Workflows Templates
Streamline Your Process. Elevate Your Client Experience.
Systems and processes help streamline your workflow. With proper templates, you’ll save hours of recreating the same emails over and over.
The Foundation of Your Travel Agency
Running a successful travel business takes more than just knowing different destinations, it takes the right systems, processes, and workflows. This list of resources was created to help travel advisors simplify their operations, improve client experiences, and build a business that runs with structure instead of chaos.
The Difference Between Busy and Scalable
Many travel advisors spend their days juggling emails, quotes, follow-ups, supplier research, and client questions. Without systems in place, the work becomes reactive. The advisors who grow the most successful agencies eventually realize something important:
"The real secret isn’t working harder, it’s building better processes."
What can these resources do for me?
Our workflow templates are designed to transform your backend from a source of stress into a competitive advantage.
Streamlined Systems
Provide professional, consistent systems to every single client.
Clear Workflows
Help clients move through a logical, high-touch journey from start to finish.
Higher Conversion
Convert consultations more often with structured proposal systems.
Reclaimed Time
Stop the manual repetitive tasks and spend time on what matters most
Pick the Workflow Package That Fits Your Business
Expertly written for travel advisors, covering touchpoints for every travel style.
Full Template Package | $399
This comprehensive collection combines every workflow template we offer across all travel types, giving you ready-to-send, customizable communications for every stage of the client journey. Whether you’re working with cruise  clients, multi-destination land clients, or even custom vacations, we provide templates that work from first inquiry to post-travel follow-up.
- All Cruise Collection Templates
- All Land + Air Collection Templates
- Pre-Designed Email Templates
- Over 200+ Customizable Templates
Cruise Collection | $247
Designed for advisors who sell ocean, river, and expedition cruises. This collection includes every email you need to manage cruise booking touchpoints from start to finish. These customizable, professionally written templates help ensure a seamless client experience.
- General Use & Cancellations
- Client Experience & Confirmations
- Cruise Check-In Templates
- Disney Cruise & Entry Forms
- Group Cruise & Insurance
- Payment Reminders & Proposals
Land + Air Collection | $247
Built for advisors who manage multi-stop itineraries, flight bookings, and land-based vacations. This collection gives you the structure and language to guide your clients along the way — from initial booking through departure and return.
- General Use, Air & Cancellations
- Client Experience & Confirmations
- Disney Templates & Entry Forms
- Group Land, Insurance & Land Templates
- Payment Reminders & Proposals
- Sandals Templates & Supplier Outreach
Why Do I Need Them?
- 1 Build trust & authority with potential clients
- 2 Templates that nurture client's decision making process
- 3 Emails that maintain relationships with past clients
- 4 Save time from rewriting the same scripts for each client
- 5 Provide a seamless client experience each time
- 6 Stay in touch with your clients on a regular basis
- 7 Make your business more professional and more efficient
How Does It Work?
Customize your templates: change colors, fonts, images, and even text!
- 1 Download the Word document after payment
- 2 Use Table of Contents to browse templates
- 3 Add royalty-free photos from Canva, Unsplash
- 4 Add templates to your CRM or marketing platform
- 5 Enjoy your streamlined workflow!
Looking for a Done-For-You System Setup?
Skip the overwhelm with our full CRM setup program, built specifically for Tern and TESS users. Save hours of time and give yourself a professional, ready-to-use system.
Looking for Legal Templates & Waivers?
Operational workflows keep your business running smoothly, but professional legal agreements keep it protected. TARC has partnered with Laurence D. Gore & Associates to provide industry-specific contracts drafted directly by a travel attorney.
Protect your commissions, prevent costly client chargebacks, and ensure your independent contractors are properly integrated with comprehensive, easily customizable templates.
Included in the Legal Bundle:
Travel Agency Terms & Conditions
Crucial safeguard covering liability and cancellations.
Travel Protection Waiver
Essential protection when clients choose to decline insurance.
Independent Contractor (IC) Contracts
Specifically built contracts and affirmation affidavits.
Group & Guardian Contracts
Form structures for group leaders and minor travel permissions.
Credit Card Authorization Form
Protects your agency against credit card fraud and disputes.
Settlement & Mutual Release
Amicably resolve and document any legal client disputes.
Not Ready to Buy Yet? No Problem!
Download our complimentary Client Email Template Checklist to browse a list of templates that your travel business should have. Each of these are provided in the Workflow Template bundle! If you’re looking for Legal Templates, you can also check out the bundle provided by Laurence D. Gore & Associates below!
Customer Testimonials
Please note: That TARC does not endorse or recommend any specific travel related resources. Each agency, advisor, supplier, and/or user must do their own research and make a decision to access/purchase resources based on their own findings. All sales are final. TARC does not own or manage many of the resources provided on our site, so please look into them before signing up or purchasing them. Keep in mind that you are accessing and using these resources at your own risk.