How Jotform helps a small travel business spend more time with clients

How Jotform helps a small travel business spend more time with clients

For travel company Root Adventures, exploring the world isn’t about checking off bucket list items. It’s about building community and creating meaningful experiences.

Based in Denver, Colorado, Root Adventures crafts group trips that connect travelers with the natural world and promote personal growth.

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“Humans are meant to travel by nature,” says founder Breanne Kiefner. “We’ve been doing it since the beginning of time…so we plan trips all around the world, and all of them begin with nature.”

Of course, balancing that kind of meaningful work with business logistics can be hard for a small business like Root Adventures. We’re thrilled that the company uses Jotform to handle the workload.

Case study results at a glance

Root Adventures needed a platform with enough flexibility to cover multiple business needs

The organization uses Jotform for personalized customer forms, payment processing, trip registration, contracts, and much more

Kiefner and her team wanted to reduce their overall workload so they could spend more time with clients

Root Adventures takes advantage of Jotform integrations like Mailchimp, Google Sheets, Zapier, and Stripe to cut down on boring manual work

Root Adventures needed software that’s both cost-effective and easy to use

Jotform is three times more affordable and 10 times more user-friendly than competitors

In fact, Root Adventures has been using Jotform since the business was first founded. According to Kiefner, when her husband first discovered Jotform, he was extremely excited about all of the platform’s capabilities.

Today, the company uses Jotform to manage different types of operations including registration, contracts, payment processing, job applications, and trip management.

It’s been extraordinarily helpful from the very beginning. There’s other software we use, but Jotform will always be at the core because it has worked so well for us for so many years.

Breanne Kiefner

Kiefner adds that some of Jotform’s many integrations, like Mailchimp, Google Sheets, Zapier, and Stripe, have been a great help, especially since the business is staffed by a small team.

But what really makes Jotform stand out from other software is both its flexibility and affordability.

“I will say that there are programs specific to travel, and they cost three times the price, and they take 10 times the effort because they’re so complicated and don’t have that flexibility that Jotform has,” Kiefner says.

Overall, Kiefner and Root Adventures appreciate Jotform because it really lets them focus on their mission: changing lives through travel.

“Our goal is no less than to change the world, and in order to do that, presence is incredibly important,” Kiefner says. “And having Jotform behind the scenes keeping everything in order allows me to be present with my clients.”

AUTHOR
Natalie is a junior content writer at Jotform who loves to inform and help however she can. Her journalistic background helps her understand what questions need to be answered and how. During her college years, she wrote for the Daily Californian at UC Berkeley and won first place awards for feature writing and copyediting. You can reach Natalie through her contact form.

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