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Travel Advisor Welcome & Service Guide Template

CA$29.00

Start every client relationship with clarity and confidence.

The moment a client says yes (or maybe) is full of momentum, but it’s also when expectations are being formed. A thoughtful onboarding experience ensures your clients understand how you work, what to expect, and how to move forward with ease.

This Travel Advisor Welcome & Service Guide is a professionally designed, editable Canva template created specifically for travel advisors who want their client experience to feel as elevated as the trips they design.

Instead of piecing together emails or stumbling over your value, you’ll have one cohesive, branded document that introduces your business, outlines your process, clarifies roles, answers common questions, and guides next steps — all in a clean, polished format you can share with clients.

That means fewer repetitive emails, clearer communication, stronger boundaries and a client experience that feels intentional from day one.

Perfect for:

Independent travel advisors
Boutique agencies
Luxury and wellness travel pros
Retreat planners
Anyone tired of repeating the same info via email 24/7

Start every client relationship with clarity and confidence.

The moment a client says yes (or maybe) is full of momentum, but it’s also when expectations are being formed. A thoughtful onboarding experience ensures your clients understand how you work, what to expect, and how to move forward with ease.

This Travel Advisor Welcome & Service Guide is a professionally designed, editable Canva template created specifically for travel advisors who want their client experience to feel as elevated as the trips they design.

Instead of piecing together emails or stumbling over your value, you’ll have one cohesive, branded document that introduces your business, outlines your process, clarifies roles, answers common questions, and guides next steps — all in a clean, polished format you can share with clients.

That means fewer repetitive emails, clearer communication, stronger boundaries and a client experience that feels intentional from day one.

Perfect for:

Independent travel advisors
Boutique agencies
Luxury and wellness travel pros
Retreat planners
Anyone tired of repeating the same info via email 24/7

Ideal Client Workbook | Uncover Your Unique Connection
Ideal Client Workbook | Uncover Your Unique Connection
CA$7.00
 

What’s Included

  • 3 Cover Pages – Multiple polished design options so you can align the guide seamlessly with your own brand aesthetic

  • Introduction Page – A welcoming opening that sets the tone and reinforces professionalism from the start

  • Mission & Values Page – A thoughtful section that communicates what you stand for and attracts aligned clients

  • Unique Value Page – A focused space to articulate expertise and differentiate beyond ‘just booking travel’

  • Services Overview Page – A clear summary of offerings that reduces confusion and defines scope upfront

  • Planning Process Page – A step-by-step breakdown that demonstrates structure and removes uncertainty

  • 2 Testimonial Pages – Dedicated space to showcase social proof and build trust from the very first interaction

  • 2 Planning Package Pages – Structured layouts that clearly present tiered services and communicate investment with confidence

  • À La Carte Pricing Page – A flexible page for add-ons and specialty services that supports additional revenue without clutter

  • Expectations / Fine Print Page – A polished way to establish boundaries and clarify communication standards

  • FAQ Page – Proactively answers common questions to minimize back-and-forth and reinforce authority

  • Call to Action Page – A guided next step that keeps momentum moving after the intital inquiry or consult

 
 

The Details

  • Canva Required – This is a fully editable Canva template, so you’ll need a free or paid Canva account to customize it. The current images in place require Canva Pro

  • Structured, But Make it Your Own – You’re getting the layout and framework, but you’ll plug in your own process, details, FAQs, and brand voice. Travel-related copy is included in some sections and may be kept. Plan to tailor fonts, colours, imagery, and all written content so it feels fully aligned with your brand.

  • 14 Strategic Pages – A thoughtfully organized guide covering the key touchpoints of a polished onboarding experience. Delete or duplicate where it feels right.

  • Instant Access & Mini Video Tutorial Included – After purchase, you’ll receive instructions with a link to duplicate the template directly into your Canva account, so you can start editing right away

  • Digital-First Format – Built to export as a clean PDF, or share as a public link you can send to clients immediately after inquiry

  • Unlimited Personal Use – Once it’s in your Canva account, it’s yours to reuse for every new client or trip style. Note: this may not be resold or shared with others.

  • Non-Refundable - This is a digital product and is non-refundable and non-transferrable once purchased