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June 22, 2016

Forms


 

New Client Forms

Client Qualification Sheet (for new vacation)

Client Qualification Sheet (for a Disney vacation)

New Client Form with travel preferences example

Qualifying Questions for a Group


Thank You Letters

Thank you letter pre-trip after initial deposit

Thank you letter pre-trip for Final Documents

Thank you letter – post event


Final Payment

Final Payment Letter – Informative (usually a first attempt letter)

Final Payment Letter – Persuasive


Questionnaires

Post Trip Questions – Mail

Post Trip Questions – Telephone


Misc Forms

Checklist form to give to clients

Final document checklist for consultant


 

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