Free Travel Agency Booking Follow-Up Checklist Template
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
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Verify the client booking details for including destination, travel dates, and accommodation preferences.
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Check for any special requests from the client and confirm ability to fulfill them.
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Ensure all necessary travel documents and visas are discussed with the client.
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Send a booking confirmation email to the client summarizing all details.
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Confirm receipt of any initial payments or deposits from the client.
Pre-Travel Communication
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Send a detailed itinerary to the client two weeks before departure.
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Check in with the client to answer any last-minute questions or concerns.
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Verify that the client has all necessary travel insurance information.
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Confirm transportation arrangements to and from the airport for the client.
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Remind the client about mobile data and roaming charges at the destination.
During Travel
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Have a helpline service ready for the client for any in-travel assistance.
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Monitor flight status and alert the client of any changes.
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Ensure the client's accommodation is prepared for their arrival as per the request.
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Check with the local contact for any urgent updates or information.
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Provide support for any translation or local guide needs.
Post-Travel Follow-Up
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Check-in with the client within 48 hours of their return to address any issues.
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Request feedback and a review from the client on their travel experience.
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Review any pending bills or charges that need to be settled with the client.
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Update the client's client profile with notes from the trip for future reference.
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Suggest future travel ideas based on the client's feedback.
Internal Review and Record Keeping
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Document all communications, arrangements, and feedback associated with the client in the CRM.
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Analyze feedback to improve future service offerings.
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Review the overall satisfaction level for the travel packages provided.
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Prepare a detailed report for the management on learnings and recommendations.
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Hold a team meeting to discuss the outcome of the client's travel and implement improvements.
Prepared By:
[Your Name]
