Client relationships and follow-up for travel advisors
Advisors rarely lose business because their marketing was bad. They lose it because a warm lead went quiet and nobody followed up. These guides cover intake questions, DM scripts, follow-up timing, pre-trip touchpoints, and the CRM built for social-first outreach.
6 guides in this topic. Every one names the tool inside Unrivaled Travel Tools that removes the busywork.
How do I follow up with a travel lead who ghosted me?
Follow up with a ghosted travel lead in three touches spread over 30 days: a soft check-in at day three, a value-add resource at day ten, and a short close-the-loop message at day thirty. Reference the exact trip you discussed, ask one specific question, and never apologize for following up.
What should I send clients after they book — before they travel?
Send booked clients a five-touch pre-trip sequence: a same-day confirmation, a 30-day-out packing and prep note, a 14-day-out logistics guide, a 48-hour-out safe-travels message, and a first-morning check-in. Each touch reinforces expertise and quietly earns the referral.
How do luxury travel advisors get and use testimonials that actually convert?
The best advisor testimonials are specific, screenshotted, and used everywhere. Ask 48 hours after return with three targeted questions, screenshot the reply, and rotate them through your Instagram, destination pages, and DMs. Vague 'she was amazing!' quotes convert nobody — specific 'she got us into the villa a month before it opened' quotes convert everybody.
What DM scripts actually book consultations for travel advisors?
DMs that book consults are short, specific, and human. Skip the pitch — open with a question tied to their last comment or story, give one useful detail for free, then offer a call only after they've said what they're trying to plan. The wrong script feels like a sales script; the right one feels like a friend replying.
What's the best CRM for travel advisors?
The best CRM for a travel advisor is the one that tracks conversations, not invoices. You need social handles, audience groups, notes on who wants what, and a nudge to follow up. Booking engines, pipelines, and deal stages built for software sales add friction without adding bookings.
What should a travel advisor ask on a client intake form?
A travel advisor intake form should ask about travel style, budget tier, who they travel with, dates and flexibility, past trips they loved, and dealbreakers. Keep it under twelve questions, make email and phone optional, and use open text for the one question that matters most: what are you hoping this trip feels like?
Other topics
How to plan, write, and repurpose travel content that books trips — captions, Reel scripts, carousels, calendars, and brand voice, explained for advisors.
What to post, which format wins, and how to turn followers into consultations — Instagram, Reels, and carousel strategy written for travel advisors.
Choose the right invite list, score client-trip fit, collect rooming preferences, and lock your roster before the supplier deadline.
Where travel advisors should invest beyond social — search, landing pages, blogs, and email lists — and the order that compounds fastest.
Honest comparisons of advisor marketing tools and AI, what to spend, how to price planning fees, and a 30-day plan to put it all to work.