Travefy Best Practices: Using Proposals and Landing Pages to Boost Sales

In a Lucia Livestream, CoPilot Karla discussed effective strategies for creating compelling proposals and landing pages, focusing on how these tools can be used to enhance client engagement and close more sales.

With over 20 years in the travel industry and 4 years as a Travel VA, Karla specializes in Travefy (Advanced Certified) and offers expertise in proposals, itineraries, forms, and websites, along with skills in TravelJoy, TESS, Canva, and Trello, to support your back-office tasks and streamline your business operations.

Below are the highlights of the discussion:

Personalization is Key: Proposals are particularly effective for high-end clients as they allow for a more personalized touch. Beyond just presenting an itinerary, you can address specific client concerns and add a personal note that resonates with them, increasing the likelihood of closing the sale.

Reusable Templates: Once you’ve created a proposal template, you can easily reuse it by swapping out trip details. This is similar to using a Canva template—build it once, and then modify it as needed for different clients.

Building Trust with Video: Adding a personal video to your proposals or landing pages helps to bridge the gap that often exists in online interactions. Videos allow you to convey your personality, build trust, and connect with clients on a more personal level, much like you would in a face-to-face meeting.

Simple Tools for Video Creation: Tools like Loom make it easy to create videos. You can use the free version of Loom to record videos up to 5 minutes long. Once recorded, upload the video to YouTube and set the visibility to "unlisted" to keep it private. Then, embed the video into your proposal or landing page.

Customizable and Versatile: Landing pages are a powerful tool to showcase your proposals, especially for niche markets like destination weddings. They offer a visually appealing way to present information, and the versatility of the platform allows for continuous updates and refinements.

Iterative Improvements: You can continually update and republish your landing pages, making it easy to test different layouts and messaging to see what resonates most with your audience.

Free Consultation: If you need more personalized guidance, Karla offers free 15-minute consultations where you can discuss your ideas and get advice on how to implement them effectively.

Guided DIY Packages: For those who prefer a hands-on approach but need some assistance, Karla offers guided "Do It Yourself" template packages. These packages include a sample page, written instructions, and video walkthroughs to help you confidently create your landing pages and proposals.

Experiment and Play: Don’t be afraid to experiment with the elements in your landing pages. Remember to save your work frequently, and keep in mind that your page doesn’t go live until you hit publish. This gives you the freedom to test different ideas and layouts without the pressure of making everything perfect on the first try.

By incorporating these strategies into your workflow, you can create more engaging and persuasive proposals and landing pages that not only capture your clients' attention but also build the trust needed to close sales effectively.

If you’re interested in further assistance, consider booking a consultation or exploring the template packages available.