Template Library

    Plug-and-Play Templates for High-Touch Travel Teams

    Adapt these templates to your brand, destinations, and supplier relationships to deliver premium traveler experiences in days—not months.

    Start with free templatesTalk with implementation

    Template collections

    Each collection includes editable files, example automation recipes, and rollout guidance from the Collab enablement team.

    Revenue & pipeline templates

    Forecast sales velocity, monitor commissions, and coach advisors with shareable dashboards and scorecards.

    Commission forecasting workbook with dynamic booking stages
    Advisor pipeline board with weighted revenue calculations
    Quarterly business review template for executive meetings
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    Client service templates

    Deliver a concierge experience with touchpoint cadences, survey forms, and service recovery protocols.

    Luxury traveler welcome kit and milestone messaging
    Group communication kit with SMS, email, and portal prompts
    Post-trip survey library tailored to leisure and corporate programs
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    Operations & automation templates

    Transform checklists into automated workflows that keep advisors, suppliers, and finance aligned.

    Workflow recipes for inquiry intake, proposal follow-up, and payments
    Supplier enablement tracker with SLA alerts
    Internal handoff checklist for operations and air desk teams
    Preview assets

    Build your template stack

    Mix and match assets across departments to create a unified experience from first inquiry to loyalty campaign.

    Request custom templates
    Sales & marketing

    Campaign plans, nurture sequences, and ROI dashboards to convert new travelers and upsell existing accounts.

    360° traveler persona worksheet
    Email nurture sequence with personalization tokens
    Marketing attribution dashboard sourced from Collab analytics
    Referral request scripts for advisors
    Service delivery

    Keep every trip on schedule with automated reminders, documentation requests, and supplier updates.

    Trip readiness checklist with pre-departure automation
    Incident response flowchart for on-trip escalations
    Payment and document collection workflows
    Supplier confirmation tracker with status tags
    Leadership & finance

    Build executive visibility with board-ready reports, budgeting templates, and staffing models.

    Annual planning model combining bookings, overrides, and fees
    Headcount planning grid aligned to booking volume
    KPI cadence agenda for weekly leadership syncs
    Budget vs. actual variance report linked to Collab data

    From download to deployment

    Follow these milestones to activate every template in your Collab workspace.

    Import your templates

    Drag-and-drop spreadsheets, documents, and portal experiences directly into Collab. Our importer keeps formatting intact while mapping fields to your CRM objects.

    Automate your workflows

    Pair every template with triggers that assign tasks, send communications, and notify suppliers the moment a trip milestone changes.

    Measure adoption & ROI

    Use built-in analytics to monitor utilization across advisors, track response times, and highlight templates driving the highest conversion rates.

    Template formats included

    Every download comes with multiple versions so you can roll out quickly using your team's preferred tools.

    Google Sheets

    Connected worksheets with formulas and data validation

    Excel

    Ready-made workbooks for finance and revenue teams

    Notion

    Documentation and process trackers for internal knowledge bases

    Collab CRM

    One-click imports that instantly create pipelines, tasks, and automations

    Need a hands-on buildout?

    Partner with Collab's onboarding specialists to configure workflows, dashboards, and automations tailored to your destinations and supplier agreements.

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