Travel Agency Booking Follow-Up Checklist

To ensure a seamless follow-up process with your clients, please use this checklist as a detailed guide. Each step should be checked off once completed to guarantee nothing is overlooked.

Initial Booking Confirmation

• Verify the client booking details for including destination, travel dates, and accommodation preferences.

• Check for any special requests from the client and confirm ability to fulfill them.

• Ensure all necessary travel documents and visas are discussed with the client.

• Send a booking confirmation email to the client summarizing all details.

• Confirm receipt of any initial payments or deposits from the client.

Pre-Travel Communication

• Send a detailed itinerary to the client two weeks before departure.

• Check in with the client to answer any last-minute questions or concerns.

• Verify that the client has all necessary travel insurance information.

• Confirm transportation arrangements to and from the airport for the client.

• Remind the client about mobile data and roaming charges at the destination.

During Travel

• Have a helpline service ready for the client for any in-travel assistance.

• Monitor flight status and alert the client of any changes.

• Ensure the client's accommodation is prepared for their arrival as per the request.

• Check with the local contact for any urgent updates or information.

• Provide support for any translation or local guide needs.

Post-Travel Follow-Up

• Check-in with the client within 48 hours of their return to address any issues.

• Request feedback and a review from the client on their travel experience.

• Review any pending bills or charges that need to be settled with the client.

• Update the client's client profile with notes from the trip for future reference.

• Suggest future travel ideas based on the client's feedback.

Internal Review and Record Keeping

• Document all communications, arrangements, and feedback associated with the client in the CRM.

• Analyze feedback to improve future service offerings.

• Review the overall satisfaction level for the travel packages provided.

• Prepare a detailed report for the management on learnings and recommendations.

• Hold a team meeting to discuss the outcome of the client's travel and implement improvements.

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