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Travel Agency Business Plan Template

Written by Dave Lavinsky

Travel Agency Business Plan

You’ve come to the right place to create your Travel Agency business plan.

We have helped over 10,000 entrepreneurs and business owners create business plans and many have used them to start or grow their travel agencies.

Below is a template to help you create each section of your Travel Agency business plan.

Executive Summary

Business overview.

My Itinerary Travel Agency is a new travel agency located in Boca Raton, Florida. The company is founded by Sandra Rodriguez, an experienced travel agent who has gained valuable knowledge on how to run a travel agency during the past ten years while working at Fun Destinations Travel Agency. Now that Sandra has experienced managing a travel agency, she is ready to start her own company, My Itinerary Travel Agency. Sandra is confident that her organizational and communication skills, combined with her understanding of business management, will enable her to run a profitable travel agency of her own. Sandra is recruiting a team of highly qualified professionals to help manage the day-to-day complexities of running a travel agency – sales and marketing, vendor relationships, customer relationship management, budgeting, and financial reporting.

My Itinerary Travel Agency will provide a full suite of travel planning services for individuals nationwide through its sophisticated online platform and accompanying customer app. My Itinerary Travel Agency will be the go-to travel agency for personalized service, convenience, and expertise of its travel agents. The company will be the ultimate choice for customer service while offering the best travel accommodations available.

Product Offering

The following are the services that My Itinerary Travel Agency will provide:

  • Airline travel bookings
  • Tour and travel package sales
  • Accommodation reservations and bookings
  • Cruise bookings
  • Car rental reservations
  • Travel ticket sales and reservations
  • Tour ticket sales and reservations

Customer Focus

My Itinerary Travel Agency will target individuals nationwide who are looking for personalized and convenient travel planning services. The company will target vacationers, tourists, and business travelers who are seeking the best deals on premium accommodations. No matter the customer, My Itinerary Travel Agency will deliver the best communication, service, and the best prices.

Management Team

My Itinerary Travel Agency will be owned and operated by Sandra Rodriguez. Sandra is a graduate of Florida University with a degree in business. She has over ten years of experience working as a travel agent for another local agency. Sandra will be the company’s chief executive officer. She will oversee the travel agency staff, manage customer relationships, and build vendor relationships.

Sandra has recruited sales and marketing expert, Sara Anderson, to be the company’s chief marketing officer and help oversee travel agency’s sales and marketing activities. Sara will handle all branding, marketing, advertising, and outreach for the company. She will also create and maintain the company’s online and social media presence. Sara has a Master’s degree in Marketing and has nearly ten years of experience working as a marketing director for a leading travel industry corporation.

Success Factors

My Itinerary Travel Agency will be able to achieve success by offering the following competitive advantages:

  • Skilled team of travel agents combined with the latest technology in the industry will allow the company to provide its clients with personalized service and modern convenience to make planning their trip easy and efficient.
  • The members of the leadership team have long standing relationships with a large pool of vendors, allowing them to provide clients with the best deals possible on premium accommodations.
  • The company offers a variety of modes of communication to better serve more clients’ preferences. Customers can speak with a travel agent in person, via telephone, video call, email, or chat through the website or app. Support is available 24/7 to ensure all clients’ questions and concerns are promptly attended to.

Financial Highlights

My Itinerary Travel Agency is seeking $290,000 in debt financing to launch its travel agency. The funding will be dedicated towards securing the office space, and purchasing office equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff and marketing expenses. The breakout of the funding is below:

  • Office build-out: $110,000
  • Office equipment, supplies, and materials: $70,000
  • Three months of overhead expenses (payroll, utilities): $90,000
  • Marketing costs: $10,000
  • Working capital: $10,000

The following graph below outlines the pro forma financial projections for My Itinerary Travel Agency.

Company Overview

Who is my itinerary travel agency.

My Itinerary Travel Agency is a newly established travel agency in Boca Raton, Florida. My Itinerary Travel Agency will be the first choice for anyone seeking a personalized approach, 24/7 support, and streamlined technology to make trip planning easy. The company will serve customers nationwide from their headquarters in Florida.

My Itinerary Travel Agency will be able to guarantee the best deals possible thanks to the leadership team members’ long standing relationships with a large network of vendors in the hospitality, transportation, and entertainment markets. The company’s team of highly qualified travel agents will provide personalized service to each client, removing the uncertainty and hassles associated with finding and booking the right accommodations.

My Itinerary Travel Agency History

My Itinerary Travel Agency is owned and operated by Sandra Rodriguez, an experienced travel agent who has gained valuable knowledge on how to run a travel agency during the past ten years while working at Fun Destinations Travel Agency. Now that Sandra has experienced managing a travel agency, she is ready to start her own company, My Itinerary Travel Agency. Sandra is confident that her organizational and communication skills, combined with her understanding of business management, will enable her to run a profitable travel agency of her own. Sandra is recruiting a team of highly qualified professionals to help manage the day-to-day complexities of running a travel agency – sales and marketing, vendor relationships, customer relationship management, budgeting, and financial reporting.

Since incorporation, My Itinerary Travel Agency has achieved the following milestones:

  • Registered My Itinerary Travel Agency, LLC to transact business in the state of Florida
  • Has identified the ideal location for the company’s office and is in the process of securing a lease
  • Reached out to numerous contacts to include transportation, hospitality, and entertainment companies to begin securing vendor contracts
  • Began recruiting a staff of accountants, travel agents, and other office personnel to work at My Itinerary Travel Agency

My Itinerary Travel Agency Services

  • Airline travel comparisons and bookings

Industry Analysis

The U.S. travel agency industry is valued at $48.5B with more than 90,600 businesses in operation and over 318,600 employees nationwide. Factors currently driving industry growth include an increase in domestic tourism and travel for overnight trips, vacations, and business purposes. More domestic travel typically results in more consumers using travel agencies to book their trips. The travel agency industry can be segmented by brick-and-mortar establishments or online businesses. The global market size for the online travel agency segment reached $432B last year and is expected to rise as more people use the internet to book their trips. The travel agency industry relies heavily on the use of technology. Industry operators must stay up-to-date on the latest travel technology in order to remain competitive in the market.

One of the most significant hurdles for travel agency operators is attracting customers in the age of do-it-yourself booking. Now that customers are able to book many of their travel accommodations themselves, travel agents must be able to demonstrate why booking with them is a better option. Some ways industry operators can add value are by providing personalized services, promotional discounts, and helpful information about accommodation options.

Customer Analysis

Demographic profile of target market.

My Itinerary Travel Agency will target individuals nationwide who are looking for personalized and convenient travel planning services. The company will target vacationers, tourists, and business travelers who are seeking the best deals on premium accommodations. No matter the customer, My Itinerary Travel Agency will deliver professional communication, service, and the best prices.

The precise demographics for Boca Raton, Florida are:

Customer Segmentation

My Itinerary Travel Agency will primarily target the following customer profiles:

  • Individuals and families planning a vacation
  • Business travelers
  • Individuals and families in need of accommodations for events such as weddings, reunions, or conventions

Competitive Analysis

Direct and indirect competitors.

My Itinerary Travel Agency will face competition from other companies with similar business profiles. A description of each competitor company is below.

Fun Destinations Travel Agency

Fun Destinations Travel Agency is one of the largest and oldest travel agencies in Florida. The company was founded in 1958 in Boca Raton with one small office location. Now, the company has over 50 locations throughout multiple states. Fun Destinations specializes in booking accommodations for family vacationers. The company books accommodations near key family destinations such as theme parks, resorts, and tourist attractions. Fun Destinations is family owned and operated so the founders are familiar with the hassles associated with planning a family vacation. For this reason, Fun Destinations focuses on booking the best family-friendly accommodations so its clients can relax and enjoy the family fun.

Best Fit Vacations Travel Agency

Best Fit Vacations Travel Agency is a small travel agency catering to Boca Raton locals from its central office and nationwide clients via its online booking platform. The company was established in 1995 with the mission of providing vacation accommodations that will be “the best fit” for every client. Best Fit Vacations is owned and operated by industry professionals that have extensive experience working with vendors to negotiate the best deals for clients. The company strives to get the lowest prices for every booking and regularly finds additional savings and discounts other agencies might not know about.

Trustworthy Travel Agency

Trustworthy Travel Agency is a Boca Raton, Florida-based travel agency that provides superior service to its consumers. The company is able to provide a wide variety of travel accommodation bookings for customers in the area. Trustworthy Travel Agency has three locations throughout the state and operates an online booking platform for nationwide travelers. Customers can book online or over the phone at their convenience. The company uses an algorithm that finds the lowest prices on travel, lodging, and other accommodations across the country.

Competitive Advantage

My Itinerary Travel Agency will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

My Itinerary Travel Agency will offer the unique value proposition to its clientele:

  • My Itinerary Travel Agency offers the best deals through its extensive vendor network.
  • The company offers personalized customer service, a variety of communication modes, and 24/7 support.

Promotions Strategy

The promotions strategy for My Itinerary Travel Agency is as follows:

Social Media Marketing

The company’s chief marketing officer will create accounts on social media platforms such as LinkedIn, Twitter, Instagram, Facebook, TikTok, and YouTube. She will ensure My Itinerary Travel Agency maintains an active social media presence with regular updates and fun content to get customers excited about traveling.

Professional Associations and Networking

My Itinerary Travel Agency will become a member of professional associations such as the Travel Agency Association, American Travel Agents Society, and the Florida Travel Industry Association. The leadership team will focus their networking efforts on expanding the company’s vendor network.

Print Advertising

My Itinerary Travel Agency will invest in professionally designed print ads to display in programs or flyers at industry networking events. The company will also invest in professional ads to place in travel magazines and local publications.

Website/SEO Marketing

My Itinerary Travel Agency’s chief marketing officer will design the company website. The website will be well organized, informative, and list all the services that My Itinerary Travel Agency is able to provide. The website will also list testimonials from happy customers.

The chief marketing officer will also manage My Itinerary Travel Agency’s website presence with SEO marketing tactics so that when someone types in a search engine “best travel agency” or “travel agency near me”, My Itinerary Travel Agency will be listed at the top of the search results.

The pricing of My Itinerary Travel Agency will be on par with (and often lower than) competitors so customers feel they receive value when purchasing the company’s services.

Operations Plan

The following will be the operations plan for My Itinerary Travel Agency.

Operation Functions:

  • Sandra Rodriguez will be the chief executive officer for the company. She will oversee the travel agents, vendor relationships, and customer relations. Sandra has spent the past year recruiting the following staff:
  • Sara Anderson – chief marketing officer who will oversee all marketing strategies for the company and manage the website, social media, and outreach
  • Tom Brown – accountant who will provide all accounting, tax payments, and monthly financial reporting for the company
  • Christopher Jones – lead customer support manager who will directly oversee all customer support activities

Milestones:

My Itinerary Travel Agency will have the following milestones complete in the next six months.

12/1/2022 – Finalize contract to lease the office

12/15/2022 – Finalize personnel and staff employment contracts for the My Itinerary Travel Agency management team

1/1/2023 – Begin build-out/renovation of the office, and purchase office equipment and supplies

1/15/2023 – Begin networking at industry events and implement the marketing plan

2/15/2023 – Finalize contracts for initial vendors

3/15/2023 – My Itinerary Travel Agency officially opens for business

Financial Plan Business Plan FAQs

Key revenue & costs.

The revenue drivers for My Itinerary Travel Agency are the commissions earned as a percentage of bookings from vendors and fees charged to customers for consultations and services.

The cost drivers will be the overhead costs required in order to staff a travel agency firm. The expenses will be the payroll cost, utilities, greenhouse equipment and supplies, and marketing materials.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

  • Average accommodations booked per month: 9,000
  • Average commissions per month: $15,000
  • Overhead costs per year: $640,000

Financial Projections

Income statement, balance sheet, cash flow statement, what is a travel agency business plan.

A travel agency business plan is a plan to start and/or grow your travel agency business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your travel agency business plan using our travel agency Business Plan Template here .

What are the Main Types of Travel Agencies?

There are a number of different kinds of travel agencies , some examples include: independent agency, host agency or franchise.

How Do You Get Funding for Your Travel Agent Business Plan?

Travel agencies are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.  This is true for a travel agent business plan and a tour and travel business plan.

What are the Steps To Start a Travel Agency Business?

Starting a travel agency business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Travel Agent Business Plan - The first step in starting a business is to create a detailed business plan for your travel agency  that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your travel agency business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your travel agency business is in compliance with local laws.

3. Register Your Travel Agency Business - Once you have chosen a legal structure, the next step is to register your travel agency business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your travel agency business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Travel Agency Equipment & Supplies - In order to start your travel agency business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your travel agency business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful travel agency business:

  • How to Start a Travel Agency Business

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Travel Agency Business Plan Template

Written by Dave Lavinsky

Growthink.com Travel Agency Business Plan Template

Over the past 20+ years, we have helped over 10,000 entrepreneurs and business owners create business plans to start and grow their travel agencies. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a travel agency business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your travel agency as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan

If you’re looking to start a travel agency or grow your existing travel agency you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your travel agency in order to improve your chances of success. Your travel agency business plan is a living document that should be updated annually as your company grows and changes.

Source of Funding for Travel Agencies

With regards to funding, the main sources of funding for a travel agency are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

The second most common form of funding for a travel agency is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan.

Finish Your Business Plan Today!

Your travel agency business plan should include 10 sections as follows:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of travel agency business you are operating and the status; for example, are you a startup, do you have a travel agency that you would like to grow, or are you operating a chain of travel agencies.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the travel agency industry. Discuss the type of travel agency you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.

Company Analysis

In your company analysis, you will detail the type of travel agency you are operating.

