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Hotel site inspection checklist.

Physically seeing a hotel, interacting with it’s employees, and walking the immediate neighborhood are intangibles that can’t be replaced by research online.

In addition, selecting a hotel after site inspections is relatively simple since you will have built camaraderie and rapport with the staff at one location.

In order to conduct a thorough hotel site inspection, it is important to use a checklist. Listed below are hotel inspection checklists for different types of groups.

General Hotel Inspection Checklist      Download PDF

Class Reunion Hotel Inspection Checklist      Download PDF

Military Reunion Hotel Inspection Checklist      Download PDF

Family Reunion Hotel Inspection Checklist       Download PDF

Hotel Inspection Checklist For A Wedding Room Block       Download PDF

Hotel Inspection Checklist For A Work Crew       Download PDF

Hotel Inspection Checklist For A Social Event       Download PDF

Hotel Inspection Checklist For A Sports Team       Download PDF

Corporate Meeting And Training Hotel Inspection Checklist       Download PDF

If you are interested in learning more about how to conduct a hotel site inspection, read our series of articles on the topic .

Do I have to conduct a hotel site inspection for my group? Researching online can only take you so far. After all, images can be photoshopped and the hotel can be made to look better online than it actually is. While we would use online reviews to narrow our choices, we would recommend conducting a physical site inspection before finalizing a location.

What will a site inspection tell me that a phone call to the hotel won’t? A hotel site inspection will give you a great idea of how well the hotel is operated. Walking the hallways, staying a night, and meeting employees will give provide with cues of how competent the management and staff really are.

For example, when conducting a site inspection, we like to take a look at the trash lying around in the parking lot the night before the inspection. The following day, we then walk the same parking lot to see if anyone has been there to clean the trash from the night before. If the same trash is strewn about, then that is a bad sign.

When should I go see the hotels? A hotel site inspection should be conducted after you have gotten group rates from several hotels. Make sure you compare the rates and amenities side by side and select the hotels that best fit your needs from a monetary and practical point of view.

But how many hotels should you include in your site tour? At the very minimum, you should visit three hotels in a site inspection. To schedule a site tour, call or email the sales manager to let them know that you will be in town on a certain date and that you would like to see the hotel. Make sure to schedule the visit on a weekday as most hotel sales offices are closed on the weekend.

Is it necessary to stay at one of the hotels? In tough economic times, you may not have the budget to stay overnight. If you can stay, then we would suggest doing so at the hotel that you feel is the strongest candidate. Read this article to learn more about what you should look for at a hotel the night before the official site inspection.

What am I looking for on the site inspection? Look to see the following:

  • Cleanliness of the hotel
  • Eagerness of staff to earn your business
  • Flexibility with your groups needs
  • Flexibility with fees and/or group rates
  • Will the hotel will be suitable for your group attendees? Will this hotel be satisfactory to them? Are the rates too high? Too low?
  • Do they have enough meeting rooms and overnight rooms?
  • How is the surrounding area? Are there lots of things to do?

Can I negotiate during the site inspection? Sure you can, but we would not recommend it. Take careful notes during the site inspection at all the hotels you visit and then make a list of the pros and cons of each hotel before you start negotiating. Know what is most important to you and your group and start negotiating with your top prospect first.

Done right, a hotel site inspection will provide you the necessary information to finalize a hotel for your group. Using the hotel inspection checklists above will help you ask the right questions and provide you with the knowledge you need to make an informed decision.

What Should You Do Next?

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What Are Trip and Site Inspection Reports? A Quick Guide

  • Ossian Muscad
  • June 16, 2022
  • No Comments

What are Trip and Site Inspection Reports A Quick Guide

Last Updated on December 28, 2023 by Ossian Muscad

In various industries, from travel to construction, trip and site inspection reports play a pivotal role. But what exactly are these reports, and why are they so essential? At their core, trip and site inspection reports are comprehensive documents detailing the observations and findings made during a specific visit to a location. They serve as a critical communication tool, providing a clear record of activities, findings, and recommendations.

Whether you’re a travel agent inspecting a potential holiday destination or a construction manager assessing the safety of a work site, these reports ensure that every detail is properly documented. This documentation not only aids in decision-making and planning, but also maintains transparency and accountability. This article will delve deeper into the importance of trip and site inspection reports and provide insights on creating them effectively.

Understanding Trip Reports

A trip report, in essence, is a detailed account of a journey. It’s a document created by an individual or a group post-trip, capturing various aspects of the trip, including the itinerary, experiences, observations, challenges encountered, and how they were addressed. The report typically serves as a record for future reference aids decision-making, and facilitates effective communication.

