The product · end-to-end

What you actually see after the conversation.

Four views, one connected asset — each one updated automatically after every call. Follow an agency client — the Pearson family — from a Tuesday discovery call to a four-year relationship your whole team can pick up from.

Run a pilot See it walked throughLive with a small group of agenciesNo advisor behaviour change
Layer I

One conversation, decoded

What an advisor sees the moment the call ends.

Decisions made, questions to follow up, personal notes worth keeping — written for the advisor, not by them. The next colleague on the team could pick this client up tomorrow and start two steps in.

app.saytrip.ai / calls / pearson · discovery · 14 MayEnded 14:02 · 32 min
P
The Pearson family
Discovery call · Sarah K. · 14 May 13:30
4Decisions3Open questions4Personal insights
Call summary

Multi-gen trip for Mia’s mother — her 70th, Oct 12–26. Family burnt by long transfers last time — wants a single, walkable home base. Budget flexible up to about £12k if it feels like a real occasion.

OccasionMum’s 70thStyleSingle home baseWindowOct 12 – 26Budget£8.5 – 12k
Decisions made4
HardSingle home base · no in-trip relocation
HardTrip is occasion-framed around mum’s 70th
SoftBudget ceiling £12k · floor around £8k
SoftSchool-half-term lock · Oct 12 – Oct 26
Open questions3
For SarahConfirm grandmother’s mobility — affects home-base choice
For SarahSurprise ‘moment’ for the 70th — hotel-led or planned?
For clientDietary requirements for the four adults
Personal insights4
FamilyKids are 8 (Sam) and 11 (Ella). Sam in a dinosaur phase.
FamilyGrandmother (Anne) lives in Bath. Walks an hour most days.
Future25-yr anniversary trip floated for late 2026
StyleMia keeps using the word ‘repetition’ — value rituals
32-min call · 142 turns analysed · written before Sarah left her desk.Promote to Trip Profile →

Illustrative · Shown after the call took place.

Layer II

One trip, every conversation rolled in

The trip brief that writes itself.

Key constraints are clearly visible. Travel style and pace guide the recommendations. The activity wishlist captures the experiences a traveller has shown interest in across every interaction. Every advisor working on the trip sees the same context in seconds.

app.saytrip.ai / trips / pearson · italy · oct 2025In planning · 5 advisor inputs
Trip · TP-2025-PE-04

Pearson family · Italy, October 2025

OccasionMum’s 70thGroupMulti-gen · 5 paxStyleSingle home base
DatesOct 12 — Oct 26Nights14Travellers3 adults · 1 child (11) · 1 child (8)Budget£8.5 – £12kAdvisorSarah K.
Hard constraints · non-negotiable
Travel window
Oct 12 – Oct 26
Max single transfer
≤ 3 hours
School dates
Locked
Accessibility
Step-free preferred
Style signalsfrom 4 calls + 2 emails
Pace
Slow-pacedDaily downtime
Lodging
Independent hotelsSuite or apartment
Food
Family-styleOne vegetarian
Transit
No internal flightsTrain OK
Avoid
Isolated resortsBig-group dining
Suggested next decisions3
LogisticsConfirm rail vs private transfer Como → Florence
OutreachBrief Bellagio hotel on 70th-birthday surprise
WatchlistHold an anniversary date in Q3 2026 calendar
Why these
Each decision traces back to a pinned moment in the call — not a guess from the planner.
Activity wishlist10 captured · ordered by emphasis
01Boat afternoon, just the kids and grandparents
02Cooking lesson Anne can actually do
03A garden walk Sam can name plants in
04Slow dinner where the kids are welcome
05Local market with non-tourist food
06One evening just for Mia and James
07Train ride for Sam (dinosaur phase)
08A small thing Anne picks herself
09Beach afternoon if it’s warm enough
10One unstructured day, deliberately
Every signal traces back to a pinned moment across the file.Open Traveller Profile →

Illustrative · Pearson family trip file shown in planning phase.

Layer III

One traveller, every conversation and trip rolled in

The relationship, kept warm between bookings.

A profile that compounds with every conversation — so advisors prepare faster, handovers are seamless, and returning travellers feel remembered.

app.saytrip.ai / travellers / pearson-family · 3y · 4 tripsSynced · today 14:02
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Household · TR-PE-04

