Free Resources and Templates for Travel Advisors
Practical scripts, guides, worksheets and lead-generation tools you can use today. Start free, then see the larger working library inside CATT.
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Other free resources
13 practical resources you can use today.
Jump straight to tools for lead generation, visibility, sales conversations, client systems and a more consistent working week.
13 practical resources, free to use right now.
The opening section of each gated guide is open, no form first; the full guide unlocks with your email. The question bank and packing lists are fully open tools, built to bookmark and come back to.
- Marketing
Email Nurture Starter for Travel Advisors
Three copy-ready emails and an evergreen example for nurturing people who requested a lead magnet, with a setup checklist and simple tracker.
Email templates + trackerTakeoff - Business Growth
Free Travel Agent Niche Worksheet
Compare five niche ideas, score the four tests and choose one focus for a ninety day trial.
Two-page fillable PDFAll stages - Marketing
Free Travel Agency Marketing Plan Template
Write down your audience, two channels, cadence and path to a conversation on one usable page.
One-page fillable PDF + sampleAll stages - Lead Generation
Referral Partner Starter Kit for Travel Advisors
Find local businesses to approach, start a useful conversation and agree on something their clients can use.
Three-page PDF: scripts + trackerAll stages - Business Growth
One-Page Business Plan Template
A free travel agency business plan template with fillable PDF fields, a practical example and a quarterly review prompt.
Fillable PDF + sampleAll stages - Sales
Discovery call question bank
The questions that qualify inquiries and surface the real trip budget.
WorksheetAll stages - Sales
The Follow-Up Formula
Four useful follow-up touches for quiet travel inquiries, with copy-ready scripts, timing, alternatives and a printable tracker.
Scripts & trackerMomentum - Client Experience
Client packing lists
Destination-ready packing lists to send with every confirmation.
Client guideAll stages - Marketing
The Visibility Audit
A 20-minute self-audit to find exactly where prospective clients should be finding you and aren't, plus one clear next move.
WorksheetTakeoff - Lead Generation
The 7-Day Lead Pipeline Starter
Seven days, one task a day, to get a real lead source moving: lead magnet, referral ask, channels, tracking, all in a week.
Activity planTakeoff - Sales
The Inquiry-to-Booking Script Pack
Scripts and follow-up templates for the four moments that decide whether an inquiry becomes a booking.
Scripts & templatesMomentum - Business Growth
The Advisor's Weekly Rhythm Planner
A fillable weekly planner built around the daily and weekly rhythm that keeps a travel advisory business running without you holding it all in memory.
PlannerAll stages - Technology
The Client Systems Audit & Setup Guide
A two-part audit and setup guide to find the gaps in your client systems and build the missing pieces in the right order.
Audit & guideMomentum
Browse by category.
Everything is organized the way advisors actually search for it. Open a category to see what’s inside.
- Marketing
Email Nurture Starter for Travel Advisors
Three copy-ready emails and an evergreen example for nurturing people who requested a lead magnet, with a setup checklist and simple tracker.
Email templates + trackerTakeoff - Marketing
Free Travel Agency Marketing Plan Template
Write down your audience, two channels, cadence and path to a conversation on one usable page.
One-page fillable PDF + sampleAll stages - Marketing
Social media template pack
Branded post and story templates refreshed monthly in the Social Suite.
Canva templatesAll stages - Marketing
Monthly caption pack
A month of captions and hooks written for travel advisors, ready to personalize.
CaptionsAll stages - Marketing
The Visibility Audit
A 20-minute self-audit to find exactly where prospective clients should be finding you and aren't, plus one clear next move.
WorksheetTakeoff
- Sales
Client email sequences
Welcome, nurture and follow-up sequences you can brand and load into your CRM.
Email templatesMomentum - Sales
Discovery call question bank
The questions that qualify inquiries and surface the real trip budget.
WorksheetAll stages - Sales
The Follow-Up Formula
Four useful follow-up touches for quiet travel inquiries, with copy-ready scripts, timing, alternatives and a printable tracker.
Scripts & trackerMomentum - Sales
The Inquiry-to-Booking Script Pack
Scripts and follow-up templates for the four moments that decide whether an inquiry becomes a booking.
Scripts & templatesMomentum
- Client Experience
Client packing lists
Destination-ready packing lists to send with every confirmation.
Client guideAll stages - Client Experience
Cruise check-in guides
Line-by-line check-in walkthroughs that save your inbox before sail dates.
Client guideAll stages
- Lead Generation
Referral Partner Starter Kit for Travel Advisors
Find local businesses to approach, start a useful conversation and agree on something their clients can use.
Three-page PDF: scripts + trackerAll stages - Lead Generation
Lead magnet starter kit
Proven lead magnet formats with copy frameworks and design templates.
Lead magnetsTakeoff - Lead Generation
Website and landing page guidance
What your website needs to convert lookers into discovery calls.
GuideMomentum - Lead Generation
The 7-Day Lead Pipeline Starter
Seven days, one task a day, to get a real lead source moving: lead magnet, referral ask, channels, tracking, all in a week.
Activity planTakeoff
- Technology
AI prompt library
Tested prompts for content, research, itineraries and client communication.
AI promptsAll stages - Technology
Automation templates
CRM and email automations mapped step by step.
AutomationCruising - Technology
The Client Systems Audit & Setup Guide
A two-part audit and setup guide to find the gaps in your client systems and build the missing pieces in the right order.
Audit & guideMomentum
- Destinations
Port guides
Client-friendly port guides for popular itineraries.
Destination guideAll stages - Destinations
Destination guide library
Brandable destination guides that position you as the expert.
Destination guideAll stages
- Business Growth
Free Travel Agent Niche Worksheet
Compare five niche ideas, score the four tests and choose one focus for a ninety day trial.
Two-page fillable PDFAll stages - Business Growth
One-Page Business Plan Template
A free travel agency business plan template with fillable PDF fields, a practical example and a quarterly review prompt.
Fillable PDF + sampleAll stages - Business Growth
Business planning worksheets
Revenue planning, niche decisions and quarterly review worksheets.
WorksheetAll stages - Business Growth
The Advisor's Weekly Rhythm Planner
A fillable weekly planner built around the daily and weekly rhythm that keeps a travel advisory business running without you holding it all in memory.
PlannerAll stages
Why we give this away
“Everything we share is something I have actually used with real clients. If it does not work in a real travel business, it does not go in.”
Alex built her own agency from scratch before any of this existed. These free resources are the same starting tools we wish we had, the rest of the library is what she and Oliver built after.
This free layer is the surface.
One straightforward membership for practical business growth, live coaching and a community that understands the work. Everything you just saw locked is already inside, organized by stage, ready to use.