Tour Agent Templates

Tour Agent Templates

There is a huge number of templates that someone in the Tour Agent role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Tour Agent. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Itinerary Template
3. Expense Tracker
4. Client Feedback Form
5. Tour Booking Form
6. Marketing Plan Template
7. Travel Budget Spreadsheet
8. Tour Guide Schedule
9. Hotel Reservation Template
10. Travel Insurance Checklist

Reports

Reports are often prepared by a Tour Agent to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Report
2. Revenue Report
3. Customer Satisfaction Report
4. Booking Report
5. Inventory Report
6. Marketing Campaign Report
7. Financial Report
8. Destination Analysis Report
9. Competitive Analysis Report
10. Employee Performance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Tour Agent does and how they do it.

1. Tour Itinerary Template
2. Hotel Booking Template
3. Flight Booking Template
4. Transportation Arrangement Template
5. Tour Guide Assignment Template
6. Customer Information Template
7. Tour Cost Calculation Template
8. Tour Promotion Template
9. Tour Evaluation Template
10. Tour Feedback Template

Presentations

Tour Agent presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Destination Highlight
3. Customer Feedback Analysis
4. Marketing Campaign Overview
5. Competitive Analysis

Legal Docs

There are several key times when a Tour Agent needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Tour Agreement Template
2. Liability Waiver Template
3. Travel Insurance Policy Template
4. Consent Form Template
5. Tour Cancellation Policy Template

Health & Safety Templates

Health & Safety templates for a Tour Agent ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Tour Agent calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Tour Schedule
2. Flight and Accommodation Calendar
3. Tour Guide Availability Calendar
4. Customer Booking Calendar
5. Marketing and Promotions Calendar

Invoice Templates

Several types of Tour Agent invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Tour Package Invoice
2. Flight Booking Invoice
3. Hotel Accommodation Invoice
4. Transportation Services Invoice
5. Tour Guide Services Invoice

Survey Templates

For a Tour Agent to get insights related to the work they do, they need to send out Tour Agent surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Destination Preference Survey
3. Tour Package Feedback Survey
4. Travel Experience Survey
5. Tour Guide Evaluation Survey

Meeting Agendas

Having premade Tour Agent meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Sales Review Meeting
2. Marketing Strategy Meeting
3. Product Development Meeting
4. Team Performance Evaluation Meeting
5. Customer Feedback and Satisfaction Meeting

Budget Templates

To manage finances well, a Tour Agent would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Revenue Forecast Template
3. Marketing Budget Template
4. Employee Salary Budget Template
5. Travel Package Budget Template

Dashboards

Dashboards are a useful way for a Tour Agent to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Marketing Campaign Dashboard
4. Revenue and Expenses Dashboard
5. Destination Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Tour Agent needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Group Tour Proposal
2. Destination Wedding Proposal
3. Adventure Travel Proposal
4. Luxury Vacation Proposal
5. Corporate Retreat Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Tour Agent templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.