The Pearson family

Mia & James Pearson · Ella (11), Sam (8) · & Anne (Mia’s mother)
3 yrsAs clients4Trips booked11Advisor calls£34.8kLTV
Travel motives · stable across trips
PrimaryFamily ritualsSecondarySlow explorationRecurringMilestone occasions
Travel habits · learned over 4 trips
Pace
Slow-pacedDaily downtime
Basecamp
Single anchorWalkable centre
Lodging
IndependentSuite or apartment
Food
Family-styleOne vegetarian
Transit
No internal flightsTrain OK
Avoid
Isolated resortsBig-group dining
What they’re intoacross the household
Slow foodKitchen gardensWalking + light hikingDinosaurs / fossilsBoats & waterMarketsReading aloud at dinnerSmall museumsRepetition over novelty
Built up across 11 calls and 23 messages. New chips arrive each time something matters enough to mention.
Important people in the room
01
Anne (mother)
70 · lives in Bath
  • Walks an hour most days
  • Wants a kitchen to potter in
02
Sam (son)
8 · dinosaurs
  • Fossil rooms / natural history
  • Travel-tired by hour 4
Trip history · longest first4 of 4
2025Oct
Italy · Como + Florence + Chianti
In planning · 5 pax · 14 nights · £8.5–12k
In progress
2024Apr
Japan · Tokyo / Kyoto / Hakone
Booked · 4 pax · 13 nights · £11.2k · 8.6/10
Closed
2023Aug
Cornwall · St Ives villa
Booked · 4 pax · 10 nights · £4.8k · 9.1/10
Closed
2022Feb
Maldives · Conrad Rangali
Booked · 4 pax · 7 nights · £8.0k · 6.8/10
Lesson learned
Pattern detected · 3 of 4 trips
The Pearsons prefer a single walkable home base with light day-trips over multi-city itineraries.
Confidence · high · last reinforced 14 May
Future-trip signals2 mentioned
Late 2026
25-year anniversary trip
Pinned · 14 May call · 11:48
Open
Possible ski trip if logistics ‘improve’
Email · 02 May
Re-activation watchlist
Next outreach scheduled for Feb 2026 — anniversary planning window. Watchlist will also fire on any new Italy or Lake-District signal in their socials integration.

Illustrative · Pearson family profile shown at 3 years & 4 trips of relationship history.

Layer IV

Your whole client base, structured

The agency-level view no OTA can build.

From one conversation, to patterns across your whole book, to actions your agency can take on what it now knows — why people travel with you, when they re-book, where the pipeline is.

app.saytrip.ai / intelligence / patternLast 12 mo · 1,284 calls · 412 households
Travel motive · share of book
What people travel with us for
Family rituals
34%
Milestone occasion
22%
Slow exploration
19%
Adventure / sport
14%
Solo retreat
7%
Other
4%
Recurring constraints
What we keep solving — by household segment
Long-transfer fatigue
58%
School-date locks
41%
Multi-gen mobility
29%
Dietary mix
24%
Visa friction
11%
Pet-sit logistics
7%
Booking lead time · by group
Weeks before departure, peak window highlighted
Multi-gen
Couples · 40+
Families · K
Solo / pair
Group friends
4w8w12w20w32w52w

Multi-gen households tend to book 22–26 weeks out — so you know who to reach, and when, before they start looking elsewhere.

Run a pilot

Illustrative · Pattern Intelligence shown at one agency, 12-month window.

Activation

Every conversation feeds the systems you already run.

Profiles, signals and pattern intel push into your CRM, marketing and quoting tools — and pull from the calls that fed them.

Sources
Call capture
Phone & video calls
Transcript + signals after the call
Mobile capture
In-person meetings
Post-meeting upload from the phone
Advisor notes
Manual entries between calls
Typed or voice memos, attached to the profile
SayTrip core
01Call Profiletyped · sourced
02Trip Profiletyped · sourced
03Traveller Profiletyped · sourced
04Pattern Intelligencetyped · sourced
Typed · sourced · routable
Destinations
CRM
Your customer database
Profile + trip records, enriched
Marketing & lifecycle
Audiences that match real intent
Right person, right time, right reason
Itinerary & quoting
Briefs that already contain context
Faster quotes · more relevant first drafts
Reporting & insights
The patterns inside your book
Cohorts · lead-times · forward intent

The full integration architecture — how data is routed, the contracts, the partner stack — lives on the platform page.

See the platform

Traveller intelligence compounds

What changes, over time.

  1. 01
    First conversation

    You learn what they care about.

  2. 02
    Second trip

    You know where to start.

  3. 03
    Third booking

    You know what they want before they even ask.

  4. 04
    Fourth year

    They send you everyone they know.

Pilot programme

Run a focused pilot. With the founding team by your side.

A handful of agencies already run SayTrip on their own client calls, fully in their own stack. Let's start building your customer knowledge the same way.

· GDPR· No advisor behaviour change
What pilot agencies get
  • 01
    Full access for the advisors you choose
    Fully onboarded by us.
  • 02
    You co-design the roadmap
    Your priorities visibly influence what we ship next.
  • 03
    We integrate with the systems you already run
    We meet your stack where it is — not the other way around.
  • 04
    Direct line to the founding team
    Ongoing support from the people building it.