Client Service Guide
Make your service, process and value clear before the planning begins.
Service overview · Planning process · Ways to work together
View all 11 pages ↗Client experience design / Concept project
From first enquiry to welcome home.
Ten coordinated documents that help a travel advisor explain the service, present recommendations, prepare the client and stay connected after the trip.
Selected pages from the service guide, travel proposal and custom itinerary.
Portfolio scope10 documents · 4 stages
Design roleInformation structure & visual design
Sample journeyAva & Miles · Italy anniversary
Project statusSelf-initiated concept portfolio
One connected client experience
Your expertise, made clear at every step.
The brief was to give each document a clear job while keeping the whole journey recognisably connected. Explore the four stages, then browse seven complete PDFs and selected pages from three further documents.
Stage 01 / 1 document
Introduce your service
Explain how you work and what makes your planning valuable.
Stage 02 / 3 documents
Help clients choose
Present your research as a clear recommendation clients can act on.
Trip Comparison
Help clients choose a direction by comparing the experience, pace and fit of each trip.
Destination options · Comparison framework · Advisor recommendation
View all 16 pages ↗
Hotel & Resort Recommendations
Turn a hotel shortlist into a useful decision about setting, privacy, room style and daily rhythm.
Stay shortlist · Experience pages · Side-by-side decision cues
View all 14 pages ↗Travel Proposal
Bring the recommended route, stays and experiences together in one persuasive presentation.
Trip overview · Route and stays · Experiences and next steps
View all 18 pages ↗Stage 03 / 5 documents
Prepare the journey
Keep the booking, preparation and travel details connected.
Booking Confirmation Pack
Show what is confirmed, what still needs attention and what your client will receive next.
Booking snapshot · Confirmed stays · Next-document checklist
Preview 3 selected pages ↗Custom Itinerary
Give each travel day a clear plan, with timing, practical details and space to enjoy the trip.
Journey overview · Daily schedules · Transfer sequences
View all 18 pages ↗
Destination Guide
Package your local knowledge into a companion clients can explore before and during their trip.
Place introductions · Local comparisons · Advisor shortlist
View all 22 pages ↗
Pre-Departure Guide
Organise the final week, packing and last-day checks into a calm preparation plan.
Countdown timeline · Packing guidance · Final checklist
Preview 3 selected pages ↗
Travel Document Pack
Keep the essential trip references and confirmations easy to find when clients need them.
Trip file · Confirmation structure · Experience references
Preview 3 selected pages ↗Stage 04 / 1 document
Stay connected
Carry the same care into the thank-you, feedback and next trip.
Post-Trip Thank You
Close the experience thoughtfully and make feedback, reviews and the next conversation feel natural.
Personal thank-you · Private feedback · Review and referral prompts
View all 8 pages ↗Behind the design
A consistent style. A different job for every document.
Make decisions visible
Shortlists, comparison pages and route diagrams bring the advisor's recommendation into focus.
Keep details findable
Repeated labels, clear timings and practical checklists help clients recognise where to look next.
Carry the care through
The same typography, colour palette and image direction connect the first introduction to the final thank-you.
This is a self-initiated design concept using illustrative client, booking and travel information. Client names, travel details and prices are illustrative. Available previews are clearly labelled on each document.
Your version
Designed around your brand and the way you work.
Start with the document your clients need most, or build a connected suite over time. We agree the content, page count, formats, revision rounds and timing before design begins.
- Documents in your brandYour logo, colours, typography and image direction carried through the agreed layouts.
- A clear content structureYour supplied services, recommendations and trip information organised into useful pages.
- Finished files for client usePDF exports prepared for the agreed use, with print specifications where included.
- Editable templates where includedThe source format, reusable pages and handover guidance are agreed as part of your scope.
Let's shape your client experience
Which part of your client journey needs more clarity?
Tell me what you send today, what feels difficult and what you want your clients to understand.