Free Travel Agency Client Onboarding Checklist

Please follow this client onboarding checklist to ensure a smooth and welcoming experience for all new clients. Adhere to each step to establish a solid foundation for a lasting client relationship.

• Initial Contact Confirmation: Confirm all client contact details and preferred methods of communication. Ensure that initial outreach is made within 24 hours of receiving the client's inquiry.

• Welcome Package: Send a personalized welcome package that includes detailed information about our services, key contacts, and an introductory letter from our team.

• Needs Assessment Meeting: Schedule and conduct a needs assessment meeting to understand the client’s travel preferences, requirements, and any special considerations.

• Service Agreement: Review and finalize the service agreement detailing the terms of service, fees, and cancellation policies. Ensure the client fully understands and agrees to these terms.

• Account Setup: Create a client account in our system. Include all relevant client information and preferences to personalize their service experience.

• Introduction to Key Contacts: Introduce the client to their primary contact person and other relevant team members who will be assisting them during their travels.

• Travel Preferences Record: Document all travel preferences, including seating preferences, dietary restrictions, and accommodation requirements, in the client's profile.

• First Booking Walkthrough: Guide the client through their first booking process, explaining each step to ensure they feel confident in how to arrange travel with us.

• Feedback Solicitation: After the first booking, solicit feedback on the onboarding experience to identify any areas for improvement and to confirm client satisfaction.

• Ongoing Communication Plan: Establish an ongoing communication plan with the client to keep them informed about new offers, updates, and additional services that may interest them.

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