Travel Agent New Client Welcome Handbook CANVA Template - 14 Pages

INSTANT DOWNLOAD - PDF File



This document, intended to be shared digitally after formally agreeing to work with a new client (ideally after payment or signing the contract), serves the purpose of familiarizing your clients with your identity and distinctive planning process. As you embark on this official collaboration, this document will provide them with detailed information about your background and set clear expectations regarding your working methods, anticipated milestones, and a section dedicated to addressing frequently asked questions (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.)

This document can be customized, edited, and curated with a free account in Canva with simple drag-and-drop editing. They are ready to be emailed, printed, and used once you add your own photo and agency information!

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

HOW IT WORKS:

After purchasing, you will be emailed an INSTANT Download PDF with links to this template on Canva. Simplify personalize, customize, edit, change colors, switch out fonts and do whatever you need to do to make this content your own! Print or send digitally to prospective clients. Knowledge of Canva will be helpful to make the most of this template!