Advice Needed: New agent, struggling to build a client flow/process

Hi all! I’m a new agent based in Arusha, Tanzania. I recently am working on travel company. Where I’m getting stuck and feeling really stressed out is figuring out what a good start-to-finish client workflow looks like.

I’ve found plenty of trainings on specific pieces (like qualifying clients, sending pre-trip documents, etc.), but I haven’t found a solid overview of the full process, from initial inquiry all the way to post-travel follow-up. I'm sure that everyone has their own variations, but looking for a general step-by-step list. I’ll be working in, and I really want to get my systems and processes set up properly so I don’t skip any crucial steps when working with my first clients.

If anyone has a resource, checklist, or example of their process that helped them when starting out, I’d be so grateful for any advice or insight.

Thanks in advance!

Hey Edson!

Welcome to the travel industry. I'm happy to give you some pointers and be a guide of sorts for you. In the meantime, I find tools like ChatGPT or Google Gemini to be helpful in giving me steps on how to work a booking from start to finish. I'll reach out to my mentor to see if we have any other resources. Are you signed to an agency? I'm with Envoyage.

Let me know how I can be of help!

Martin