Travel Agent New Client Introduction Handbook Editable in CANVA - 15 Pages

INSTANT DOWNLOAD - PDF File

Streamline your client onboarding process with this beautiful and informative New Client Introduction Handbook + Template! Intended to be sent digitally after receiving a 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 everyone'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 document is ready to be used but will require minimal editing to add your own photos and tweak the copy to match your unique booking and planning process.

Created and personally used by an experienced travel agent, included you'll find:

👉 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.

WHAT'S INCLUDED:

-Copy, Images, and Design

-Link to Edit Document in Canva

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!