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Easy from the first hello

How the planning process works

From the first conversation to vacation day, here are the seven steps to planning and booking your trip with The Motley Guide.

  1. 01

    Reach out to The Motley Guide

    Tell me you’re ready to plan and book a vacation, and share any early ideas you have.

    Two people communicating through messages
  2. 02

    Complete your client intake form

    I’ll send you a form to fill out, then we’ll discuss the key details of the vacation you have in mind.

    A form being completed with checked items
  3. 03

    Review your proposal

    I’ll email you a personalized proposal. Take a look and let me know what you like or what you’d like to change.

    A traveler reviewing and deciding on a vacation proposal
  4. 04

    Approve and secure your booking

    Once you approve the proposal, I’ll collect your payment information through a PCI-compliant invoice or by phone, based on what you’re comfortable with, and process the payment with the travel partner to secure your booking.

    PAID
  5. 05

    Then the waiting begins

    Your plans are in place. Now it’s time to look forward to the vacation and get ready to go.

    Clock representing the wait until vacation
  6. 06

    One week to go—CHA CHING!

    Travel rewards are dispersed one week before your scheduled departure.

    Cash and coins representing travel rewards$$
  7. 07

    Vacation time!

    Bon voyage! It’s time to enjoy the trip you planned.

    Cruise ship sailing on the ocean for Bon VoyageBON VOYAGE

Ready to get started?

Request a vacation quote ↗