For example, you might operate one of the following types:

  • Commercial Travel Agencies : this type of travel agency caters to business travelers. These agencies specialize in tracking down deals for business travelers to help companies manage travel costs.
  • Online Travel Agencies : this type of travel agency exists only in cyberspace. They provide clients with the convenience of online booking and discounts that are available only to professional travel agencies.
  • Niche Travel Agencies : this type of travel agency provides clients with specialized knowledge of a region.
  • Membership Associations : Memberships associations give travelers access to the organization’s travel planning services for the cost of an annual membership rather than charging per transaction. This type of agency offers the most benefit to frequent travelers.

In addition to explaining the type of travel agency you operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include sales goals you’ve reached, new location openings, etc.
  • Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the travel agency business.

While this may seem unnecessary, it serves multiple purposes.

First, researching the travel agency industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your strategy particularly if your research identifies market trends. For example, if there was a trend towards glamping, it would be helpful to ensure your plan calls for plenty of luxury camping packages.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your travel agency business plan:

  • How big is the travel agency business (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential market for your travel agency. You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your travel agency business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: sports enthusiasts, soccer moms, baby boomers, businesses, etc.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of travel agency you operate. Clearly baby boomers would want a different atmosphere, pricing and product options, and would respond to different marketing promotions than businesses.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most travel agencies primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other travel agencies.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes customers making travel arrangements themselves at home. You need to mention such competition to show you understand that not everyone who travels uses travel agency services.

With regards to direct competition, you want to detail the other travel agencies with which you compete. Most likely, your direct competitors will be travel agencies located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

  • What types of customers do they serve?
  • What products do they offer?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you provide better travel packages?
  • Will you provide products or services that your competitors don’t offer?
  • Will you make it easier or faster for customers to book your offerings?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a travel agency business plan, your marketing plan should include the following:

Product : in the product section you should reiterate the type of travel agency that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to regular accommodation and transportation booking, will you offer items such as tour packages and excursions?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the packages you offer and their prices.

Place : Place refers to the location of your travel agency. Document your location and mention how the location will impact your success. For example, is your travel agency located next to a heavily populated office building, or highly trafficked retail area, etc. Discuss how your location might provide a steady stream of customers.

Promotions : the final part of your travel agency marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Making your travel agency’s storefront extra appealing to attract passing customers
  • Distributing travel brochures outside the travel agency
  • Advertising in local papers and magazines
  • Reaching out to local bloggers and websites
  • Social media advertising
  • Local radio advertising
  • Banner ads at local venues

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your travel agency such as serving customers, procuring supplies, keeping the office clean, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 1,000th customer, or when you hope to reach $X in sales. It could also be when you expect to hire your Xth employee or launch a new location.

Management Team

To demonstrate your travel agency’s ability to succeed as a business, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally you and/or your team members have direct experience in the travel agency business. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in travel agencies and/or successfully running retail and small businesses.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you serve 50 customers per week or 100? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : While balance sheets include much information, to simplify them to the key items you need to know about, balance sheets show your assets and liabilities. For instance, if you spend $100,000 on building out your travel agency, that will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100.000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a travel agency:

  • Location build-out including design fees, construction, etc.
  • Cost of equipment like computers, website/platform, and software
  • Cost of marketing materials and maintaining an adequate amount of supplies
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your store design blueprint or location lease.

Travel Agency Business Plan Summary

Putting together a business plan for your travel agency is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the travel agency business, your competition and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful travel agency.

Travel Agency Business Plan FAQs

What is the easiest way to complete my travel agency business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Travel Agency Business Plan.

Where Can I Download a Travel Agent Business Plan PDF?

You can download our travel agent business plan PDF template here. This is a business plan template you can use in PDF format.

What is the Goal of a Business Plan's Executive Summary?

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Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.  

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Travel Tour Agency Sample Business Plan

Start-up your travel tour agency with a business plan similar to this detailed example..

ExpertHub Staff

Related Topics

Car wash business plan, event planning sample business plan, coffee shop business plan.

Starting your own travel tour agency but don’t know how to compile your business plan? Here’s an example of a dummy company’s business plan to get you thinking about how to create yours.

Travel Tour Agency Business Plan

1. executive summary.

The tourism industry has undergone rapid growth of unsurpassed nature over the last several decades. This has mainly been due to the advent of a ‘borderless’ world and increased information dissemination about the majestic sceneries throughout the world, with the southern African region being no exception.

We are on the brink of penetrating a lucrative market in a rapidly growing industry. The current trend towards an increase in the number of tourists entering the country presents an opportunity for Sephats Tours to penetrate the market.

An opportunity for Sephats Tours’ success exists because the national tourism industry is growing at a rapid pace annually.

Sephats Tours is poised to take advantage of this growth and moderate competition in the city travel portion of the industry, with a dedicated and experienced staff, excellent networking, and effective management and marketing. Sephats Tours intends to provide travel and adventure packages to tourists primarily in the Southern region, but also the whole of Botswana.

Services and products provided by Sephats will initially include pre-arranged tours, custom packages according to clients specifications, travel consultation, and as time progresses making reservations for lodging amongst other related services. Sephats Tours seeks to differentiate itself as the premier adventure mobile operator in the greater Gaborone area.

Our services will be positioned very carefully: They will be of extremely high quality, comfortable, informative and tailored to the clients needs such that they will enable individuals to have a greater appreciation of the natural environment and its intricacies.

Our marketing strategy will be based mainly on ensuring customers know about our existence and the service(s) we fulfill. Hence our intention is to make the right information available to the right target customers. This will be done through implementing a market penetration strategy that will ensure that we are well known and respected in the tourism industry.

We will ensure that our prices take into consideration peoples’ budgets, that these people appreciate the service(s), know that it exists, and how to contact us. The marketing will convey the sense of quality in every picture, every promotion, and every publication.

Our promotional strategy will involve integrating advertising, events, personal selling, public relations, direct marketing and the Internet, details of which are provided in the marketing section of this plan.

It is important to recognise that we do not intend to just take individuals on sightseeing excursions, but also to ensure that they appreciate nature through informative briefings on objects’ origins.

This element will assist in differentiating us from our competitors and contribute towards the development of a sustainable competitive advantage.

Hence we need to engage the right people in the right place at the right time if we are to ensure optimum growth. We intend to develop our team so that our people can grow as the company grows – a mutually beneficial relationship.

We project sales to increase from more than P350,000 (Botswana Pula [P]) the first year to more than P556,500 the second, and P630,000 in the third year.

In a nutshell, we do not just intend to market and sell our service, but to market and sell travel solutions and a total-quality environment. This will ensure we establish a reputable corporate image.

1. Objectives

Business-man-travelling

Our business strategy will revolve around the need to provide quality service to our various target customers, in the process fully satisfying their needs. This shall be undertaken through recruitment of a professional team and the provision of good quality custom-designed travel packages, catering to the client’s particular needs.

With time our marketing campaign will increase the awareness of our services in the various market segments we shall be targeting. This is particularly so with the organisation looking at establishing a clear advantage(s) in an increasingly competitive market.

We will provide clients with the opportunity to focus on their core activities whilst their transportation side needs are fully satisfied. Marketing material shall be professionally done so as to be reflective of our intended image and reputation.

We shall position ourselves as a quality commercial transportation operator that provides customer-need fulfillment, enjoyment, reliability and a good image. We intend to establish a good rapport with all the relevant stakeholders, especially hotels and travel agents.

We also intend to have well-designed brochures and other promotional material that will enable clients to have an understanding of the types of services we offer and advantages of utilising them.

In addition well-done, informative brochures, fact sheets and business cards often have a triggering effect on clients contemplating utilising our services. Hence this will undoubtedly generate increased sales of our service.

In summary we intend to attain the following objectives:

  • Continuously provide enjoyable quality excursions/trips on time and on budget.
  • Develop enthusiastically satisfied customers all of the time.
  • Establish a market presence that assures short-term and long-term profitability, growth and success.
  • We are fully committed to supporting growth and development in the tourism and overall economy of Botswana.
  • Contribute positively to our communities and our environment.

Internally we intend to create and nurture a healthy, exuberant, respectful, and enjoyable environment, in which our employees are fairly compensated and encouraged to respect the customer and the quality of the service we intend to provide.

In addition follow-up will be mandatory so as ensure customer satisfaction and make any improvements as recommended by the customers in future.

We seek fair and responsible profit, enough to keep the company financially healthy for the short and long term, and to fairly remunerate employees for the work and effort.

3. Keys to Success

The keys to Sephats Tours success will undoubtedly be effective market segmentation through identification of several niche markets and implementation strategies.

Along these lines the company intends to implement advertising, personal selling and direct marketing strategies to the target markets.

Our personal selling marketing strategies will rotate around keeping in touch with hotels and travel agencies for major customers, and advertising for more individual customers.

Hence our key success factors will include the following:

  • Excellence in fulfilling the promise: We intend to offer completely enjoyable, comfortable and informative travel excursions that will ensure that travelers are thoroughly satisfied and appreciative at the end of their trip.
  • Timely response to customers’ requests: We cannot afford to delay our clients for whatever reason, as this will have a negative bearing on our image and reputation, including future business. Hence we need to be continually communicating with the client, including hotels and lodges so as to ensure that we are constantly available to the client meeting their expectations.
  • Solid and fruitful strategic alliances : Considering the nature of our services and our relative infancy on the market, we realise the importance of establishing and maintaining fruitful strategic alliances with various stakeholders, including hotels, lodges, and travel agencies, amongst others, so as be assured of a constant flow of customers, fulfilling their needs at every opportunity.
  • Marketing know-how: As a relatively new company on the market there will be a need to aggressively market our business and the services we provide so as to be continuously at the top of our prospective clients minds. This will also act as a temporary deterrent for companies contemplating entering our market. Advertising shall be undertaken on a regular basis.

2. Company Summary

Travel-insurance

Sephats Tours intends to provide individual and group travel to leisure clients.

Services and products provided by Sephats will initially include pre-arranged tours, custom packages according to clients specifications, travel consultation, and as time progresses making reservations for lodging amongst other related services.

Sephats Tours seeks to differentiate itself as the premier adventure travel company in the greater Gaborone area.

As it grows it will take on people and expand into related markets and services. It will also look for additional leverage by establishing relationships and representations with appropriate strategic allies.

1. Company Ownership

Sephats Tours is a Private Limited company incorporated at the Registrar of Companies through the foresight and vision of Mr. X and Mrs. Y. It is a 100% wholly owned Botswana firm.

2. Start-up Summary

Thus far the directors have contributed one hundred and sixty seven thousand pula (P167,000) to purchase a Mercedes Benz mini bus currently in its possession and P30,000 for cash expenses. Total start-up expenses covered (including legal costs, business plan compilation, license costs and related expenses) come to approximately P5,000.

3. Company Locations and Facilities

At present the company offices are located at Plot Number 28338, Block 3, Belabela road opposite Gaborone Television Station, near Hill Crest Primary School.

However, as time progresses the intention is to move into more accessible and attractive offices in a prime area. This regardless of the fact that our type of business is not too dependent on office location and size.

3. Services

travel-passport

Sephats Tours is a travel company that intends to deliver leisure travel excursions to customers. Sephats intends to guide customers in selecting a trip(s) based on pre-defined vacation criteria. This analysis will be based on user profiles, set by the consumers, which includes preferences such as:

  • Activities sought
  • Destination, and
  • Time of Travel

A traveler will hence be able to select areas of interest based on their preferences and subsequently identify destinations to visit.

The intention is to provide customers with access to exclusive travel destinations, service to fully appreciate destinations through information packages, not just sight-seeing, and access to special interest travel according to the group’s/individual’s preferences.

1. Competitive Comparison

There are presently few competitors offering services similar to ours. However considering the pace of change and current growth rate of the tourism industry luring many companies into the sector, this may be short-lived.

Hence there will be a need to not only firmly establish ourselves on the market, but also strongly differentiate ourselves from these other businesses. However on a broader scale our competition comes in several forms:

The most significant competition are hotels and travel agencies offering travel excursions to their clients. They undertake this service in order to establish a competitive advantage over their competitors.

However, instead of directly competing with them we intend to establish good working relationships in the form of strategic alliances such that we are able to offer the service for their clients and thus enabling them to concentrate on their core activities whilst ensuring customers are fully satisfied.

Our key advantage in this regard will be our specialty of the service and hence wide knowledge ensuring customer satisfaction at all times as well as flexibility in providing the service. Existing hotels, lodges and travel agencies may identify the opportunity to diversify into our intended services utilising their current client database.

Naturally, existing clients will be inclined towards utilising these familiar companies due to the fact that a good relationship may have already been nurtured over the years during their business dealings.

This presents a potential challenge to us, as we need to aggressively market our services and expertise in the field. Existing safari operators that mainly focus on the remote environs such as Maun and Kasane are at times able to compromise, offering excursions in and around Gaborone, though very rare. Hence we intend to focus on this market. An analysis of competition is provided in the Market Analysis section of this plan.

2. Service Description

Sephats Tours intends to offer the service and knowledge a discerning leisure traveler seeks whilst on vacation, with the intention of seeing and appreciating the numerous sights in the area.

Keeping in mind the comforts of a tourist, our fleet shall be very well maintained and designed as per customer standard and expectations. However not wanting to limit ourselves we intend to be open to special hire by churches, organisations, groups, schools and sports teams, amongst other related groups.

The game reserves and lodges that we intend to be our main destinations are:

  • Mokolodi Nature Reserve
  • Goborone Game Reserve
  • Gaborone Dam
  • The Oodi and Mochudi Craft Villages
  • Kolobeng and Thamaga
  • Khutse Game Reserve

Below is a briefing of several places of interest and their various attractions.

