AskTAD: Travel Advisor Dossier

How data gets in

Built for how you work

Kalijaga Resort, Java, fictional luxury hospitality demo

Fam trip · Mar 2024

★ 4.8

Kalijaga Resort

Java, Indonesia

★ ★ ★ ★ ★

Your notes

"Cultural programming is exceptional. Genuinely differentiating for honeymooners."

Your log · March 2024

4.7 ★★★★★ 1,284 reviews

4.9 ★★★★★ 3 client stays logged

Property portfolio

Your notes. Client ratings. Real reviews. One card.

Every site stay or fam trip adds to the record. Your ratings, client feedback, and public Google reviews, all in one place.

Map view

Everything you know, on a map.

Hotels, meals, fam trips, events, all plotted and colour-coded. Flip between Properties (every hotel you track) and Activity (every place you've been). Search a rep to light up the pins. Zoom in for DMC coverage.

Marcus Osei business card, Larchen Hotels (fictional demo)

TAD reads it

Marcus Osei

Regional Director, Africa & Indian Ocean

Larchen Hotels

m.osei@larchen.com

+44 20 7845 0400

Photo found from public sources

Card scanning

Scan a card. Contact created.

Point your phone. The contact lands in your address book with the fields filled in.

TAD finds a headshot, matches the company to your portfolio, and tags the category. Before you save.

QR codes work too. Conference badges, digital name tags.

1. 8:00 AM · Table 14
Priya Mehta, Palma & Co
2. 8:30 AM · Table 7
Tom Greer, Horizons Collection
3. 9:00 AM · Table 22
Céline Martin, Verdano

TAD parses it

Priya Mehta

Palma & Co

Tom Greer

Horizons Collection

Céline Martin

Verdano

Bulk add

Paste a list. Add everyone at once.

Trade-show rosters, appointment schedules, hotel brochures. Paste or upload, and TAD parses the rows, dedupes against what's already there, and shows you the result before you save.

Rep companies & DMCs

Who reps, sells, or brands each property.

Brand chains

Fairmont → Accor, Six Senses → IHG. Built in.

Auto-linked

Log a rep meal, and TAD links the company.

Property tags

Group hotels your way: preferred partners, region, client type.

Companies & organizations

The companies behind the properties.

Rep companies, DMCs, brands, wholesalers, all tracked and linked to your properties and people. TAD builds most of the connections from your logs.

Trade show logging

Every brand and rep, tied to the event.

AI note-taker import

Paste from Otter, Voice Memos, NotebookLM.

Virtual briefing log

Webinars and sales calls, searchable later.

Knowledge base import

Seed TAD with what you already have.

PDF export

Share conference or fam-trip notes.

And much more

Start with everything you already know.

Years of visits and relationships are already in your head. Import what you've got, and TAD learns your portfolio from day one.

Smart debriefs

Every debrief is different. Because every property is.

After a Site Visit, Fam Trip, or Conference, TAD asks a few questions about what the property is known for. Spa programs, room categories, client fit. The questions change with the property.

2 minutes. Every visit. Nothing forgotten.

TAD Debrief

Site Visit · Solano Mallorca · Apr 3

Solano has three room tiers, which did you stay in?

Cliffside Suite

Garden Terrace Villa

Junior Room

Garden Terrace Villa

Solano's spa is a known draw, did it live up? Worth recommending to wellness-focused clients?

Yes, genuinely impressive. Hydrotherapy circuit alone is worth the trip.

Who's the best fit for Solano? Pick all that apply.

Wellness seekers ✓

Couples ✓

Honeymooners

Families

Debrief complete

Saved to Solano Mallorca log

Good questions

Where does my data live?

In your Google Drive or OneDrive, wherever you already work. We're the layer that makes it searchable. You own the files.

Can I export everything?

Yes. Contacts, logs, and property notes export any time, in standard formats. A tool you can't leave isn't one to trust.

What does "AI" actually mean here?

TAD reads your notes and answers in plain language, using top-tier AI models. Your data is never used to train them. What you log stays yours.

Do I have to manage contacts in two places?

No. Connect Google or Outlook and contacts sync both ways. Or skip the sync, and AskTAD works as a standalone address book. Your call.

Who is this for?

Luxury travel advisors who meet a lot of people, see a lot of properties, and need to find any of it later. If you need a sales pipeline, look elsewhere. If you need your professional memory organized, this is it.

AskTAD was built by a travel advisor, for the way advisors actually work.

