Travel Business Templates
What each document a travel business runs on actually needs to contain, and why. Copy the structure, adapt the wording, and stop guessing at paperwork.
See the templatesTravel Business Plan Template
A clear business plan turns "I want to become a travel advisor" into something you can act on. This structure walks you through every section a host agency, a lender, or a future you needs to see, without the jargon.
Read the guideTravel Advisor Startup Checklist
Setting up as a travel advisor has a lot of moving parts, and they have to happen in a particular order. This checklist puts every launch task in sequence so you can go from idea to first booked client without discovering a missing step halfway through.
Read the guideClient Travel Questionnaire Template
Almost every itinerary that has to be rebuilt from scratch was quoted before somebody asked the right question. A good intake form gets the constraints out in the open first, so the plan you present is the one they can actually say yes to.
Read the guideTravel Advisor Business Card Template
Travel is a referral business, and a card is what a happy client hands to the friend who asks who planned it. This covers what belongs on it, which matters far more than the design.
Read the guideTravel Services Agreement Template
A travel advisor sits between a client and a dozen suppliers whose terms you do not control. The agreement is where you make that boundary explicit, in writing, before anybody pays a deposit.
Read the guideTravel Proposal Template
The proposal is the product. It is the only part of your work most clients ever see before deciding, and the difference between one that converts and one that does not is usually structure rather than the trip itself.
Read the guideTravel Advisor Invoice Template
A travel invoice has a complication most do not: some of the money is yours and some is passing through to a supplier. Separating the two on the document is what keeps your books straight and stops a client thinking they paid you for the whole trip.
Read the guideTravel Advisor Fee Schedule Template
Commission alone does not pay for the work a good itinerary takes, and the trips that pay least in commission are often the ones that take most planning. A published fee schedule is how advisors stop absorbing that gap.
Read the guideTravel Advisor Flyer Template
A flyer works for a travel advisor when it is narrow. A general "book your holiday with me" competes with every booking site there is, where "school holiday trips to Japan, planned for you" competes with almost nobody.
Read the guideSupplier Introduction Letter Template
Supplier relationships are what turn a booking into an upgrade, a note on the file, or a resolved problem at midnight. They start with an introduction that gives a business development manager a reason to remember you.
Read the guideKnowing the structure is the easy half
The harder half is what goes in it: the rate that still pays you at the end of the month, the clause that saves an argument, the wording that gets a reply. That is what the courses are for.
Choose your course