  • Mokolodi Nature Reserve: Set in a wide valley just 10 minutes drive from the city, this scenic reserve offers a well-developed network of game drives and stone and thatch chalets overlooking a water hole. Mokolodi also offers the rare opportunity to track rhino or to walk through the bush with young elephants. These excursions offer excellent photographic opportunities. Evening drives can include a bush braai giving visitors the chance to see the more unusual nocturnal creatures.
  • Gaborone Game Reserve: This 550 hectare reserve provides an ideal get-away for tourists who can see a remarkable range of wildlife in the park including rhino, eland, zebra, gemsbok, wildebeest, kudu, ostrich and impala, all on well-maintained bush roads that are designed for easy access. Bird watching in the Gaborone Game Reserve is excellent, particularly along the eastern edge, bounded by Notwane River, and it typifies the incredible diversity of bird life to be found throughout the Gaborone area.
  • Gaborone Dam: On the south bank a remarkably rich variety of bird and wildlife can be seen, including herds of impala, kudu and scuttling families of warthog. New picnic sites, which are currently under development will also provide places of interest. The Gaborone Yacht Club is the main attraction on the dam with its swimming pool, bar and wide verandah overlooking the water off a rocky koppie in the middle of the dam which often becomes an island in the wet season.
  • The Oodi and Mochudi Craft Villages: In Oodi the main attraction will be the Lenstwe-la-Oodi weavers. In Mochudi apart from traditionally decorated Setswana architecture, the tourists will find the most southerly baobab trees in Botswana and traditional crafts including the Ithuteng Tin Workshop and Ikgabiseng handmade jewelery. The Phuthadikobo Museum in Mochudi will also be an attraction site.

Other sites will include Matsieng Foot Point, Gemsbok National Park, Mabuasehube Game Reserve, Legaga la ga Kobokwe, Central Kgalagadi Game Reserve, Nxaii Pan and Khama Rhino Sanctuary.

Integrating the above places of interest into our tours we intend to be offering the following tours:

  • “Capital Crusade” – City Tour: This will be a professionally guided tour around the city centre including visits to the Main Mall, Finance Mall, National Museum, City Council Library, Gaborone Station, and House of Parliament including others. These tours shall be eye opening in terms of the normal Botswana town folk life style providing knowledge and information throughout the guided tour. Included in this package will be refreshments and information folders detailing the main sites and history of Gaborone. This tour will cover approximately 50 kilometers taking about half a day to complete. Cost: PX per person.
  • “Cultural Enrichment” – Cultural Tour: This shall involve tours to the main historical and cultural sites in and around Gaborone including Mokolodi Nature Reserve, Oodi and Mochudi Craft Villages, including the cultural dances. This tour shall reveal the ‘Kgotla’ – cultural villages, traditional paintings and art, as well as the traditional lifestyle. Obviously baobabs will make for good viewing. The tour package will include an information folder, guided tour and refreshments. This tour will cover approximately 200 kilometers taking the whole day to complete. Cost: PY per person.
  • “The Essence: Past & Present” – City & Cultural Tour: This will be a combination of the cultural tour and city centre excursion. This will be marketed as a “total package” enabling tourists with very little time to appreciate the Botswana lifestyle, both in the present and past. This tour will invariably take the whole day and cover approximately 250 kilometres. The tour package will include the information folder, guided tour, refreshments and a picnic lunch. Cost: PZ per person.

3. Macro-environment

At a large scale research demonstrates that tourism is undergoing a rapid growth of unsurpassed nature. Generally there is a trend towards shorter stays but increased visits, as individuals strive to experience as many cultures as possible, including seeing as many attractions as possible.

Increasingly Botswana is being marketed as “one of the few places in Africa where game sanctuaries have remained completely unspoiled.

A destination that unlocks the mystery of nature – an oasis in a wilderness which is an ideal escape for nature lovers. Very little of this fascinating country has seen human habitation – this is true Africa in all her remoteness and authenticity.

With such marketing in place the number of tourists entering the country is bound to increase, presenting a larger potential market for ourselves. This potential market is what we seek to tap.

4. Sales Literature

The business will begin with a general corporate brochure establishing its position on the market. This brochure will be developed as part of the start-up expenses including the business cards and Company Profile, mainly for the large organisations that often recommend services to potential customers.

Compliment slips are also intended so as to raise awareness of the company and its services. We also intend to have information pamphlets that will provide information on our various tour packages. Literature and mailings for the initial market forums will be very important.

5. Fulfillment

The key fulfillment and delivery will be provided by the employees of the company. The real core value will be professional expertise, provided by a combination of expertise, experience, hard work, and education (in that order). Hence we intend to ensure that the work we undertake is always thorough and relevant to the clients’ needs.

We will turn to reputable companies for supplying the necessary individuals and groups for our services. Hence the need to establish good relationships with our strategic allies.

6. Technology

Sephats Tours will strive to ensure that it contains the latest, or extremely recent personal computer including relevant software so as to ensure that the company is continuously at the forefront in our market arena.

The one certainty in our industry is that technology will continue to evolve and develop, changing what we market as well as how we market it. Our aim will be to be aware of the implications of this new technology and utilizing it in our existing framework where possible. However it should be noted that as we are new on the market it will take some time before we have in place our own website and other multimedia presentations.

With time we also intend to have the latest and most efficient software in place to enable smooth operations.

7. Future Services

In putting the company together we have attempted to offer enough services to allow us to always be in demand by our customers and clients. The most important factor in developing future services/products is market need.

Our understanding of the needs of our target market segments shall be one of our competitive advantages. It is critical to our effort to develop the right new services. In the future, Sephats Tours intends to broaden its coverage by expanding into additional markets.

One of the main services it aims at providing is to become a destination management company that brings alive the magnificence of this country to the traveler. This will be done by co-coordinating the traveler’s entire experience from hotel bookings, safaris and tours, greeting and porter services, and to tour packages and incentives. However in doing so we will strive to ensure that it is compatible with the existing products and company personnel.

As time progresses the intention will to provide a Southern Africa tour package covering the whole of southern Africa.

4. Market Analysis Summary

Tour-bus

We are today experiencing a rapid growth in the economy of unsurpassed nature. This has been brought about by, amongst other things, the relaxation of foreign exchange policies and macroeconomic policies geared towards attracting foreign investors into the country.

The fiscal and monetary policies of the government geared towards maintaining growth with social justice have largely contributed towards this, evidenced by our economy averaging a growth rate of 7% since 1990 – very high by international standards.

The current drive and emphasis by the government on diversification of the industrial base away from the minerals sector presents an opportunity for Sephats Tours to make a valuable contribution towards achieving this goal. Having undertaken a thorough and comprehensive research of the market we realized that there was a need for a tourist transport company that focuses on providing leisure excursions to tourists.

Though there are mobile operators currently on the market, some of whom have been in existence for a relatively long period of time, we believe that there is a market need for one that specializes on providing comfortable and enjoyable transport to tourists and visitors.

This, also considering the fact that, potentially Botswana’s richest natural resource, the tourism industry is becoming an increasingly important player in the economy and may in the long term prove even more valuable than mineral resources in earning foreign exchange.

Aware of the fact that operating in such a market is largely dependent on good networking, we intend to establish networks and strategic relationships with various hotels, lodges and travel agents to ensure a steady stream of clients.

However in so doing we intend to ensure that the service we provide is of extremely high quality and comfortable. Our initial overall target market share shall be 10% of the market, mainly focusing on the greater Gaborone area and southern Botswana.

We appreciate that entering such a market is not a ‘bed of roses’ and will require us establishing strong links with strategic partners as outlined previously. Hence we intend to implement an aggressive marketing strategy, well supported by the other business functions.

The above prognosis influenced our decision to enter the tourist transport industry.

1. Market Segmentation

We will be focusing on those foreign tourists seeking leisure travel and excursions whilst on vacation in Botswana, with the intention of letting them see and appreciate the numerous attractions in our country.

Though we realise that the majority of our tourists come from South Africa we shall be mainly targeting those from Europe and the Americas who often do not have transport or adequate knowledge about the country, unlike their South African counterparts who often do. Hence we shall be mainly targeting those who are not that mobile but wanting to see as many sites as possible.

These people often do not want to waste their money on hiring vehicles to move about by themselves, but instead want to be escorted around places of interest by a reliable source. Hence the need to professionally market ourselves and the services we provide, offering a service of uncompromised nature.

2. Target Market Segment Strategy

Our marketing strategy will be based mainly on making the right service(s) available to the right target customer. We will ensure that our services’ prices take into consideration organisations’ and peoples’ budgets, and that these people know that we exist, appreciate the value of our services, and how to contact us.

The marketing will convey the sense of quality in every picture, every promotion, and every publication. Our intension will be to target those individuals and groups looking for leisure activities and places to visit.

We realise the need to focus our marketing message and our service offerings. We need to develop our message, communicate it, and make good on it. The decision to establish strategic alliances with several hotels, lodges and travel agencies is aimed at tapping our target market effectively and efficiently.

2.1. Market Needs

Though the tourism sector has undergone rapid growth over the last decade the vast majority entering this sector have rushed to the North where we have the Okavango Delta, Chobe National Park, and other sites as attraction points.

Very few have focused on south and central Botswana. With this in mind we intend to exploit the untapped market in this area so as to provide our customers with a good service and realize our business objectives.

We understand that our target markets need more than just being shown the areas of interest but also to be informed about their significance and origins. Hence we don’t just intend to provide a service(s), but to provide one of unparalleled nature relative to the market.

2.2. Market Trends

Of all the uncertainty surrounding this industry, one fact is certain: tourism is here to stay. The only question is how large the industry will become and whether it can sustain, if not exceed, its current growth rate. However large the market ultimately becomes, the company strongly believes that travel will be an important component of this market place. Tourism statistics provide a reliable guide as to the size of the market.

According to the latest tourism statistics total arrivals for 1998 amounted to 1,351,798 representing an increase of approximately 12.65% from the previous year. Of the total arrivals in 1998 205,146 (15.2%) were holiday/tourists whilst 319,440 (23,6%) were visitors, both groups of which constitute our target market, totaling approximately 524,586 individuals.

Source: Tourism Statistics 1998 – Central Statistics Office .

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Travel and Tours Business Plan PDF to Achieve Your Business Goals

Streamline your travel and tours venture with our intuitive and customizable Travel and Tours Business Plan PDF. Seamlessly craft your business strategy, refine operational plans, and set the foundation for exceptional business growth.

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In today’s rapidly evolving travel industry, it’s crucial to plan and execute your travel and tours venture with precision and foresight. Our state-of-the-art Travel and Tours Business Plan PDF is designed to guide and streamline your business’s strategy and operations seamlessly. Whether you’re orchestrating intimate local tours, grand international expeditions, or specialized travel experiences, our plan provides the roadmap to navigate the complexities of the tourism sector successfully.

The Travel and Tours Business Plan PDF is specifically molded to the unique needs of your business model. It outlines vital aspects, from customer targeting, itinerary planning, partnerships, pricing strategies, to marketing and outreach. Its coherent structure ensures that every facet of your business, from supply chain management to customer feedback loops, is addressed, empowering you to plan and implement effectively.

Employing a robust Travel and Tours Business Plan PDF not only hones your strategic vision but also amplifies your operational efficiency. Detailed planning ensures optimal use of resources, maximized returns, and effective market positioning. Say goodbye to missed opportunities or logistical challenges. Adopt our Travel and Tours Business Plan PDF to propel your venture forward, fostering trust among partners and creating unforgettable experiences for your clients.

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Free Travel Agency Business Plan Template

Okay, okay. I know you’re crazy thrilled that you’ve found a free travel agency business plan template for your agency! I promise we’ve got a super razzly-dazzly one that will help you craft THE BEST travel agency business plan out there. So we’ll have you download your free travel agency business plan template in just a second, and then we’ll walk you through the different pieces of the business plan in the article.

Sound like a (business) plan?!

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What Is the Purpose of a Travel Agency Business Plan?

Here's a sneak preview of what you can expect from HAR's business plan below. (Need no convincing? Download it here .)

Business plans got their start as a way for banks to vet new businesses before deciding to give them a loan. After all, people that have thought long and hard about their business and taken the time to painstakingly write down all the steps and intricacies have a higher likelihood of success.

Now when it comes to travel agencies, you may think having a business plan is overkill or outdated. Sure, if you’re opening a storefront agency or a franchise you may need some capital from the bank/investor so a business plan may be a necessity. But now that most agencies are home-based, the median start-up cost for a non-franchise travel agency is $1,000 . If you’re not getting a loan, do you really need a business plan?

If you’re starting a travel agency, here’s a few reasons why creating a travel agency business plan might be helpful to you:

  • Practical: it will help you feel prepared and confident as you make important business decisions.
  • Inspirational: it will help remind you what it is that inspired you to start a travel agency and what kind of impact you hope to have on your clients. The kinds of things that will remind you why you started all these shenanigans when logistical tasks like taxes get boring or complicated.

The other thing a travel agency business plan can do? It will help you describe your agency—the service you provide (do you have a niche?), the market in which you’re operating, the money you need to get started and keep going, and the people you need to help you get there (accountants? Sub agents? Bookkeeper? Web Developer?) In short, it can help you feel prepared and confident, and our free travel agency business plan is going to help you with that!

Download HAR’s Free Travel Agency Business Plan Template

We have a handy dandy (and free) travel agency business plan template for YOU, dear reader! Yay, it is the companion to this article.

We’re offering our travel agency business plan template free (no catch) because we want your new business to be off to the best start possible!

