Turn your new client kit into the system that sets expectations before they’re ever a problem.
A practical mini course for travel advisors who want to onboard clients professionally, set boundaries early, and eliminate the endless back-and-forth.
You’re ready to start every client relationship with confidence, clarity, and control.
Maybe You're:
Answering the same “what happens next?” questions on every booking
Fielding late-night texts because you never set communication boundaries
Chasing clients for passport details and forms one email at a time
Hoping each new client just “figures out” how you work
Most advisors treat onboarding as an afterthought — a welcome email and a hope that clients fall in line.
But a new client kit isn’t about information overload; it’s about confidence, clarity, and control for both of you. For many clients, this is their first time working with an advisor, and they’re looking for reassurance they made the right choice.
A professional kit sets the tone, walks clients through your process, centralizes your forms, and documents your boundaries
— so you spend less time chasing and more time planning.
WELCOME TO:
New Client Kit Course
for Travel Agents
This course will show you:
The core components every professional new client kit should include
How to write a welcome message that builds trust from the first interaction
How to lay out your process so clients stop asking “what now?”
How to centralize forms and required info to end the email chasing
How to set communication boundaries that feel professional, not personal
How to use the kit to introduce premium services and showcase your expertise
Who This Course Is For?
Independent travel advisors and agency owners
Advisors working with first-time or luxury clients
Anyone who wants smoother onboarding and fewer interruptions
What this course is NOT
A done-for-you kit you drop in without thought
A replacement for your own brand voice and judgment
It’s the proven framework — you customize each section to fit your business, your clients, and the way you like to work.
Here's everything you get:
Short, on-demand video lesson
Downloadable checklists and guides
Watch once, or revisit anytime your business evolves
Start every booking in control. Enroll in The New Client Kit course and build the onboarding system that sets expectations before they become problems.
Important Disclaimer
This course provides educational information only and does not constitute legal advice. Always consult with an attorney when drafting your own service agreement.
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