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Training Step 4
STEP 4: Fly Ready to Book
Quoting a client
Qualifying questions
Research
Complete location/supplier specific training as necessary to aid in research. - "COMING SOON"
Quote - "COMING SOON"
See example here (hyperlink)
Sponsorships
Follow-Up (as necessary)
Book
Nothing can be booked until the client has completed the following paperwork in CRM:
Client Agreement
Travel Insurance Waiver/Acknowledgement
Payment Authorization
NOTE: If at any point the client wants to change their credit card information, they MUST fill out a new PA form.
Add any additional client information into your CRM.
Deposits & Payments
Invoice
See example here (hyperlink)
Receipt
See example here (hyperlink)
Next Steps communication
Check your passport communication (if applicable)
Set up related tasks in CRM
Payment schedule
Final payment & any other miscellaneous payments that may be needed.
Communication timeline
Travefy-see example here (hyperlink)
Send 2-3 weeks prior to travel
Before you go-link to template here (hyperlink)
Send after initial booking
Pre-Arrival checkpoints (usually done the week of arrival)
Call resort and confirm any special requests
Room selections/locations
