How It Works · Portolan
How It Works

From Six Business Signals to Relevant Sales Conversations

See how we spot companies whose travel is growing, prepare outreach for your approval, screen interest, and book calls for your agency.

The Six Signals

Signals Start the Research.
Conversations Establish the Need.

We watch for six signals that can create new travel demands. Each one starts the research; it doesn’t prove a need.

Two colleagues reviewing a laptop together in an airport lounge

Sales hiring push

New sales hires may mean more client visits. We check whether the roles involve travel.

Laptop showing an expansion plan beside a passport and boarding passes

New funding

Funding may signal expansion. We check whether that expansion creates travel needs.

Executive reviewing a travel spend dashboard in an airport lounge

New CFO

A new finance leader may review spending and how travel is booked. We don’t assume a review is underway.

Two colleagues comparing booking system A and booking system B

New HR leader

A new HR leader may shape travel policy and employee support. We confirm who owns the decision.

A team arriving together at a seaside resort

Merger

A merger can leave two different booking setups. Outreach finds out whether bringing them together matters.

A team planning a trip around a table on a private jet

First company offsite

A first offsite can mean group travel the company has never planned. We check fit with your agency’s services.

Signals matter most in the weeks after they appear. That’s why every company on your map is dated.

Service Delivery

We Handle the Prospecting. You Handle the Sales Conversation.

We reach out in your voice and screen interested prospects for calls. You approve the companies and messages before outreach begins.

Step by step
  1. 1
    Map.

    Your first paid Account Map is ready for approval by day 10. We agree your region, ideal companies and launch schedule at onboarding.

  2. 2
    Approve and launch.

    Review the companies and message wording together. Outreach starts only after your sign-off.

  3. 3
    Screen.

    We qualify every reply: company size, how often the team travels, how it books today, who decides, and interest in a call.

  4. 4
    Book and report.

    Qualified prospects are offered your call windows. A one-page weekly report shows outreach, replies, booked calls, held calls and next steps.

The Business Account Pipeline

What’s included

  • 01

    An initial Account Map plus weekly research updates

  • 02

    LinkedIn outreach to HR, finance and office leaders or business owners, using approved messages

  • 03

    Three core posts a week, adapted for your LinkedIn, Facebook and Instagram pages

  • 04

    Reply screening and call coordination

  • 05

    An Unmanaged Travel Review your agency can offer prospects: a one-hour look at how they book travel today

  • 06

    A one-page weekly report

Your part

Review the map and message batches within five business days, and hold two call windows a week. We agree an approval routine at onboarding, so you always know what needs your attention.

Timeline

Your first90 days

01

Kickoff

We agree your region, ideal companies, brand voice, account access and qualification criteria, and set your approval routine.

02

By day 10

Your first paid Account Map is ready for approval.

03

After approval

Outreach and posting start on the agreed schedule.

04

Every week

New signals, outreach, replies, booked and held calls, and next steps, all in one report.

05

At 90 days

We use your market’s activity and response to set conversation targets together. This is a review point, not a promise of accounts or revenue.