Alright, now you’ve downloaded our free travel agency business plan template, great! We’ve already filled it out for our fictional travel agency, Corona Travels , and now we need to work on personalizing this business plan to your travel agency.

To update your personal business plan template with your brilliant ideas, all you'll need to do is delete the sample description provided in the template and add in your own material! In the next section, we walk you through each part of the business plan. I recommend that as you read through the article, you compare the sections of the travel agency business plan template. That way, you'll have an explanation for each part with an example.

Let’s jump in and start tailoring the business plan template to your travel agency!

Hold up. Still need to get your agency set up? We have just the thing.

Now, a business plan template may feel like you're getting ahead of yourself if you haven't named and/or registered your business yet! If you still need to take strides to get your agency off the ground (your agency, name, niche, registration, host affiliation etc.) we have a course that will fast-forward that process.

Check out HAR's 7 Day Set Up Accelerator course to get your agency set up faster so you can start monetizing sooner! The course is written and taught by HAR Founder, Steph Lee, and professional Educator, Bridget Lee. It includes nine chapters with 70+ instructional videos, course quizzes, peer accountability, and monthly meet-ups with HAR members and industry experts.

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Now, let's go over the business plan!

Travel Agency Business Plan, Part 1: Overview

The overview is like an executive summary that briefly summarizes all aspects of your travel agency business plan. You can think of this as the “elevator pitch” of your travel agency business plan. Oddly enough, I like to do these summaries last, since then you’ll have all the info at your fingertips that you'll need to summarize.

So what details are you filling out in this first part of the travel agency business plan?

  • Name of Your Business: Not sure what your travel agency name is yet? We can help you with that .
  • Location: Is it your house? A PO box? A storefront? Your sister’s basement?
  • Your Travel Niche: Specializing as a travel agent is more important than ever. Selling travel is about much more than booking. It’s also about bringing knowledge, expertise, access, and resourcefulness to the table—all the qualities that help separate you from an OTA (online travel agency).
  • Your Target Client: Luxury? Families? LGBTQ? Cruisers? Boomers or Millennials? Honeymooners? Foodies? Who do you imagine your client to be and how will this shape the way you develop your travel agency?
  • Your Competition: Another way to look at this is, who are your industry peers? What might your customers consider if they don’t use you as a travel agent? (Try to think beyond OTAs like Expedia.)
  • The expertise of Management Team: Okay, so your management team might be you and the office dog (we know who’s the alpha in the office!). But even if that’s the case, this section is an opportunity to reflect on your strengths as a travel agency owner.
  • Financial Projections: Unless you’re coming into the industry with a book of business, this might seem intimidating. It’s hard to know what to expect right? But the good thing is we have an amazing resource for you: “ Travel Agency Startup Costs and Earnings: What to Expect ” Wow! Who knew?!
  • Travel Agency Mission Statement: This will help you remember why you did this in the first place, and remind you what kind of impact you hope your business will have on others! Warm fuzzies, right?!

And hey, we’re done with Part 1!! Just like that. ;)

I know you can barely contain your excitement to start reading about our next section, business foundations !

Travel Agency Business Plan, Part 2: Business Foundations

This section of your travel agency business plan provides background information on your agency. If you’re brand-spanking new, much of this information will be provided in the overview. If your business has roots, it may be a little more complex.

This section can include:

  • Legal Structure : What type of business is your agency? LLC? Sole Prop? S Corp? Has it changed over time?
  • Agency Founders and Their Role in the Formation of Your Travel Agency : Who are the founders and what are their roles?

Ah, that was a nice and easy section, wasn’t it? Now we need to start getting real. Yes, folks, the well-loved travel agency business plan template goes OCD in the next section!

Travel Agency Business Plan, Part 3: Product or Service

This section is where the rubber hits the road with your niche and will help you begin to think about developing preferred supplier relationships with your travel agency.

  • Products/ Services Provided: This may seem obvious—you sell travel! But if you’re considering providing other services (even if it’s a future goal), it will be important to consider that too. In addition to planning and booking travel, this may include: Coaching clients to book their own trips; trip consultations; wedding planning; providing education, training or mentorship to other agents; facilitating educational webinars (etc.); speaking at industry events.
  • Sales Projections: This is hard if you haven’t booked any travel yet. But consider what kind of travel you want to sell. How many clients are you booking? How many trips do you aim to sell weekly/monthly/annually?

This is a good opportunity to make financial goals for your travel agency. What kind of annual income are you aiming for? How much would you have to sell in one year to reach that?

If you are providing multiple services as a part of your travel agency business, what is the breakdown among those different services?

  • Industry Projections for Your Travel Services: We’ve done a lot of legwork for you on this one in our travel agency business plan template. But, if you want to add more, imagine this as describing the industry viability to someone who is not within the industry. What influences demand for your travel services? How is the health of the travel industry overall? Check out HAR's latest income survey results !

Now that you’ve dug into the details in this section, let’s move into the next section of your travel agency business plan that doesn’t tax your brain. It’s about management structures and it’s equal parts easy and boring (#honest).

Travel Agency Business Plan, Part 3: Management Structures

This will be a very fast exercise if you are opening your agency alone :). If you’re working for yourself, you may also want to consider outside organizations that influence your business:

  • If applicable, which host agency/franchise do you belong to?
  • If you or your host belongs to a consortium, which one?
  • What travel organizations are you a part of? (i.e. ASTA, IGLTA, PATH, CCRA etc.)
  • Since you are an independent agent, these outside organizations won’t have a direct stake in your business, but they may influence your day-to-day operations in some way.

If you're flying solo, you can probably stop here! But if you have or want to take on sub agents or employees you’ll want to do the above, and you’ll also need to go into more depth with your travel agency management structure below:

  • If applicable, create an organizational chart of your travel agency. You can think of this as a business version of a family tree. This will help you visualize who the players are and what roles they serve to your agency.
  • What value do the different management positions add to your travel agency?
  • What are the responsibilities of their positions?
  • Describe other ICs or employees/ positions and their responsibilities. How will they complement what you do for your agency? (i.e. Sell a different type of travel under your brand? Work on sales? Bookings only? Administrative assistant?)
  • If you have sub agents or employees, break down overall payroll expenses. What is their compensation? A commission split? A base salary? A combination of the two? Will you provide any bonuses or benefits if you have employees?
  • Do you anticipate future additions to your staff?

Phew! That was a long one. Well, you certainly nailed it. Kudos!

Travel Agency Business Plan, Part 3.2: Who Is Your Office Mascot?

This is probably the most important factor in building a business plan. How the heck are you going to get up and work every morning without a dog pushing their cold nose into your face, or a cat trying to use your neck as their personal radiator?

HAR dogs

Still with me? Okay, no more goofing off. Just wanted to throw in a fun interlude . . . I’ll get back to business now.

Travel Agency Business Plan, Part 4: Marketing Strategy

This section of your travel agency’s business plan will help you clarify some of your marketing goals in the long term.

  • Who are your major clients? Include names, location, and what kind of travel they prefer. What was the sales volume for each customer? Have they provided referrals for your business?
  • Who are prospective clients? Who might be other potential travel clients for you? Parenting class members? Your yoga class? Regulars at your favorite bookstore? Do you have a way to informally see how they might respond to your travel services?

Marketing Plan

What is your marketing plan? Consider things such as:

  • Your pricing. For example, if you want to charge fees.
  • How do you want to market to clients? Online, at wedding expos, in line at the grocery store?
  • What region do you want to target and if you want to target clients outside your locale, how do you plan to do so?
  • What is the flow of your services during planning, travel and post-trip? How do you plan on getting feedback from your customer once the travel is complete?
  • What are your marketing priorities ? Networking? Referral? Online? Social media?
  • Sales Strategy: Now that you have a list of potential clients and a marketing plan, how will you reach out to prospective clients? Host a cocktail hour? Send a mailing? Go to networking meetings? Do you need to outsource or delegate any tasks to help you with your sales efforts?

Are you ready to head on over to that travel agency business plan template you have a love-hate relationship with? Good, because you’re gonna read all about Corona Travels marketing strategy and how they plan on closing the leads they get . . . and maybe you can steal some of Sol’s ideas for your agency. :)

Travel Agency Business Plan, Part 5: Technology

What kind of tech do you need to help your agency get up and running, and what technology will you need to keep your travel agency machine humming? You don’t need everything at once, but you’ll want to have an idea of what you need to reach some travel agency milestones you’re going for.

You might want to consider things like:

  • Travel Agency Website
  • Read up on different website options for agencies
  • Customer Relations Management (CRM):
  • ClientBase Online
  • Online Scheduling Tools:
  • Itinerary Builders:
  • Axus Travel App
  • IT Explorer
  • Payment Processing (for fees)
  • Quickbooks Payments (use this link for 50% off first SIX months -- normally it's 3 months)
  • TESS (built into CRM)
  • Travel Joy (built into CRM)
  • WixPayments
  • Bookkeeping and Accounting
  • Google Sheets ( part of Google Workspace )
  • Mac Numbers
  • Quickbooks Online / Quicken (use this link for 50% off first SIX months -- normally it's 3 months)
  • Quickbooks Online (use this link for 50% off first SIX months -- normally it's 3 months)
  • Booking tools
  • Google Workspace : We have an exclusive 10% off promo code for Google Workspace! Just fill out the form and we'll send you the code.
  • Office equipment
  • Fax: FaxZero
  • Scanner: Scanner Pro ($3.99 in Apple App Store)
  • Scanner: Tiny Scanner (Google Play Store)
  • Business Card Scanner: CamCard (Free on Apple App Store | .99 on Google Play Store )
  • Forms / E-signatures*
  • JotForm (free plan allows e-signatures)
  • RightSignature
  • Email Automation
  • Sendinblue (that's what we currently use, and I highly recommend it!)
  • Active Campaign
  • Constant Contact
  • Online Meetings / Video Conferencing
  • Google Meet (part of Google Workspace )
  • Secure Password Manager (also known as The Handiest Thing Ever )
  • Mileage Tracking
  • MileIQ (Free but if you ever decided to upgrade, use this link for 10% off paid plans)

Just because it’s technology, it doesn’t mean it has to be state of the art or über fancy. You can pick and choose where you want to allocate your financial resources on tech: I’ve spoken with several travel agents who swear by a combination of sticky notes, physical calendars, and Excel spreadsheets.

Think about which of these technologies you really need. If you go with a host agency or consortium, which of these technologies do they provide? Looking forward as your business grows, which technologies do you anticipate you’ll want to phase in?

Choosing those technologies was fun, wasn’t it? But now we need to iron out how you’re going to run the agency. So let’s move into the next section of your travel agency’s business plan template and make sure you’re running a tight ship!

Travel Agency Business Plan, Part 6: Operations

Developing a plan for travel agency operations will help you understand how to ensure your business runs smoothly, in addition to understanding the capacity of your travel agency. For this section of your travel agency business plan you’ll want to consider:

  • What is your sales volume compared to your sales capacity? How much travel can you actually sell in the time you want to spend working to sell travel?
  • Who are your preferred suppliers? Who are your host or consortium’s, preferred suppliers? How do these suppliers (and your host) disburse commissions and on what timeline? How does this impact your bookkeeping and workflow?
  • If you are booking groups, plan ahead. Are there any special cruise sailings or new ships you want to block space for? Is a resort opening a new property that you’re excited about and might be in high demand? Is there a new exciting product coming up that you want to get ahead of?
  • In order to find out about some of these opportunities, what travel publications do you want/ need to subscribe to? (*Ahem* Make sure HAR is one of them!!) How are you utilizing your host or consortium resources to stay ahead?

OMG. OMG!!! That’s right, keep that grin plastered on your face because we’re entering the final leg. You did it!

Travel Agency Business Plan, Part 7: Administrative Support

As a business owner, there will be a lot of external organizational support as you go. First, we’ll focus on financial logistics. What are the business names (or contacts) and addresses of some of your administrative support? This may include:

  • Your bank/ banker
  • Accountant and/or Bookkeeper
  • Host agency or consortium
  • Legal counsel/ lawyer

Congratulations. You Have a Travel Agency Business Plan!

Seriously, that was INTENSE. Give yourself a huge pat on the back. Creating a business plan for your travel agency ain’t for the faint of heart, but you did it.

Go ahead and tell us about your process. Was our free travel agency business plan template helpful? Did it help to think things through and write a business plan for your agency? Was it a waste of time? Most importantly, what kind of office pet do you have and what sort of moral support do they provide?

Comment below!

*Editor's Note: This article was originally published on April 16th, 2019. We updated it on the publish date listed on the article!

About the Author

Mary Stein - Host Agency Reviews

Mary Stein has been working as a writer and editor for Host Agency Reviews since 2016. She loves supporting travel advisors on their entrepreneurial journey and is inspired by their passion, tenacity, and creativity. Mary is also a mom, dog lover, fiction writer, hiker, and a Great British Bake Off superfan.

Mary Stein - Host Agency Reviews

  • Business Development
  • Resource Downloads
  • Starting Up
  • Travel Agent Basics

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Travel Tour Agency Business Plan

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Sephats Tours

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">, opportunity.

The tourism industry has undergone rapid growth of unsurpassed nature over the last several decades. This has mainly been due to the advent of a ‘borderless’ world and increased information dissemination about the majestic sceneries throughout the world, with the southern African region being no exception.

Sephats Tours intends to provide individual and group travel to leisure clients. Services and products provided by Sephats will initially include pre-arranged tours, custom packages according to clients specifications, travel consultation, and as time progresses making reservations for lodging amongst other related services. Sephats Tours seeks to differentiate itself as the premier adventure travel company in the greater Gaborone (Botswana) area.

