
Every lead attributed
05
Reviews, referrals, and the next trip
Ask for the review three or four days after they get home, when the trip is still glowing and the laundry is done. Send a text with the link and ask for the photo too — a client's own picture with a couple of lines about the trip is the best marketing asset in this business, and most people are delighted to share.
Steal these plays
- Ask last year's travelers about same time next year
- Send one useful monthly touch, not a sales blast
- Make referrals easy with a per-customer link
crm.getpinnacle.ai/contacts
Traveled 12 months ago84 clients
Quoted, not booked31
Campaign scheduledRun the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform — set up 1-on-1 with our team, supported 24/7, live in your first week.
No contracts · Unlimited users & contacts · Cancel anytime
Questions from travel & hospitality
Within minutes. People send inquiries to two or three advisors in the same sitting and go with whoever engages while the excitement is still there. An automatic text that names their destination and offers a consult slot keeps you in the conversation even when you're on the phone with a supplier.
Yes — deposits and payments run through Pinnacle Ai. Send a deposit link by text right after the consult, set up installment plans for larger trips, and let reminders and failed-payment retries run automatically. Text links get paid noticeably faster than invoices buried in email, and unpaid proposals get their own follow-up cadence.
A timed sequence off the departure date: documents at ninety days, insurance and balance at sixty, a personal what-to-expect note at thirty, a packing guide at fourteen, and final details three days out. It runs itself, it makes clients feel looked after, and it cuts the questions landing in your inbox.
Three or four days after they get home. Ask for the review and a photo in the same message, and offer a referral credit in the week or two afterwards while they're still telling everyone about the trip. That's the window where one happy client turns into two more bookings.
Tag every client with destination, month, and occasion, then run an anniversary campaign around eleven months out with two ideas based on what they loved. Add seasonal campaigns that match real planning behavior — summer trips get booked in winter — and a short monthly destination note. Past travelers are the warmest list you'll ever have.
Made for travel & hospitality
- Instant inquiry replies with date capture
- Long-cycle nurture for big decisions
- Deposit and balance payment links
- Post-trip review and return-trip campaigns
We set up your pipelines and campaigns with you — 1-on-1, in your first week.
How onboarding works“I love the intelligence of it.”