125. Why Your Workflows Need Personalization

A seamless client experience doesn’t happen by accident - it’s built with intention. Tique’s Workflow Manager, Ashlyn Puckett, shares why niche workflows are the key to delivering personalized journeys that impress at every step. From Disney vacations and destination weddings to luxury cruises, you’ll learn how to tailor your systems to different trip types, master strategic timing, and use touchpoints and feedback to build lasting trust. Ashlyn also breaks down how to balance automation with personal connection, avoid common workflow pitfalls, and audit your client experience to ensure every detail aligns with your goals. Whether you're refining your processes or starting fresh, this conversation will help you create workflows that feel effortless for you and your clients!

 

Listen Episode 115: How Buyer Psychology Is Changing (& What To Do About It)

 

Explore Tique’s Client Communication Templates.

 

 

Today we will cover:

  •  (01:15) Understanding buyer psychology; how client expectations have shifted post-2020
  •  (05:10) Utilizing niche workflows to create personalized, standout client experiences
  •  (10:00) Client-type workflows vs destination-based workflows
  •  (14:00) Quick workflow audit; how to check if your touchpoints align with your goals
  •  (22:55) Tailoring workflows by trip type: Disney, destination weddings, cruises, and more
  •  (30:30) New workflow addition at Tique: all-inclusive sun-and-sand getaways
  •  (33:15) Common workflow mistakes to avoid
  •  (37:30) Bloopers

 

 

JOIN THE NICHE COMMUNITY

An interactive membership for travel advisors wanting the community, education, & support to grow their business.

 

EXPLORE THE PROGRAMS

Self-paced style courses for the modern travel advisor.

 

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