We will be focusing on those foreign tourists seeking leisure travel and excursions whilst on vacation in Botswana, with the intention of letting them see and appreciate the numerous attractions in our country. Though we realize that the majority of our tourists come from South Africa we shall be mainly targeting those from Europe and the Americas who often do not have transport or adequate knowledge about the country, unlike their South African counterparts who often do. Hence we shall be mainly targeting those who are not that mobile but wanting to see as many sites as possible. These people often do not want to waste their money on hiring vehicles to move about by themselves, but instead want to be escorted around places of interest by a reliable source. Hence the need to professionally market ourselves and the services we provide, offering a service of uncompromised nature.

Competition

We have identified competing companies, some firmly established, that fill the same needs as Sephats Tours. We intend to market ourselves in such a way that with time competitor customers will choose our service over competitors’ on the basis of our higher quality and informative excursions. 

Sephats Tours is poised to take advantage of this growth and moderate competition in the city travel portion of the industry, with a dedicated and experienced staff, excellent networking, and effective management and marketing. Sephats Tours intends to provide travel and adventure packages to tourists primarily in the Southern region, but also the whole of Botswana. Services and products provided by Sephats will initially include pre-arranged tours, custom packages according to clients specifications, travel consultation, and as time progresses making reservations for lodging amongst other related services. Sephats Tours seeks to differentiate itself as the premier adventure mobile operator in the greater Gaborone area.

Expectations

We foresee a slow initial growth in sales, as we strive to ensure we are known on the market, though operating expenses will be relatively high, and a bump in our sales and revenue generation as we spread our services during expansion.

Collection days are very important. We do not want to let our average collection days get above the client’s actual subscription period under any circumstances. This could cause a serious problem with cash flow, because our working capital situation is chronically tight. However, we recognize that we cannot control this factor easily, because of the relationship we wish to create with our clients.

Financial Highlights by Year

Financing needed.

We wil have 2 investors that will contribute: 

investor 1 – P100,000

investor 2 – P102.000

This will cover all our necessary expenses until we are able to start making a net profit 

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Problem & solution, problem worth solving.

The tourism industry has undergone rapid growth of unsurpassed nature over the last several decades. This has mainly been due to the advent of a ‘borderless’ world and increased information dissemination about the majestic sceneries throughout the world, with the southern African region being no exception. Customers want to travel, to see the world. They are in need of a company where they can enjoy the sites and the luxuries without having to pay a huge price. 

Our Solution

Sephats Tours intends to provide individual and group travel to leisure clients. Services and products provided by Sephats will initially include pre-arranged tours, custom packages according to clients specifications, travel consultation, and as time progresses making reservations for lodging amongst other related services. Sephats Tours seeks to differentiate itself as the premier adventure travel company in the greater Gaborone area. Customers will think we are well worth the expense 

As it grows it will take on people and expand into related markets and services. It will also look for additional leverage by establishing relationships and representations with appropriate strategic allies.

Target Market

Market size & segments.

We will be focusing on those foreign tourists seeking leisure travel and excursions whilst on vacation in Botswana, with the intention of letting them see and appreciate the numerous attractions in our country. Though we realize that the majority of our tourists come from South Africa we shall be mainly targeting those from Europe and the Americas who often do not have transport or adequate knowledge about the country, unlike their South African counterparts who often do. Hence we shall be mainly targeting those who are not that mobile but wanting to see as many sites as possible. These people often do not want to waste their money on hiring vehicles to move about by themselves, but instead want to be escorted around places of interest by a reliable source. Hence the need to professionally market ourselves and the services we provide, offering a service of uncompromised nature. />Our marketing strategy will be based mainly on making the right service(s) available to the right target customer. We will ensure that our services’ prices take into consideration organizations’ and peoples’ budgets, and that these people know that we exist, appreciate the value of our services, and how to contact us. The marketing will convey the sense of quality in every picture, every promotion, and every publication. Our intension will be to target those individuals and groups looking for leisure activities and places to visit. We realize the need to focus our marketing message and our service offerings. We need to develop our message, communicate it, and make good on it. The decision to establish strategic alliances with several hotels, lodges and travel agencies is aimed at tapping our target market effectively and efficiently.

Current Alternatives

We have identified competing companies, some firmly established, that fill the same needs as Sephats Tours. We intend to market ourselves in such a way that with time competitor customers will choose our service over competitors’ on the basis of our higher quality and informative excursions. A more thorough outline of our main competitors including their strengths and weaknesses follows:

  • XXX:  Located on the first floor of the G Hotel, Gear Adventures specializes in tailor-made safaris throughout Botswana and her neighboring countries. Gear Adventures offers Mobile Wilderness Safaris, Weekend Adventures, One-day explorations and safari operators. Of particular concern to us are the day tours around Gaborone that it offers to G Hotel guests. Research indicated that Gear Adventures is the only operator that offers day trips in and around Gaborone. Several of its services include: [details omitted].
  • YYY:  Arguably one of the most reputable companies in our intended line of business. It has a fleet of nineteen buses comprising two semi-luxury B7 Volvo train-buses, six semi-luxury B7 Volvo, five M/Benz, four Nissan and two DAF buses. All the Volvo buses have radio facilities, and one of the train-buses has toilet facilities. With close to twenty years of experience Mr. K supported by his wife, Mrs. K, are achieving most of what they envisioned when they started their business-to provide a nation-wide road transport service renowned for its efficiency and reliability. The recent launch of a new imported South American double-decker luxury bus serves as testimony of their continued dedication towards providing a good service to their clients.
  • ZZZ:  Similar to YYY, Z is well respected in the market with a large fleet of buses. As well as providing daily transport to Selebi Phikwe and several towns it also provides local and international trips by hire. However they lack the marketing edge and foreign tourist focus we intend to have.

Upon closer analysis of the above competitors it may be observed that the majority of these are offering safari excursions, and this represents an opportunity to be realized by us. According to the Central Statistics Office there are approximately 81 travel agents, tour operators and safari operators in Botswana at present, the majority of which have a South African background either in directorship or actual origin.

Our Advantages

Our advantages are best described as our strengths: 

  • Diversified client base:  This will reduce our dependency on one particular market.
  • Combination of skills in employees:  The directors intend to engage well-qualified and experienced employees to jointly develop business strategy and long-term plans, so as to attain company objectives.
  • Extensive advertising and marketing:  The company will undertake extensive advertising and marketing, promoting both its name as well as service/product awareness. Hence an aggressive and focused marketing campaign with clear goals and strategies shall be one of our mainstays.

Keys to Success

The keys to Sephats Tours success will undoubtedly be effective market segmentation through identification of several niche markets and implementation strategies. Along these lines the company intends to implement advertising, personal selling and direct marketing strategies to the target markets. Our personal selling marketing strategies will rotate around keeping in touch with hotels and travel agencies for major customers, and advertising for more individual customers. Hence our key success factors will include the following:

  • Excellence in fulfilling the promise:  We intend to offer completely enjoyable, comfortable and informative travel excursions that will ensure that travelers are thoroughly satisfied and appreciative at the end of their trip.
  • Timely response to customers’ requests:  We cannot afford to delay our clients for whatever reason, as this will have a negative bearing on our image and reputation, including future business. Hence we need to be continually communicating with the client, including hotels and lodges so as to ensure that we are constantly available to the client meeting their expectations.
  • Solid and fruitful strategic alliances:  Considering the nature of our services and our relative infancy on the market, we realize the importance of establishing and maintaining fruitful strategic alliances with various stakeholders, including hotels, lodges, and travel agencies, amongst others, so as be assured of a constant flow of customers, fulfilling their needs at every opportunity.
  • Marketing know-how:  As a relatively new company on the market there will be a need to aggressively market our business and the services we provide so as to be continuously at the top of our prospective clients minds. This will also act as a temporary deterrent for companies contemplating entering our market. Advertising shall be undertaken on a regular basis.

Marketing & Sales

Marketing plan.

One core element of our strategy will be that of differentiation from our competitors. In terms of marketing we intend to ensure that our name and services are marketed on an extensive basis so that customers are aware of our existence. We will have a Social Media Strategy. We will be in Twitter, on Facebook, and on LinkedIn. We will run promotions and sales and have our customers tell us their favorite vacations, and experiences and they will talk to each other. In price, we intend to offer reasonable and competitive prices in comparison to competition and we need to be able to sustain that. Our service marketing will strive to ensure that we establish long relationships with clients.

For the short term at least, the selling process will depend on personal selling/networking and advertising to lure and inform potential customers about the services we offer and the benefits of utilizing our services. Our marketing does not intend to affect the perception of need as much as knowledge and awareness of the service category.

Locations & Facilities

At present the company offices are located at Plot Number 28338, Block 3, Belabela road opposite Gaborone Television Station, near Hill Crest Primary School. However, as time progresses the intention is to move into more accessible and attractive offices in a prime area. This regardless of the fact that our type of business is not too dependent on office location and size.

Sephats Tours will strive to ensure that it contains the latest, or extremely recent personal computer including relevant software so as to ensure that the company is continuously at the forefront in our market arena. The one certainty in our industry is that technology will continue to evolve and develop, changing what we market as well as how we market it. Our aim will be to be aware of the implications of this new technology and utilizing it in our existing framework where possible. However it should be noted that as we are new on the market it will take some time before we have in place our own website and other multimedia presentations. With time we also intend to have the latest and most efficient software in place to enable smooth operations.

Milestones & Metrics

Key metrics.

Our Key metrics are:

  • Tours sold (units, growth from month to month and year to year)
  • Tourists per tour (average, and changes over time)
  • Revenue per tour
  • Revenue per tourist
  • Total tourist prospects (estimates)
  • Facebook likes
  • Twitter follows

Ownership & Structure

Sephats Tours is a Private Limited company incorporated at the Registrar of Companies through the foresight and vision of Mr. X and Mrs. Y. It is a 100% wholly owned Botswana firm.

Management Team

The founders of Sephats Tours are passionate about the activities it will promote and offer on the market. Management style will reflect the participation of the directors/shareholders. The company intends to respect its community and treat all employees well. We will develop and nurture the company as community. However we realize that we are not fully conversant in tourism and as such intend to engage experienced staff as well as undergo a training course from a reputable institution.

The Managing Director’s experience in public commercial transportation and government will assist in the establishment of good networks. He also has attended a course in Auto Mechanics at X Centre that will assist in servicing the vehicles. However acknowledging the importance of continuous training and improvement the Managing Director intends to undergo a course in Travel and Tourism so as to be fully conversant in the field, as well as obtain knowledge of the latest developments in the industry.

Personnel Table

Financial plan investor-ready personnel plan .">, key assumptions.

The financial plan depends on important assumptions. From the beginning, we recognize that payment terms and hence collection days are critical, but not a factor we can influence easily. At least we are planning on the problem, and dealing with it. Interest rates, tax rates, and personnel burden are based on conservative assumptions.

Some of the more important underlying assumptions are:

  • We assume a strong economy, without major recession.
  • We assume, of course, that there are no unforeseen changes in economic policy to make our service immediately obsolete or unwanted.

Revenue by Month

Expenses by month, net profit (or loss) by year, use of funds.

Thus far we have purchased a Mercedes Benz mini bus to run tours for our customers, for P167,00, which was purchased with P32,000 down and the rest on a 5-year 6% loan. Other start-up expenses covered include  legal costs, business plan compilation, license costs and related expenses. 

START-UP REQUIREMENTS

Start-up Expenses

  • Legal P1,000
  • Logo, branding. P500
  • Website, collaterals P700
  • Consultants P1,200
  • Insurance P800

TOTAL START-UP EXPENSES P5,000

Sources of Funds

We have 2 investors, investor 1 is investing P100,000, investor 2 is investing 102,000. 

Projected Profit & Loss

Projected balance sheet, projected cash flow statement.

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How to write a business plan for your travel agency.

business plan for a travel agency

Starting a travel agency can be a great way to capitalize on the growing travel industry.

It can also be a great way to provide a personalized service to customers looking to plan their dream vacation.

But, first thing first, you need to write a business plan.

A business plan is essential for any new project, as it helps to ensure that the project is well thought out and organized. It also helps to determine the necessary resources and potential risks associated with the project.

In short, a good business plan will help ensure the profitability of your travel agency .

What should be covered when creating a business plan for a travel agency? What is the best way to structure it? Which key financial indicators should be incorporated? What are some steps I can follow to quickly create a business plan?

Get ready to have all your questions answered in this article.

One last thing, you don't have to start your business plan from scratch.

Instead, you can download our professional business plan for a travel agency and tailor it to suit your project.

business plan travel agency and tour operator

How to prepare a business plan for a travel agency

Is it worth considering a business plan for your travel agency.

Yes, you should definitely consider creating a business plan for your travel agency.

Constructing a sound business plan will empower you to:

  • get familiar with the travel agency market
  • familiarize yourself with the industry's evolving landscape
  • uncover what makes a travel agency successful
  • understand the travel destinations, vacation preferences, and travel experiences desired by customers
  • come up with a great value proposition for your tour operator company
  • evaluate competitor marketing campaigns
  • find competitive advantages for your travel agency
  • find a business model that delivers consistent positive financial outcomes
  • implement a comprehensive and tactical action plan to achieve success
  • assess potential risks associated with a travel agency, such as travel disruptions, customer satisfaction, and data security

Our team has drafted a business plan for a travel agency that is designed to make it easier for you to achieve all the elements listed.

How to organize a business plan for a travel agency?

A carefully prepared business plan offers a complete package of content, metrics, and financial information. It must be presented in a structured format, to make easy to read and digest.

When we made our business plan for a travel agency , we made sure to set it up correctly.

The structure is divided in 5 sections: Opportunity, Project, Market Research, Strategy and Finances.