More questions answered

Pricing

Base is $19.99/month at public launch.
Free for early-access users. No card.

Free during early access

Base

$19^.99

per month at public launch

$0 for early-access users

✓ 100 TAD tasks / month
✓ Unlimited contacts & logs
✓ Unlimited scanning & browsing
✓ Smart debrief interviews
✓ ★ My Places library
✓ No credit card required

TAD tasks = Ask TAD queries (⌘K) + forwarded email/PDF parsing + Smart Debrief processing. Manual logging, card scanning, browsing, and reviewing parsed results before saving never count toward your tasks.

Coming soon

Pro

$39

per month

✓ Everything in Base
✓ 400 TAD tasks / month
✓ Smart Debrief unlimited
✓ Priority processing
✓ Early access to new features

Complete feature list

Everything AskTAD does

Contacts & People

✓Business card scanning, point, shoot, contact created. Works from your camera or a folder of saved images.

✓QR code & vCard import, digital cards, NFC badges, and shared contact links all import the same way.

✓Bulk add, paste a contact list or upload a CSV. TAD parses every row, matches against your existing contacts to skip duplicates, and lets you review before saving.

✓Google & Outlook sync, contacts live in your existing address book, not a separate silo.

✓TAD Profile per contact, title, company, portfolio coverage, notes, relationship history, and client-fit tags, all in one place.

✓Hotel-shaped contact promotion, TAD spots contacts whose company looks hotel-shaped ("Four Seasons Resort," "The Ritz-Carlton") and offers to promote them into property stubs you haven't logged yet.

✓Duplicate detection, matching email or strong name overlap surfaces in Settings → Housekeeping. Pick which to keep; the other's data merges over before it's removed.

✓Contact Share (vCard), share any contact as a .vcf file via your phone's native share sheet, email, text, or clipboard.

✓Bulk select & delete with undo, multi-select on any list, delete in one shot, recover with one click if you change your mind. Or restore later from Settings → Housekeeping → Recently Deleted.

Properties & Portfolio

✓Property cards, destination, brand, chain, tier, amenities, and your personal notes, in a visual card layout.

✓Site visit & stay logging, log when you visited, who you met, standout details, and who you'd recommend it to.

✓Fam trip logging, log group familiarization trips with multiple properties and advisors in a single entry.

✓Portfolio map view, see all your logged hotels, visits, meals, and finds on a world map with pins for every property in your portfolio, solid for visited, outline for not-yet-visited.

✓Client fit tagging, tag any property or experience for families, couples, wellness seekers, foodies, and more.

✓Virtual meeting log, attended a virtual briefing, webinar, or sales call? Log the properties covered so it sits alongside your site visits and is searchable later.

✓Property auto-summary, your site visit notes auto-populate to the property card's "Your Summary" section. Edit to lock; refresh from latest visit anytime.

Activity Logging

✓Industry meal logging, log lunches and dinners with reps or clients, who hosted, who attended, and what was discussed.

✓★ My Places library, build a personal library of trusted restaurants, bars, cafés, fitness studios, guides, and more, searchable by destination.

✓Experience logging, log tours, wellness sessions, cultural activities, and anything else you'd recommend to clients.

✓Event logging, capture conference sessions, trade show interactions, and industry events with notes per meeting.

✓Smart debrief interviews, after a trip or event, TAD asks follow-up questions and turns your pasted transcript into clean, searchable notes.

✓Client feedback logging, log what clients said after a trip: what they loved, what missed the mark, and what to remember for next time.

✓Google Places integration, when logging a restaurant or venue, TAD auto-suggests matching places and fills in the city and details.

✓PDF export, export any log entry, event summary, or property dossier as a clean PDF. Share your notes from a conference or fam trip with a colleague, or keep a polished record for your files.

Ask TAD, your AI assistant

✓Natural language search, ask "who do I know at Meridian Phuket?" or "what did we discuss at Horizons Week?" and get a direct answer from your own data.

✓Client matching, describe a client and TAD surfaces the properties, experiences, and my placess from your library that fit them best.

✓Pre-trip briefings, heading to a destination? TAD pulls together everything you know: your contacts there, properties visited, finds saved, notes logged.

✓Your data only, TAD answers from what you've logged. It's not a general-purpose travel chatbot. It knows what you know.

✓Zero training on your data, your logs, contacts, and notes are never used to improve any AI model. What you log is yours, full stop.

