Step-by-Step Process for Client Consultation and Booking

Step-by-Step Process for Client Consultation and Booking

Step 1: Initial Contact (Free Consultation)

• Duration: 10-15 minutes

• Objective: Establish a connection with the client and gather preliminary information.

• Action:

  1. Introduction Call/Meeting: Explain the services offered by Traveling Hippie Care, specializing in CBD, cannabis travel, and partnerships with over 200 companies.

  2. Use Questionnaire: Guide the client through the customized questionnaire to understand their needs, preferences, and interests for their cannabis travel experience.

  3. Answer Client Questions: Provide information on the consultation services, fees, and the rewards program.

  4. Next Step Agreement: If the client is interested, explain the next steps and associated costs.

Step 2: Travel and Product Consultation

• Duration: Varies (Based on Client Needs)

• Objective: Provide specialized cannabis travel planning or cannabis product consultation.

• Action:

  1. Travel Consultation:

     • Discuss travel options, destinations, and activities aligned with the client's preferences.

     • Explain the $49.99 setup fee for booking vacation travel, which includes a T-shirt, a free cannabis item, and 6% cashback into a savings vault.

  2. Product Consultation:

     • Offer insights into the best CBD and cannabis products suited to the client's needs.

     • Explain the $9.99 fee for personalized product recommendations and how it benefits them.

  3. Create a Tailored Plan: Develop a custom travel plan or product list based on the client's preferences.

Step 3: Agreement and Payment

• Objective: Confirm the client's decision to proceed and handle payments.

• Action:

  1. Review the Terms: Provide the client with a written summary of the services, including all details and costs.

  2. Paperwork: Present the necessary paperwork, including the service agreement and terms for the $49.99 travel setup fee or the $9.99 product consultation fee.

  3. Client Signature: Obtain the client's signature on the agreement to confirm their understanding and acceptance of the terms.

  4. Process Payment: Use secure payment options to process the fee, ensuring the client receives a receipt.

Step 4: Rewards and Savings Enrollment

• Objective: Enroll the client in the rewards program and inform them of savings opportunities.

• Action:

  1. Enroll in Rewards Program: Automatically enroll the client in the Traveling Hippie Care rewards program.

  2. Explain Benefits: Clarify that 6% of the travel setup fee goes into a savings vault for future use.

  3. Provide Travel Care Package: Present the client with a T-shirt and a free cannabis item as part of the welcome package.

Step 5: Execution and Follow-Up

• Objective: Deliver the agreed-upon services and maintain ongoing client engagement.

• Action:

  1. Book Travel or Order Products: Execute the client's travel bookings or product orders as per their preferences.

  2. Confirm Details: Send a confirmation email with travel details, product information, and savings vault status.

  3. Follow-Up Call/Email: Check in with the client to ensure satisfaction and provide any additional support or answers.

  4. Feedback Request: Encourage clients to provide feedback on their experience for continuous improvement.

Step 6: Final Documentation and Wrap-Up

• Objective: Finalize all client records and ensure they are satisfied with the services.

• Action:

  1. Provide Final Documentation: Send the client a final summary of all services rendered, including any remaining balance in their savings vault.

  2. Offer Continued Support: Inform the client of ongoing support available through the cannabis consultation and travel planning services.

  3. Stay in Touch: Encourage clients to reach out for future needs and remind them of their savings vault benefits.