Purpose and Benefits of Trip Reports

The primary purpose of trip reports is to create a detailed record of a journey that can be referenced in the future, whether for business or leisure. These reports serve as a comprehensive resource, presenting all the critical aspects of the trip, including both positive experiences and issues encountered. They allow for a thorough post-trip analysis to guide future planning and decision-making. The following are some of the purposes and benefits of trip reports:

  • Record of Journey: Trip reports provide a comprehensive journey record, including the itinerary, experiences, challenges, and solutions.
  • Aid in Decision-Making: Based on the detailed account of the journey, trip reports can guide future planning and decision-making.
  • Communication Tool: They serve as a valuable communication tool, helping to share experiences and findings with others.
  • Transparency and Accountability: Trip reports ensure transparency and accountability by documenting every detail.
  • Improvement Strategy: By analyzing the issues and challenges encountered during the trip, these reports can assist in developing strategies for improvement.

Key Components of a Trip Report

A well-structured trip report contains several critical components. Understanding these components is crucial in producing a thorough and effective trip report. While the exact format and content may vary depending on the industry or purpose, some key elements to include are:

  • Date and Time: This records the precise date and time of the trip, providing crucial context to the events and experiences documented in the report. It helps establish a timeline and allows for a better understanding of the sequence of events.
  • Purpose of the Trip: This component outlines the specific purpose or objectives behind undertaking the journey. It could include business meetings, educational conferences, personal vacations, or research expeditions.
  • Itinerary and Destinations: This section provides a comprehensive breakdown of the planned route and destinations visited during the trip. It includes details such as transportation modes, specific locations seen, and the duration spent at each destination.
  • Observations and Experiences: This part captures the experiences and observations made during the journey. It can include details about the people encountered, cultural aspects observed, unique landscapes or landmarks visited, and any noteworthy incidents or encounters.
  • Challenges and Resolutions: This section documents any difficulties or challenges encountered during the trip and how they were addressed or resolved. It highlights overcoming obstacles and adapting to unforeseen circumstances, showcasing problem-solving skills and resilience.

Exploring Site Inspection Reports

A site inspection report is a detailed document produced after thoroughly examining a place, typically a building or construction site, to assess its condition and compliance with safety or quality standards. This report is essential for identifying potential issues or risks, documenting the findings, and providing recommendations for improvements or corrective actions. It is critical in risk management and quality control processes across different sectors, such as construction, real estate, manufacturing, and hospitality.

The Importance of Conducting Site Inspections

Conducting site inspections is of paramount importance for a multitude of reasons. Primarily, it ensures safety and compliance with regulations, helping to prevent accidents and legal challenges. Moreover, it aids in maintaining quality standards, detecting issues early before they escalate and become costlier to fix. Site inspections also contribute to efficient project management, providing valuable insights for planning and scheduling, resource allocation, and performance evaluation.

Critical Elements of a Site Inspection Report

A comprehensive site inspection report encompasses several essential elements that provide a complete overview of the site’s condition during inspection. The introductory content should establish the context of the inspection, introduce the site, and summarize the inspection’s purpose and scope. The following are the core components to include in a site inspection report:

  • Date and Time of Inspection: This records the exact date and time of the inspection, establishing a timeline and providing context for the findings.
  • Purpose and Scope of the Inspection: This section outlines the specific objectives and scope of the inspection. It defines why the inspection was conducted and what areas or aspects were inspected.
  • Site Details and Conditions: This component presents a detailed description of the site and its conditions during inspection. It includes the site’s location, size, use, and distinctive features or conditions.
  • Findings and Recommendations: This is where the inspector records their observations, identifies any issues or potential risks, and provides recommendations for corrective actions or improvements.
  • Photos and Documentation: This section includes photographs and other visual documentation that support the findings and recommendations. These visuals serve as crucial evidence and clarify and enhance the report’s comprehensibility.

The Connection Between Trip Reports and Site Inspections

In many industries, trip reports and site inspection reports are two sides of the same coin. They complement each other to comprehensively understand a project’s progress and the various elements’ status. Trip reports capture the journey’s intricacies, people encountered, experiences, and challenges. On the other hand, site inspection reports focus on assessing the site’s condition, compliance with safety and quality standards, and potential risks or issues.

Together, they offer a complete picture of the situation, providing valuable insights that enable informed decision-making and effective project management. There are several situations where both trip reports and site inspections are critical.

  • Construction Projects: During a construction project, a site inspector might travel to assess the progress, examining the quality of the work, adherence to safety measures, and compliance with project specifications. The trip report documents the journey, meetings, and challenges, while the inspection report captures the site’s condition and any detected issues or risks.
  • Business Trips: A company executive on a business trip may visit a production facility or a potential site for expansion. The trip report would document the journey and the meetings with key personnel, while a site inspection report would detail the facility’s condition, operational efficiency, and potential areas for improvement.
  • Event Planning: In the event management industry, a trip report could detail a planner’s journey to a potential venue, including meetings with vendors and negotiations. Concurrently, a site inspection report would record the venue’s suitability, evaluate accessibility, assess potential risks, and suggest necessary adjustments.

