Do we get a real CRM, or a lightweight one?

Real CRM. Custom pipeline stages, lead history, notes, tags, assignment. Built for 10–200 leads/month — more than a spreadsheet, less than Salesforce.

Can we use our existing CRM (HubSpot, etc.)?

Pack 2 replaces them — that's the point. If you absolutely need to keep one running, it's a Pack 3 conversation.

Is the AI good enough to send copy as-is?

Treat it as a first-draft assistant, not autopilot. AI gets you from 0 to 80% in seconds; you do the final 20%. It's tuned to your voice using 5–10 of your existing offers as reference.

Can clients pay through the site?

Not by default. Stripe integration is an add-on. Most agencies in this range handle payments offline anyway.

We have 800 leads in a spreadsheet — can you migrate them?

Free CSV migration as part of Pack 2. Other CRM exports (HubSpot, Pipedrive) we'll assess — small migrations are fine, complex ones are Pack 3.

How much training do we get?

2 live sessions (admin + CRM workflow) plus a full video library covering every feature. You can re-watch anytime; new staff get the same library.

Pack 02 · Platform

The operating system for your boutique agency.

The operating system for your boutique agency — website, CRM, bookings, AI, all connected.

Timeline: 6–8 weeks
Pricing: Starting at $2,500
Best for: Agencies modernizing the whole operation

See what's included

Plate IIPlatform

Sara & Daniel · Honeymoon

Marrakech · 7 days

Draft

Booking confirmed

$8,240

This month

Inq

Quoted

Conv

31%

All connectedOne platform

§01 · Who it's for

Who Platform is for.

Great fit

Established agencies (3–15 staff) whose tech stack is fragmented
Owners who say things like "CRM here, itinerary there, email somewhere else"
Agencies launching their full digital presence at once
Owners ready to pick one decision-maker (themselves) and commit

Probably not for you

Solo agents on host-agency bundles
Mass-market agencies competing on price
Agencies needing heavy custom integrations or legacy migrations — that's Pack 3

§02 · What you get

What you get.

Everything in Foundation, plus the platform: CRM, booking flow, AI suite, role-based dashboards, and multi-language out of the box.

Everything in Foundation

Pack 2 includes the full Pack 1 deliverable: custom website, multi-language, SEO, admin, year-1 hosting + domain. The Platform features are built on top.

A full CRM

Built into the same admin. Same login, same UI. Designed for boutique-agency volume (10–200 leads/month) — not Salesforce.

Lead capture from every inquiry source
Custom pipeline stages — you define your own sales process
Multi-stage funnels (luxury vs group vs corporate)
Contact history per lead — emails, notes, status changes
Notes, tags, assignment with one click

Booking inquiry workflow

Better leads come in, better proposals go out. Replace email threads and Word docs with a real workflow.

Multi-step inquiry form (destination, dates, guests, budget, preferences)
Itinerary builder — draft multi-day plans with reusable blocks
Send as shareable link or PDF
Client views, replies with changes, you update

AI suite

Three AI features included. Tuned to your tone using 5–10 of your existing offers as reference.

AI copy polish — rewrite descriptions in your voice in seconds
AI offer generation — brief in, full offer draft out
AI inquiry assistant — on-site chatbot that qualifies leads

Role-based dashboards

Different views for different people. The owner sees revenue, top offers, conversion. Staff see their queue and stats.

Owner view: revenue, top offers, conversion rate, lead sources
Staff view: assigned inquiries, response time, conversion
Pipeline health (stuck leads, time-to-respond)

Multi-language (3 languages standard)

Built for international luxury, adventure, honeymoon, and wellness clients. 3 languages included; more are add-on.

Translation structure built in
Agency supplies translated content (we can recommend translators)
Per-language SEO + metadata

§03 · Timeline

Six to eight weeks. Four phases.

A predictable rhythm with a soft preview at week 3 — you see a working site before the platform features land on top.

Week 1

Discovery workshop

Kickoff workshop (2h). Sitemap, brand, content strategy, pipeline structure, language choices, AI tone setup. Intake form. Domain decision.

Weeks 2–3

Foundation

Website built. Catalog populated. SEO + analytics + multi-language structure. Soft preview of the site by end of week 3 — you see a working result early.

Weeks 4–6

Platform

CRM + booking flow + itinerary builder + AI suite + dashboards built on top. Each feature reviewed live as it ships. CSV import for existing leads, offers, destinations.

Weeks 7–8

Launch

Final QA. Two live training sessions (admin walkthrough + CRM workflow). Full video library recorded for every feature. Soft-launch then full launch. 60-day support window opens.

§04 · What's not included

What Platform deliberately doesn't do.

Platform is the standard. The boundaries below either become add-ons or signal a different pack.

N° 01
Payments / checkout / deposits — Stripe integration is an add-on.
N° 02
AI email-draft replies — that's Pack 4 territory.
N° 03
Custom third-party integrations (accounting, supplier APIs, etc.) — Pack 3.
N° 04
Migration from a complex legacy CRM (non-CSV) — Pack 3.
N° 05
More than 3 languages at launch — add-on.
N° 06
Client portal / member login for travelers — Pack 3.

If you need custom integrations or unusual workflows, Pack 3 Custom is built for exactly that.

§05 · FAQ

Frequently asked.

Begin the conversation

Ready to start with Platform?

Free 60–90 minute strategy session. We audit your current setup and send you a written assessment — whether you work with us or not.

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