travel-advisor-client-journey-checklist.jpg
travel-advisor-client-journey-checklist.jpg

The Travel Advisor Client Journey Checklist

CA$17.00

Most advisors are great at booking. It's everything around the booking where things quietly fall apart.

The inquiry that didn't get a fast enough response. The proposal that went out without a planning fee request. The client who came home to silence instead of a welcome email. The referral that never got asked for.

This checklist exists so none of that happens.

Designed for travel advisors who want a real system, not a list of vague reminders. It walks you through every stage of the client journey from first inquiry to building your referral engine. Eight stages, every key task, with short tips and a notes section at each stage so you can log what happened and keep every client experience on track.

Most advisors are great at booking. It's everything around the booking where things quietly fall apart.

The inquiry that didn't get a fast enough response. The proposal that went out without a planning fee request. The client who came home to silence instead of a welcome email. The referral that never got asked for.

This checklist exists so none of that happens.

Designed for travel advisors who want a real system, not a list of vague reminders. It walks you through every stage of the client journey from first inquiry to building your referral engine. Eight stages, every key task, with short tips and a notes section at each stage so you can log what happened and keep every client experience on track.

Travel Advisor Welcome & Service Guide Template
Travel Advisor Welcome & Service Guide Template
CA$29.00
 

What's Inside

Stage 1 covers your initial inquiry response, including when to send your Welcome and Service Guide and why that single step pre-qualifies your clients before you've spent a minute on a call.

Stage 2 is the intake call. What to cover, in what order, and what to actually listen for.

Stage 3 is where most advisors leave money on the table. The recap email, the planning fee payment link, and how to set communication expectations before they become a problem.

Stages 4 through 8 cover the proposal, pre-departure prep, mid-trip support, post-trip connection, and turning happy clients into referrals. The stages most advisors skip entirely, and the ones that make the biggest difference to whether clients come back.

Each stage includes a notes section so you can duplicate the doc for every new client, and track exactly where things stand.

Based on the full 8 Stage Client Journey framework as shared in this post.

 
 

What You Get

A Google Doc template you can duplicate for every client. One copy per client. Fill in the details, work through the stages, and check things off. Nothing gets forgotten, every client gets the same level of care, and you always know exactly what you're up to.

Includes 18 pages, including instructions, quick tips and headers. Rebrand to your own business using Canva & Google fonts!

This is for you if:

You're tired of trying to remember what you sent and when. You want a consistent process that makes you look organized from the very first reply. You know stages five through eight matter, but keep skipping them when things get busy. You're building the kind of business where clients come back and bring their friends.

Instant download. Duplicate and use immediately.