Free Travel Agency Business Evaluation Template

Travel Agency Business Evaluation

Date: [ Date]

This evaluation form is designed to assess a travel agency's performance in key operational areas to ensure quality and efficiency.

The evaluation covers customer satisfaction, service diversity, marketing effectiveness, financial health, and regulatory compliance.

Evaluation Criteria Defined:

  • Customer Satisfaction: Measures the level of satisfaction among clients regarding services offered by the agency.

  • Service Diversity: Assesses the range and types of travel services provided.

  • Marketing Effectiveness: Evaluates the strategies used to attract new customers.

  • Financial Health: Analyzes financial stability and profitability.

  • Regulatory Compliance: Ensures all operations are within the regulatory frameworks applicable to travel agencies.

Category

Description

Criteria

Rating (1-5)

Customer Satisfaction

Evaluate feedback, customer retention rates, and service ratings.

1 = Very Poor
2 = Poor
3 = Average
4 = Good
5 = Excellent

Service Diversity

Assess the variety of travel packages and additional services offered.

1 = Very Limited
2 = Limited
3 = Adequate
4 = Diverse
5 = Highly Diverse

Marketing Effectiveness

Review marketing campaigns, reach, and creative strategies.

1 = Not Effective
2 = Slightly Effective
3 = Moderately Effective
4 = Effective
5 = Highly Effective

Financial Health

Analyze revenue growth, profitability, and financial ratios.

1 = Very Weak
2 = Weak
3 = Stable
4 = Strong
5 = Very Strong

Regulatory Compliance

Examine adherence to laws, licenses, and industry standards.

1 = Non-Compliant
2 = Barely Compliant
3 = Compliant
4 = Compliant with Minor Issues
5 = Fully Compliant

Additional Comments and Notes

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