Client Handbook Template for Travel Agents, Client onboarding

Client Handbook Template for Travel Agents – Streamline Your Onboarding Process

Enhance your client experience and increase conversions with this beautifully designed Welcome Client Handbook. Perfect for travel agents, this template helps you introduce your services, build trust, and streamline the client onboarding process. It features clear and professional sections to answer frequently asked questions, provide past client testimonials, and outline your design and booking process, all while giving your clients a warm and polished welcome.

Why You Need This Handbook:

👉🏻 Create a Strong First Impression: Introduce your clients to your travel services with a professional welcome note that establishes your expertise.
👉🏻 Save Time: No more answering the same questions over and over—this handbook covers FAQs and provides all the essential information up front.
👉🏻 Build Trust: Let your past clients' glowing testimonials speak for you and show new clients why they’re in great hands.
👉🏻 Boost Conversions: Help turn inquiries into bookings by giving your clients confidence in your process and services right from the start.

WHAT'S INSIDE:
• Welcome Note
• “Get to Know your Travel Advisor” Section
• Overview of Services Provided
• Overview of Planning Timeline
• A note on Pricing
• Overview of Communication xpectations
• Keys to Success Working Together
• Testimonials
• FAQs
• Perks of Working Together
• Call to Action

HOW IT WORKS
1. Instantly receive a Canva link upon purchase.
2. Customize the text, add your logo, and make any adjustments you like.
3. Save and use your customized handbook as a PDF to send to clients or print if needed.
4. Use the template again and again—it’s yours to keep forever!

WHAT YOU RECEIVE:
PDF with a Canva Link

This template can be easily customized using a free Canva account with simple drag-and-drop editing. A tutorial with video guides is included to help you edit, if needed.

TERMS + AGREEMENT:

This purchase licenses you to use the template for personal use, allowing you to create and distribute a customized end product via your website, email, or print. This template CANNOT be resold or redistributed or shared among agencies.

The sale of this template is not officially affiliated with Canva or any theme park brands.
Due to the digital nature of this product, all sales are non-refundable and non-returnable.

© Leslie Kay Creates | 2021-2024