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When we’re working with a new client, how do you get to know them? How do you learn about their travel preferences and their previous travel experiences? How do you ensure that you set yourself up for success with a client who is new to you and potentially, new to working with a travel advisor?
In this episode, Beth and I discuss the key questions we ask new clients to get to know them and to understand the trip they're envisioning as well as some key lessons we’ve learned over the last five years from some of our most successful itinerary design experiences and some of our more challenging experiences.
By Whitney Shindelar and Brianna Glenn5
8686 ratings
When we’re working with a new client, how do you get to know them? How do you learn about their travel preferences and their previous travel experiences? How do you ensure that you set yourself up for success with a client who is new to you and potentially, new to working with a travel advisor?
In this episode, Beth and I discuss the key questions we ask new clients to get to know them and to understand the trip they're envisioning as well as some key lessons we’ve learned over the last five years from some of our most successful itinerary design experiences and some of our more challenging experiences.

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