8
open steps
— Once a week
Who to work with next
All open promises and next steps. Overdue first, then by the agent's priority, grouped by agent. One glance shows who to reach out to.
4
overdue
8
agents in play
Build a Masai Mara (lodge takeover) + Zanzibar beach itinerary, 12 people, Christmas.
overdue · was due Jun 26, 2026from conversation 12 days ago· Growth potential
Send a shortlist: Portugal family itineraries + 3 Douro villas, with a private wine guide.
overdue · was due Jun 25, 2026from conversation 13 days ago· Growth potential
Build a Rajasthan itinerary (3 palaces) + Ayurveda retreat in Kerala, 10 nights, with pricing.
overdue · was due Jun 28, 2026from conversation 16 days ago· Growth potential
Confirm private after-hours Uffizi access and send a quote for a group of 8.
overdue · was due Jun 23, 2026from conversation 21 days ago· Strategically important
Pull together 3 chalets (Courchevel 1850 / Verbier) for NYE + pricing, send by end of week.
due Jul 1, 2026from conversation 6 days ago· Drives revenue now
Send a 7-day Tokyo–Kyoto itinerary (luxury rail + ryokan + tea ceremony).
due Jul 5, 2026from conversation 27 days ago· Growth potential
Send the detailed transfers schedule (seaplane + yacht).
no due datefrom conversation 4 days ago· Strategically important
Prepare a differentiating Japan offer (private tea ceremony + ryokan) without revealing the full margin.
due Jul 2, 2026from conversation 8 days ago· Risk of switching to a competitor