Resources created for the modern travel planner, by a modern travel planner
Make your business more efficient, take your client experience to the next level, and empower yourself to reclaim the joy of your career in the travel industry
Recently I’ve been getting a lot of love on my client experience elements from other travel planners, so I’ve created template versions and made them available for you to customize and implement into your business process!
When you’re ready to have it all, scroll down to view the current suite of available resources.
You deserve it, babe.
Designed with you in mind - we all get tired of explaining our travel planning and booking process over and over, whether that’s on Zoom, in an email, or in person (or all three).
Access your download to the How It Works Guide template and empower yourself to take back your time and energy, while leveling up your client experience at the same time - so you can get back to the aspects of your travel business that you LOVE.
Each page has notes for you offering guidance and suggestions for your development page, so be sure to review the notes section on Canva once you have made your copy of the template.
I also encourage you to take advantage of the ‘embed’ feature once you finish your guide! Using embed, you can have the live version of your guide accessible right on your website. This is a HUGE time saver and benefit for you, for several reasons:
You drive more traffic to your website
Clients don’t have to download anything that, let’s be honest, they either won’t read or will forget about
Any updates you make are accessible in real time, meaning you won’t have to redownload, delete, and triple check that all your links have the most up to date version of your guide
Your clients are encouraged to spend more time exploring your website and learning about you
You can easily send the link to your webpage with your guide embedded as requested, along with including it in your email signature, social media links, auto-reply, and anywhere else you want to educate your audience about HOW IT WORKS to work with you!
13 customizable pages included in template. Can easily change colors, copy and photos to match your brand.
*No refunds due to this being a digital product.
*Includes PDF guide with access to Canva template.