The collaboration between trip reports and site inspections offers numerous benefits for seamless project management.

  • Informed Decision-Making: By providing a comprehensive perspective, these reports enable decision-makers to make informed choices based on detailed insights.
  • Efficient Planning: The insights derived from these reports assist in planning resources, scheduling tasks, and managing the budget.
  • Risk Management: By identifying challenges and potential issues early, these reports contribute to effective risk management, preventing costly mistakes and delays.
  • Transparency and Accountability: The documentation of every detail ensures high transparency and holds all stakeholders accountable, promoting trust and collaboration.
  • Continuous Improvement: The detailed analysis of experiences, challenges, site conditions, and potential risks paves the way for continuous improvement, enhancing efficiency and productivity over time.

Importance of Accurate and Timely Reporting

Reliable and prompt reporting is pivotal in project management and business operations. Accurate and timely reporting, particularly in the context of trip reports and site inspections, influences decision-making, facilitates efficient communication and collaboration, and demonstrates accountability and transparency. Let’s delve deeper into understanding the significance of each aspect.

Impact on Decision-making

Accurate and timely reporting from site inspections and trip reports delivers crucial insights that directly influence the decision-making process. These reports provide a comprehensive overview of the situation, from identifying potential risks to assessing compliance with safety and quality standards. This wealth of information allows stakeholders to make informed decisions about project continuation, resource allocation, and corrective measures, thereby increasing project success rates and ensuring optimal results.

Communication and Collaboration within Teams

Timely and accurate reporting is a communication bridge within teams, fostering collaboration. The shared insights about a site’s condition or trip experiences can prompt constructive discussions, promote problem-solving, and encourage collaborative decision-making. As every team member is up-to-date with the project’s status and challenges, it reduces misunderstandings and aligns everyone towards a common goal.

Demonstrating Accountability and Transparency

Lastly, accurate reporting is a testament to a team’s accountability and transparency. DocumentingDocumenting every detail of a site inspection or trip provides a transparent record of activities, outcomes, and challenges. This promotes trust among stakeholders and holds the involved parties accountable for their actions. Furthermore, it provides a basis for performance evaluation and continuous improvement.

Tips for Creating Effective Trip and Site Inspection Reports

Creating effective trip and site inspection reports requires a strategic approach, focusing on clarity, technology utilization, relevant data inclusion, and standardization. These four pillars establish a solid foundation for effective and valuable reports that serve the needs of all stakeholders. Let’s delve into these aspects to understand how they contribute to creating impactful reports.

Clear and Concise Language

Utilizing precise and concise language in your reports ensures that all stakeholders easily understand your findings. Avoid jargon and complex terms; use straightforward language that accurately conveys your observations and conclusions. Write in an active voice and use bullet points or numbered lists for clarity.

Utilizing Technology for Documentation

Technological tools can significantly streamline documenting trip and site inspection reports. Software solutions offer features like automated data entry, real-time updates, and cloud storage, making report creation more accurate and efficient. Furthermore, mobile applications allow on-site documentation, reducing the chance of forgetting important details.

Including Relevant Data and Evidence

Including relevant data and evidence in your reports strengthens your findings and lends credibility to your conclusions. This could include photographs of the site, graphs showing statistical data, or audio/video recordings. Make sure to accurately reference and explain your evidence within the report’s context.

Standardizing Report Formats for Consistency

Standardizing the format of your trip and site inspection reports ensures consistency across all documents, making them easier to read and compare. A standardized format includes a consistent layout, section headings, and a defined order for presenting information. It also allows for easier data analysis, as the information is presented predictable and organized.

Frequently Asked Questions (FAQs)

Q1: what should be included in a trip report or site inspection report.

A trip or site inspection report should include the date and time of the inspection or trip, the names of the inspectors or travelers, a detailed description of the site or trip, any identified challenges or issues, proposed solutions or recommendations, and any relevant photographs, graphs, or other evidence to support the findings.

Q2: How often should trip reports and site inspections be conducted?

The frequency of trip reports and site inspections largely depends on the nature and requirements of the project. However, they should be conducted regularly to identify and address any potential issues promptly. Regular reporting keeps all stakeholders informed and aligned with the project’s progress.

Q3: Can trip reports and site inspections be conducted remotely?

Yes, with the help of modern technology, remote trip reports and site inspections are indeed possible. Digital tools and software can facilitate virtual site inspections, and observations can be recorded through video calls or drone technology. However, physical inspections are often more thorough and should be conducted whenever possible.

