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Never miss a critical trip detail again! One forgotten detail can derail an entire trip and damage your reputation. A misspelled name on airline tickets, missing TSA numbers, incorrect transfer times, overlooked passport expiration dates, or forgotten VIP requests – these aren’t just minor mistakes, they’re professional disasters that lead to panicked client calls, expensive rebookings, and terrible reviews. When you’re managing multiple trips simultaneously, especially with a virtual assistant handling details or using a basic CRM that doesn’t track every nuance, critical items inevitably slip through the cracks.
The Trip Audit Spreadsheet transforms your quality control process by providing a systematic, comprehensive checklist that ensures every single detail of every trip is reviewed, verified, and confirmed before your clients depart. This Google Sheets template includes 29 detailed checkpoint columns organized across four critical audit categories – itinerary systems, airline details, hotel confirmations, and administrative tasks. Whether you’re personally auditing trips or delegating to a VA, this spreadsheet creates accountability, catches errors before they become emergencies, and gives you documentary proof that due diligence was completed. It’s time to stop relying on memory and start using a proven system that protects your clients’ experiences and your professional reputation.
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• Comprehensive 29-Point Checklist covering every critical detail across multiple platforms and systems • Four Audit Categories for organized, systematic review: Itinerary Creator Verification (transfers, documents, excursions, dining), Airline Website Checks (seats, loyalty numbers, TSA info, name accuracy), Hotel Confirmations (VIP letters, rewards programs), and Systems Administration (commissions, insurance, passport validity) • Trip Tracking Fields for client names, reservation numbers, dates, destinations, and suppliers • Accountability Columns to record who completed the audit and when • Final Confirmation Status field to mark when clients receive their complete documents • Notes/Action Items Column for documenting follow-ups or issues discovered • Unlimited Trip Rows to track as many bookings as needed • Reusable Template that can be duplicated for different seasons, team members, or trip types
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• Google Account Required: This is a Google Sheets template that requires a Google account to access and edit
• Instant Access: Upon purchase, you’ll receive a link to copy the template to your own Google Drive
• Fully Editable: Customize columns, add rows, modify checkpoints to fit your specific business needs
• No Formulas or Automation: This is a manual tracking spreadsheet designed for checkbox-style verification
• Works With Any CRM: Complements your existing systems by tracking details your CRM may not capture
• Unlimited Use: Copy and customize for unlimited trips and team members
• Cloud-Based: Access from anywhere, share with team members, collaborate in real-time
• Print-Friendly: Can be printed for physical file documentation if needed
• Forever Access: Once copied to your Google Drive, you own and control the template permanently
Trip Audit Spreadsheet
Transform your brand presence with our professionally designed, editable templates. Each resource is crafted specifically for travel advisors, allowing you to maintain brand consistency while saving valuable design time. Simply customize colors, fonts, and content to match your unique style.
Customizable Templates & Tools
From client-facing documents to supplier communications, these resources help you showcase your expertise and establish credibility in the travel industry. Each template follows industry best practices and is ready for immediate implementation.
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Streamline your business operations with our ready-to-use professional templates. These resources help you create polished materials in minutes instead of hours, allowing you to focus on what matters most—growing your travel business and serving your clients.
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“There is, unequivocally, nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow! It is worth every penny! As a result of implementing this workflow, I am closing more business, getting more done, eliminating inquiries that are not a good fit, and constantly getting compliments on my professionalism.”
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Frequently Asked Questions
will you implement my workflow for me?
Yes, we offer Implementation Services to clients who purchase either the TravelJoy or Tern versions of our workflow. We do not implement our workflows into any systems other than TravelJoy or Tern. Once you complete your purchase, we will send you a confirmation email with a link to our Implementation Proposal should you be interested! It’s giving Starbucks secret menu vibes 🤫
how long do i have access to these templates?
Forever! Once you complete your purchase, you will receive an email with access links to your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a minor update, you will receive the updated version at no additional charge.
what happens after I purchase?
Once you complete your purchase, you will receive an email with a link to access all of your new templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc.
is there a payment plan available for these templates?
Unfortunately, due to their digital nature, we currently cannot offer payment plans for our Client Communication Templates. As soon as payment is made and the templates are downloaded, they become available for use by the buyer. Unlike physical products, digital items cannot be returned or resold. So, we need the full payment upfront to ensure our customers receive the best possible experience with our products. We apologize for any inconvenience this may cause and appreciate your understanding.
am I able to exchange versions if I switch platforms?
We apologize, but we cannot fulfill requests for template swaps as this product is purely digital. We suggest purchasing templates that are compatible with your current CRM software. If you are still undecided about which version to use or plan to switch CRMs in the future, we recommend our general CCT templates, which are designed to work with any CRM software.
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