134. Client Experience Series: The Inquiry

In the kickoff episode of this year’s summer series, Robin and Jennifer take a closer look at the inquiry phase, the first step in the client journey and a powerful opportunity to set the tone for a high touch, personalized experience. Rather than viewing the inquiry form as just a lead filter, they reframe it as the beginning of the onboarding process. This attracts dream clients, sets expectations, and lays the foundation for lasting relationships! Learn how to design strategic inquiry forms that are both efficient and engaging, tailored to the unique preferences of different client types. From incorporating creative, emotion driven questions to using interactive tools like quizzes, this episode offers fresh ideas for turning a routine form into a meaningful brand touchpoint. Hit play and get inspired to elevate your client experience starting from the very first interaction! Today we will cover: (02:50) Understanding client experience vs. service (04:50) Rethinking the inquiry phase; creating inquiry forms (09:10) Tailoring forms to fit your audience (12:55) Adding personality and creativity to your questions (21:45) Setting expectations and creating boundaries early (35:00) Using quizzes and interactive tools to vet for fit Mentioned in the episode:Episode 91: What You Wish You'd Always Known About Booking Airfare with Lary NeronEpisode 112: How to Create Interactive Content for Lead Generation with Josh Haynam JOIN THE NICHE COMMUNITYAn interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOPCreate an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMSSelf-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