Streamline Trip Reports and Site Inspections with DATAMYTE

DATAMYTE is a quality management platform with low-code capabilities. Our Digital Clipboard , in particular, is a low-code workflow automation software that features a workflow, checklist, and smart form builder. This tool lets you streamline trip reports and site inspections, improving efficiency, accuracy, and consistency.

DATAMYTE also lets you conduct layered process audits, a high-frequency evaluation of critical process steps, focusing on areas with the highest failure risk or non-compliance. Conducting LPA with DATAMYTE lets you effectively identify and correct potential defects before they become major quality issues.

With DATAMYTE , you have an all-in-one solution for quality management, making creating effective trip reports and site inspections easier. Book a demo now to learn more.

Trip and site inspection reports are crucial in numerous industries, providing valuable tools for knowledge sharing, boosting accountability, ensuring transparency, and driving continuous improvement. We’ve discussed the importance of using precise language, leveraging technology, incorporating relevant data, and adhering to standardized report formats for creating effective reports.

Implementing these strategies will enhance the quality of your reports and streamline the reporting process, making it more efficient and productive. The significance of these reports cannot be overstated as they provide a vital link between field observations and strategic decision-making, ultimately contributing to the project’s success.

Therefore, businesses should prioritize developing and implementing effective reporting practices to reap these benefits. Remember, your report isn’t just a document — it’s a testament to your commitment to excellence, transparency, and continuous learning.

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travel agent site inspection form

Site Inspection Request Form

Note: All dates and times are subject to availability.

Please note that the Site Inspection and Room Reservation are NOT confirmed until an email is sent out to you with the approvals.

Please be punctual to your site inspections. We will hold all appointments up to 10 minutes after start time. Late arrival will shorten the duration of your site inspection and may need to be rescheduled upon availability.

Important: Do not purchase airfare until you receive a site/room confirmation.

Resort accommodations and transportation are not included. 

Site Inspections must be requested a minimum of one month prior to travel. Last-minute site inspection requests are not guaranteed until you have confirmation in writing.

Please provide all information requested below to the best of your knowledge with preferred dates of travel. Should you have any additional questions, you may contact the Weddings Site Department at [email protected].  

Allow 3 - 4 buisness days for a site inspections to be reviewed and processed.  

  • I am a * Couple requesting a Wedding Site Inspection. Travel Agent requesting a Wedding Site Inspection. Travel Agent requesting a Site Inspection for my Couple.
  • Full Name * First Name Last Name
  • Full name of companion * First Name Last Name
  • Number of Companions *
  • Phone Number *  - Area Code Phone Number

My Wedding Information:

  • Has your wedding been reserved? * Yes No
  • If reserved, what is your Wedding #? *

Pick a Date

  • Additional Notes

My Travel Agent Information (if applicable):

My Room Information:

  • Please select one: * My room reservation for the site inspection has been made. I would like to receive information about room accommodation under the site inspection program.
  • Which hotel will you be staying at? * Please Select Hard Rock Hotel Cancun Hard Rock Hotel Riviera Maya Hard Rock Hotel Vallarta Hard Rock Hotel Los Cabos Hard Rock Hotel & Casino Punta Cana Other
  • Room Reservation #: *
  • Arrival Information: Date, Airline, Flight Number & Time
  • Departure Information: Date, Airline, Flight Number & Time

Preferred Site Inspection Date & Time:

  • Additional Information

If you wish to cancel your site inspection, please contact [email protected] at least 4 business days (Mon-Fri) in advance.

Site Inspections and meetings will be for a minimum of 2 hours.

  • I understand that the hotel will not provide room and optional service pricing during the site inspection by submitting this form. This can be requested directly from the Wedding Department Call Center before or after the site inspection. If you are working with a travel agent, they will provide you with the room pricing for your group before or after the site inspection. * Yes, I understand.
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travel agent site inspection form

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Virtual Ship Inspections

travel agent site inspection form

Developed exclusively for CLIA members, our new virtual ship inspections let you experience a particular ship, fleet or class of ships from the comfort of your own home or office. You’ll explore details such as staterooms, public areas and onboard entertainment, giving you the in-depth knowledge you need to sell them to your clients. CLIA’s virtual ship inspections can be used towards certification requirements, making it even easier to achieve the certification level of your choice

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Regent Seven Seas Cruises Virtual Ship Inspection

Experience the unrivaled.

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Azamara pursuit.

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Carnival mardi gras.

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Costa smeralda.

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Nieuw statendam.

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Oasis class.

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Seabourn Virtual Ship Inspection

Ultra-luxury resort at sea.

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At The Excellence Collection, it is our great pleasure to work hand in hand with affiliate travel agents. We strive to create extraordinary moments for our mutual customers, providing wonderful getaways that will have them vacationing again and again. 

