Working with clients
Writing a plan that gets approved
Structure, pricing transparency, and using the Plan tab and Marlow together.
Tomas Beck · Advisor success
Updated 26 Aug 2026
A plan converts when the traveler can picture the day and trust the number.
Structure per day
- One anchor (the reason for the day)
- One flexible slot
- Travel time stated honestly
- A cost line so the total is never a surprise
Building it
Advisor portalOpen tripPlan
Example only — this button is not clickable here.
Marlow can draft the skeleton; you then replace generic entries with things you actually know. Flights and hotels dropped in from the search tabs carry their real price into the trip total.