Working with clients
How to onboard a client
From first message to a signed-off itinerary, step by step.
1. Send an onboarding link
From Dashboard, generate a client onboarding link and send it to your client. They fill in trip basics themselves, which becomes a plan attached to you. The link expires, so send it when they are ready to use it.
2. Get the five facts
Before you search anything, confirm:
- Home airport and exact dates (or a flexible window).
- Party size and ages.
- Total budget and what it must cover.
- One thing they refuse to compromise on.
- One thing they do not care about.
3. Draft, do not improvise
Use Marlow to draft, then replace anything you would not personally book. Never send an itinerary containing a price you have not seen in a live search.
4. Confirm in writing
Send the itinerary in the trip workspace and ask for an explicit yes before booking. The itinerary version history is your record.