Streamlined Client Onboarding
Before using our templates, Danielle Selico spent hours every week drafting custom proposals and organizing client information. After using our Client Onboarding Workbook and our freebie Travel Agent Toolkit, she cut that time down by automating many parts of the onboarding process using the tools in our toolkit, allowing her to focus more on growing her business.
“I reviewed the workbook and explored the toolkit list - couldn’t be happier! It provided EXACTLY what I needed to overcome the roadblock I was facing. […] Thank you so much for this!” ~Danielle Selico
Are you struggling with the same problem with client onboarding? Here are three ways to streamline your travel business workflows:
Use pre-designed templates for client communication.
Implement a calendar or inquiry form to streamline incoming requests.
Provide a guide to working with you that educates the lead on your process.