1. Market Opportunity

The section number one is called "Market Opportunity".

Our team has compiled vital data and metrics about the travel agency, providing insights and trends for entrepreneurs in the travel and tourism industry.

We update this section twice a year to keep the data current.

2. Project Presentation

Describe your travel agency in the following "Project" section, including the range of travel services, personalized itineraries, expert travel consultants, and emphasize the unique value proposition for clients seeking unforgettable travel experiences.

Also, provide a short description of yourself at the end of this section.

Share your background in the travel industry, your enthusiasm for helping people explore the world, and highlight the expertise you possess to create memorable travel experiences.

We have provided language for you in this section, you may customize it so it perfectly fits your concept.

3. Market Research

Then, we have the "Market Research" section.

The purpose of this section is to introduce the market segments for your travel agency.

It includes a competition study, outlining other travel agencies in the area. Your agency's unique travel packages and competitive advantages are also highlighted. A customized SWOT analysis is included.

4. Strategy

The "Strategy" section outlines a comprehensive 3-year action plan, detailing the initiatives and steps needed to transform your travel agency into a highly profitable endeavor.

Furthermore, there is a marketing strategy for a travel agency, a way to manage risks, and a completed Business Model Canvas included in this section.

5. Finances

Ultimately, the "Finances" section is where you can present a detailed financial plan for your project.

business plan travel agency

How to elaborate an Executive Summary for a travel agency?

The Executive Summary serves as an introduction to the business plan for your travel agency.

Don't exceed 2 pages; emphasize only the significant points.

The purpose of this document is to engage the reader and make them want to read your business plan.

In the Executive Summary of your travel agency, answer these questions: what's your target audience? competitors? are you better than them? background info? required funding?

How to do the market analysis for a travel agency?

The market study of your travel agency helps you understand external factors such as customer preferences for destinations and travel experiences, competition in the travel industry, and emerging travel trends.

By conducting a comprehensive market analysis, a travel agency can understand traveler preferences, offer personalized travel services, optimize pricing strategies, and execute targeted marketing campaigns, ultimately leading to a loyal customer base, increased bookings, and a prominent position in the travel industry.

You'll discover the following in the "Market Research" section of our business plan for a travel agency :

  • market trends and data about the travel agency industry, including popular destinations, booking patterns, and the impact of technology
  • a list of potential market segments for a travel agency
  • the competitor study
  • the competitive advantages for a travel agency

business plan travel agency

The key points of the business plan for a travel agency

What's the business model of a travel agency, business model of a travel agency.

A travel agency's business model centers around offering travel planning, booking, and advisory services to individuals or groups. Revenue is generated through service fees, commissions from travel suppliers, or selling travel packages.

The business model focuses on providing personalized travel itineraries, delivering exceptional customer service, effective marketing to target travelers seeking assistance, and building strong customer relationships based on trust and travel expertise.

Success depends on destination knowledge and expertise, delivering seamless travel experiences, fostering positive customer reviews and recommendations, maintaining partnerships with reliable travel suppliers, and continuously adapting to changing travel trends and customer preferences in the travel industry.

Business model vs Business plan

Keep in mind the difference between "business plan" and "business model."

A business model is a framework that demonstrates how a company operates profitably and adds value to customers.

In a business plan, you use the Business Model Canvas as a visual aid to explain the inner workings of your business.

Rest assured, there is a Business Model Canvas (already completed) in our business plan for a travel agency .

How do you identify the market segments of a travel agency?

Market segmentation for your travel agency involves dividing your potential customers into different groups based on their travel preferences, interests, and demographics.

These categories may include factors such as adventure travel, luxury travel, family vacations, or customers seeking specific travel destinations or experiences (e.g., beach resorts, cultural tours, cruise vacations).

By segmenting your market, you can offer specialized travel services and packages that cater to each segment's specific requirements. For example, you might focus on adventure travel and curate adrenaline-filled trips or outdoor expeditions for adventure enthusiasts, offer luxury travel experiences that encompass premium accommodations, personalized itineraries, and exclusive services for travelers seeking indulgence and relaxation, specialize in family vacations and provide family-friendly destinations, accommodations, and activities that cater to the needs of parents and children, or focus on specific travel destinations or experiences such as beach resorts, cultural tours, or cruise vacations to accommodate customers with specific preferences or travel aspirations.

Market segmentation allows you to effectively target your marketing efforts, communicate the unique features and benefits of your travel services, and provide memorable and personalized travel experiences that meet the unique needs and preferences of each customer segment.

In the business plan for a travel agency , you will find a comprehensive market segmentation that helps you know and understand your customers.

How to conduct a competitor analysis for a travel agency?

Undoubtedly, you won't be the only travel agency in the industry. There are other agencies providing travel planning and booking services to individuals and groups.

Include a comprehensive assessment of your competitors' characteristics, strengths, and weaknesses in your business plan.

Be mindful of their weaknesses (such as limited destination offerings, inadequate travel packages, or poor customer communication).

Why is it important to address these concerns? Because these weaknesses can impact the success of travel agencyes.

By focusing on these areas, you can offer personalized and tailored travel experiences, provide expert destination knowledge and itinerary planning, and deliver exceptional customer service, positioning your travel agency as a trusted and preferred partner for memorable and hassle-free vacations.

It's what we call competitive advantages—invest in cultivating them for a standout business.

Here are some examples of competitive advantages for a travel agency: personalized and tailored travel itineraries, extensive destination knowledge, strong industry connections and partnerships, exceptional customer service, competitive pricing and packages, positive client testimonials and referrals, seamless travel experiences.

How to draft a SWOT analysis for a travel agency and tour operator?

A SWOT analysis can help identify the strengths, weaknesses, opportunities, and threats of a travel agency, allowing for informed decision-making and strategic planning.

As you can guess, there is indeed a completed and editable SWOT matrix in our business plan for a travel agency

The strengths for a travel agency

The "S" in SWOT symbolizes Strengths, indicating the project's areas or aspects of superiority.

For a travel agency, some possible strengths are wide selection of travel packages, competitive pricing, knowledgeable staff, and excellent customer service.

The weaknesses for a travel agency

When we say "W," we mean Weaknesses, which are the parts of the project that need improvement.

For a travel agency: lack of resources, limited marketing budget, limited customer base, and reliance on third-party suppliers.

The opportunities for a travel agency

O represents Opportunities, which are the external factors or circumstances that can benefit the project.

In the case of a travel agency, potential opportunities could include offering customized tours, luxury cruises, discounted airfare, and corporate travel packages.

The threats for a travel agency

The letter "T" denotes Threats in SWOT, signifying the external risks or unfavorable factors that can impact the project's outcomes.

How to elaborate a marketing strategy for a travel agency and tour operator?

A marketing strategy in your business plan is crucial for attracting customers and driving sales.

Implementing a targeted marketing plan will attract travelers seeking personalized and memorable experiences to your travel agency.

Travelers won't book their trips with your travel agency without proper promotion; showcasing your expertise and personalized service is crucial.

Have you explored marketing approaches to attract customers to your travel agency? Consider organizing destination-themed events or travel expos, leveraging social media platforms to inspire wanderlust, and partnering with local hotels or airlines for special deals and promotions.

No worries if you don't know anything about marketing and communication.

How to build a solid financial plan for a travel agency and tour operator?

A comprehensive business plan requires a detailed analysis of financial data to ensure its success.

As part of your business plan, it will be necessary to forecast the revenue for your travel agency.

Gaining the trust and confidence of potential investors who read your business plan requires presenting revenue projections that are reliable and supported by strong assumptions.

Our financial plan for a travel agency is easy to use and includes built-in checks to help you identify and correct any assumptions, ensuring you create reliable projections with confidence.

Of course, you will need to create a preliminary budget for your travel agency. Don't forget any expense (we have listed them all in our financial plan !).

The break-even analysis is a crucial tool in your financial plan, providing insight into whether your travel agency will be profitable or not.

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How To Write a Travel Agent Business Plan + Template

How To Write a Travel Agent Business Plan

Creating a business plan is essential for any business, but it can be especially helpful for travel agency businesses who want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every travel agency business owner should include in their business plan.

Download the Ultimate Business Plan Template

What is a Travel Agency Business Plan?

A travel agency business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Travel Agency Business Plan?

A travel agency business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Travel Agency Business Plan

The following are the key components of a successful travel agency business plan.

Executive Summary

The executive summary of a travel agency business plan is a one to two-page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

  • Start with a one-line description of your travel agency
  • Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your travel agency, you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your travel agency firm, mention this.

You will also include information about your chosen travel agency business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a travel agency business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

  • What part of the travel agency industry are you targeting?
  • How big is the market?
  • What trends are happening in the industry right now and, if applicable, how do these trends support the success of your company?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, and interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, a travel agency’s customers may include individuals, families, or corporate clients.

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or travel agency services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors?

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. Your plan should be clearly laid out, including the following 4 Ps.

  • Product/Service : Detail your product/service offerings here. Document their features and benefits.
  • Price : Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
  • Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
  • Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or you may promote your travel agency via word of mouth or PR.

Operations Plan

This part of your travel agency business plan should include the following information:

  • How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
  • What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a travel agency include reaching $X in sales. Other examples include adding new products/services, hiring new employees, and so on.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific travel agency industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

  • Revenue : how much revenue you generate.
  • Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
  • Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss

Sample Income Statement for a Startup Travel Agency

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

  • Assets : All of the things you own (including cash).
  • Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
  • Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Travel Agency

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

  • Cash Flow From Operations
  • Cash Flow From Investments
  • Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup travel agency.

Sample Cash Flow Statement for a Startup Travel Agency

You will also want to include an appendix section which will include:

  • Your complete financial projections.
  • A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.).
  • Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your travel agency. It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it. This will give you a much better chance at success than going into business blindly.

While it may seem like a daunting task, if you take it step-by-step and include all of the necessary information, you will be well on your way to having a successful travel agency.  

Finish Your Business Plan in 1 Day!

Wish there was a faster, easier way to finish your business plan?

With our Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

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Contoh Proposal Bisnis Plan Travel Agent yang Menarik dan Inovatif

  • 1 Apa itu Proposal Bisnis Plan Travel Agent?
  • 2.1 1. Riset Pasar dan Analisis Kompetitor
  • 2.2 2. Deskripsikan Visi, Misi, dan Tujuan Perusahaan
  • 2.3 3. Gambarkan Strategi Pemasaran
  • 2.4 4. Buat Proyeksi Keuangan
  • 3.1 1. Jelaskan kelebihan perusahaan Anda
  • 3.2 2. Gunakan data dan fakta yang akurat
  • 3.3 3. Sertakan testimonial atau referensi
  • 3.4 4. Jangan lupa tentang risiko dan mitigasinya
  • 3.5 5. Gunakan bahasa yang jelas dan mudah dipahami
  • 4.1 Kelebihan:
  • 4.2 Kekurangan:
  • 5.1 1. Apakah saya perlu memiliki pengalaman di industri travel agent sebelum membuat proposal bisnis plan?
  • 5.2 2. Berapa lama waktu yang dibutuhkan untuk menyusun sebuah proposal bisnis plan travel agent?
  • 5.3 3. Bagaimana cara menarik minat investor melalui proposal bisnis plan travel agent?
  • 5.4 4. Apakah ada contoh proposal bisnis plan travel agent yang bisa saya gunakan sebagai referensi?
  • 5.5 5. Apakah proposal bisnis plan travel agent berhasil menjamin keberhasilan bisnis?
  • 6 Kesimpulan

Siapa yang tidak suka berlibur? Setiap orang pasti ingin menghilangkan penat sejenak dengan melakukan perjalanan wisata ke tempat-tempat menarik. Nah, jika Anda tertarik untuk menjalankan bisnis di bidang travel agent, berikut ini kami hadirkan contoh proposal bisnis plan travel agent yang menarik dan inovatif untuk mendukung kesuksesan usaha Anda.

1. Pendahuluan

Anda dapat memulai proposal ini dengan memberikan penjelasan singkat tentang keunggulan dan keunikan dari travel agent yang akan Anda jalankan. Jelaskan juga mengapa bisnis ini memiliki potensi yang menjanjikan, seperti perkembangan pariwisata yang semakin pesat dan tingginya minat masyarakat untuk berlibur.

2. Analisis Pasar

Bagian ini berisi data dan informasi terkait pasar travel agent, seperti jumlah kunjungan wisatawan lokal dan mancanegara, tren wisata terkini, dan potensi pasar yang ada. Berikan juga analisis tentang kompetitor yang sudah ada di pasar dan bagaimana Anda akan bersaing dengan mereka.

3. Visi dan Misi

Tuliskan visi dan misi dari travel agent Anda. Apa yang ingin Anda capai melalui bisnis ini? Apa nilai-nilai yang ingin Anda sampaikan kepada pelanggan? Jadikan visi dan misi ini sebagai panduan dalam mengembangkan bisnis Anda ke depan.

4. Produk dan Layanan

Deskripsikan secara detail tentang produk dan layanan yang akan Anda tawarkan. Misalnya, paket liburan ke destinasi wisata tertentu, tiket pesawat, atau reservasi hotel. Jelaskan juga keunggulan dan inovasi yang dimiliki oleh produk dan layanan Anda dibandingkan dengan kompetitor lainnya.

5. Rencana Pemasaran

Di bagian ini, jelaskan strategi pemasaran yang akan Anda jalankan untuk mempromosikan bisnis Anda. Misalnya, penggunaan media sosial, iklan daring, atau kerjasama dengan influencer dan travel blogger. Sertakan juga perkiraan anggaran yang dibutuhkan untuk implementasi strategi ini.

