Freebies First!
*If you don't use either of these, grab the TravelJoy version so you can see what it looks like and recreate it in your preferred form builder.
In this episode, I dove into one of the most important parts of the sales process for travel advisors: handling inquiries and crafting proposals that actually convert. We talked about how really understanding your client—their personality, their preferences, and how they make decisions—is key to delivering a proposal that feels tailored and thoughtful (and not cookie-cutter).
I also shared some different ways to present proposals—whether it’s a video walkthrough, a slick one-pager, or a full detailed proposal—and how it all comes down to balancing efficiency with a personal touch. The goal? Make it easy for them to say yes.
We also touched on how to close more sales by being flexible, adapting to what your client needs, and showing up in a way that works for them, not just you.
Takeaways to Keep in Your Back Pocket:
✅ Remember, this is where the relationship-building starts.
✅ Many potential cruise clients aren’t coming in ready to book a call—you’ve got to meet them where they’re at.
✅ Be ready to respond fast with clear, helpful info.
✅ Use a form to guide their thinking—it helps them, and it helps you.
✅ Wow them with a clean, beautiful proposal that makes working with you a no-brainer.
✅ Three options in a proposal is the sweet spot—enough to show flexibility, not so much that it’s overwhelming.
✅ Adapt your process to fit the client—not the other way around.
✅ And if someone doesn’t book? Ask yourself: What was missing?