My best friend Emilie is in town this week, and today is her birthday! She came to visit, but apart from seeing me she has the most amazing plans for the summer. She has been training for the better part of a year to cycle by herself all around Scotland! How cool is that!?
Obviously, there is so much planning involved in a big trip like that. This is, on top of it being a lot of work, made even more complicated by the fact that there is a 7h time difference, as she lives in Canada. Trying to get herself organised, I suggest she use OpenCRM to be able to get all her activities and contacts in one place. Here is how we worked it out.
What she needs: Activities, Contacts, Companies, and Events.
How we did it:
First, we created an Event. Having the Event allowed us to create a timeline and schedule of where she would be and when, that will be easily printed once she got here.
Next, we needed to decide where she would go every night of her journey. That’s where Companies came in. We were able to create records for all the hostels and B’n’B’s she will stay in and attached their location, their prices and other relevant travel information. We then attached their Contact, who she needs to get in touch with before arriving, a key person to guide her once she is on location.
To keep track of all of the planning, I had her use her Activities and Calendar to plan what she needed to do and when she needed to do it. Sounds simple, but she’ll tell you, being able to keep track of the amount of time she spent researching, calling, emailing and confirming adds up to 2 days’ worth of travel! But she has it all in one place thanks to the history of each Contact and Cssompany!
Now, she can ride in confidence knowing everything is booked, confirmed and ready to go.
She’s already talking about doing a bigger trip next year, now she knows how to maximise her time!