Start with Your Travel Style
Be clear on how you travel.
* Fast trips vs longer stays
* Hotels vs private homes
* Self-planned vs fully managed
* Budget range and locations
Write this down. It makes the next steps easier.
⸻
Decide What You Want Them to Handle
Some advisors only book. Others manage the full trip.
* Flights and hotels only
* Full itinerary and reservations
* On-trip support and changes
* Access to events or upgrades
Pick the level of involvement you expect.
⸻
Check Their Focus Areas
Look for advisors who already work in your type of trips.
* Cities or regions you visit
* Type of stays you prefer
* Business vs leisure travel
* Group, solo, or family
If they don’t usually plan what you need, you’ll feel it during the trip.
⸻
Review Real Examples
Ask for recent trips they’ve planned.
Look for:
* Clear structure
* Good location choices
* Practical timing between activities
* Backup options
Avoid vague descriptions. You want specifics.
⸻
Test Communication Early
Send a short request and see how they respond.
* Do they ask useful questions?
* Are replies clear and quick?
* Do they understand what you’re asking for?
This is how they’ll handle you during the trip.
⸻
Understand Fees Upfront
Common models:
* Planning fee
* Commission from hotels
* Combined
Ask what’s included and what isn’t. No assumptions.
⸻
Check Access and Partnerships
Some advisors can secure:
* Room upgrades
* Early check-in / late check-out
* VIP treatment at hotels
* Event or restaurant access
If this matters to you, confirm it before you commit.
⸻
Confirm Support During Travel
Things change. You need to know how they handle it.
* Are they available while you’re travelling?
* Do they handle rebookings directly?
* Do you have one contact or a team?
This is where a good advisor stands out.
⸻
Start with One Trip
Test them on a single booking.
Keep it simple.
See how they plan, communicate, and handle changes.
Then decide if you want a long-term relationship.