Through our Travel Professionals Affiliate Portal, you can make and manage reservations for your room-only clients in a convenient way.

Click here to register:

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New to booking directly with The Excellence Collection?  Click here  to find out how.

Media Tools

To our travel agent partners, we are happy to provide you with the following visual resources and marketing materials for The Excellence Collection’s hotel and resort properties in Cancun, the Riviera Maya, Punta Cana, and Montego Bay.

For more information about our resorts, we encourage everyone to download The Excellence Collection App for Android or Apple . Here you will find details regarding the available entertainment, the menus, dress codes, resort amenities, and more. 

Property Fact Sheets

The Excellence Collection Brands Overview Excellence Playa Mujeres Excellence Riviera Cancun Excellence El Carmen Excellence Punta Cana Excellence Oyster Bay Finest Playa Mujeres Finest Punta Cana Beloved Playa Mujeres

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If you have any questions about products or bookings, please follow our  Facebook Page & Group  and see the latest updates from The Excellence Collection Travel Professionals.  You can also contact your Affiliates team, our groups and weddings team, or the hotel or resort. Their contact details can be found below:

USA AND CANADA SALES REGIONS:

affiliates.support@ theexcellencecollection.com

travel agent site inspection form

Our free travel interest will go over all the logistical aspects of what a client is looking for in a trip before you schedule your initial call with them.

A few things: In order to use the template above , you'll need to start a Jotform Account. The free plan comes with everything the paid plans offer (encrypted forms, payment processor, signature fields, etc.) as well as unlimited fields. It just limits the amount of forms (5), amount of monthly submissions (100), and amount of total submissions (500). For many smaller agencies, those amounts should work for awhile!

If you don't have a JotFrom account yet, here is a referral link !

The travel interest survey will give you an idea of the logistics: How many people? What is the occasion? When/ where do they want to travel? What is their general budget? Etc. Knowing this before you invest time in a phone call will save you a lot of headache and heartache.

It will help you gauge a client’s interest level and save you a ton of time on lengthy phone conversations with clients. Including JotForm, here’s a few other options for client forms:

  • Jotform - Free! Our personal fav and the one we use at Host Agency Reviews. We used JotForm to create all of our form templates for our Free Travel Agent Forms article including this form.
  • Acuity Scheduling: Acuity is an appointment-scheduling app (see below), but it also includes a “client intake form” you could use to create an interest survey for clients to fill out when they schedule a call. If you want to have multiple forms for clients to fill out—such as a service fee forms, contract for services, trip confirmation details etc.—that are not attached to scheduling appointments, this may not be the best fit for you.
  • DocuSign: Fees start at $10/mo, or $25/mo if you want to send more than 5 documents for signature per month. (Jamie uses this form, and her templates look GREAT).
  • Adobe: $9.99/ mo send requests for the individual plan (where you can send e-sig requests to clients). Thanks to Lisa Wood Rossmeissl who commented below about this resource!

2. Enlist in a call-scheduling program or software

Once your clients fill out their travel interest form, the next step is to schedule an initial consultation with them. Adopting an appointment scheduling program will take out the time going back and forth with the client trying to schedule an appointment.

The scheduling apps/extensions will put the ball in the clients’ court, allow you to set the days/ hours you’re available for calls. Here’s a few options:

  • Acuity: Has a free scheduling app that you can embed on your website so clients to schedule. For $15/month, they offer features like time zone conversions, appt. Reminders and ability to brand to your business. Acuity also has a “client intake form” you could use to create an interest survey for clients to fill out when they schedule a call.
  • Calendly: Provides a free basic scheduling app. That integrates with Gmail. If you want to get a little fancier, it’s $8/month for added features (such as removing Calendly brand, etc.)
  • HubSpot: Another meeting scheduler that can integrate with Gmail. They have a free version, but packages go up quick to $50/month from there.
  • Assistant.to: This is an extension program you can add to your Gmail. When you send an email, you can embed meeting times directly into the email that they can click on to schedule. The downside is that it won’t integrate to your website, so it can only be used over email.

