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Hotels and stays: Lead follow-up and sales process

A 48-point list for first replies, CRM fields, quotes and holds, group inquiries, no-shows and win-backs, and handoffs. Review it weekly with the reservations team.

48 items6 groups18 minOctober 15, 2026

  • checklist
  • lead follow-up
  • reservations
  • hotels

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3 items open, 48 items in total. Members see the rest.

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Check the path an inquiry from an ad or a search takes, from the first message through check-out and the review. Go over the list weekly with the reservations team, and for every open item write down a person and a date.

First reply and qualifying

8 items
  • WhatsApp, Instagram DMs, email, and phone are collected in one place, and no channel lives on a separate phone.
  • The first-reply target during business hours is written down, for example 5 minutes, with an after-hours greeting and a next-morning time set.
  • The auto-greeting on messages from ads asks for dates, number of guests, and children's ages.

5 items more in this group for members.

45 items more for members

This item has 48 items in total. With a membership you see all of it and copy any line in one click.

  1. Records and CRM fields8 items
  2. Quotes, holds, and follow-up rhythm8 items
  3. Special requests: group, event, corporate8 items
  4. No-shows, cancellations, and win-backs8 items
  5. Handoff, feedback, and weekly review8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Hotels and stays page

  • Message template12 min

    16 message and copy templates for hotels

    First reply to a rate question

    Hi {NAME}, thanks for reaching out about {DATES}. Our {ROOM_TYPE} is available for those dates: {NIGHTS} nights, {AMOUNT} total including taxes, breakfast {BREAKFAST_STATUS}. Let me know how many of you are coming and, if you're bringing kids, their ages, and I'll find the room that fits best.

    16 templates · 4 groupsMembers only

  • Copy template20 min

    Caption templates

    Room type comparison

    {ROOM_TYPE_1} vs. {ROOM_TYPE_2}, in one sentence: {DIFFERENCE}. {ROOM_TYPE_1}: {SQM_1} m², {BED_1}, {VIEW_1}. {ROOM_TYPE_2}: {SQM_2} m², {BED_2}, {VIEW_2}. Which one suits you? {RECOMMENDATION}. DM us your dates and we'll pick the right room together.

    20 templates · 5 groupsMembers only

  • Checklist20 min

    A 36-point hotel marketing checklist

    • The booking engine lets guests pick dates in 3 taps on mobile.
    • The price shown is the total with taxes; no surprise fees at the last step.

    36 items · 6 groupsMembers only