136. Client Experience Series: The Proposal

Creating a travel proposal is more than plugging numbers into a spreadsheet. It’s about telling a story your client wants to step into. In this episode, Jennifer and Robin share how to create proposals that feel like an experience from start to finish. Learn how to ask the right intake questions, tailor your recommendations with confidence, and choose suppliers that align with your client’s vibe while streamlining your backend workflow. You’ll also hear how to use itinerary builders and Loom walkthroughs to add a personal touch, plus tips for setting clear expectations, managing revisions, and keeping timelines on track without burning out. If you're ready to turn your proposals into seamless, sellable experiences, this episode is your behind-the-scenes blueprint!   Download the free Client Onboarding Guide: http://tiquehq.com/client-onboarding?utm_source=Podcast+Episode+136&utm_medium=Onboarding+PDF&utm_campaign=Client+Onboarding+Guide+Freebie     Today we will cover:  (01:50) Choosing suppliers that support both the client and your workflow  (08:10) Understanding client priorities; budget vs. experience  (14:40) Auditing and presenting the proposal  (21:20) How to present the proposal with visuals and itinerary tools  (28:45) Using Loom walkthroughs for a personalized touch  (38:40) Setting timelines and managing client expectations  (40:50) Following up, minimizing revisions, and knowing when to walk away     Also mentioned in the episode: Episode 101: When And How To Piece An FIT Together On Your Own with Beth Pelleteri Episode 123: How To Get A Client To Commit To A Budget with Courtney Gardner Client Communication Templates           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