How We Work & Investment Guide
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Turn website visitors into qualified leads with a powerful lead magnet! One of the biggest challenges travel advisors face is attracting qualified leads who understand the value of professional travel planning and are ready to invest in your services. Generic contact forms don’t pre-qualify leads or build your email list, and unqualified inquiries waste your valuable time. You need a strategic tool that educates potential clients, grows your email marketing list, and sets clear expectations – all before you invest time in a discovery call.
The How We Work & Investment Guide is the perfect solution for both lead generation and client education. Use it as a gated lead magnet on your website where warm leads exchange their email address for valuable information about your services – instantly growing your email list with qualified prospects while positioning you as a professional, transparent advisor. Once they download the guide, potential clients understand your process, see your service offerings, know your pricing structure, and recognize your value – meaning the leads who do reach out are already pre-qualified and ready to work with you.
This template also works beautifully as a follow-up document after initial inquiries, helping serious prospects transition smoothly into booking an intake call and paying your planning fee.
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• Introduction Page to welcome prospects and establish your brand voice • Comprehensive Process Overview showing clients exactly what to expect when working with you • Client Responsibilities Outline that sets clear expectations and qualifies serious clients • Service Suite Overview showcasing the full range of what you offer • Detailed Planning Package Inclusions that demonstrate your value and expertise • A La Carte Pricing Page for transparency and flexibility • Additional Strategic Pages covering FAQs, next steps, and more • Professional Layout & Design that positions you as an established, credible advisor • Lead Magnet Ready formatted for easy PDF download and email delivery
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• Canva Account Required: This is a Canva-editable template that requires a free or paid Canva account to customize
• Customization Required: This template provides the structure and layout only – NO pre-written copy is included. You will need to write and input all of your own business information, process details, service descriptions, and pricing
• 11-Page Document: Comprehensive guide with multiple sections for thorough client education
• Instant Access: Upon purchase, you’ll receive a link to duplicate the template into your Canva account where you can edit it immediately
• Brand Customization Needed: Plan to spend time customizing colors, fonts, images, and all text content to align with your brand and business model
• Digital Template: This is a digital template product designed to be downloaded as a PDF for distribution
Forever Access: Once duplicated to your Canva account, you can edit and use the template unlimited times
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.
Professional Marketing Assets
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.
Time-Saving Business Solutions
TEMPLATES
Client Communication templates sold to advisors around the world.
Have purchased our tested and proven curriculum.
ADVISORS
"My client care process with CCT takes less than a day and allows me to follow along easily to manage travel. It really is almost like a plug and play so I can continue to keep slaying in my business!"
"This is one of the best investments I made because it not only gives me great templates to use, but also taught me about the the most efficient workflow to use. I am very grateful for them."
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"nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow!"
“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.”
HEIDI THEIS, BENVENUTO TRAVEL
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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5 Free Client Communication Email Templates
If there is one thing we are passionate about, it's helping travel advisors work smarter, not harder! So, we are giving you our five must-have email templates that you can customize and add directly to your CRM.
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EARNINGS DISCLAIMER: Your level of success in attaining the results from using our products, services, membership, and information depends on, but is not limited to, the time you devote to the program(s) and courses, ideas and techniques used, your preexisting knowledge, your team of support or employees, various skills, business savvy, network, and financial situation. While we make every effort to ensure that we accurately represent all the products and services reviewed on this website and their potential for income, earnings and income statements made by TIQUE HQ, LLC and its advertisers / sponsors are estimates only of what we think you can possibly earn. Review the course terms & conditions.