Your intake call isn’t just a casual chat. It’s your power move. In this episode, Jennifer and Robin share why this second step in your client experience journey can make or break your ability to close the sale. They explain how to lead with confidence, ask thoughtful questions that uncover what your clients really want, and position yourself as the expert from the very first conversation. You’ll also learn how to use tech tools like AI to stay fully present while capturing key details without missing a beat. Plus, hear how creating a clear structure for your call helps set expectations, build trust, and make it easier to introduce your planning fee with ease. If you’re ready to turn more inquiries into booked clients, this episode is a must-listen!

Download the free Intake Call Guide: https://www.tiquehq.com/sales-call?utm_source=Podcast+Episode+135&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call

Today we will cover:

Also mentioned in the episode:

JOIN THE NICHE COMMUNITY

An interactive membership for travel advisors wanting the community, education, & support to grow their business.

VISIT THE TEMPLATE SHOP

Create an enjoyable booking experience for every one of your travel clients.

EXPLORE THE PROGRAMS

Self-paced style courses for the modern travel advisor.

FOLLOW ALONG ON INSTAGRAM @TiqueHQ