Overhauling a Luxury Cruise Company’s Sales Process
Case Study
Within a week, the Virtue Cycle team was able to identify several opportunities to leverage templates and no code automation tools to modernize their sales process.
The yacht team used a combination of Word, Excel, & Photoshop to plan the payments, event timelines, activities, yacht floor layout, menu cards, & entrance marquees of the experiences.
This eliminated every menial task from that point onward, as it pertained to their systems for planning, accounting, and delivery. This will lead to hundreds of hours saved over the course of a year, for years to come.
Moving forward, this whole system was standardized, with each stage either templated or automated.
The Virtue Cycle team then implemented a sales CRM to further standardize, organize, and automate their sales process.
This allowed the use of the CRM’s webform lead capture software, which meant each lead could be automatically forwarded to the correct salesperson based on type and size.
Most importantly, it meant all data was centralized. This is the single most important task every business should prioritize, as without data, you will not be able to make the correct decisions.
The creation of this lead form collector meant we had a lead list to work with moving forward. This allowed for email marketing campaigns, which helped drive 74 attributable qualified sales meetings over 6 months.
We also knew the client needed more video content to help potential clients experience and fully visualize themselves on the yachts.
We were able to find a popular UGC creator in the area to come out and promote the company, which led to their most viral post ever!
11,100 views and 143 shares is more than enough to go locally viral, and within our post purchase surveys clients cited the video as an influence on their decision.