With emails, forms, client terms and conditions, a COVID waiver, and brandable header graphics, this package is perfect to create a comprehensive systems workflow.  This was designed based on Traveljoy functionality, but can be applied to different CRM systems and email platforms. 

Business Bundles & templates

 elevate your business and grow your team with our easy editable resources to make growing your business easier.

Job descriptions, postings, and ads can make or break who you attract to your business. This kit will provide the building blocks for capturing the attention of the right talent, interviewing thoroughly to ensure the most ideal organizational fit, and solidifying the relationship through expectations agreements and contracts.

 We have compiled templates for 10 modules that outline everything from a general introduction to the industry all the way through goal setting. These editable templates allow you to fill in each module's outline with your agency's philosophy and approach. You also receive corresponding worksheets for each training module. 

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Add a fun touch to your wrap-up email with this brand-able packing list! Add your logo, change the colors, and look like a hero to your clients as they check off each item before their trip. You'll receive an instructional document on how to edit document and the link to the Canva template. 

Would you like to showcase your knowledge on specific destinations through instant downloads? Maybe you'd like to provide an easy guide to clients before they depart on their trip. This is the perfect Canva template to edit for each destination and help your clients experience their vacations to the fullest. 

This wedding guide is the perfect way to communicate with potential or active clients about your wedding planning process. You'll be provided with an instruction packet on how to edit this guide in Canva to implement your brand and immediately create credibility in the destination wedding space.

Educate potential clients on how you work before ever completing a phone call with this "how we work" guide. This editable template can easily be customized to your process and branding for a professional look. You'll receive an instructional document on how to utilize this Canva template to make your company's "How We Work" document. 

Clients come to us to humanize the experience and to make them feel special. What is more special than walking into your hotel room to find that your travel advisor has sent you a personalized note? You'll receive an instructional document with information on how to edit these Canva templates to your branding.

Are you a new agent working to get comfortable on talking about your business? Do you find that you still need information after you complete an intake call? Grab this template and deepen the kinds of questions that you are asking with your clients from the first point of contact. You'll receive an instant download of a proven intake call format that has helped build a multi-million dollar travel agency.

You know the value that you provide... but sometimes our clients don't understand all of the magic that you can bring to their vacation. That is why we created this editable Canva template bundle will allow you to educate your clients on the benefits of working with you! You'll receive a single page PDF, Instagram stories, and an Instagram carousel post to adjust to your tone and needs.

If COVID has shown us anything as travel advisors, it is the importance of protecting our clients with travel insurance. This editable Canva template bundle will allow you to educate your clients on the benefits of purchasing travel insurance! You'll receive a single page PDF, Instagram stories, and an Instagram carousel post to adjust to your tone and needs.