Tips on Qualifying Clients

At the travel agent forum, agents and suppliers offered a few tips on successfully qualifying clients. Here’s what they had to say:

  • Ask open-ended questions: It’s hard to say “no” to an open-ended question. If you ask a client if they want transfers, they can easily say no. If you ask what their preferred transportation from airport to the hotel is, then you’re opening them up for a conversation about how you can build transfers into their trip budget. What are some open ended questions you can ask?
  • Why are you interested in the destination you indicated on your Travel Interest Survey (this can help you provide options for destinations they may not have thought of that have the same qualities).
  • What were the highlights and lowlights of your last vacation?
  • If budget weren’t an issue, what kind of trip would you take?
  • What about a vacation makes you feel relaxed? Feel revitalized? What qualities are you looking to experience from this vacation in particular?
  • What kind of activities would you like to do on your trip? What makes these activities important to you? (If you know the root of why they enjoy certain activities, it will help you use your expertise to offer additional/comparable activities)
  • Listen to your clients (and prove it): Beyond the Travel Interest Survey, when you are asking them the open-ended questions, take notes and send them a recap of your conversation when it’s complete.
  • This is a practice that is common of consultants and adds a professional touch. But it also provides them an opportunity to clarify any misunderstandings before you begin researching tips. Not only that, but you will show that you’re invested in their trip and that will entice them to book with you.
  • Inform them of next steps (and your enthusiasm to move forward): When you’re completing qualifying your client, let them know what they can expect from you and what the next steps are. It may seem obvious to you, but it’s not to your client (especially new ones!)

If You Charge Consultation Fees

During your initial contact with a potential client, you’ll want to let them know IF you have any consultation/ planning/ booking service fees. You can either communicate this through your conversation with them or by directing them to a page on your site that outlines your fees. The important thing is that they actually read and understand it.

If you use an appointment-scheduling or form-building program, they may have the ability to accept payments (such as Acuity or JotForm). But even if you choose not to accept any initial payment at this time, this is when you’ll need to inform clients of any fees that don’t pertain directly to their travel.

If you have fees let clients know:

1. What is your fee structure and payment schedule (how much do they need to pay to retain your planning services?)

2. How many trip options/price points you are able/willing to research for them?

3. If you have any waivers/ fee agreements they need to sign. (Psst: If you have fees, this is a really good idea)

How to Qualify Clients, Live Audio!

DeJuan Shorter, The Timely Traveler

Okay, this all sounds really good in theory right? But wouldn't it be nice if you could actually eavesdrop on an expert agent qualifying a client? Well you're in luck, because HAR has a very brave volunteer who is letting us do just that. Let me introduce to you, DeJuan Shorter, owner of The Timely Travel .

DeJuan recorded a chat with one of his clients, Sarah, who is planning a honeymoon to Maui. Just for a little context, DeJuan was chatting with Sarah after she filled out the travel form and before the planning fee was submitted. Here's a few things I love about DeJuan's audio (don't worry, I won't give away any major spoilers!):

  • He expresses thanks for Sarah's business and time
  • He values her time (accommodates to the fact that she is on her way to work)
  • He confirms the larger details he needs to get planning like a boss: destination priorities, budget, duration
  • He gets familiar with what resort style she wants
  • He shows that he paid attention to her travel form and is listening by echoing and affirming some of the activities that are important to her and offer recommendations on other activities she may like based on what she filled out in the form.
  • He gets a sense of what Sarah's transport preferences are, and gauges what level of adventure she wants and how much balance she seeks between activity and relaxation.
  • He mentions that he will offer restaurant recommendations and a map with recommended sights based on her interests
  • He is very clear and concise about next steps, let's Sarah know what she can expect from him in terms of itinerary ideas and timeline and irons out expectations with budget to make sure they're on the same page
  • He offers ideas for tours (without getting too specific in terms of operator so a client couldn't turn around and book it)
  • He does this all in 8min!!!

Don't take my word for it. Give it a listen!

Phew. That was a ton of info to take in. Here it is condensed into a tiny little article vitamin (just like you’ll be recapping convo’s with your client!)

  • Have the potential client fill out a travel interest survey to make sure they’re a good fit for your agency model/ niche. From this form, you should understand the basic logistics of the trip they’d like to take.
  • If you need to turn away the potential client, do it as soon as you can! Try to refer to them to an agent that will better suit their needs.
  • Schedule a time to have an initial consultation with the prospective client over the phone, Skype, or in person to go into more depth about what kind of experience they’d like to have on their vacation.
  • If you have fees for your initial consultation, ensure that your client is abundantly aware of this before you chat. If they submitted payment for the initial consultation, you’re amazing customer service will make them forget they paid you! If your consult is free, but you charge for planning itineraries, you can tell them during your phone call.
  • After you speak with your client, send them a recap of your conversation (from the great notes you took while chatting).
  • Send potential clients a thank you and Inform them of next steps!
  • Follow up a few days after you spoke with them if you haven’t heard from them.
  • If you see interesting articles or blog about their potential destination or type of travel, send it to them and to let them know their trip is on your mind.

