The Process - What to Expect
Timeline
Initial Discovery Call &
Pre-Planning Details
Proposal, Revisions, & Booking
Pre-departure Meeting & Support
We'll start with a 30-45 minute "get to know you" call. A crucial part of the travel planning process is understanding who you are, how you prefer to vacation, and what is most important to you for this trip. This is part of how I really learn about you and ensures I'm able to deliver on the boutique experience! I will also gather logistics around your trip (travel party details, dates, budget, destination ideas, etc.) and overview the timeline and any planning fees that may be involved in your itinerary during this call. This is also a great time for you to ask me any questions about my approach, process, etc.
After the call, I'll send over the Terms & Conditions for signature & collect any planning fees that may be due.
Once the legal stuff is out of the way (terms & conditions), I'll get to work.
I'll prepare a couple of proposals for your review within 1-2 weeks (depending on the complexity of your trip).
We'll then come back together to chat through the options, what you like, what you don't, and what changes you'd like to see. We'll spend time prioritizing your choices to optimize your budget the way you want. When you're satisfied with the plan, we will proceed to booking.
You'll receive a final proposal to approve and I'll securely collect your payment information to make the deposit.
I will continuously monitor pricing after your deposit to make sure you receive any future promos. I will also monitor travel conditions, weather, your flights, etc. to ensure everything is taken care of in the event some plans change.
You'll hear from me when final payment is due, when booking windows open, and then again as we approach your travel dates.
We'll schedule a pre-departure meeting/call. This is where I'll share all your travel documents, walk you through your travel details, share tips/tricks, and answer any questions you have about your trip. I will also work with your vendors/suppliers to make sure everything is checked and double-checked for accuracy!
During and after your trip, I remain available for any issues, concerns you have - they are extremely rare. But, in the event something does need attention, a key benefit of having a travel advisor is that I am there to step in on your behalf.