It’s no secret that planning a trip involves numerous details. It's easy for small things to fall through the cracks, potentially impacting the overall client experience. Ashlyn Puckett, Tique’s workflow guru who previously served as a client experience manager for a host agency, walks through how to audit a trip prior to travel in order to minimize risk of errors and oversight.

According to Ashlyn, there are four main points to auditing a trip: the itinerary creator, airfare details, hotel preparation, and back-office tasks. Learn how these auditing practices can save you from headaches, ensure a seamless travel experience, and ultimately boost client satisfaction!

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Today we will cover:

(02:50) The four main points for auditing trips
(05:20) Significance of double-checking room assignments and concierge details
(08:40) Spreadsheet used for auditing trips
(17:50) Ensuring excursion meeting locations, times, and contact information are listed
(21:25) Considerations for different generations and their preferred communication methods
(25:20) Auditing airfare details; balancing traveler responsibility with providing guidance and support
(29:10) Importance of hotel preparation and creating a VIP experience
(38:05) Auditing the back office details
(40:45) Checking insurance selection and obtaining written confirmation
(47:36) Utilizing VA services for auditing assistance

Episodes Mentioned:

56. The Benefits Of Working With A Wholesaler with Melissa Krueger

59. What Details Your DMC And Hotel Wish They Knew with George Eliades

53. Demystifying Selling Travel Insurance with Susan Barbanel

THE LEGAL PAIGE - Travel industry agreement templates

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61. Auditing Trip Details To Minimize Errors And Enhance Client Experience with Ashlyn Puckett

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