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qualifying clients

As you learned in the content on the booking process, qualifying your clients is vital.

Here are some suggestions to get you started.

General information

How many people are traveling?
What are their ages?
Do they have any restrictions or needs you should be aware of? (mobility, dietary, service animal, etc.)
When do you want to travel?
Are your dates flexible?
Where do you want to go?
How long do you want to travel for?
What types of activities do you like to do on vacation?
What are your interests and hobbies?
Are there any must-visits places or must-do activities?



While a client's budget is definitely something you need to know, some people aren't comfortable asking about it directly. Alternately, client's may not tell you, as they assume you will automatically jump to the top of their budget. 

Consider asking them about their general travel preferences, as their answers may give you some insight. You could ask about what they would like to spend per day or per person. Uncomfortable or not, you really need this information.


Which airline?
Direct flight?
Do you prefer longer or shorter layovers?
Which class?


Do you have a preferred hotel chain?
What bedding configuration do you prefer?
Is there a specific area you would like to be?



What are your must haves (swim up bar, great beach, night life, etc.)?
Do you have a preferred location?



Have you cruised before?
Do you prefer a specific cruise line?
What type of cabin do you like?
What size ship do you prefer?

Over time, you'll start to develop your own list of questions to help you get the information you need to find your clients their perfect vacation.

If a potential client won't answer a good portion of these questions, you will have a hard time finding them options that will suit. This may also be an indication they aren't truly ready to book something.

How to Qualify Clients

Qualifying Clients

Qualifying a Client is Not an Option - It's Essential


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