6. Rencana Operasional

Detailkan bagaimana bisnis akan dijalankan dari segi operasional. Jelaskan bagaimana Anda akan mengatur staf, mengelola inventaris, dan memberikan pelayanan yang terbaik kepada pelanggan. Sertakan juga perkiraan anggaran operasional yang dibutuhkan.

7. Proyeksi Keuangan

Terakhir, berikan proyeksi keuangan yang realistis untuk bisnis Anda. Jelaskan berapa pendapatan yang diharapkan, berapa biaya yang diperlukan, dan berapa laba yang dapat diperoleh dalam periode waktu tertentu. Hal ini akan menjadi panduan bagi Anda dalam mengukur keberhasilan bisnis Anda di masa depan.

Sekian contoh proposal bisnis plan travel agent yang dapat Anda gunakan sebagai referensi dalam menulis proposal bisnis Anda. Selamat mencoba dan semoga bisnis Anda sukses!

Apa itu Proposal Bisnis Plan Travel Agent?

Proposal bisnis plan travel agent adalah dokumen yang memaparkan rencana bisnis lengkap sebuah perusahaan travel agent. Dokumen ini digunakan untuk mengajukan permohonan pendanaan kepada investor atau lembaga keuangan. Dalam proposal ini, terdapat penjelasan mengenai visi, misi, tujuan, strategi, serta proyeksi keuangan dari perusahaan travel agent tersebut.

Cara Membuat Proposal Bisnis Plan Travel Agent

Untuk membuat proposal bisnis plan travel agent yang baik dan profesional, ada beberapa langkah yang perlu Anda ikuti:

1. Riset Pasar dan Analisis Kompetitor

Langkah pertama yang harus dilakukan adalah melakukan riset pasar dan analisis kompetitor. Identifikasi target pasar yang akan Anda tuju dan pelajari dengan baik persaingan di industri travel agent. Dengan melakukan analisis ini, Anda akan memperoleh pemahaman mendalam tentang tren pasar dan bagaimana Anda dapat bersaing dengan yang lain.

2. Deskripsikan Visi, Misi, dan Tujuan Perusahaan

Dalam proposal bisnis plan travel agent, pastikan untuk mendeskripsikan visi, misi, dan tujuan dari perusahaan Anda. Visi adalah pandangan jangka panjang perusahaan, misi adalah tujuan umum yang ingin dicapai, dan tujuan adalah target khusus yang ingin dicapai perusahaan dalam jangka waktu tertentu. Deskripsikan dengan jelas visi, misi, dan tujuan perusahaan Anda agar investor dapat memahami arah yang ingin Anda tuju.

3. Gambarkan Strategi Pemasaran

Pada bagian ini, jelaskan strategi pemasaran yang akan Anda gunakan untuk mempromosikan dan menjual paket perjalanan kepada pelanggan. Rincikan langkah-langkah yang akan Anda ambil, seperti strategi digital marketing, kerjasama dengan agen perjalanan lain, atau pemasaran langsung kepada pelanggan potensial.

4. Buat Proyeksi Keuangan

Proyeksi keuangan adalah bagian penting dalam proposal bisnis plan travel agent. Buatlah perkiraan pendapatan dan pengeluaran perusahaan Anda untuk beberapa tahun ke depan. Sertakan juga analisis rasio keuangan untuk menunjukkan potensi keuntungan dan kestabilan keuangan perusahaan Anda.

Tips Membuat Proposal Bisnis Plan Travel Agent yang Efektif

Berikut ini adalah beberapa tips untuk membuat proposal bisnis plan travel agent yang efektif:

1. Jelaskan kelebihan perusahaan Anda

Tampilkan kelebihan yang membedakan perusahaan Anda dengan kompetitor. Apakah Anda menawarkan paket perjalanan unik, memiliki jaringan luas dengan hotel dan maskapai penerbangan, atau memiliki layanan pelanggan yang sangat baik? Jelaskan dengan jelas kelebihan yang Anda miliki untuk menarik minat investor.

2. Gunakan data dan fakta yang akurat

Dalam proposal bisnis plan travel agent, jangan berikan klaim tanpa dukungan data yang kuat. Gunakan data dan fakta yang akurat untuk mendukung pernyataan Anda. Hal ini akan memberikan kepercayaan kepada investor bahwa Anda telah melakukan riset dan memiliki pemahaman yang baik tentang industri travel agent.

3. Sertakan testimonial atau referensi

Jika perusahaan Anda telah memiliki klien yang puas, sertakan testimonial atau referensi dari mereka dalam proposal. Hal ini akan meningkatkan kepercayaan investor kepada perusahaan Anda.

4. Jangan lupa tentang risiko dan mitigasinya

Sertakan juga analisis risiko dalam proposal bisnis plan travel agent Anda. Jelaskan risiko-risiko yang mungkin dihadapi perusahaan dan langkah-langkah yang akan diambil untuk mengurangi dampaknya. Ini akan menunjukkan kepada investor bahwa Anda telah memikirkan semua kemungkinan dan memiliki rencana cadangan jika hal-hal tidak berjalan sesuai rencana.

5. Gunakan bahasa yang jelas dan mudah dipahami

Hindari penggunaan bahasa yang terlalu teknis atau terlalu formal dalam proposal. Gunakan bahasa yang jelas dan mudah dipahami agar investor dapat dengan mudah memahami informasi yang disampaikan.

Kelebihan dan Kekurangan Proposal Bisnis Plan Travel Agent

Sebagai bentuk penutup, berikut adalah beberapa kelebihan dan kekurangan proposal bisnis plan travel agent:

– Menjelaskan dengan jelas visi, misi, dan tujuan perusahaan

– Memaparkan strategi pemasaran yang efektif

– Proyeksi keuangan yang membantu menggambarkan potensi keuntungan

– Dapat digunakan sebagai alat untuk memperoleh pendanaan dari investor atau lembaga keuangan

Kekurangan:

– Memerlukan waktu dan penelitian yang cukup untuk penyusunannya

– Membutuhkan pemahaman yang baik tentang industri travel agent untuk membuat analisis yang akurat

– Tidak menjamin keberhasilan bisnis, tetapi hanya berfungsi sebagai panduan dan pemikiran awal

FAQ (Frequently Asked Questions)

1. apakah saya perlu memiliki pengalaman di industri travel agent sebelum membuat proposal bisnis plan.

Tidak, meskipun pengalaman di industri travel agent bisa menjadi nilai tambah, Anda dapat melakukan riset dan mempelajari industri ini sebelum membuat proposal bisnis plan.

2. Berapa lama waktu yang dibutuhkan untuk menyusun sebuah proposal bisnis plan travel agent?

Waktu yang dibutuhkan untuk menyusun sebuah proposal bisnis plan travel agent dapat bervariasi tergantung pada kompleksitas dan tingkat detail yang Anda inginkan. Namun, sebaiknya Anda mengalokasikan waktu yang cukup untuk melakukan riset dan menyusun proposal dengan baik.

3. Bagaimana cara menarik minat investor melalui proposal bisnis plan travel agent?

Untuk menarik minat investor, tunjukkan kelebihan unik perusahaan Anda, sertakan data dan fakta yang kuat, serta gambarkan dengan baik strategi pemasaran dan proyeksi keuangan yang menjanjikan.

4. Apakah ada contoh proposal bisnis plan travel agent yang bisa saya gunakan sebagai referensi?

Tidak disarankan untuk menjiplak proposal bisnis plan travel agent dari sumber lain. Sebaiknya Anda membuat proposal yang unik dan sesuai dengan karakteristik perusahaan Anda.

5. Apakah proposal bisnis plan travel agent berhasil menjamin keberhasilan bisnis?

Tidak, proposal bisnis plan travel agent hanya berfungsi sebagai panduan dan pemikiran awal bagi bisnis Anda. Keberhasilan bisnis tidak hanya ditentukan oleh proposal, tetapi juga oleh banyak faktor lainnya seperti manajemen yang baik, strategi pemasaran yang efektif, dan layanan pelanggan yang memuaskan.

Dalam menyusun proposal bisnis plan travel agent, penting untuk melakukan riset dan analisis yang mendalam tentang industri travel agent. Gunakan data dan fakta yang akurat, tunjukkan kelebihan perusahaan Anda, dan sertakan proyeksi keuangan yang menjanjikan. Meskipun proposal bisnis plan travel agent tidak menjamin keberhasilan bisnis, namun dapat menjadi panduan awal yang berguna. Pastikan untuk membuat proposal secara profesional dan mengikuti format yang baik untuk mengesankan calon investor.

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How to write a business plan for a travel agency?

travel agency business plan

Writing a business plan for a travel agency can be an intimidating task, especially for those just starting.

This in-depth guide is designed to help entrepreneurs like you understand how to create a comprehensive business plan so that you can approach the exercise with method and confidence.

We'll cover: why writing a travel agency business plan is so important - both when starting up, and when running and growing the business - what information you need to include in your plan, how it should be structured, and what tools you can use to get the job done efficiently.

Let's get started!

In this guide:

Why write a business plan for a travel agency?

  • What information is needed to create a business plan for a travel agency?
  • What goes in the financial forecast for a travel agency?
  • What goes in the written part of a travel agency business plan?
  • What tool can I use to write my travel agency business plan?

Having a clear understanding of why you want to write a business plan for your travel agency will make it simpler for you to grasp the rationale behind its structure and content. So before delving into the plan's actual details, let's take a moment to remind ourselves of the primary reasons why you'd want to create a travel agency business plan.

To have a clear roadmap to grow the business

It's rarely business as usual for small businesses. The economy follows cycles where years of growth are followed by recessions, and the business environment is always changing with new technologies, new regulations, new competitors, and new consumer behaviours appearing all the time...

In this context, running a business without a clear roadmap is like driving blindfolded: it's dangerous at best. That's why writing a business plan for a travel agency is essential to create successful and sustainable businesses.

To write an effective business plan, you will need to take stock of where you are (if you are already in business) and where you want the business to go in the next three to five years.

Once you know where you want your travel agency to be, you'll have to identify:

  • what resources (human, equipment, and capital) are needed to get there,
  • at what pace the business needs to progress to get there in time,
  • and what risks you'll face along the way.

Going through this process regularly is beneficial, both for startups and existing companies, as it helps make informed decisions about how best to allocate resources to ensure the long-term success of the business.

To get visibility on future cash flows

If your small travel agency runs out of cash: it's game over. That's why we often say "cash is king", and it's crucial to have a clear view of your travel agency's future cash flows.

So, how can you achieve this? It's simple - you need to have an up-to-date financial forecast.

The good news is that your travel agency business plan already includes a financial forecast (which we'll discuss further in this guide). Your task is to ensure it stays current.

To accomplish this, it's essential to regularly compare your actual financial performance with what was planned in your financial forecast. Based on your business's current trajectory, you can make adjustments to the forecast.

By diligently monitoring your travel agency's financial health, you'll be able to spot potential financial issues, like unexpected cash shortfalls, early on and take corrective actions. Moreover, this practice will enable you to recognize and capitalize on growth opportunities, such as excess cash flow enabling you to expand to new locations.

To secure financing

Whether you are a startup or an existing business, writing a detailed travel agency business plan is essential when seeking financing from banks or investors.

This makes sense given what we've just seen: financiers want to ensure you have a clear roadmap and visibility on your future cash flows.

Banks will use the information included in the plan to assess your borrowing capacity (how much debt your business can support) and your ability to repay the loan before deciding whether they will extend credit to your business and on what terms.

Similarly, investors will review your plan carefully to assess if their investment can generate an attractive return on investment.

To do so, they will be looking for evidence that your travel agency has the potential for healthy growth, profitability, and cash flow generation over time.

Now that you understand why it is important to create a business plan for a travel agency, let's take a look at what information is needed to create one.

Information needed to create a business plan for a travel agency

Drafting a travel agency business plan requires research so that you can project sales, investments and cost accurately in your financial forecast, and convince the reader that there is a viable commercial opportunity to be seized.

Below, we'll focus on three critical pieces of information you should gather before starting to write your plan.

Carrying out market research for a travel agency

Carrying out market research before writing a business plan for a travel agency is essential to ensure that the financial projections are accurate and realistic.

Market research helps you gain insight into your target customer base, competitors, pricing strategies and other key factors which can have an impact on the commercial success of your business.

In particular, it is useful in forecasting revenue as it provides valuable data regarding potential customers’ spending habits and preferences.

You may discover that travelers are increasingly interested in seeking out cultural experiences on their trips, such as visiting local art galleries or participating in cooking classes. Additionally, you could find that there is a growing demand for eco-friendly travel options, such as accommodations that have taken steps to reduce their environmental footprint.

This information can then be used to create more accurate financial projections which will help investors make informed decisions about investing in your travel agency.

Developing the sales and marketing plan for a travel agency

Budgeting sales and marketing expenses is essential before creating a travel agency business plan.

A comprehensive sales and marketing plan should provide an accurate projection of what actions need to be implemented to acquire and retain customers, how many people are needed to carry out these initiatives, and how much needs to be spent on promotions, advertising, and other aspects.

This helps ensure that the right amount of resources is allocated to these activities in order to hit the sales and growth objectives forecasted in your business plan.

The staffing and equipment needs of a travel agency

Whether you are at the beginning stages of your travel agency or expanding its horizons, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is vital to ensure your business's success.

To achieve this, both the recruitment and investment plans must align coherently with the projected timing and level of growth in your forecast. It is essential to secure appropriate funding for these plans.

A travel agency might incur staffing costs such as salaries for agents, administrative staff, and customer service representatives. They might also need to invest in equipment such as computers, printers, and other office machines. Additionally, they may need to pay for travel-related software licenses, websites, and advertising in order to effectively promote their business.

