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Tier 02 — Unlock + Explore

Client 360.

Search any traveler. See every trip, preference, supplier, payment, and conversation — in one screen. Drawn together in real time from systems that don't talk to each other today.

Margaret & David Chen

Platinum
San Francisco, CAm.chen@example.com+1 (415) 555-0142Client since Apr 2018
LuxuryAnniversary clientPrivate guides only30th anniversary 2027
$184,500
Lifetime spend
7
Trips
2.0
Avg party
Next best actionhigh confidence· Tier 03 signal, derived from the lake

Pitch the 2027 30th-anniversary trip now

Lifetime spend signals comfort with $40k+ trips; Africa trip ended with explicit 'Galápagos or Patagonia' interest; Margaret loves serene/spiritual. A Galápagos charter + Quito private museum tour fits all three signals. Anniversary lens makes the 2027 ask natural now — not in 2027.

Trip history

7 trips · $147,300 booked · $20,622 commission

  1. Africa · Oct 12, 2024 → Oct 26, 2024 · party of 2

    Cape Town & Botswana safari

    $48,200
    $6,748 commission
    Supplier · andBeyondAgent · Alex Park5 / 5

    Loved Sandibe — already asking about Galápagos or Patagonia for 2026. David specifically mentioned wanting wildlife but warmer than Antarctica.

  2. Asia · Apr 2, 2023 → Apr 14, 2023 · party of 2

    Kyoto & Tokyo (Spring)

    $31,600
    $4,424 commission
    Supplier · Inside JapanAgent · Alex Park5 / 5

    Cherry blossoms. Guide Hiroko was perfect — request her again for any return Japan trip.

  3. Europe · Jun 4, 2022 → Jun 18, 2022 · party of 2

    Amalfi Coast (25th Anniversary)

    $38,900
    $5,446 commission
    Supplier · Roman Concierge Ltd.Agent · Alex Park5 / 5

    Anniversary. Le Sirenuse suite. Margaret cried on the terrace. Don't lose this thread for 2027.

  4. Oceania · Feb 8, 2020 → Feb 22, 2020 · party of 2

    New Zealand south island

    $28,600
    $4,004 commission
    Supplier · ANZCROAgent · Alex Park4 / 5

    Loved Queenstown. Helicopter day was the highlight. Got out just before COVID.

Preferences

The things only humans remembered — until now.

Travel
  • Cabin class
    Business minimum, First when available
  • Seating
    Window, bulkhead avoided
Lodging
  • Room type
    Suite, high floor, away from elevator
  • Loyalty
    Hyatt Globalist · Hilton Diamond
Dining & dietary
  • Dietary
    David: pescatarian. Margaret: tree-nut allergy (severe).
  • Reservations
    Always 8pm; never 6pm tasting menus
Personal
  • Languages
    English only — confirm guides speak fluently
  • Pace
    Slow mornings; 1 activity/day max

Recent communications

Across every channel, threaded.

  1. ✉ email · Alex ParkMay 14, 2026

    David asked about Galápagos cruise availability for Oct 2026. Replied with 3 itinerary tiers.

  2. ☎ phone · Alex ParkApr 28, 2026

    Annual catch-up. Anniversary in 2027 is the big one — both 'open' on destination, want something serene.

  3. ✉ email · Sam LiuFeb 11, 2026

    Forwarded a Conde Nast Traveler article on private islands in the Maldives. Margaret 'intrigued.'

  4. ✉ email · Alex ParkDec 1, 2025

    Holiday card sent. David replied: 'Already daydreaming about 2026.'

Every field on this screen lives in a different system today — Tourwriter, QuickBooks, Mailchimp, Gmail, internal notes, spreadsheets. The lake unifies them in real time so this view is always current.

See the architecture