Total Leads
—
All time
Booked Revenue
—
This quarter
Conversion Rate
—
Lead → Booking
Active Pipeline
—
Open opportunities
Avg Trip Value
—
Booked clients
Reviews (30d)
—
Google + FB avg
Client Journey Funnel
Traffic
Lead Capture
Qualification
Discovery
Proposal
Booking
Retention
✈️ Travelling right now
Who is away today, and what today looks like for them
🚨 SLA Alerts
✅
No SLA breaches
📅 Today's Tasks
🎉
No tasks today
📬 Proposal Tasks
✅
No pending proposal tasks
Cost Per Lead
—
Target: <$25
ROAS
—
Target: 4x
Blog Sessions
—
30-day organic
FB/IG Reach
—
Combined this month
Consult Rate
—
Traffic → Consult
Referral Leads
—
This quarter
Weekly Cadence Status
Booking Accuracy
Calculating...
Open Disruptions
✈️
No active disruptions
Open Risks
0
Stalled Leads
0
>5 days no action
Unresolved Supplier Issues
0
Fraud Concerns
0
Risk Register
| Name | Phone | Contact | Travel Type | Budget | Last Contact | SLA |
|---|
📱 Texts
Our texting number: (431) 450-0515
Clients reply to this number and it lands here
| Date | Client | Type | Summary | Owner | Follow-up |
|---|
Weekly Task Templates
Click "Generate This Week" to create this week's tasks from the cadence templates.
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Target Keywords
—
SW Manitoba travel
Ranking Keywords
—
Page 1 Google
Domain Authority
—
Moz score
Backlinks
—
Target Keywords — SW Manitoba Authority
| Keyword | Target Rank | Current Rank | Monthly Volume | Status |
|---|---|---|---|---|
| travel agency southwest Manitoba | 1 | — | — | Tracking |
| Brandon MB travel agent | 1 | — | — | Tracking |
| all inclusive trips from Winnipeg | 3 | — | — | Tracking |
| cruise packages Manitoba | 2 | — | — | Tracking |
| vacation planner Manitoba | 1 | — | — | Tracking |
| Title | Channel | Type | Publish Date | Status | Owner | SEO Keywords |
|---|
| Client | Trip | Departs | Status | Total | Outstanding | Next deadline |
|---|
🗺️ Trip Designer
For multi-city trips the client runs themselves. Build the brief, check what's on while they're there,
then plan the days around it.
🗄️ Archive
🔐 Who can sign in
Anyone signing in must match one of these. Enforced by the database itself, so it holds
even if someone reaches the CRM another way.
Always allowed
@keystonetravel.ca · harleymccormick@keystonewealth.ca
Built into the security rules as a safety net — these cannot be removed here, so a mistake below can never lock you out.
The only person who can restore or permanently delete archived records
Comma separated. Only they and the owner can change any of these settings
Comma separated, no @
Comma separated, for one-off exceptions
💾 Backups
The whole database is exported to Cloud Storage every night at 3:30am. Firestore has no undo,
so this is what stands between a mistaken delete and losing the records for good.
✉️ System Email Addresses
Which address each part of the system sends from and delivers to.
Proposals
Tasks & Alerts
Marketing
Your mail provider must be authorised to send as each “from” address, otherwise it will reject the message.
Blank fields fall back to the address configured on the server.
👤 Whose file are you checking?
Every tick is saved against this client with your name and the time, so the record survives a reload.
Audit Log
Scale Readiness Checklist
Weekly Report Summary
Reports generate Friday at 4 PM per cadence. Run manually to preview.
🧭 Operating Philosophy
1. Standardization Before Scaling
Build repeatable systems first. Do not significantly increase ad spend until SOPs, automation, QA, and SLA compliance are consistently functioning.
2. Margin Protection Before Expansion
Protect profitability. Know your margin on every trip type before pursuing growth. Revenue without margin is just risk.
3. Premium Service Over Transaction Volume
Every client gets a high-touch, expert experience. Resist the urge to take every lead — fit matters more than volume.
4. Automation Before Complexity
Automate first. If a task is repeatable and rule-based, build a workflow for it before hiring a person to do it.
5. Controlled Growth Over Reactive Growth
Every growth initiative requires a readiness check first. Use the Scale Readiness Checklist in Reports before any major expansion.
6. Client Fit Over Total Lead Volume
A qualified client who can travel is worth more than ten unqualified leads. Qualify early, qualify thoroughly.