Travel Forms
Now that people are traveling back in full swing, it is essential to consolidate all of your client’s travel information into one place. When I onboard a new client, if I am going to be doing any travel booking I always have them fill out a travel form. While there will be different requirements for each trip, things like frequent flier numbers, TSA Precheck and Global Entry info, and preferences rarely change. If your client is doing a lot of travel, you will definitely want to ensure that they will be earning those frequent flier miles!
