New Client Introduction Handbook + Template

New Client Introduction Handbook + Template

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 "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**

WHAT YOU RECEIVE:
1. PDF with Canva Link

Each of this template’s 15 pages can be customized, edited, and curated with a free account in Canva with simple drag and drop editing. A knowledge of Canva will be helpful, but I've also included a tutorial with video guides to help you edit if needed.

// TERMS + AGREEMENT //

Your purchase licenses you to use this template for personal use, i.e. to create and distribute a customized end-product via your personal website, e-mail, or print use. This template CANNOT be resold or redistributed. Designs cannot be shared within agencies and are one use per person.

The sale of this template is not affiliated with Canva in any official way.
Due to their digital nature, all products are non-refundable and non-returnable, with no exceptions.

© Leslie Kay Creates | 2021-2024