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Travel Agent Planner
$20.00
Travel Agent Planner
Stay organized and deliver a five-star experience with this 23-page Travel Agent Planner, thoughtfully designed for independent travel agents who specialize in family trips and getaways. Whether you’re just starting out or running a thriving travel business, this editable Canva and PDF planner helps streamline your workflow from first enquiry to final booking.
Inside, you’ll find everything you need to manage client journeys with ease — including client trip overviews, destination wish lists, accommodation preferences, and even special touches like accessibility needs and surprises to elevate the trip experience. Use the Client Pipeline Checklist to guide each client through a smooth booking process, boosting satisfaction and repeat business.
$20.00
Digital Download Nook
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Travel Agent Planner
Why You’ll Love It:
Created for Family Travel Experts – Perfectly tailored for independent travel agents who specialize in planning stress-free, joy-filled family trips.
- Includes 23 Purposeful Pages – Stay organized from first client contact to final booking with dedicated space for trip details, preferences, and more.
- Editable Canva Template + Ready-to-Use PDF – Customize fonts, colors, and branding in Canva, or print the PDF and start planning right away.
- Smooth Booking Process – The Client Pipeline Checklist ensures no step gets missed, helping you deliver an exceptional client experience every time.
- Travel Research Tracker – Jot down new resorts, seasonal offers, school holiday deals, and airline family perks all in one easy-to-reference spot.
- Plan & Promote with Ease – Use the Yearly Sales & Marketing Planner and Monthly Themes to keep your business visible and bookings flowing.
- Keep Contacts at Your Fingertips – Track key suppliers, tour operators, cruise reps, and emergency contacts with a clean and simple contact log.
- Ideal for New & Seasoned Agents – Whether you’re just starting or growing your client base, this planner will help you stay focused and efficient
- This planner was thoughtfully designed to help you stay on top of your bookings, wow your clients, and grow your business with confidence.
Perfect For:
- Independent travel agents who specialize in family vacations and group trips
- New travel advisors looking to stay organized and professional from day one
- Experienced agents wanting to streamline their workflow and improve client experience
- Travel planners who want a branded, editable Canva template to match their business
- Agents offering personalized service and needing space for client preferences & special requests
- Anyone managing supplier contacts, seasonal deals, and destination research
- Travel business owners who want to stay consistent with year-round marketing & sales planning
- Professionals who value both printable PDFs and editable digital tools
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Vendor Information
- Store Name: Digital Download Nook
- Vendor: Digital Download Nook
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