The right message reaches the right person. Build a small, consistent tag set you'll actually use.
How to use this: not every lead is the same. A handful of tags lets the right message find the right person, almost on its own. Build your set here, then create them in your CRM and tag every lead at intake. A few tags used every time beat fifty you abandon.
Don't drown in tags (same lesson as 1.6): pick a short list and use the EXACT same ones every time. The goal isn't a pretty filing system, it's finding the right group in three seconds.
1 · Your core tags (the four families)
Family
Your tags
Stage where they are (from 2.4)
New, Nurturing, Booked, Past client
Trip type what they want
honeymoon, family, luxury, your niche
Source where they came from
referral, social, networking
Timing how hot, how soon
this year, someday
2 · What each one changes (the follow-up it triggers)
A tag is a promise of a particular message. Next to each, write the follow-up it sends, so a tag always means something.
"Honeymoon → the honeymoon nurture" / "Past client → welcome-back note" / "This year → fast personal reply"
3 · Set them up
in your CRM (Tern), alongside your discovery notes. A list you'll tag later is a list you never tag.
Put your Second Mate to work
Two prompts to try now. The full set is in the library, How to Prompt Your Second Mate. Swap the [brackets] for your details.
Suggest my tag set
Suggest a small, practical set of CRM tags for my travel business across four families: stage (pipeline), trip type, source, and timing. My niche: [NICHE]. Keep it short enough that I'll actually use every one, every time. Explain what each is for.
Tag my backlog
Here's a list of old leads with a note on each: [PASTE]. Using my tag set [PASTE TAGS], suggest the right tags for each one so I can sort my backlog fast. Flag any I should follow up with first.
Marketing Journeys · The Tradewinds Method · We don't hand you a course, we build your business with you. CRM / tag setup how-to is in the Specialty Library. Stuck? Bring it to Professor Hours, book a 1:1, or hire us.