New Client Bundle - Canva Template

The New Client Bundle - your vacation planning partner in crime! These templates are here to streamline and finesse your vacation booking process effortlessly. So, what exactly does it bring to the table?

Effortless Onboarding: Say goodbye to confusing paperwork! Our templates make onboarding a breeze, guiding clients through the process with clarity and ease.

Professional Impressions: Impress clients with sleek and branded materials that scream expertise! Show them you mean business and stand out from the crowd with every document you send.

Smoother Planning Experience: Make planning a vacation a piece of cake! Our templates provide clients with everything they need to know, ensuring they feel confident and excited every step of the way.

What's Included:

New Client Handbook: A comprehensive guide showcasing why you're the best person to look after your clients, setting the stage for a trusting and successful relationship from the start.

Booking and T&C's Booklet: A collection of key traveler details and official documentation to solidify your clients' commitment, ensuring a smooth and organized booking process.

Client Welcome Handbook: Clearly outlines your planning process, what clients can expect, and how to get the very best out of their planning experience, providing clarity and setting expectations upfront.

BONUS TEMPLATES:

Planning Fee: A form to explain the importance of planning fees, helping you communicate the value of your services effectively to clients.

Planning Fee Subscription: Offer better value for repeat clients or those requiring multiple trips with a subscription-based planning fee model, enhancing client satisfaction and loyalty.

Total Template Value $42.50

CANVA
To use this template, you must have a Canva account (free or Pro).

DIRECTIONS TO ACCESS YOUR PURCHASE:

→ After completing your order, you will see a link to download your files.

→ Download your PDF instruction guide

→ Log in to your Canva Account

→ Click the underlined LINK in the PDF document and it will take you directly to your Canva template

→ Once in Canva, you will be able to edit the colors, fonts, images, and more to your own branding preferences

QUESTIONS:

Due to the digital nature of this product, I cannot accept returns or cancellations. Please contact me before purchase if you have any questions about this template.