Travel Agent Checklist
Table of Contents
Selecting a Travel Agent
Decide whether you are looking for an agent with a specialty such as cruises, or an agent who handles any type of travel.
Ask your traveling friends for recommendations.
Consider choosing a travel agent online.
Research local agencies.
Ask agencies for a list of current clients that you can contact.
Check their credentials.
Call agencies you've chosen based on your research.
Narrow your choice of agency down to two or three.
Review all rates offered and gauge the level of comfort you had with each.
Meeting with a Travel Agent
Know where you want to go and when.
Choose your mode of transportation.
Determine a realistic budget.
Talk to the agent about your specific plans and get written details.
See if they can offer you any deals such as upgrades and coupons.
Ask which services they charge for and how much will they cost.
Check whether insurance is offered.
Ask if they can be contacted 24 hours a day.
Always read all the paperwork carefully before you sign it.
A Good Travel Agent
Asks to outline your trip.
Is open and honest with your answers.
Will gladly put together a sample tours.
Will describe availabilities in transportation, accommodations, and estimated costs.
Will always take your needs into consideration.
Download or Print this Travel Agent Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Kimberly French
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Tasks: 26
Who it's for
This Travel Agent Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Travel Agent steps every time, regardless of who executes
- Save time - reuse a proven Travel Agent workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Travel Agent checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Travel Agent Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Travel Agent comes up again, start from your saved version and run it with clear ownership.