Three-page PDF: scripts + tracker
Referral Partner Starter Kit for Travel Advisors
Find local businesses to approach, start a useful conversation and agree on something their clients can use.
Start with what their clients need
A useful referral partnership starts with understanding the other business's clients. This starter kit helps you find local businesses that may already be talking to your prospective travelers, ask what those clients struggle with, and agree on something useful to share.
- Fifteen business types grouped around life events, departures and shared communities.
- Three adaptable scripts: a coffee ask, an email and a social message.
- Handout ideas and a tracker for the conversation, agreement and follow-up date.
For example, a wedding photographer may hear honeymoon questions before a couple has chosen an advisor. Ask which questions keep coming up before offering a checklist. It gives you something useful to discuss without making the first conversation a request for names.
Use the kit alongside the lead generation guide and the article on client experiences that generate referrals.
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