Welcome to your CEO era
A repeatable, white-glove client experience—so you run your day on purpose and scale with loyal repeats and referrals
Founder access is open today
Get the Client Experience Runway now — course unlocks November 21, 2025.
You’re brilliant at travel BUT your days feel chaotic and reactive. You’re juggling inquiries, proposals, payments, and last-minute “fires,” without a clear process to run for every client. Touchpoints get missed. You’re constantly “on.” And the business you dreamed of feels more like keeping your head above water.
Where you are now…
A simple workflow you follow for every client from start to finish without reinventing the wheel.
Automations for the details (final payments, check-ins, visas/vaccinations, bon voyage, reviews, follow-ups) so nothing slips.
Clear, concise proposals that convert that are built around what the client actually wants, with all need-to-know details up front.
Consistent communication so clients always know what’s next.
Concierge-level care without living on your phone 24/7.
A business that grows through loyal repeats + steady referrals and gives you back real time freedom (yoga class, school pickup, dinner out… phone on silent - whatever your dream life looks like!).
Imagine this instead…
Your step-by-step framework to transform from running your business in chaos to the CEO of a luxury, referral-driven travel brand. Inside, you’ll strengthen your mindset, lead consults like an expert, implement clean systems, and follow a repeatable, high-touch client journey—from inquiry to welcome-home and beyond.
You’ll get: recorded videos, plain-language scripts with a luxury flair, plug-and-play templates (travel proposal + departure package), a Trello workflow board, client spreadsheets, qualifying questions, email templates (bon voyage, VIP letters to hotels/drivers/experiences and more), and simple checklists you can use.
Founder bonus: The first 10 founders also receive a 30-minute 1:1 video call with Kayla to review your client experience and next steps!
INTRODUCING CLIENT EXPERIENCE RUNWAY
What you will learn - Module snapshots
Module 0 — Mindset Reset
Build the confidence and focus to lead. Identify the habits/thoughts that keep you reactive, swap them for CEO routines, and set your personal standards for response times, boundaries, and energy before you touch a client file.
[Bonus: Mindset quick-start workbook]
Module 1 — Foundations & Positioning
Define what “white-glove” looks like in your business: service scope, what’s included/not, response windows, weekend/after-hours policy, and how to set expectations with clients from day one (without sounding stiff).
[Bonus: Boundaries & taking care of clients]
Module 2 — Inquiry → 30-Minute Consult
Get the consult booked quickly, open the call with authority, keep it to 30 minutes, and qualify deeply. You’ll learn the exact flow, time checks, and questions that surface non-negotiables, budget reality, and decision style—so you can steer, not scramble.
[Bonus: call script + qualifying questions]
Module 3 — Fees, Terms & Legal
Price and position your planning fee, decide what work begins when, and protect yourself with clear T&Cs and e-signatures. We’ll cover must-have clauses (agent role, refunds, insurance offer/decline, force majeure, privacy) and clean collection steps.
[Bonus: Fee email + signature checklist]
Module 4 — Proposals That Sell Themselves
Build client-specific, concise proposals that convert. Tie each choice back to “because you said…”, include need-to-know details (local fees/taxes, rules, seasonality, holds), and present options without overwhelm—plus when and how to follow up.
[Bonus: Proposal templates + “Because you said…” prompts]
Module 5 — Booking & Supplier Confirmations
Lock in the details so nothing slips: room category and bedding, VIP notes (occasions, preferences), transfers, tours, and special access. Confirm directly with suppliers and know what proof/phrasing gets results.
[Bonus: VIP email templates and communications]
Module 6 — After-Booking Comms & Automations
Map the post-booking timeline: payment reminders (set final one week early), airline check-ins, visas/vaccinations, bon voyage sends, and “what’s next” updates. Organize files with a foldering system + CRM notes and let simple automations do the nudging.
[Bonus: Automation checklist]
Module 7 — Departure Package & Pre-Travel Nurture
What to pre-send vs include in the kit; how to package day-by-day itineraries with destination essentials (money, tipping, entry rules, local quirks) and light excitement touches that build trust without busywork. Also, what to do when things go wrong.
[Bonus: Departure package, templates]
Module 8 — In-Destination Care (Without Burnout)
Deliver concierge-level support without living on your phone. What to monitor, smart check-in moments, and expectation language that keeps clients supported while protecting your off-hours and capacity.
