5 things to prepare before every discovery call to establish your expertise and secure the new business

Discovery calls are your first opportunity to impress and connect with clients – so how do you prepare to impress and establish your expertise? In this free webinar, learn how to prepare for your next discovery call in a way that leaves clients eager to pay your consulting fee, excited to get started planning, and begin sending you referrals before they even go on their trip. Walk away feeling confident about how to approach every discovery call so you can foster a genuine connection with clients and gather the critical information you need to plan a memorable trip.

Enjoy a free replay of this webinar! You can skip around to various parts of the session: 

00:05:07 Why discovery calls are important

00:10:00 5 things to prepare before a discovery call

00:19:35 What to prepare regarding flights & logistics

00:22:00 Preparing a typical itinerary and knowing options for top regions to explore

00:35:27 How to ask for total investment ranges

00:49:17 Presenting types of experiences

00:53:00 Questions you should be asking on the call

00:53:53 What you should know by the end of the call

00:56:00 Demonstration of how to use The Hive

The importance of discovery calls for travel advisors

No two travel businesses are the same, which means that not all travel agents and travel professionals will make the same decisions regarding how to run their businesses. That includes discovery calls! Some travel advisors may find that a discovery call is not needed, but many opt to offer a discovery call to potential clients for the following reasons:

• It is an opportunity to set a first impression and establish yourself as the travel expert

• Discovery calls can help you establish genuine connections with your clients

• You can gather crucial details on a call in less time than it might take to gather the same information with back and forth emails

How to prepare for a discovery call – 5 topics to cover

There are five main topics that you will want to cover on a discovery call. Making sure that you are prepared with your own research and suggestions, as well as questions to ask that will help you gather information from the clients, is important.

1. Flights & logistics in the destination

2. Typical itinerary/top regions to explore

3. What type of experiences are available?

4. Estimates for total investment ranges

5. Questions you want. to be sure to ask

As you see, “questions to ask” is a topic all of its own for any discovery call! Intentionally asking the right questions will save you loads of time as you go about planning the trip and will help prevent you from having to keep circling back to the client with follow-up questions. (Tune into the replay above to get examples of the questions to ask!)

start becoming an expert with The Hive

If you’re ready to become a travel expert, the Hive is an invaluable resource for travel advisors, offering a complex search feature, note-taking and storage with tagging, and collaboration with other travel advisors.

With The Hive, you can filter searches by destination and niche categories that are not available on any other travel planning tool. This makes it easier than ever to craft detailed, personalized proposals that align with your clients' desires.

Plus, The Hive’s notes feature allows you to store and share information among colleagues, enhancing collaboration and ensuring you’re always equipped with the most up-to-date insights.

The insights shared in this webinar underscore the potential for success in the travel industry for travel advisors at any level in business, paving the way for profitable and satisfying client experiences.

Want to learn more about The Hive and how it can support your travel planning business? Check out a recorded demo or jump right in with a free 6-week trial!