Your data & access

✓Lives in your Google Drive or OneDrive, your data sits in your own cloud storage, not ours. We're the layer on top.

✓Full export at any time, contacts, logs, and property notes in standard formats. You're never locked in.

✓Sign in with Google or Microsoft, use an account you own. Not one your agency could revoke when you leave.

✓Works on any device, mobile web, desktop browser, and a home screen app install. No app store required.

✓Agency-independent, your data, your account, your tool. Changing agencies doesn't mean starting over.

Companies & Organizations

✓Company cards, rep companies, DMCs, hotel brands, tour operators, cruise lines, and wholesalers, each with typed relationships to your properties and people.

✓Many-to-many property links, a property can be repped by one company, sold by another, and branded by a third. All fully editable.

✓Brand chain hierarchy, Fairmont → Accor, Six Senses → IHG. TAD maintains a built-in database of luxury brand chains, so you never have to enter it manually.

✓Auto-inference from logging, log a rep-hosted meal and TAD auto-builds company → property → person relationships from context.

✓Custom company kinds, beyond the built-in types (Rep Co, DMC, Tourism Board, Agency, Brand, Tour Op, Cruise, Wholesaler, Other), add your own (e.g. "PR Agency," "Local concierge"). Workspace-wide.

✓Companies view, browse all your data organized by company, alongside Activity, Properties, Contacts, and Map views.

AskTAD is in private early access. New features are shipping regularly.

All questions answered

Frequently asked questions

Where does my data live, and can I get it back out?

Working data sits in AskTAD's encrypted database (so search and TAD's answers are fast). Daily snapshots back up to your own Google Drive or OneDrive, a folder you control. Export contacts, logs, and property notes to CSV, JSON, or vCard any time. A tool you can't leave isn't one to trust.

What does "AI" actually mean here?

TAD reads your notes and answers in plain language, using top-tier AI models. Your data is never used to train them. What you log stays yours.

Do I have to manage contacts in two places?

No. Connect Google or Outlook and contacts sync both ways. Or skip the sync, and AskTAD works as a standalone address book. Your call.

Who is this for?

Luxury travel advisors who meet a lot of people, see a lot of properties, and need to find any of it later. AskTAD was built by a travel advisor, for the way advisors actually work.

What if I change agencies?

Your account, your data. Your login (e.g. personal Gmail) is separate from your contact-sync source (e.g. agency Outlook). Switch agencies, swap the sync source, keep the AskTAD account. Contacts, logs, property notes, and relationships all stay.

Should I use my work email or personal email to sign in?

Use an account you own. If your agency owns the domain, they can revoke access when you leave. Sign in with personal Gmail, iCloud, or your own client-facing domain. Connect work email separately for contact sync.

Is this a CRM?

Not exactly. CRMs are built around leads, pipelines, and deal stages. AskTAD is built around professional memory: who you've met, what you've seen, what you know. If you need a sales pipeline, look elsewhere. If you need your knowledge organized, this is it.

Does it work offline?

Reading your existing contacts, properties, and logs works offline. Asking TAD, logging new activity, or running a Smart Debrief needs a connection. Those features use the AI layer.

How does the My Places library work?

Your personal library of trusted spots: restaurants, bars, cafés, guides, drivers. Searchable by destination, tagged by client type. When a client asks where to eat in Paris, you pull from places you've vetted.

What's a "smart debrief"?

A short conversational interview after a site visit, fam trip, or experience. TAD asks one question at a time ("what stood out?", "who's it for?", "anything to flag?") and turns your answers into clean notes filed against the property. Or record a voice memo, paste the transcript, and TAD parses it the same way.

How much does it cost?

Base is $19.99/month (100 TAD tasks). Pro is $39/month (400 tasks + unlimited Smart Debrief), launching later. Early access: full Base, free, no card.

When is it available?

Private early access right now. We're admitting advisors gradually as we build. Drop your email on the main page and we'll reach out when a spot opens.

Ask TAD anything.
TAD remembers everything.

Properties

Activity

Contacts

Companies

Meet TAD.

Built for how you work

Every debrief is different. Because every property is.

Pricing

Everything you know, on call.

Get in touch

Ask TAD anything.TAD remembers everything.

Properties

Activity

Contacts

Companies

Meet TAD.

Built for how you work

Every debrief is different. Because every property is.

Pricing

Everything you know, on call.

Get in touch

Ask TAD anything.
TAD remembers everything.