What This Program Covers
Custom itineraries offer higher margins and better client relationships, but they can consume endless hours if you lack proper systems. The key is knowing which requests to accept and how to design efficiently.
This program teaches client qualification techniques that identify serious buyers versus tire-kickers. You will learn how to conduct discovery calls that gather essential information without multiple back-and-forth emails, and when to charge design fees versus offering complimentary planning.
Efficient design workflows
We cover modular itinerary building—creating reusable components you can adapt quickly rather than starting from scratch each time. You will learn how to present options that guide client decisions without overwhelming them, and how to handle revision requests that stay within scope.
Pricing custom work correctly makes the difference between profit and frustration. You will learn markup strategies for custom bookings, how to build in contingency without padding obviously, and ways to structure proposals that close deals. The final project involves designing a custom itinerary with full costing and client presentation materials.
Program Structure
Client Qualification and Discovery
- Identifying serious buyers versus researchers
- Conducting effective discovery consultations
- When to charge consultation or design fees
- Managing client expectations early
Efficient Design Methods
- Building modular itinerary components
- Presenting options that guide decisions
- Handling revisions and scope management
- Using design tools and templates effectively
Pricing and Proposals
- Custom package markup strategies
- Building contingency into pricing
- Proposal formats that close sales
- Complete custom itinerary project