1.
Product Material
Status: Ready
2. Lead Allocation
Travifai will assign leads daily to the sales channel partner.
Sales channel partners must self-source 30 leads daily from their home locations.
3. Sales Funnel Stages
1. Initial Contact
2. Need Assessment
3. Demo / Consultation
4. Follow-up
5. Closure
4. Sales Scripts & Pitch Decks
Travifai will provide sales techniques during training.
Sales channel partners are expected to prepare their own quality scripts.
5. TAT (Turnaround Time) per Lead/Stage
Lead Stage Follow-ups Required (per day)
Cold 3 follow-ups
Warm 4–5 follow-ups
Interested Minimum 5 follow-ups
Qualified 6–7 follow-ups
Notes:
TL / AM must check follow-ups.
Report of Cold / Warm / Interested / Qualified / Conversion to be shared every 2 hours.
6. Google Sheet Usage (Mandatory)
Every lead must have detailed descriptive remarks of the agent-customer conversation.
No short remarks will be entertained (considered a process violation).
TL / AM to ensure sanity of the sheet.
Lead reviews will be based on sheet remarks.
Short / missing remarks = misuse of leads = non-seriousness.
TL / AM must check and report status every 2 hours.
7. After Sales Process (Ensured by Travifai with support from
Sales Partner Agent)
7.1 Welcome Call / Onboarding SOP
Mandatory within 24 hrs of closure.
Agent must:
o Collect customer email IDs.
o Explain onboarding steps:
After payment, a WhatsApp group will be created.
Account Manager will be added to the group.
Hotelier must sign the agreement (shared via email & WhatsApp).
Inform that subscription starts only once property is live.
Provide time estimate of 15–20 days (reason: platform cannot go live with
very few properties).
7.2 Documentation & KYC Checkpoints
Property & Customer Proof – Ownership proof / Lease agreement / Hotel license / Utility
bills (Gas, Water, Electricity).
Address Proof – Aadhaar / PAN / Passport.
Bank Details – Cancelled cheque / Passbook (in hotel or owner’s name).
Property Photos / Videos.
Handover to Support/Account Manager (Documentation follow-up).
7.3 Post-Sale Survey / Feedback
Customer asked to share feedback via social handles / email / WhatsApp message.
7.4 Cooling-off Period
90 days from subscription activation.
8. Escalation Matrix
1. First Escalation: Sales Channel Partner TL
2. Second Escalation: Sales Channel Partner AM
3. Third Escalation: Travifai Centre Manager (Kishan Singh Rawat)
4. Fourth Escalation: Travifai Founder (Ankur)
9. Call Quality Guidelines
DO’s
Greet with company name + agent name.
Confirm lead identity & interest.
Use approved scripts.
Set clear next steps.
Record calls with timestamp logging.
End with contact & escalation info.
DON’Ts
Do not overpromise (“guaranteed results”).
Do not use slang or unprofessional language.
Do not misrepresent product capabilities.
Do not mislead about pricing or T&C.
Do not create false urgency (“last day”, “only one spot left”).