The Journal

Strategy & thoughts from a TA-turned-designer on websites, fees, and the business foundations for independent travel advisors.

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CLIENT EXPERIENCE Lara Ellis CLIENT EXPERIENCE Lara Ellis

Transform Your Client Experience With Thoughtful Onboarding

Landing a new client is exciting, but the first impression they form often happens before you even talk. From discovering you online to your first call, clarity and structure shape how confident they feel in working with you. This post walks through why onboarding matters, what can go wrong without it, and how a well-designed welcome guide can make the whole process feel effortless, for you and your clients.

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on Branding & Positioning

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now in the birch & Bud Design Co. shop

Process and design templates, tools & guides — made just for Travel Advisors