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Presentation plan · Updated Sep 21, 2026
Sales Automation Plan for AmaWaterways
Work high-volume river-cruise leads automatically. Hand only qualified opportunities to human reps.
1. Executive summary
AmaWaterways is expanding fleet and demand (Europe core, Magdalena, Nile, Mekong; 2026 ships such as AmaSofia and further Nile/Mekong capacity) while remaining advisor-first (portal, AmaAcademy, Approach Guides co-branded pages). Growth creates a capacity problem: raw inquiries rise faster than premium first-touch.
Problem: Paying agents or reservations staff to work every incomplete web lead burns cost and slows luxury guests.
Solution: Orko Sales Automation — train playbooks → work email/calls 24/7 → Orko Classifier scores against discovery rules → humans only on warm handoffs.
Outcome: Faster touch, lower cost per worked lead, higher conversion on rep time, brand-consistent discovery. Red gates stay on send/close.
2. Ama-specific context
Gary Murphy is co-owner and longtime sales leader; Ama’s public distribution is travel-advisor centric. Pilot targets Ama-owned direct web/email demand — not advisor-private Approach Guides leads — unless partners opt into an assist mode later.
| Channel | Today | Our use |
|---|---|---|
| Travel advisors | Portal, training, co-branded lead capture | Respect; optional later white-label assist |
| Direct website | Itinerary browse, offers, inquiry / 1-800 | Pilot channel |
| Phone | Reservations / support | Phase 2 Clarissa Live |
3. Flow (Ama inbound)
Web inquiry → classify → Five D's channel → Ama playbook → LLM draft → Orko Classifier score (incl. playbook fit) → Needs Attention → Ama rep Send/Showtime
Five D’s tuned for river: seasonality, river choice (Rhine/Danube/Douro/Nile/Mekong/Magdalena), duration + land packages, investment for the right balcony/suite experience, emotional why. No cold quotes on partials.
4. Cost direction
Illustrative only. Example: 1,000 direct leads/mo × heavy human first-touch can run ~$9k/mo labor on triage alone at $45/hr and 15 min/lead. Automation that escalates ~30% typically cuts triage labor sharply; track cost per Showtime and per booking.
5. Pricing models (estimates to refine — not a final quote)
| Option | Structure | Rough range | When |
|---|---|---|---|
| A. Per-lead handled | Pay when system works a lead | $4–$8 / lead (~$4k–$8k at 1k leads) | Spiky ship-launch volume |
| B. Platform + qualified handoff (default) | Monthly platform + fee per warm escalate | $2.5k–$5k platform + $15–$35 / handoff | Aligns to “pay for warmth” |
| C. Pilot-then-scale | Discounted 30 days, then commit A or B | $1.5k–$2.5k pilot month, then run-rate | Prove Ama voice first |
6. 30-day pilot
Direct website inquiries only · human approve every send · metrics: time-to-draft, playbook compliance, escalate %, Showtime rate, cost per escalate, rep pulse · Week 4 readout: expand / iterate / pause.
7. Next steps
- Confirm pilot channel
- Name weekly ops + commercial owners
- Share 30 days direct volume + first-touch process
- 45-min live walkthrough of one real inquiry
- Pick pricing Option A / B / C for SOW frame
Full narrative, sources, and non-negotiables: see the full plan. Logos embedded from AmaWaterways official /Images/logo.svg and Orko orkocrm.com/orko-logo.png.