More Site Resources

  • Here’s What Suppliers Want you to Know About Booking Groups ( includes a resource for qualifying groups specifically)
  • Converting Leads to Happy Clients (a Las Vegas Travel Agent Forum panel synopsis)
  • Working Smarter (Not Harder) with Technology (a Las Vegas Travel Agent Forum panel synopsis)
  • Free Travel Agent Forms

Go Forth and Qualify

I don't know if you're feeling the tingles of confidence, but if you're not, I assure that I am feeling them on your behalf. Let's face it, if you made it this far, you're über prepared. Questions? Thoughts? Comments? Ideas? Videos of you practicing qualifying clients with your office mascot? Drop a note in the comments!

About the Author

Mary Stein - Host Agency Reviews

Mary Stein has been working as a writer and editor for Host Agency Reviews since 2016. She loves supporting travel advisors on their entrepreneurial journey and is inspired by their passion, tenacity, and creativity. Mary is also a mom, dog lover, fiction writer, hiker, and a Great British Bake Off superfan.

Mary Stein - Host Agency Reviews

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Visit Moscow Tours

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Moscow in 1 Day (Walking tour)

Welcome to visit moscow tours.

We provide authentic, informative and memorable tour packages and city tours, at very competitive prices. Visit Moscow Tours are available not only in Moscow, but also in other cities: Saint Petersburg, Kazan, Suzdal and Sergiev Posad.  We also organise customised individual programs tailored just for you.

Our guests come in large groups, small private groups, as couples or as single travellers. We take care of and treat our guests with respect in a friendly and warm family environment. We show people our beautiful cities with passion and deep knowledge of their history, culture and traditions.

Our guides are extremely hospitable, helpful and well-informed. They are simply the best because only by providing the best services can we make the world fall in love with Russia. And we are very happy when our guests say that they will definitely come back to Russia and that they will tell all their friends how great Russia is! That is what inspires us to put even more dedication and hard work into our tours, knowing that what we do is positive and meaningful.

Our classic tours include tours of Moscow and Saint Petersburg, two main Russian cities.

Moscow is a big and busy  megalopolis and Russia’s capital city, where more than 12 million people live and work. Our capital city is happening place; it is mysterious, elegant, luxurious, fashionable, clean and bright, with its unique legends, traditions and events. It is with great pride that we show the Red Square and the Kremlin, our Underground and Tretyakovskaya Gallery, among other stunning attractions.

Saint Petersburg is our second capital,  the second largest city in the Russian Federation. This wonderful city has a strong and lively aristocratic spirit, uniquely Russian royal architecture, magnificent museums and theatres. Saint Petersburg bears the royal heritage of Russia, which can be felt in its air, its streets, parks, monuments, museums and citizens.  In Saint Petersburg tours, we will take you to the Hermitage, Peter and Paul Fortress, Faberge Museum and Orthodox Cathedrals. We’re sure you will love it!

If you have a few more days to spare, venture into the dreamy Russian countryside in Suzdal or Sergiev Posad. Suzdal is a small town with a population of about ten thousand people, situated on less than 15 square kilometres. This tiny area is home to 53 historic cathedrals, five monasteries and a kremlin. Church domes are visible like mushrooms from anywhere and everywhere in the town like in a fairy tale. No wonder Suzdal is called the ‘Town Museum”.  It is definitely worth visiting!

Just try any of Visit Moscow Tours’ tour packages or any individual city tour, and we promise that you will want to come back to Russia again.  Russia is huge with countless amazing places to visit. There are so many unique experiences to be had and energies to be felt that one tour is definitely not enough to explore this vast land. It is also a very safe destination to travel, and we have a tradition of warm hospitality. Our people adore and take care of visitors as our own guests, and even if they do not know your language very well, they still try to be helpful and hospitable.

Our guides will show you the most interesting attractions and historical places, taking you on a journey to the past to enjoy stories of medieval times, the Romanov monarchy, the Soviet Era. And of course, we will show you the contemporary life of our country through authentic local experiences.

We look forward to meeting you soon!

8 interesting facts about the Hermitage

travel agent site inspection form

One of the Best Travel Agency in Moscow, Russia

International travelers are very attracted to russian travel opportunities but there are many concerns and hesitations due to the complicated visa issues, the language barrier, the confusing cultural differences, and methods and means of travel confusions., our small family business eliminates all of your concerns. we offer personal solutions to all of those problems as well as rare and extraordinary tours with a highly personal touch., we will make your russian travel enjoyable and unforgettable.

travel agent site inspection form

IMAGES

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COMMENTS

  1. The Definitive Site Inspection Checklist

    These 10 steps are designed to highlight your expertise as a travel agent, looking beyond what you or your client can easily find out about a site in the Googleverse. Step 1. Decide what site (s) to visit. It might be tempting to cram in as many site inspections into one trip as possible.

  2. Free Travel Agent Forms

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    Often carried out on fam trips, site inspections allow travel agents to "inspect" or study their products and services. Cruise ships, hotels, and other suppliers want you to become familiarized with different room categories, amenities, facilities, and even food choices. Inspections can be formal, which are conducted by your host, or you ...

