Thailand - Client Onboarding & Forms

The paperwork side of a travel advisory business, built once and reused for every client. Six document sets covering the full booking cycle — from first enquiry to post-trip referral request — all sharing one visual identity so a client receives a coherent experience rather than six unrelated PDFs.

The onboarding kit handles the front end: intake questionnaires that capture traveller details, passport data, budget range and trip preferences without a back-and-forth email chain. Booking confirmations lay out flights, hotels and transfers in a format clients actually keep. Proposal and quote templates present options side by side with pricing and inclusions, which is where most advisors lose deals to unclear presentation.

Pre-departure documents carry the details that generate late-night messages — visa timing, what to pack, arrival procedure, emergency contacts. Invoices include structured payment plan options for staged deposits.

Change colours, fonts and logo once on the brand kit page and the whole set updates. Built in Canva; a free account is enough.