How a travel advisor uses Basecamp

Описание: In this video, Kimberly Rhodes from the Basecamp team is joined by Susan Whitson, owner and travel advisor at Susan Whitson Travel. Susan walks through how she plans every client trip in Basecamp, starting from a project template she's refined over 11 years.

00:00 - Introductions
00:11 - Why Basecamp: efficiency, accountability and training
00:57 - A project template for every trip
01:19 - Step-by-step to-do lists
01:35 - Docs & Files: proposals, payments and client info
01:42 - The Discover Call RFP document
02:10 - Keeping one template and deleting what a trip doesn't need
03:03 - Projects for each booking
03:17 - Color-coding trips by stage of planning
03:42 - Tasking out a trip
04:13 - Email templates saved inside to-dos
04:59 - Capturing proposals and supplier conversations
05:23 - Message Board for links
05:41 - Chat
06:14 - Email Forwards
06:31 - Inviting clients and outside advisors
07:11 - Schedule: payment deadlines
07:44 - Adding events to your own calendar
08:23 - An info inbox fed by JotForm
09:36 - Docs & Files for incoming forms
10:04 - Due Today, My Assignments and team activity
11:03 - Finding old trips in archived projects
11:46 - The mobile app
12:56 - Wrap-up

Try Basecamp for free at https://www.basecamp.com.