A "DBR" is a Daily Business Review that occurs as a meeting between the Sales department of a hotel and their Revenue team, Director of Sales, or sometimes General Manager. This meeting evaluates the value of a piece of business and whether the property wants to take it, or what rates might be offered, based on demand.
1. Add all team members - GM, DOS, DOR - as "Users" in Tripleseat
2. Create a Discussion Group in Settings to bundle users together into one distro group. You could create a Discussion Group for "Revenue" with just the revenue team, and/or you can also create a "DBR" Discussion Group, which might include the GM, DOS, and DOR (and anyone else).
3. Create a Discussion Email Template in Settings to be used later to send a message off to your DBR Discussion Group. (This does need to be a Booking Email Template, as we'll use a lot of great merge fields related to program value).
Subject:
DBR for {{booking.name_truncated}} - {{account.name}} [{{booking.start_date}} - {{booking.end_date}}]
Body:
Hello team!
I have a DBR Request to review.
Please see an overview here and use the link below to review the program:
Booking Name: {{booking.name}}
Booking Dates: {{booking.start_date}} - {{booking.end_date}}
Account / Contact: {{account.name}} / {{contact.full_name}}
Property: {{booking.location.name}}
Contracted RN: {{booking.agreed_rooms}}
Contracted Rooms Revenue: {{booking.extended_rate_agreed}}
F&B Minimum: {{booking.total_food_and_beverage_min_str}}
Rental Fee: {{booking.total_rental_fee_str}}
GENERAL DBR NOTES: Thanks! {{current_user.first_name}}
4. On the Front End of Tripleseat, the Booking Owner would build the Booking out as normal. They would add the necessary values of the program.
5. When ready, use Staff Discussions and Email Template dropdown to grab your "DBR Request" Discussion Email Template to send a staff message to the "DBR" group. As we know, even though a Discussion is initiated in Tripleseat, the recipients (members of the DBR group) will receive an actual email in their inbox that they can review/respond to. Encourage your DOR to reply to the email with why they are approving or denying the piece of business for historical reference.
This process encourages the on-property team to use Tripleseat and also saves time for the Sales Manager as they won't have to duplicate their efforts by creating something else to share with their Revenue team. It also gives quick access for the Revenue team to review the piece of business, as it will insert a link directly to the Booking in the email.