Travel Agent Client Welcome Handbooks BUNDLE CANVA Template - 2 Templates

How a Welcome & Introduction Handbook benefits you:

👉 Helps you to establish credibility by showcasing expertise & sharing testimonials

👉 There is no need for additional writing or designing. Add your name, logo, and website, and you're all set!

👉 Teaches clients about your planning process & what working with you will look like

👉 Inspires and excites clients to work with you

👉 Save yourself time so you aren't answering the same questions repeatedly

This listing is a combination of TWO of our most popular travel agent offerings: Our "Client Introduction Handbook" and our "Client Welcome Handbook". Complete and streamline your client onboarding process with these beautiful, informative, and effective documents.

1. Introduction Handbook + Template to edit

Details:

Intended to be sent digitally after receiving an initial trip inquiry request, this document is sure to increase your booking conversion rates by helping clients to fall in love with your personality, professionalism, and the value you will clearly bring to their vacation. By sending this information to potential clients, you save both your and your client's time by letting them know exactly how you work (with clear Planning Fee descriptions) prior to your consultation call. If they aren't a fit for how you work, they will know before you spend any time on the phone with them. This travel agent marketing tool is completely customizable to reflect your unique brand with a free Canva account.

What's Included:

● Original copy specifically catering to the travel industry and your booking process

● A "Welcome" Note and "About" section for helping clients to get to know you better

● Explanation of your unique travel design process (This educates clients on the passion & experience you will put into their trip!)

● Explanation of the types of trips you plan (This includes messaging about your Planning Fee so you don't have to!)

● Testimonials (Tactfully answers simple questions travel agents hear repeatedly such as "Do you book Airbnbs?")

● Clear the "Next Steps" closing page with a link to your calendar.

2. Welcome Handbook + Template to edit

Details:

Intended to be sent digitally after officially agreeing to work with a new client (preferably after a fee has been paid or contract signed), this document is meant to better acquaint your clients with who you are and your unique planning process. Now that you are officially working together, this document will tell them in greater detail who you are and establish the boundaries for when and how you work, what they can expect along the way, and space for you to answer FAQs.

What's Included:

● Original copy specifically catering to the travel industry and your booking process

● A "Welcome" Note

● An "About Me" section for helping clients to feel like they know you better

● Explanation of your unique travel design process (This educates clients on the passion & experience you will put into their trip!)

● Explanation of your booking process (Set clear expectations for how the actual planning and booking process works)

● FAQ section (Tactfully answers simple questions travel agents hear repeatedly such as "Do you book Airbnbs?")

● How to work together guide (Establishes healthy boundaries by clearly stating your office hours, how to use Travel Joy, and the need for honesty, specificity, and trust as you work together.)

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**You will not receive a physical product with this listing**

HOW IT WORKS:

1. You Instantly receive a Canva link after you purchase

2. You add your own logo and contact information

3. You can customize the wording, font, font size, and your own marketing screenshots as wanted

4. Add your own images (or use the ones already in place).

5. Save as a PDF or JPEG

6. Use over and over - IT IS FOREVER YOUR TEMPLATE

WHAT YOU RECEIVE:

1. PDF with Canva Link

This template is designed in Canva. COMMON KNOWLEDGE OF CANVA IS REQUIRED. We also cannot guarantee the use of all free elements, Canva changes which are free and which are premium constantly. Thank you for understanding.