Before the Booking: Why Trips That Work, Start with Function, Not Features

The travel advisor's guide to planning trips that actually fit the human taking them — not just the checklist.

Every advisor has a client whose "perfect" itinerary somehow still didn't quite work.

Not because you missed a feature. Because you were solving for the wrong thing.

Before the Booking is a short, sharp read for travel advisors who want to stop stopping at the stated request — and start planning for how a trip actually functions for the person living it. Written by an occupational therapist turned luxury travel advisor with 30+ years of real-world experience reading what people need (not just what they ask for), this book hands you the mindset shift without the clinical jargon.

Inside, you'll learn:

• Why "features vs. fit" changes everything about how you qualify a client
• The one question that separates a good itinerary from a great one
• How to plan the person, not the profile — every time, for every client
• Small-moment thinking that makes a huge functional difference (with real stories)
• Why this approach makes every trip you book better, accessibility need or not
• 
  

This isn't a checklist. It's a new lens — and once you see it, you can't unsee it.

Who it's for: Travel advisors who want their clients to come home saying "you just got it" — and who are ready to build a practice on that reputation.

22 pages. Instant PDF download.