Forms: Your First Line of Defense

Using the right tools, you can easily filter clients to ensure they align with your travel niche.

Identify clients who are serious and ready to commit and separate the gems from the stones.

It’s like having a secret password that only the right travelers know.

Here are some of the not-so-obvious benefits of using a 5-Star Travel Client Filter…

Research Fee for Serious Inquiries:

Implementing a small fee weaves out window shoppers, ensuring that those who fill out the form are invested in your services.

Align Budgets with Expectations:

Forms can clarify clients’ budgets upfront, ensuring their dream trips are within their financial reach.

Gather Crucial Info Efficiently:

Collect all the essential details needed to craft perfect travel experiences without lengthy phone calls.

Client Convenience:

Clients can fill out these forms when it suits them, offering a hassle-free start to their travel planning journey.

Save Time, Focus Better:

Streamline your client intake process, freeing up more time to create incredible travel experiences for the right clients.

Pre-Made Forms: Tailored to Your Needs

We’ve got you covered with pre-made forms available in three versions, catering to your specific needs:

Google Forms: Perfect for those who prefer a straightforward, free solution.
JotForms: Ideal for added flexibility and customization.
WordPress (Coming Soon): Best for those with a WordPress site, offering a seamless, user-friendly experience.

Just make a copy of our form, customize the colors and title and start linking potential clients to this form.

By implementing these smart filtering strategies, you’ll not only relieve yourself from the stress of mismatched clients but also create a path that attracts and retains high-quality travelers who are a perfect fit for your business.

So, let’s use these tools to refine your client base and take your travel business to the level of success it deserves!

The Up-Side of Saying ‘No’

Remember Sarah in the previous lesson?

Now, let’s talk about why it was a win for Sarah to have her form steer Emily away.

If Sarah had spent her time planning a trip for Emily, who wasn’t really into the whole mystery thing, it would have been like trying to solve a puzzle with the wrong pieces – a lot of effort with not much to show for it.

Instead, Sarah could use that time to help more mystery fans like her new client Rachel.

That’s more fun for Sarah and more ka-ching in her pocket!

This quote is borrowed from a short guide entitled “Subtle art of saying no like a pro (and not feeling guilty about it)” from our friends at GeekFlags: https://geekflags.com/how-to-say-no

It’s a great read and will net you hours of free time each week to work on what matters to you most.

How to benefit from 1-Star Travel Clients — coming up in the next lesson…