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Annual Business Planning

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I watched the replay last night. What do I list for "Destinations & Experiences" for an insurance supplier?

Unknown member
Dec 13, 2022

Destinations leave blank Experiences= benefits of the policy for example trip delay and a case study with an itinerary that is disrupted and how trip delay would work.

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I decided to start fresh and reworked my email lists. I now have one full comprehensive email list of all my clients over the last three years and I also have segmented lists of my clients who are adult vacationers, family travelers, cruise specific clients, and my Disney clients. I really don't sell a lot of universal at this point. I am ready to start setting up my weekly emails, but I would also like to appeal to these different segments of client. How would you best inform these different segments? I was thinking that my weekly email can be a general email that informs clients about opportunities within certain locations. Then on the other hand if I do that, how do I send targeted emails to those specific segments without emailing people to death.

Unknown member
Dec 13, 2022

Start creating your targeted lists based on their behavior. Anyone who opens or clicks the email about Paris could be added to a segment for European travel.

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Does anyone know which magazine month it is that was mentioned that has the template ideas for a welcome email?


Nicole L
Nicole L
Dec 12, 2022

It’s in the September 2021 magazine “Email Marketing Derp Dive Part 1”

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Regarding weekly content, what is the best way to let clients and potential clients know that I have first hand experience of a product and/or destination? I remember Sandra saying that the CEO of American Airlines doesn't say what they did last week in their company communications but I'd like my potential clients to get to the KTL (know, trust, like) stage.


I do find that my social media engagement is much higher when I include myself or my personal experiences in my posts. Does the same apply for our weekly email that points to our content? (Mine will be words + photos/videos for now)

Unknown member
Dec 13, 2022

You could make it part of your call to action - reach out to talk about your trip to Paris so that we can take advantage of my expertise as well as my first hand experience traveling in Paris.

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