Client-Focused Framework

Set-up your CRM to work for you! Our team of expert designers will help customize your TESS CRM to provide a seamless workflow experience to make you and your business more effective and efficient so you can focus on what you do best -- providing your clients with the best vacation planning experience!

The Client-Focused Framework is for travel advisors who want to look like a rockstar. We'll make it easier to manage your business by intergrating several tools into your TESS workflow. Here are some of the great benefits of working with us to setup your TESS CRM:

Our Workflow Process

Collaboration & Strategy, Framework & Design, Implementation & Take-Off

  • Collaboration & Strategy

    Once you have signed up for the service, you will be given a 30-45 minute collaboration schedule to strategize your Business Workflow. During this call, we will determine the task list that is applicable to the type of service your business provides.

  • Framework & Design

    With the workflow and task lists we have developed, we will begin to customize your CRM. We’ll start by compiling templates, forms & questionnaires, email banner designs, etc. - so that you can get a better look at how everything fits together.

  • Implementation & Take-Off

    We will then start implementing the structure to your TESS account and we'll do a couple of tests to make sure everything is accurate before preparing to hand it all back over to you. We'll also provide you with our TESS Workflow Handbook.

Missing Deadlines?!

-Streamline your workflows
-Keep track of quotes & trips
-Save time with automation
-Store your information on PCI compliant systems and more!


What is a CRM?

Customer Relationship Manager

A Customer Relationship Manager, also known as a CRM, is a technological system used to manage your company's database, relationships, and interactions with prospective leads and clients. A CRM helps agencies stay organized while tracking specific workflows at each stage of the sales process. The CRM system also connects agents to their clients in an effort to streamline their processes/procedures while organizing their database to improve profitability.

What can I use my CRM for?

These are just a few things your CRM can do for you!

  • Sales Cycle

    One of the most important tools of a CRM is tracking leads and clients at each step of the sales cycle. By quickly seeing where clients are at in the sales cycle, agents can easily follow-up with them to better build/maintain the relationship.

  • Maintaing Databases

    A business is only as strong as its customer database. By using a CRM, agents can easily access their client's information and segment them based on preferences, locations, and much more. Proper database maintenance will also help with marketing and sales.

  • Automating Processes

    Ever wonder how big corporations stay in contact with their customers from the minute they reach out until they get back home? It's by using a CRM to automate their processes and having email touchpoints that are sent out along the way. You can do this too!

Ready to get started?

Setup your CRM to work for you!

Our team is dedicated to helping create awe-inspiring client experiences that build trust & authority, nurture your client's decision-making process, and encourage client loyalty.

You deserve a break, let us help.
Ready to get started?

Our goal is to help provide a VIP experience for your clients

A fully customized experience specifically designed in TESS for your travel business

  • Client Onboarding

    Use a framework that guides new clients through a personalized onboarding process, so they feel comfortable and confident about who they are working with.

  • Automated Touchpoints

    Creating an experience that is both convenient and consistent by using email templates for automated touchpoints throughout the planning process.

  • Workflows & Tasks

    Automatically add workflows and task lists with prewritten advisor-facing notes and resource links to keep track of important dates and deadlines for each client.

The Details

What is really included?

Email Templates ($299 value)

Our team is committed to helping you be more successful by providing email templates that are specifically designed to fit the type of trips your travel business will encounter. We'll link these to your TESS account, and it's entirely up to you whether you'd like us to automate them or not. To browse our templates, feel free to download our complimentary Client Email Template Checklist or check out our Agency Workflow Templates.

Business Task Lists

We understand the importance of having custom task lists for your type of business, so we are here to help. Our team of experts will design tailored task lists, based on different types of trips. Each TESS CRM Setup comes with over 100 email templates and forms that are designed to meet the needs of your business. We strive to provide the highest-quality materials and services to ensure that your business is successful.

Forms & Questionnaires

Our forms and questionnaires are created with a specific purpose in mind: to gather targeted data from your clients. We provide form templates that you can customize to fit your business needs.

Payment Reminders & Invoicing

Automate your invoicing process with custom reminders and notifications whenever a client authorizes their payment. We understand how crucial it is to remember important details and deadlines, so we put this feature in place to ensure you don't get overwhelmed. In addition, we will provide confirmation and invoice templates that are custom to your business branding.

Brand Creatives

We will create a custom header for your emails that reflect your brand's color palette and other design elements for brand consistency.

Legal Template Discount

TESS will automate your client tasks, including Terms & Conditions, credit card authorization forms, travel protection waivers, and more. At TARC, we have partnered with Laurence D. Gore & Associates to provide customizable legal templates for your travel business. For purchasing our TESS CRM Setup package, you will receive an exclusive discount for the Travel Legal Template package. For more information, please feel free to contact attorney Laurence D. Gore or browse the site at:

Frequently Asked Questions

All the FAQ's!

  • Will my TESS license be included in the TESS CRM Setup?

    No. You must purchase your TESS license separately. You can find more information directly on their website at:

  • Will you import my client list or trip data?

    TESS can assist you with importing your client lists. Trip data usually needs to be entered manually, but you may want to consider hiring an assistant or a virtual assistant (VA) to do the Data Entry for you. For more information about VA’s, you can visit our BLOG POST.

  • Are legal templates, waivers, and terms & conditions included?

    At TARC, we have partnered with Laurence D. Gore & Associates to provide customizable legal templates for your travel business. For purchasing our TESS CRM Setup package, you will receive an exclusive discount for the Travel Legal Template package. For more information, please feel free to contact attorney Laurence D. Gore or browse the site at:

  • How many rounds of revisions will I get with this service?

    This service includes 1 round of revisions for your Client-Focused framework. This includes modifying or adding a Task List, Email Template, Automation, Form/Questionnaire, Payment Reminders, Invoicing, and Brand Creatives (Email Header, Packing List, Client Welcome Email, etc). If you require additional revisions, a fee will be added to your invoice.

  • Can I request changes on the email header/footer?

    Definitely! You will get to request 1 round of revisions on your email designs before we implement them to your TESS account! You can also update your headers/footers personally in TESS. Our templates come with a custom pink or blue banner image to compliment your brand. If you would like to customize the banner images or if you have your own templates, we can add those for an additional fee.

  • Are templates customizable?

    Yes! You can customize every template we provide right inside your TESS account! You will have full rights and access to all of the templates provided in your account.

  • How long will the entire process take?

    We estimate an average of 3-5 weeks from the time of purchase until we deliver the final product. We work diligently to ensure that your system is customized to your business, and that takes time. If you need us to expedite the build out process, please let us know during our Discovery Call -- additional fees may apply.

*Please note that TARC does not endorse or recommend any specific travel related resources. Each agency, advisor, supplier, and/or user must do their own research and make a decision to access/purchase resources based on their own findings. All sales are final. TARC does not own or manage many of the resources provided on our site, so please look into them before signing up or purchasing them. Keep in mind that you are accessing and using these resources at your own risk.