[Bonus: In-trip touchpoint scripts, when to do what]
Module 9 — Welcome-Home, Reviews & Referrals
Send a thoughtful welcome-home, collect useful feedback, and ask for reviews the right way. Build a simple retention rhythm (occasions calendar + light touch emails) so past travelers stay warm and refer.
[Bonus: Review request templates]
Module 10 — Boundaries, Capacity & Quality Control
Plan your true capacity, choose your “no’s,” and time-block for urgent issues so surprises don’t derail your day. Add a quick QA pass to every file to keep standards consistent as you grow.
[Bonus: Capacity planner]
Module 11 — Objections & Not-a-Fit
A practical, empathetic flow to handle fees, budget/vision gaps, timing, DIY/discount asks, and 24/7 expectations—while moving the conversation forward. When it’s not aligned, close the loop kindly with a referral or alternative next step.
[Bonus: “Not a fit” email + DM templates]
What is included?
Enroll today and get:
✓ 11 bite-size modules with actionable videos + transcripts (Value $899)
✓ Plain-language scripts & swipe copy (consult, proposal intro, post-booking, bon voyage, review ask) (Value $269)
✓ Canva templates: Travel Proposal and Departure Package (Value $297)
✓ Trello client workflow board to track stages, tasks, and reminders (Value $69)
✓ Master Trip Tracker (Google Sheets) for FITs and complex files (Value $55)
✓ Qualifying Questions sheet to lead decisive consults (Value $25)
✓ VIP letter/email templates for hotels, drivers & experiences (Value $99)
✓ Checklists & planners: automation, confirmations, capacity (Value $199)
✓ Lifetime access to modules + future program updates (Value $249)
Total value: $2,161 CAD
Your Founder price today:$597 CAD (or $319 x 2 monthly)
Founder bonus (limited): First 10 founders also receive a 30-minute 1:1 with Kayla to review your client experience and next steps (Value $125 CAD).
Are you ready to level up for the new year?
Welcome to the Client Experience Runway
*Please note this is a Founders Sale, once purchased the full course will be available November 21, 2025! You will receive a confirmation email after purchased and on November 21, 2025 you will receive an email with a link for access!
If your days feel more reactive than intentional, you’re not alone. Many advisors are juggling inquiries, proposals, payments, and “urgent” client messages without a consistent process, so touch points get missed and growth stalls.
Client Experience Runway is your step-by-step framework to go from scattered tasks to a repeatable, high-touch client journey that you can run for every file; from inquiry to welcome-home and beyond. You’ll lead consults with confidence, implement clean systems and simple automations, and deliver a white-glove experience that drives loyal repeats and steady referrals (without living on your phone 24/7).
Enroll today and get:
✓ 11 bite-size modules with actionable videos + transcripts (Value
$899)✓ Plain-language scripts & swipe copy (consult, proposal intro, post-booking, bon voyage, review ask) (Value
$269)✓ Canva templates: Travel Proposal and Departure Package (Value
$297)✓ Trello client workflow board to track stages, tasks, and reminders (Value
$69)✓ Master Trip Tracker (Google Sheets) for FITs and complex files (Value
$55)✓ Qualifying Questions sheet to lead decisive consults (Value
$25)✓ VIP letter/email templates for hotels, drivers & experiences (Value
$99)✓ Checklists & planners: automation, confirmations, capacity (Value
$199)✓ Lifetime access to modules + future program updates (Value
$249)
Total value: $2,161 CAD
Your Founder price today:$597 CAD (or $319 x 2 monthly)
Founder bonus (limited): First 10 purchasers also receive a 30-minute 1:1 with Kayla to review your client experience and next steps (Value $125 CAD).
Important dates & details
Full course unlocks November 21, 2025.
If you choose the 2-payment option, you’ll be charged today and again on the same date next month.
All prices in Canadian dollars. Applicable GST/HST added at checkout.
Due to digital delivery and instant bonus allocation, all sales are final.
Need help? Please reach out to kayla@travelagentwithoutborders.com
*All prices are in CAD. If you enroll in multi-payment option, charges will occur today and at the same time in subsequent months until completion.
If you need any assistance or have questions please reach out below!
Email us at kayla@travelagentwithoutborders.com and we'll get back to you as soon as we can!
*if you wish to discuss a payment plan please email us!