Tourist Adviser Templates

Tourist Adviser Templates

There is a huge number of templates that someone in the Tourist Adviser 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 Tourist Adviser. 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. Customer Feedback Form
3. Tour Itinerary Template
4. Hotel Reservation Spreadsheet
5. Transportation Booking Form
6. Budget Planning Worksheet
7. Marketing Campaign Tracker
8. Tourist Attractions Guide
9. Staff Roster Template
10. Monthly Expense Report

Reports

Reports are often prepared by a Tourist Adviser 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. Hotel Occupancy Report
4. Tourist Attractions Attendance Report
5. Revenue and Expenses Report
6. Marketing Campaign Performance Report
7. Employee Performance Report
8. Online Reviews and Ratings Report
9. Competitor Analysis Report
10. Tourist Demographics 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 Tourist Adviser does and how they do it.

1. Customer Inquiry Response SOP
2. Tour Booking SOP
3. Hotel Reservation SOP
4. Transportation Arrangement SOP
5. Sightseeing Itinerary SOP
6. Restaurant Recommendation SOP
7. Language Translation SOP
8. Emergency Assistance SOP
9. Tour Guide Assignment SOP
10. Customer Feedback Handling SOP

Presentations

Tourist Adviser 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 Performance Report
2. Destination Highlight Presentation
3. Customer Feedback Analysis
4. Marketing Campaign Update
5. Training and Development Workshop

Legal Docs

There are several key times when a Tourist Adviser 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Travel Consent Form Template
5. Customer Feedback Form Template

Health & Safety Templates

Health & Safety templates for a Tourist Adviser 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 Tourist Adviser calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Events Calendar
2. Staff Schedule Calendar
3. Tourist Activities Calendar
4. Hotel Occupancy Calendar
5. Marketing Campaign Calendar

Invoice Templates

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

1. Monthly Accommodation Invoice
2. Transportation Services Invoice
3. Tour Package Invoice
4. Food and Beverage Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Tourist Adviser 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. Sales and Marketing Meeting
3. Customer Feedback Meeting
4. Training and Development Meeting
5. Operations and Logistics Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Revenue Forecast Budget Template
3. Marketing and Advertising Budget Template
4. Staffing and Payroll Budget Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Monthly Sales Dashboard
2. Customer Satisfaction Dashboard
3. Website Traffic Dashboard
4. Social Media Engagement Dashboard
5. Booking and Reservation Dashboard

Proposal Templates

For bidding or requesting work, a Tourist Adviser 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 Marketing Proposal
2. Tour Package Proposal
3. Partnership Proposal
4. Event Collaboration Proposal
5. Customer Satisfaction Improvement 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 Tourist Adviser 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.