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Vacation Planning process

Travel Planning Process

Step 1: Discovery Call

Step 3: Choose and Reserve

Step 1: Discovery Call

Consult Call Includes: 


Introductions and understanding what type of trip you are looking for with our concierge travel service. 

Get clear on dates and duration for your vacation planning. 

Understand what is most important to you on this vacation, whether it’s relaxation, unique experiences, adventures, or family time. 

Are there any specific interests to focus on? Examples include sports, water sports, hiking/fishing, cultural, or wine/food experiences.

Discuss Planning Fees. 

Define timeline for when itinerary trip options will be sent to you.

Decide on how you’d like trip options delivered. Options include: a walk-through call, a walk-through video, or for simpler trips, a link via email or text.

Step 2: Trip Options

Step 3: Choose and Reserve

Step 1: Discovery Call

Post Discovery Call: 


As your dedicated concierge travel service, I will research the best flights, accommodations, dining, and excursions tailored to your needs. I will create 2-3 itinerary options for you to choose from. These itineraries can include airfare, accommodations, excursions, transfers, and dining options, aligned with your vacation planning requirements discussed during our consult call. Trip options will be delivered in your preferred manner by the date we agreed upon in the consult call.

Step 3: Choose and Reserve

Step 3: Choose and Reserve

Step 3: Choose and Reserve

Post Itinerary Delivery: 


  • Sign travelXtribe Terms & Conditions 
  • Request any itinerary adjustments
  • Make your Itinerary choices
  • Provide Credit Card Authorization
  • Accept/Decline Travel Insurance
  • Reservation Payments made
  • Email Confirmations sent
  • All Details added to Itinerary


Please note:  

Pricing is not locked in until the deposit is made.  Prior to deposit, pricing can go up or down.  It is important that we work together in a prompt manner to avoid price fluctuations. 

What to expect after Reservation are made

You can expect a concierge level experience when working with me. 


The trip planning, itinerary decisions, and reservation deposits are just the beginning of our engagement. As your travel expert, I will support you from our initial consultation call until you return from your amazing vacation.


My vacation planning services include: 


  •  Access to a digital trip itinerary at no charge (app and web-based platform)
  • Accommodation recommendations and reservations
  • Excursion recommendations and reservations
  • Travel insurance options to ensure you have coverage if unexpected events occur
  • Pre or post-night cruise accommodation/excursion options
  • Airfare and reservation assistance, if requested
  • Restaurant recommendations and reservation assistance, if requested
  • Confirmation of all reservations two weeks prior to your travel dates (included)
  • Availability for any questions before, during, and after your travels
  • Packing list recommendations for destination(s) sent two weeks prior to travel
  • Guidance on any visa or entry requirements
  • Information on any country-specific guidelines for foreigners to consider

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Contact Information:

peggy@travelxtribe.com

720-245-7962

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