How Travel Advisors Can Make the Most of Site Inspections

As a travel advisor, selecting the perfect property for your clients requires more than just online research. A well-executed site inspection lets you experience a venue firsthand and provides you with insights your clients will value. Here are some ways to ensure your site inspections are productive:

1. Understand Your Client’s Needs

Before visiting a property, gather as much information as possible about your client’s preferences. Are they looking for family-friendly resorts, luxury accommodations, or venues with excellent meeting spaces? Keep these priorities in mind during your visit.

2. Assess the Guest Experience

Put yourself in your client’s shoes. Pay attention to details like the check-in process, room cleanliness, and staff demeanor. Sample the food and beverages, and explore the amenities—pools, fitness centers, and on-site activities.

3. Document Everything

Take detailed notes and plenty of photos. Use tools like Happy Sites to keep your observations organized, so you can easily reference them later when discussing options with your clients.

4. Evaluate Accessibility and Location

Consider how easy it is for your client to reach the property. Is it close to airports, local attractions, or business districts? Accessibility can be a deciding factor for many travelers.

5. Ask the Right Questions

Engage with the property’s staff to understand their offerings. Inquire about unique selling points, group rates, and any current promotions. Knowing these details will help you match the property to your client’s needs.

By being thorough and client-focused during site inspections, you’ll build trust and credibility as a travel advisor who truly understands their needs.