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john@dwagents.com www.JoinDWHSA.com (Contact John for the link to a - - PDF document

Oct 27, 2022 490 likes •583 views

11/13/2013 DWHSA Webinars Communicate With Your Clients Using Google Docs (And, Do Lots of Cool Stuff With Google Drive, Too!) Questions? john@dwagents.com www.JoinDWHSA.com (Contact John for the link to a special DWHSA application form with

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11/13/2013 1

DWHSA Webinars Communicate With Your Clients Using Google Docs (And, Do Lots of Cool Stuff With Google Drive, Too!)

Questions?

john@dwagents.com www.JoinDWHSA.com

(Contact John for the link to a special DWHSA application form with the $25 discount [good through Dec. 20].)

  • The video for today’s webinar

Once the video file has been processed this afternoon, it will be uploaded for you to watch later at your convenience: DWHSA Members: In our DWHSA.com members8only video library Guests: Via a link we’ll email you later today (through Friday, Nov. 22)

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11/13/2013 2

Here’s how we currently stay in touch with clients <

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  • And, here’s what we

communicate to them <

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And, where do we store and “back up” these documents and files? On our desks, on our computer desktops, etc. (with no backup!)

  • The perfect system for

communicating with clients <

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11/13/2013 3

Voila! Voila!

  • Google Drive

Google Docs

Google Drive

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  • !+2you get 15GB of free storage:&0-

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SLIDE 4

11/13/2013 4

Google Docs

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)2$++

  • 20+documents2spreadsheets2

presentations !(.("

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2+$+1)3+ (.2+

  • So < what can we do with

Google Drive/Google Docs?

  • Use Google Drive as your automatic backup .

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  • Use Google Docs to share standard files +.

to send clients really large files +11 (!2"

  • Use Google Docs to share files with clients that you update

constantly !2/+."

  • So < what can we do with

Google Drive/Google Docs?

  • Store your most common forms to use with clients !+++

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  • Create a proposal or quote as a Google Document or a Google

Presentation !++A+. 1$"

  • Create itineraries and other Documents to share with clients
  • Store copies of important client documents !.2+

2"share them with clients

  • Create Spreadsheets as guest lists and make notes as guests contact

you and book trips !+(+"

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11/13/2013 5

Here’s what your clients will see when you share a file <

  • Now, let’s go log into

Google Drive/Docs live <

  • So < again, how can we use

Google Drive/Google Docs?

  • Use Google Drive as your automatic backup .

++!2+2 ."

  • Use Google Docs to share standard files +.

to send clients really large files +11 (!2"

  • Use Google Docs to share files with clients that you update

constantly !2/+."

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SLIDE 6

11/13/2013 6

So, again, how can we use Google Drive/Docs?

  • Existing forms you use with clients !2,+"B C

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  • Proposals and quotes for specific clients B C/

0+2$!.(" ( D

  • Itineraries, group contracts and confirmations from suppliers for your

clients B C+.((

  • Guests lists to track contacts with your office B 0

2.((

  • So, again, how can we use

Google Drive/Docs?

  • Turn any files created OUTSIDE the Google environment (MS

Word, MS Excel, MS PowerPoint, etc.) into Adobe PDF files first – 2+0!6 .*0.0."

  • D.++.1

B 2+B consider creating them as Google Docs and sharing them with clients via Google Drive FOR VIEWING ONLY (no editing on the clients’ part).

  • For More Info <
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11/13/2013 7

For More Info <

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  • Questions From the Webinar
  • Q. Do my clients need to have a Gmail account or Google account to view the

Google Drive docs I might share with them? J2.4A+((+K+ $.!2+0( $"2($$+11(.( +1(2.+(+. +2+0/0+

  • Q. Can you move photos or files that you saved only on Google Docs to your

computer? 324+4+02+ +..+(++*$ (++!.4 :$.4?"+2* ++2+45(5.$5(5 .(+.++

  • Questions From the Webinar
  • Q. Could you send us any spreadsheets saved on Google Docs in

relation to groups and/or destination weddings? ..$21+4. 1!).+412$D1$++ 5D51.* 22 (12$..5&- D5(1@(12+4. $..+(++ 0L+++ 0M"

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11/13/2013 8

Final Notes

2you may need to download a file from your Google Drive. .0.!22A2."( (1+(++-+2.+ .0.!2+22 ."2+4...* 1 11 D)02$.. +(%2$D(+2+ +5(5$ D.%.( (@42(1&(2 ++1$.2+$. ++ You can also print Google Docs files * A+$ 1+2%N# / 2$D+ % (D+.+4$(.($1. +$ 20+( D ++2.+4 D.+ +.+(+