Tourist Escort Templates

Tourist Escort Templates

There is a huge number of templates that someone in the Tourist 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 Tourist 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. Monthly Itinerary
2. Tourist Information Sheet
3. Hotel Reservation Spreadsheet
4. Transportation Schedule
5. Expense Report
6. Tour Guide Script
7. Emergency Contact List
8. Feedback Form
9. Packing Checklist
10. Tourist Attendance Sheet

Reports

Reports are often prepared by a Tourist 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. Tourist Feedback Report
4. Revenue Analysis Report
5. Tourist Demographics Report
6. Expense Report
7. Tourist Attractions Report
8. Hotel Occupancy Report
9. Transportation Utilization Report
10. Tourist Guide 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 Tourist Escort does and how they do it.

1. Tour Guide SOP
2. Transportation SOP
3. Accommodation SOP
4. Safety and Security SOP
5. Food and Beverage SOP
6. Communication SOP
7. Emergency Response SOP
8. Customer Service SOP
9. Cultural Awareness SOP
10. Tour Itinerary SOP

Presentations

Tourist 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. City Tour Presentation
3. Cultural Experience Presentation
4. Adventure Activities Presentation
5. Farewell Presentation

Legal Docs

There are several key times when a Tourist 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. Tourist Liability Waiver
2. Tourist Consent Form
3. Tourist Escort Agreement
4. Tourist Emergency Contact Form
5. Tourist Feedback Survey

Health & Safety Templates

Health & Safety templates for a Tourist 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. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Attendance Template

Calendars

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

1. Monthly Itinerary Calendar
2. Tour Schedule Calendar
3. Transportation Calendar
4. Accommodation Calendar
5. Activity Calendar

Invoice Templates

Several types of Tourist 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 Activity Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

For a Tourist Escort to get insights related to the work they do, they need to send out Tourist 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. Hotel Accommodation Survey
4. Transportation Service Evaluation Survey
5. Destination Recommendation Survey

Meeting Agendas

Having premade Tourist 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. Training and Development Meeting
4. Sales and Marketing Meeting
5. Operations Review Meeting

Budget Templates

To manage finances well, a Tourist 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 Tourist Escort to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Tourist Satisfaction Dashboard
2. Revenue and Sales Dashboard
3. Tourist Demographics Dashboard
4. Tourist Attractions Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Tourist 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. Adventure 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 Tourist 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.