Client Onboarding Guide
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Seal the deal with a professional “welcome!” The “Client Onboarding Guide” is a customizable Canva template designed to welcome new clients and provide a seamless introduction to your services after they’ve committed to working with you. Perfect for educating clients on your process, expectations, and next steps, this guide ensures a professional, organized start to their journey with your business.
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In this Onboarding Guide, you’ll include:
+ Introduction page
+ What to expect & the benefits of working with an advisor
+ Process overview
+ Client vs. advisor role breakdown
+ Fill-in-the-blank FAQ pages
And more!
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This is a 9-page document. Upon purchase, you’ll receive a link to duplicate the template into your Canva account, where you can edit it to align with your brand details. Please note that this document does not include “copy” and you will need to input your business model details.
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
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
Are you ready to save time and “wow” your clients?
client communication templates
now available for any crm!
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.
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.
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