This one is a 2 out of 5 complexity score.
Dental practices have a move called “dormant patient reactivation” where they pull everyone who hasn’t visited in 12+ months, figure out who’s overdue based on their history, and send a short personal note instead of a blast. The reactivation rates are strong because the outreach is specific and personal. That same mechanic works for travel advisors, and AI makes the sorting step fast. This is different from the post-trip thank-you sequence you might already have for recent travelers. Instead, this targets the clients who went quiet and uses personal triggers to bring them back.
1. Pull a list of past clients who haven’t booked in 12+ months. Export from your CRM or list them from memory: name, last trip destination, approximate date, one personal note each (anniversary couple, always travels in October, kids now old enough for Europe, etc.).
2. Paste the list into ChatGPT, Claude, or Gemini with this prompt:
You’re helping a travel advisor identify which past clients are most likely ready for a new trip. Below is a list of clients who haven’t booked in 12+ months. For each, suggest one specific reason they might be ready now (anniversary coming up, kids aged into a new trip type, they always travel in a certain season, destination they loved has something new). Group them into: “reach out this week,” “reach out this month,” and “not yet.” For each “this week” client, draft a short, warm note (3-4 sentences) referencing their last trip and the reason they might be ready. My tone: [CUSTOMIZE THIS: e.g., “friendly and casual” or “warm and professional”].
Client list:
[CUSTOMIZE THIS: name, last trip, date, one note per client]
3. Review the groupings. Move anyone who feels wrong. AI is guessing from patterns you gave it. Aim for 3-5 in the “this week” bucket, not 20.
4. Tweak and send. Read each drafted note, adjust anything that sounds off, and send from your own email. You can run a follow-up prompt that's the same as above, but also include an edited example as a guide.
Output Example:
[Insert an example client note from the first batch that you've edit to reflect your personal style.]
A quick version to run today: pick five past clients who haven’t booked in a year, list them with one note each, and run the prompt, then send the emails.
– Keep building with AI,
Jason
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