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Travel Agent Challenge

New Client Bundle - Canva Template

New Client Bundle - Canva Template

Regular price $39.00 AUD
Regular price Sale price $39.00 AUD
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The New Client Bundle - your vacation planning partner in crime! These templates are here to streamline and finesse your vacation booking process effortlessly. So, what exactly does it bring to the table?

Effortless Onboarding: Say goodbye to confusing paperwork! Our templates make onboarding a breeze, guiding clients through the process with clarity and ease.

Professional Impressions: Impress clients with sleek and branded materials that scream expertise! Show them you mean business and stand out from the crowd with every document you send.

Smoother Planning Experience: Make planning a vacation a piece of cake! Our templates provide clients with everything they need to know, ensuring they feel confident and excited every step of the way.

What's Included:

New Client Handbook: A comprehensive guide showcasing why you're the best person to look after your clients, setting the stage for a trusting and successful relationship from the start.

Booking and T&C's Booklet: A collection of key traveler details and official documentation to solidify your clients' commitment, ensuring a smooth and organized booking process.

Client Welcome Handbook: Clearly outlines your planning process, what clients can expect, and how to get the very best out of their planning experience, providing clarity and setting expectations upfront.


Planning Fee: A form to explain the importance of planning fees, helping you communicate the value of your services effectively to clients.

Planning Fee Subscription: Offer better value for repeat clients or those requiring multiple trips with a subscription-based planning fee model, enhancing client satisfaction and loyalty.

Total Template Value $42.50

To use this template, you must have a Canva account (free or Pro).


→ After completing your order, you will see a link to download your files.

→ Download your PDF instruction guide

→ Log in to your Canva Account

→ Click the underlined LINK in the PDF document and it will take you directly to your Canva template

→ Once in Canva, you will be able to edit the colors, fonts, images, and more to your own branding preferences


Due to the digital nature of this product, I cannot accept returns or cancellations. Please contact me before purchase if you have any questions about this template.


I hope you enjoy using my templates. Please note that your license is for personal use only. You may not share your templates with other agents or redistribute the files and templates (e.g. on Facebook, in groups, or similar). If you want to share templates with other agents, please direct them here so they can make their own purchases. I appreciate your understanding!

The sale of this template is not affiliated with Carnival Cruise in any official way.

Due to their digital nature, all sales are final - digital products are non-refundable and non-returnable, with no exceptions.

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