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  7. Get the free travel agent site inspection form

    Travel agent site inspection is a process in which travel agents visit and personally evaluate hotels, resorts, attractions, and other travel-related facilities or destinations. This inspection allows travel agents to gather first-hand information about the quality, amenities, customer service, and overall experience offered by these ...

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    TRAVEL AGENTS RESERVATION FORM Dear Travel Agent: It is our objective to provide you with the highest possible level of service whilst you are with us in Cancun/Riviera Maya, Mexico, and to help ensure that your Site Inspection and/or Familiarization Trip is successful. With this in mind, we have designed a weekly Site Inspection Program ...

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    A trip report, in essence, is a detailed account of a journey. It's a document created by an individual or a group post-trip, capturing various aspects of the trip, including the itinerary, experiences, observations, challenges encountered, and how they were addressed. The report typically serves as a record for future reference aids decision ...

  10. Free Hotel Site Inspection Checklists

    Event planners can use this Hotel Site Inspection Checklist to record details regarding the selection of a venue for a specific event. Include details such as the dates of meetings, contact number of planner(s), distance of the closest airport to the hotel, number of available rooms and lounges, and ratings for the amenities that may be used for the event and leisure activities.

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    What computers Does: This is a free travel your form, written for travelling agents at an front of our minds, focusing on the info you need to effectively qualify providers for your business. It's simple: You print out our painstakingly detailed one-page site check fashion and bring it with you on your FAM, site inspection, or on personal trip ...

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  14. Travel Agent FAM Trips: What They Are + How to Find Them

    A travel agent FAM trip is a trip offered by a vendor, destination or another entity in the travel industry—like an industry association, a host agency or a travel consortium to travel advisors—allowing the travel agent to experience the product/destination so that they can better sell it. Travel advisors are salespeople at their core and ...

  15. Site Inspection Request Form

    Site Inspection Request Form. Note: All dates and times are subject to availability. Please note that the Site Inspection and Room Reservation are NOT confirmed until an email is sent out to you with the approvals. Please be punctual to your site inspections. We will hold all appointments up to 10 minutes after start time.

  16. Virtual Ship Inspections

    Virtual Ship Inspections. Developed exclusively for CLIA members, our new virtual ship inspections let you experience a particular ship, fleet or class of ships from the comfort of your own home or office. You'll explore details such as staterooms, public areas and onboard entertainment, giving you the in-depth knowledge you need to sell them ...

  17. Travel Professional Resources

    Manage reservations. Online Check-in. US +1 (866) 211-6223. Membership Login. At The Excellence Collection, it is our great pleasure to work hand in hand with affiliate travel agents. We strive to create extraordinary moments for our mutual customers, providing wonderful getaways that will have them vacationing again and again.

  18. Free Travel Agent Forms

    Travel Agency Site Inspection Forms & Checklists. Int addition into client forms, we also have a few checklists prepared from travel professionals in mind. Do you want your inspections to feel than breezy such you make it look go social type, these inspection checklists are for you.

  19. Travel Agents, Here's How to Qualify Clients

    2. Enlist in a call-scheduling program or software. Once your clients fill out their travel interest form, the next step is to schedule an initial consultation with them. Adopting an appointment scheduling program will take out the time going back and forth with the client trying to schedule an appointment.

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    Fence and Accessory Structure Permit Application (PDF) Fire Alarm/Sprinkler Permit Application (PDF) Lawn Sprinkler Application (PDF) Residential Dwelling, Addition, & Remodel Application & Plan Review Checklist (PDF) Residential Quick Application--No Plan Review (PDF) Sewer/Water Application (PDF) Land Use Applications.

  21. Russian Tour Agency

    Grand Russia is DMC Travel Agency that offers full range of travel services in the entire country such as visa support letters (tourist invitation letter), transport services - from private vehicles up to 60 pax tourist coaches, professional tour guide assistance, domestic railway and airline tickets, hotel booking services, meals (of any preferences and rare food habits), tailor-made ...

  22. Russian travel agency

    The Food Tour by Visit Moscow Tours is a perfect chance to sample all the variety of cuisines of the former Soviet Republics and to understand the Russian customs, traditions and ways of life. You will taste Russian, Ukrainian and Georgian food. Meeting time: from 9 a.m. to 4 p.m. Meeting point:

  23. One of the Best Travel Agency in Moscow, Russia

    Our principle is that our guides directly answer your emails. You need not contact managers and wait for trip plans that are made with someone who only see it in paper. From the first touch you will talk with an expert who will make the full tour organization/guidance just for you. It makes the process much easier! Work with us is easy and clear.