This client onboarding kit is a collection of resources to help travel advisors set up a smooth client intake process.
 
This travel advisor starter kit includes:
Travel Inquiry Form - Collect key info before hopping on a call.
New Client Welcome Packet (mini guide) - An intro to working with clients—sets expectations.
Service & Fee Guide - Helps advisors clearly present their pricing and value.
Trip Planning Timeline - Set client expectations for what happens when.
Client Email Templates - Set of emails to guide you through the onboarding process.
Client Proposal & Quote Templates - A fully editable proposal to present trip options and a quote template.
Trip Planning Checklist - A valuable addition for advisors who want to stay organized and offer a polished experience.
Client Welcome Video & Script - A client welcome video can be incredibly valuable for travel advisors—especially when onboarding new clients.
New Client Post Templates - 5 Canva-ready social media post templates easily customized and branded.
Commission Tracker - This editable spreadsheet was designed specifically for travel advisors to simplify your back-end business management.
Bonus Add-Ons
Canva Basics Guide
135 Fully customizable social media templates.