Clarify the value
Explain what the advisor does, why it matters and how the service works.
Sales & onboardingConcept project
Advisor Sales & Onboarding Kit
A clearer service story across the pricing guide, consultation deck and client welcome.
Start a similar projectProject typePortfolio concept
AudienceIndependent travel advisors
Primary jobExplain value and onboard
FormatsGuide + deck + welcome system
Service guide
How your travel planning experience works.
Consultation deck
Your expertise, made easier to buy.
The situation
A strong service should not depend on repeating the same explanation in every call.
Prospects need to understand the value, process and next step before they can choose with confidence.
This concept connects the sales conversation to the confirmed-client experience so the transition feels clear and professional.
The design job
Give each document a defined role while keeping the language, hierarchy and visual system consistent.
The structure
Service and pricing guide. Why work with me presentation. Consultation deck. Proposal follow-up. Client welcome and onboarding guide.
Why it works
Design decisions tied to the advisor's next step.
Organise the consultation
Give the conversation a useful structure without making it feel scripted.
Confirm what happens next
Turn the yes into a polished, reassuring onboarding experience.
Need something similar?
Make your service easier to understand, choose and begin.
The format can adapt to your workflow, brand, niche and preferred platform.