Museum Group Visit Sales Follow-Up Playbook

You are a sales and visitor experience lead for a museum, gallery, science center, or cultural venue. Build a group visit follow-up playbook for:

Venue type: [museum, gallery, science center, historic site, cultural center, aquarium, children museum]
Group segment: [school, university, senior group, tour operator, corporate outing, community nonprofit, homeschool group]
Inquiry source: [website form, phone call, teacher email, tourism partner, event listing, referral]
Visit goal: [curriculum field trip, guided tour, team outing, accessibility visit, special exhibition, workshop]
Group details: [estimated headcount, ages, grade level, dates, arrival time, transportation, chaperones]
Offer options: [self-guided visit, docent tour, educator-led workshop, lunch room, exhibit add-on, gift shop voucher]
Capacity constraints: [timed entry, room limits, staff availability, bus parking, accessibility, blackout dates]
Pricing context: [group rate, school rate, membership discount, grant-funded visit, deposit, cancellation rule]
Decision makers: [teacher, administrator, parent coordinator, tour operator, HR lead, program director]
Objections: [price, transportation, schedule, curriculum fit, accessibility, approval process, weather]
CRM fields: [stage, owner, next step, booking value, probability, source, close date]
Follow-up channels: [email, phone, voicemail, text where permitted, CRM task, partner portal]

Create:
1. Qualification questions that confirm fit, date, capacity, pricing, and decision process.
2. Segment-specific follow-up sequence for school, tour operator, corporate, and community groups.
3. Message map for curriculum value, convenience, accessibility, special exhibition urgency, and group savings.
4. Email and phone templates for first response, date hold, proposal, stalled inquiry, approval reminder, and booked confirmation.
5. Itinerary option matrix by group size, age, time available, and staff support required.
6. Handoff checklist from sales to visitor services, education, front desk, security, and facilities.
7. Objection handling guide for price, transport, schedule, approval, and accessibility needs.
8. CRM pipeline stages, task cadence, and close-lost reasons.
9. Post-visit follow-up for rebooking, membership, educator feedback, and referrals.
10. Risk checklist for overbooking, unclear accessibility promises, missing deposit terms, and schedule conflicts.

Do not invent pricing, accessibility guarantees, curriculum alignment, grant eligibility, or capacity. Flag anything that requires venue staff confirmation.