Tour Escort Templates

Tour Escort Templates

There is a huge number of templates that someone in the Tour Escort 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 Escort. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Itinerary Template
2. Tour Guide Script Template
3. Hotel Reservation Template
4. Transportation Schedule Template
5. Expense Report Template
6. Customer Feedback Form Template
7. Emergency Contact List Template
8. Packing List Template
9. Tour Evaluation Template
10. Tour Budget Template

Reports

Reports are often prepared by a Tour Escort 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. Monthly Sales Report
2. Customer Satisfaction Report
3. Tour Attendance Report
4. Revenue Analysis Report
5. Expense Report
6. Tour Feedback Report
7. Marketing Campaign Performance Report
8. Competitor Analysis Report
9. Tour Itinerary 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 Escort does and how they do it.

1. Pre-Tour Checklist
2. Tour Itinerary Template
3. Hotel Check-In Procedure
4. Transportation Logistics Template
5. Tour Guide Script
6. Emergency Response Plan
7. Customer Feedback Form
8. Tour Evaluation Template
9. Tour Equipment Inventory
10. Post-Tour Report

Presentations

Tour Escort 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. Welcome Presentation
2. Destination Overview Presentation
3. Tour Itinerary Presentation
4. Cultural Highlights Presentation
5. Feedback and Review Presentation

Legal Docs

There are several key times when a Tour Escort 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. Liability Waiver Template
2. Tour Itinerary Template
3. Confidentiality Agreement Template
4. Tour Participant Agreement Template
5. Emergency Contact Information Template

Health & Safety Templates

Health & Safety templates for a Tour Escort 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. Emergency Evacuation Plan Template
4. First Aid Kit Checklist Template
5. Safety Training Attendance Template

Calendars

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

1. Monthly Tour Schedule
2. Hotel Availability Calendar
3. Transportation Schedule
4. Tourist Attractions Calendar
5. Staff Roster Calendar

Invoice Templates

Several types of Tour Escort 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. Accommodation and Transportation Invoice
3. Meal and Dining Invoice
4. Sightseeing and Activities Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Tour Experience Feedback Survey
3. Destination Preference Survey
4. Tour Guide Performance Evaluation Survey
5. Traveler Demographics Survey

Meeting Agendas

Having premade Tour Escort 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 Team Meeting
2. Client Feedback Meeting
3. Tour Planning Meeting
4. Staff Training Meeting
5. Performance Review Meeting

Budget Templates

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

1. Transportation Budget Template
2. Accommodation Budget Template
3. Food and Beverage Budget Template
4. Activity and Entertainment Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

Dashboards are a useful way for a Tour Escort 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. Tour Itinerary Dashboard
4. Expense Tracking Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Tour Escort 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 Tour Package Proposal
2. Special Event Proposal
3. Corporate Retreat Proposal
4. Educational Tour Proposal
5. Customized Tour 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 Escort 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.