Blueprint · Safari Portal’s implementation and optimisation service

You just need a Blueprint

Implementing Safari Portal is an opportunity to optimise the way your business operates, how your team works together, and how your clients experience your brand at every touchpoint.

Many travel businesses already have strong foundations in place, but processes have often evolved organically over time. This can lead to inefficiencies, duplication of work, and unnecessary complexity behind the scenes. Our role is to simplify this. We bring structure, clarity, and a considered approach to ensure Safari Portal works seamlessly within your wider tech stack, not in isolation.

With deep experience in both luxury travel operations and system implementation, we understand the balance between maintaining what already works and introducing smarter, more scalable ways of working. The result is a setup that supports your team, reduces manual effort, and delivers a more polished, consistent client experience.

Enquire about a BlueprintSee the four steps

Blueprint is Safari Portal’s four-step audit-and-build service for travel companies. Each step is priced by team size, from $500.

The four steps

Four steps, one Blueprint

Each step ends in a client-facing document, delivered into your own Blueprint app. Open a step to see what it involves and what you receive.

No.01

Discovery & Audit

Purpose

To fully understand how your business currently operates before making any changes. This ensures that any implementation is aligned with your workflows, team structure, and client experience.

Why this matters

This stage lays the foundation for everything that follows. Without it, implementation becomes guesswork. With it, we can design a system that truly fits your business.

Deliverables

A Discovery Report tailored to your team structure, including:

  • Overview of current systems and workflows.
  • Mapping of actions across your teams based on system.
  • Client journey view (what your clients receive and when).
  • Clear recommendations and opportunities for improvement.
What's involved

Discovery

  • Meet with leadership to clarify requirements.
  • Questionnaires for the team to further clarify internal process across departments.
  • Short interviews with key team members.

Audit

  • Review of your current tech stack and how each system is used.
  • Mapping of any existing workflows across systems.
  • Identification of inefficiencies, duplication, and risks.
from $500 per step, priced by team size

Costs are calculated based on the size of the company. See the pricing guide below.

No.02

System Architecture

Purpose

To design your future-state workflows and define how Safari Portal integrates into your business.

Deliverables
  • Visual workflow map across all systems.
  • Clear connection between systems, team roles, and client experience.
  • Defined client journey (emails, documents, touchpoints).
  • List of required assets (email templates, forms, invoices, etc.).
  • Recommendations for content and tagging structure in Safari Portal.

You leave this phase with a clear blueprint for how your business will operate going forward.

What's involved
  • Review session to align on findings from Step 1.
  • Agreement on future direction and system setup.
  • Definition of which tools remain, which are replaced, and how they connect.

We then design your full system architecture.

from $500 per step, priced by team size

Costs will always be finalised once a statement of work is agreed.

No.03

Setup & ConfigurationImplementation

Purpose

To build and configure Safari Portal based on the agreed system architecture.

Outcome
  • A fully functional system, ready for day-to-day use.
What this involves

System setup

  • Pipeline stages and workflow configuration
  • Email templates
  • Invoice templates
  • Task sets
  • User setup and permissions
  • Tagging structure for files, contacts and more
  • Forms setup

Data entry

  • Import of contacts
  • Import of suppliers
  • Import of agents

Integrations

  • Connecting agreed systems where possible

Testing and rollout

  • Pilot with a selected team who can also support wider team training
  • Identify improvements and fix issues (snagging)
  • Prepare for full team rollout
from $500 per step, priced by team size

Costs are calculated based on the size of the company. See the pricing guide below.

No.04

Optimisation & Training

Purpose

To ensure your team is confident using the system and your processes are fully embedded.

Deliverables and outcome
  • Trained and confident team
  • Refined, working processes
  • Documented workflows for ongoing use
What this involves

Refinement

  • Review and optimise workflows post-implementation
  • Adjust setup based on real usage
  • Support internal ownership of processes

Training

  • Live team training sessions (remote or in-person)
  • Practical, role-based guidance
  • Q&A and troubleshooting

Documentation

  • Creation of priority SOPs (Standard Operating Procedures)
  • Optional video walkthroughs for key processes
from $500 per step, priced by team size

A quote will be finalised after agreeing the SOW (statement of work).

Costs

Priced by the size of your team

Costs are calculated based on the size of the company. Each step is priced separately. Please find an indication of pricing outlined below.

$500
1 to 3 people
per step
$1,000
4 to 6 people
per step
$1,500
7 to 10 people
per step
$2,000
11 to 20 people
per step
$3,000
21 to 49 people
per step
$5,000
50+ people
per step

Larger companies with 100 or more people are quoted on a project basis. Costs are finalised once a statement of work is agreed.

Additional service

Content

To prepare and build your unique content pages in Safari Portal to support a smooth lift off.

Types of content could include

  • Activities and points of interest
  • Flights and logistics content
  • Meet and greet and transfer information
  • Country guides and pre-travel information
  • Packing and reading lists
  • Restaurant and destination guides
  • Custom maps
  • Lookbook templates
  • Itinerary templates
  • Guest portal templates

Deliverables, costs and timelines are confirmed once the extent of what is required is confirmed.

Quote · Content

What do you need to give me a quote?

A detailed list of what content pages you want created, or itineraries you want built. We price this job by page or itinerary. We also need to agree whether we're creating things from scratch or moving things in, and whether we need to source imagery.

Please note · Content

Important to note

Any content we create on your behalf is your responsibility to check for accuracy. You are also responsible for maintaining it in the future.

Get started

Interested in a Blueprint?

Tell us a little about your business and your team, and we’ll come back to you with the right place to start.

Prefer email? Write to blueprint@safariportal.app.

We reply personally, usually within a working day.