135. Client Experience Series: The Intake Call

Your intake call isn’t just a casual chat. It’s your power move. In this episode, Jennifer and Robin share why this second step in your client experience journey can make or break your ability to close the sale. They explain how to lead with confidence, ask thoughtful questions that uncover what your clients really want, and position yourself as the expert from the very first conversation. You’ll also learn how to use tech tools like AI to stay fully present while capturing key details without missing a beat. Plus, hear how creating a clear structure for your call helps set expectations, build trust, and make it easier to introduce your planning fee with ease. If you’re ready to turn more inquiries into booked clients, this episode is a must-listen!   Download the free Intake Call Guide: https://www.tiquehq.com/sales-call?utm_source=Podcast+Episode+135&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call     Today we will cover:  (01:40) Why the intake call matters is the key to closing the sale  (09:30) How to prepare with confidence and establish your authority  (11:30) Objection handling tips  (18:20) Using AI for client interactions and digital note-taking  (26:20) Building strong client relationships from the first call  (28:45) How to structure an effective intake call and lead with confidence  (36:40) How to introduce your planning fee without awkwardness  (40:05) Collaborating with suppliers to enhance your destination knowledge     Also mentioned in the episode: Seven Figure Sales Episode 123: How To Get A Client To Commit To A Budget with Courtney Gardner           JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business.   VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients.   EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor.   FOLLOW ALONG ON INSTAGRAM @TiqueHQ