Travel Advisor Workflow
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Travel Advisor Workflow
This document contains a Master Work Flow with embedded emails for your use in the various phases of coordinating a trip for a client.
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New Request Phase
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Consultation and Planning
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Proposal Phase
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Confirmation Phase
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Pre-Departure Phase
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Post Departure Phase
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Additional Email Templates
Travel Advisor Workflow Templates & Documents
This is a comprehensive guide containing email templates for advisors, organized by each workflow phase from initial inquiry through post-trip follow-up. Each template includes suggested subject lines, usage guidelines, designated sender, and customizable message text with clear placeholders for personalization, serving as a standard operating procedures manual for consistent client communication throughout the travel planning process.
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Travel Advisor Questions, Flow Comments and Feedback!
Send a message to Destinations Travel about the workflow, ask a question, make a suggestions, etc.
Travel Advisor Work Flow Frequently Asked Questions
This is a repository of already answered questions related to the Work Flow. Search here for your answer before emailing Becca or Joe with a question.
