At a time when travel demand is record high, it’s tempting to help every person who comes knocking. But you quickly find yourself up to your eyeballs with unlikeable clients whose budgets are lower than anticipated. Wouldn’t it be nice if you could know you are building your book of business with the best clients? You can! Learn how we’ve tweaked and re-tweaked our webform and onboarding process to identify clients who have great budgets and and are a joy to serve.

Take away:

1. The right length to gather necessary information but avoid unwanted bounce

2. Setting client expectations on process and budget

3. Identifying red flags

4. The mix of automation and human assessment

5. Directing all new leads through webform

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