RoomPriceTracker

Agency Workflow Examples

The four steps above — monitor, detect, rebook, capture — are the same for every agency. What changes is how you assign roles and schedule the work.

Below are three models: solo advisor, small team, and corporate desk. Each runs all four steps; only the inbox and approvals differ.

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What happens in this step

  • Step 1 (monitor): new departures are added to the watch list at booking time
  • Step 2 (detect): morning alerts arrive in a dedicated inbox
  • Step 3 (rebook): authorised agent executes refundable changes
  • Step 4 (capture): CRM updated and client notified the same day

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What you do — in order

  1. Monday: add the week’s new client hotels (step 1)
  2. Tuesday–Friday: process morning alert emails before outbound calls (step 2)
  3. Same day: complete qualifying rebooks (step 3)
  4. Same day: send client save emails and log in CRM (step 4)
  5. Friday: scan weekly digest for quote insights
  6. Month-end: tally total saves for management reporting

Three ways agencies run the full workflow

  • Solo advisor: 15-minute morning inbox review → act on 1–2 alerts → client emails before lunch
  • Team model: shared alerts@ inbox → senior agent approves rebooks → coordinator updates CRM
  • Corporate desk: monitor top city hotels only → weekly savings summary to travel manager

Before vs after RoomPriceTracker

TopicBeforeAfter
Solo agent2 hrs/week manual OTA checks20 min/day on alerts only
Small teamDuplicated checkingOne shared alert workflow
CorporateQuarterly spot auditsContinuous four-step monitoring

Ready to track hotel rates for your clients?

Self-serve signup — live in about 45 minutes. 50% off your first month.

Try now with 50% discount

Platform capabilities behind this step

  • Track hotel nightly rates for the next 30 check-in dates
  • Automatic daily rate refresh every morning
  • Email alerts when a rate drops beyond your threshold
  • 30-night trend chart per tracked hotel
  • Optional weekly digest summary
  • Self-serve setup — typically live in under 45 minutes

Ready to track hotel rates for your clients?

Self-serve signup — live in about 45 minutes. 50% off your first month.

Try now with 50% discount