Sun, Surf, and Strategic Planning: Takeaways from WeTravel's Account Management Retreat

Our dedicated WeTravel Account Management team recently gathered from six countries in Mexico for an unforgettable offsite meeting. Not only did they soak in the sun and surf, but they engaged in team-building activities and strategic planning sessions that promise to optimize client support – to deliver better client value to our growing global client base. 

While some insights are still in the works (they’re not a secret, we promise we’ll share with you – soon!), here are a few of the up-coming improvements for our clients: 

Unlocking Client Insights to Drive Improvements

In Puerto Escondido, our team held a valuable Q&A session with tour operators to gain insights into what aspects of WeTravel they most value – and what can be improved. This valuable feedback will help refine our product and service offerings, enabling us to deliver truly tailored solutions for our diverse range of clients. For example, one of our clients expressed how the automation of messages to travelers has significantly streamlined their communication process. This specific feedback enables us to highlight similar time-saving features to other clients, potentially easing their workload and enhancing their overall user experience with WeTravel.

Identifying Opportunities with Data

At WeTravel, we're always striving to provide better support to empower our clients to achieve their professional goals. One of the key learnings was how improved reporting can tailor our support to clients' unique needs. By improving the way our team utilizes reporting software, we can better identify how clients are faring and help them grow their travel business. With the new training, our account managers now have the ability to create their own custom reports which can identify travel businesses who are seeing rapid growth in bookings. The account manager can then step in and suggest how to further leverage WeTravel's features to manage and even accelerate this growth.

Streamlined Onboarding and Setup Processes

The team conducted a mock quarterly business review and calling sessions to fine-tune their skills in onboarding clients quickly and seamlessly. Improving the process from when a client initially onboards to when they start transacting with WeTravel will significantly minimize setup times for our clients. The quicker the client can start, the quicker they can grow their business.  

Revamped AM Playbook and Client Scorecards

By refining and formalizing the standard operating procedures, our team ensures they can answer client questions effectively while providing consistent, top-notch support. To enhance your success, we have developed client scorecards and benchmarks. These resources will assist us in identifying clients who are thriving and ensure that everyone achieves the performance goals that deliver optimal outcomes.

The Puerto Escondido offsite was more than just a beautiful getaway for the WeTravel Account Management team; it was an opportunity to come together, reflect on goals, and find new ways to elevate the client experience. 

With a renewed mission statement to empower our clients to make seamless experiences through product expertise and drive strategic growth by nurturing trust-based relationships, we're excited about the future and delivering unmatched service to our clients. Let's collaborate and make those 2024 visions come to life!