Advisor workflow research

Tell us how your client work moves from inquiry to departure.

This survey informs an in-development resource for independent travel advisors. We are interested in the workflow you actually use—what works, what gets complicated, and how you adapt. Participation is research only.

01 / Profile

A little context

How do you work? *

Time working as an advisor *

Primary client market or specialty *

Team setup (optional)

02 / Workflow

How the work actually moves

Use your own language. We are looking for the process you use today, not a preferred answer.

When a new inquiry arrives, what happens before you begin research? *

How do scope, service fees, or expectations get handled for a new trip? *

After you share options or a proposal, how do you collect feedback and manage revisions? *

How do clients make choices when there are several viable directions? *

What does your pre-departure handoff look like? *

03 / Evidence

Tools, snags, and workarounds

What tools, templates, systems, or notes do you use across this work today? *

Where does the workflow become slower, less clear, or harder to manage? *

What have you tried to make those moments easier? *

04 / Optional

Open to a follow-up?

Leave both fields if you are open to being contacted about your response. We do not send a notification for every survey response.

Name

Participation is research for an in-development resource. You are not signing up for a product, and follow-up is optional.