Guides + Training

Effectively confront your business challenges and gain new confidence

Client Onboarding

Streamline Your Success with Expert Client Onboarding Strategies for Travel Agencies

Elevate Your Travel Business:

Discover the transformative power of a meticulously crafted client onboarding program designed for travel businesses aiming for the pinnacle of success. Unlock the potential of your travel agency by embracing sophisticated strategies that allow you to work more efficiently, ensuring exceptional client experiences and optimizing your revenue streams.

Propel Your Agency with Strategic Onboarding:

Immerse yourself in comprehensive training that will unveil the multifaceted advantages of a well-orchestrated onboarding process. Through this program, learn how to manifest more bookings, elevate client experiences, and achieve superior organizational harmony without stretching your limits.

Key Learnings:

  1. Understanding Client Onboarding: A deep dive into defining and understanding the crucial aspect of client onboarding in the travel business.
  2. Implications & Long-Term Benefits: Grasp the enduring impact and myriad benefits of implementing a robust onboarding process.
  3. Step-by-Step Process Execution: A detailed walkthrough of every phase in the client booking process and the steps to perfection.
  4. Essential Tools & Forms: Identification and provision of pivotal booking forms, onboarding tools, and a comprehensive workbook for self-audit and process evaluation.
  5. Optimized Operational Support: Creation of a refined process tailored to bolster your travel agency’s operational efficiency and client communication.

What You Will Achieve:

  • Efficiency & Consistency: Establish streamlined workflows and tools, ensuring a seamless and consistent client experience.
  • Enhanced Client Relations: Set clear expectations and responsibilities, guaranteeing exemplary client communications.
  • Reduced Errors & Overwhelm: Implement reliable processes to minimize the margin of error and alleviate information overload.
  • Elevated Revenues & Time Management: Optimize your time and increase your earning potential by working smarter, not harder.

Transform Your Approach:

Stop the constant struggle and revolutionize your approach to client onboarding. By integrating these strategies, you’ll not only enrich client experiences but also elevate your agency’s operational efficiency and revenue generation.

Enroll Now & Unlock Your Potential:

Take the leap and enroll in our transformative training program. Embark on a journey to refine your client onboarding processes and catapult your travel agency to new heights of success.

Join TIS & Elevate Your Agency!

Products we offer

Legal Contracts

Always remain protected with travel’s only industry-tailored, continuously updated, and warrantied agreements.

Secure E-Sign

Safeguard your business with simple and easy signature collection and tracking on all your important documents.

Invoicing + Payments

Send invoices to your customers and securely collect payments with our PCI compliant credit card vault.

Document Management

Manage all your documents, sensitive client information, training, and agency tools in one place.


Streamline your business with our proven email scripts, workflows, checklists, and tools.


Take your business up a notch with our live events, webinars, and guides developed by leading experts.


Tap into the industry’s best marketing solutions and tools through our vetted partners.


Gain access to best in class business operations advice and tools to help fuel your success.

Ready to simplify, protect,
and grow your travel business?