Travel Agency Preparation Checklist Form Template
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Travel Agency Preparation Checklist Form

Please use this checklist to ensure all essential tasks are completed before organizing your client's travel arrangements.

Name

    Phone number

      Email

        Client Consultation

        • Gather detailed client information (names, ages, contact info).

        • Discuss travel preferences (destination, budget, trip duration).

        • Identify travel goals (adventure, relaxation, cultural experiences).

        • Assess any special requirements (dietary needs, mobility issues).

        • Confirm travel companions (family, friends, or solo).

        Research & Planning

        • Investigate potential destinations and attractions.

        • Compare accommodation options based on budget and preferences.

        • Research transportation options (flights, rental cars, public transport).

        • Look into local events and seasonal activities.

        • Review travel advisories and health regulations for the destination.

        Itinerary Development

        • Create a day-by-day itinerary with activities and downtime.

        • Include meal options (reservations at restaurants, local cuisine).

        • Plan transportation logistics between activities.

        • Provide flexibility for spontaneous experiences or relaxation.

        • Share the itinerary with clients for feedback and adjustments.

        Documentation & Booking

        • Ensure all travel documents are in order (passports, visas).

        • Verify travel insurance coverage and policy details.

        • Confirm all reservations for flights, accommodations, and activities.

        • Send booking confirmations and travel documents to clients.

        • Prepare any necessary travel permits or special passes.

        Pre-Trip Communication & Follow-Up

        • Maintain regular communication with clients leading up to the trip.

        • Send a pre-departure checklist (documents, packing tips, contact info).

        • Provide emergency contacts and local resources for the destination.

        • Schedule a follow-up call or meeting after the trip.

        • Gather client feedback for service improvement and future referrals.

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