To create a financial forecast that accurately represents your business's outlook, remember to factor in other day-to-day operating expenses.

Now that you have all the necessary information, it's time to dive in and start creating your business plan and developing the financial forecast for your travel agency.

What goes into your travel agency's financial forecast?

The financial forecast of your travel agency will enable you to assess the profitability potential of your business in the coming years and how much capital is required to fund the actions planned in the business plan.

The four key outputs of a financial forecast for a travel agency are:

  • The profit and loss (P&L) statement ,
  • The projected balance sheet ,
  • The cash flow forecast ,
  • And the sources and uses table .

Let's take a closer look at each of these.

The projected P&L statement

Your travel agency forecasted P&L statement enables the reader of your business plan to get an idea of how much revenue and profits your business is expected to make in the near future.

forecasted profit and loss statement in a travel agency business plan

Ideally, your reader will want to see:

  • Growth above the inflation level
  • Expanding profit margins
  • Positive net profit throughout the plan

Expectations for an established travel agency will of course be different than for a startup. Existing businesses which have reached their cruising altitude might have slower growth and higher margins than ventures just being started.

The forecasted balance sheet of your travel agency

The projected balance sheet of your travel agency will enable the reader of your business plan to assess the overall financial health of your business.

It shows three elements: assets, liabilities and equity:

  • Assets: are productive resources owned by the business, such as equipment, cash, and accounts receivable (money owed by clients).
  • Liabilities: are debts owed to creditors, lenders, and other entities, such as accounts payable (money owed to suppliers).
  • Equity: includes the sums invested by the shareholders or business owners and the profits and losses accumulated by the business to date (which are called retained earnings). It is a proxy for the value of the owner's stake in the business.

projected balance sheet in a travel agency business plan example

Analysing your travel agency projected balance sheet provides an understanding of your travel agency's working capital structure, investment and financing policies.

In particular, the readers of your plan can compare the level of financial debt on the balance sheet to the equity value to measure the level of financial risk (equity doesn't need to be reimbursed, while financial debt must be repaid, making it riskier).

They can also use your balance sheet to assess your travel agency's liquidity and solvency:

  • A liquidity analysis: focuses on whether or not your business has sufficient cash and short-term assets to cover its liabilities due in the next 12 months.
  • A solvency analysis: takes and longer view to assess whether or not your business has the capacity to repay its debts over the medium-term.

The cash flow forecast

A projected cash flow statement for a travel agency is used to show how much cash the business is generating or consuming.

cash flow forecast in a travel agency business plan example

The cash flow forecast is usually organized by nature to show three key metrics:

  • The operating cash flow: do the core business activities generate or consume cash?
  • The investing cash flow: how much is the business investing in long-term assets (this is usually compared to the level of fixed assets on the balance sheet to assess whether the business is regularly maintaining and renewing its equipment)?
  • The financing cash flow: is the business raising new financing or repaying financiers (debt repayment, dividends)?

As we discussed earlier, cash is king and keeping an eye on future cash flows an imperative for running a successful business. Therefore, you can expect the reader of your travel agency business plan to pay close attention to your cash flow forecast.

Also, note that it is customary to provide both yearly and monthly cash flow forecasts in a business plan - so that the reader can analyze seasonal variation and ensure the travel agency is appropriately funded.

The initial financing plan

The initial financing plan - also called a sources and uses table - is an important tool when starting a travel agency.

It shows where the money needed to set up the business will come from (sources) and how it will be allocated (uses).

initial financing plan in a travel agency business plan

Having this table helps understand what costs are involved in setting up the travel agency, how the risks are distributed between the shareholders and the lenders, and what will be the starting cash position (which needs to be sufficient to sustain operations until the business breaks even).

Now that the financial forecast of a travel agency business plan is understood, let's focus on what goes into the written part of the plan.

The written part of a travel agency business plan

The written part of the business plan is where you will explain what your business does and how it operates, what your target market is, whom you compete against, and what strategy you will put in place to seize the commercial opportunity you've identified.

Having this context is key for the reader to form a view on whether or not they believe that your plan is achievable and the numbers in your forecast realistic.

The written part of a travel agency business plan is composed of 7 main sections:

  • The executive summary
  • The presentation of the company
  • The products and services
  • The market analysis
  • The strategy
  • The operations
  • The financial plan

Let's go through the content of each section in more detail!

1. The executive summary

The executive summary, the first section of your travel agency's business plan, serves as an inviting snapshot of your entire plan, leaving readers eager to know more about your business.

To compose an effective executive summary, start with a concise introduction of your business, covering its name, concept, location, history, and unique aspects. Share insights about the services or products you intend to offer and your target customer base.

Subsequently, provide an overview of your travel agency's addressable market, highlighting current trends and potential growth opportunities.

Then, present a summary of critical financial figures, such as projected revenues, profits, and cash flows.

You should then include a summary of your key financial figures such as projected revenues, profits, and cash flows.

Lastly, address any funding needs in the "ask" section of your executive summary.

2. The presentation of the company

As you build your travel agency business plan, the second section deserves attention as it delves into the structure and ownership, location, and management team of your company.

In the structure and ownership part, you'll provide valuable insights into the legal structure of the business, the identities of the owners, and their respective investments and ownership stakes. This level of transparency is vital, particularly if you're seeking financing, as it clarifies which legal entity will receive the funds and who holds the reins of the business.

Moving to the location part, you'll offer a comprehensive view of the company's premises and articulate why this specific location is strategic for the business, emphasizing factors like catchment area, accessibility, and nearby amenities.

When describing the location of your travel agency, you could focus on the potential reach of the agency. It could be situated in an area that is well-connected to other parts of the country, making it easy for customers to access. Additionally, the area could be in close proximity to many attractive tourist destinations, enticing customers to book trips to explore more of the area. Finally, the area could have a vibrant cultural scene, providing another draw to customers looking for unique experiences.

Lastly, you should introduce your esteemed management team. Provide a thorough explanation of each member's role, background, and extensive experience.

It's equally important to highlight any past successes the management team has achieved and underscore the duration they've been working together. This information will instil trust in potential lenders or investors, showcasing the strength and expertise of your leadership team and their ability to deliver the business plan.

3. The products and services section

The products and services section of your business plan should include a detailed description of the offerings that your company provides to its customers. 

For example, your travel agency might offer customers the ability to book a vacation package that includes flights, a hotel, and car rentals. It could also offer insurance to cover the cost of a trip in the event of an emergency or illness. Additionally, your agency could provide customers with personalized itineraries and detailed travel advice to ensure a successful and enjoyable vacation.

When drafting this section, you should be precise about the categories of products or services you sell, the types of customers you are targeting and how customers can buy them.

4. The market analysis

When presenting your market analysis in your travel agency business plan, you should detail the customers' demographics and segmentation, target market, competition, barriers to entry, and any regulations that may apply.

The goal of this section is to help the reader understand how big and attractive your market is, and demonstrate that you have a solid understanding of the industry.

You should start with the demographics and segmentation subsection, which gives an overview of the addressable market for your travel agency, the main trends in the marketplace, and introduces the different customer segments and their preferences in terms of purchasing habits and budgets.

The target market section should follow and zoom on the customer segments your travel agency is targeting, and explain how your products and services meet the specific needs of these customers.

For example, your target market might include young couples that desire luxurious experiences. They would be looking for a high-end experience that is tailored to their individual needs. They would be willing to pay a premium for the perfect vacation.

Then comes the competition subsection, where you should introduce your main competitors and explain what differentiates you from them.

Finally, you should finish your market analysis by giving an overview of the main regulations applicable to your travel agency.

5. The strategy section

When writing the strategy section of a business plan for your travel agency, it is essential to include information about your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

The competitive edge subsection should explain what sets your company apart from its competitors. This part is especially key if you are writing the business plan of a startup, as you have to make a name for yourself in the marketplace against established players.

The pricing strategy subsection should demonstrate how you intend to remain profitable while still offering competitive prices to your customers.

The sales & marketing plan should outline how you intend to reach out and acquire new customers, as well as retain existing ones with loyalty programs or special offers. 

The milestones subsection should outline what your company has achieved to date, and its main objectives for the years to come - along with dates so that everyone involved has clear expectations of when progress can be expected.

The risks and mitigants subsection should list the main risks that jeopardize the execution of your plan and explain what measures you have taken to minimize these. This is essential in order for investors or lenders to feel secure in investing in your venture.

1. Your travel agency could face risks from natural disasters. For example, an earthquake or hurricane could disrupt travel plans and cause financial losses. 2. Your travel agency might also face risks from changes in technology. For example, new travel booking sites and apps may lead to a decrease in customers booking through your agency.

6. The operations section

The operations of your travel agency must be presented in detail in your business plan.

The first thing you should cover in this section is your staffing team, the main roles, and the overall recruitment plan to support the growth expected in your business plan. You should also outline the qualifications and experience necessary to fulfil each role, and how you intend to recruit (using job boards, referrals, or headhunters).

You should then state the operating hours of your travel agency - so that the reader can check the adequacy of your staffing levels - and any plans for varying opening times during peak season. Additionally, the plan should include details on how you will handle customer queries outside of normal operating hours.

The next part of this section should focus on the key assets and IP required to operate your business. If you depend on any licenses or trademarks, physical structures (equipment or property) or lease agreements, these should all go in there.

You may have key assets such as customer information and booking records. This information contains important details such as customers' travel preferences, contact information, and credit card information. It could also include intellectual property such as the company's brand and logo, which may be used to market the company's services. Additionally, the company might have proprietary software that helps them manage bookings and customer relationships.

Finally, you should include a list of suppliers that you plan to work with and a breakdown of their services and main commercial terms (price, payment terms, contract duration, etc.). Investors are always keen to know if there is a particular reason why you have chosen to work with a specific supplier (higher-quality products or past relationships for example).

7. The presentation of the financial plan

The financial plan section is where we will include the financial forecast we talked about earlier in this guide.

Now that you have a clear idea of the content of a travel agency business plan, let's look at some of the tools you can use to create yours.

What tool should I use to write my travel agency's business plan?

In this section, we will be reviewing the two main options for writing a travel agency business plan efficiently:

  • Using specialized software,
  • Outsourcing the drafting to the business plan writer.

Using an online business plan software for your travel agency's business plan

The modern and most efficient way to write a travel agency business plan is to use business plan software .

There are several advantages to using specialized software:

  • You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
  • You are guided through the writing process by detailed instructions and examples for each part of the plan
  • You can access a library of dozens of complete business plan samples and templates for inspiration
  • You get a professional business plan, formatted and ready to be sent to your bank or investors
  • You can easily track your actual financial performance against your financial forecast
  • You can create scenarios to stress test your forecast's main assumptions
  • You can easily update your forecast as time goes by to maintain visibility on future cash flows
  • You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

Hiring a business plan writer to write your travel agency's business plan

Outsourcing your travel agency business plan to a business plan writer can also be a viable option.

These writers possess valuable experience in crafting business plans and creating accurate financial forecasts. Additionally, enlisting their services can save you precious time, enabling you to concentrate on the day-to-day operations of your business.

It's important to be mindful, though, that hiring business plan writers comes with a cost. You'll be paying not just for their time but also for the software they use, and their profit margin.

Based on experience, a complete business plan usually requires a budget of at least £1.5k ($2.0k) excluding tax, and more if revisions are needed after initial meetings with lenders or investors - changes often arise following these discussions.

When seeking investment, be cautious about spending too much on consulting fees. Investors prefer their funds to contribute directly to business growth. Thus, the amount you spend on business plan writing services and other consulting services should be negligible compared to the amount you raise.

Another aspect to consider is that while you'll receive the output of the business plan, you usually won't own the actual document. It will be saved in the consultant's business plan software, which will make updating the plan challenging without retaining the consultant on a retainer.

Given these factors, it's essential to carefully weigh the pros and cons of outsourcing your travel agency business plan to a business plan writer and decide what best suits your business's unique needs.

Why not create your travel agency's business plan using Word or Excel?

I must advise against using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write your travel agency business plan. Let me explain why.

Firstly, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is highly technical and requires a strong grasp of accounting principles and financial modelling skills. It is, therefore, unlikely that anyone will fully trust your numbers unless you have both a degree in finance and accounting and significant financial modelling experience, like us at The Business Plan Shop.

Secondly, relying on spreadsheets is inefficient. While it may have been the only option in the past, technology has advanced significantly, and software can now perform these tasks much faster and with greater accuracy. With the rise of AI, software can even help us detect mistakes in forecasts and analyze the numbers for better decision-making.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Moreover, software makes it easier to compare actuals versus forecasts and maintain up-to-date forecasts to keep visibility on future cash flows, as we discussed earlier in this guide. This task is cumbersome when using spreadsheets.

Now, let's talk about the written part of your travel agency business plan. While it may be less error-prone, using software can bring tremendous gains in productivity. Word processors, for example, lack instructions and examples for each part of your business plan. They also won't automatically update your numbers when changes occur in your forecast, and they don't handle formatting for you.

Overall, while Word or Excel may seem viable for some entrepreneurs to create a business plan, it's by far becoming an antiquated way of doing things.

  • Using business plan software is a modern and cost-effective way of writing and maintaining business plans.
  • A business plan is not a one-shot exercise as maintaining it current is the only way to keep visibility on your future cash flows.
  • A business plan has 2 main parts: a financial forecast outlining the funding requirements of your travel agency and the expected growth, profits and cash flows for the next 3 to 5 years; and a written part which gives the reader the information needed to decide if they believe the forecast is achievable.

We hope that this in-depth guide met your expectations and that you now have a clear understanding of how to write your travel agency business plan. Do not hesitate to contact our friendly team if you have questions additional questions we haven't addressed here.

Also on The Business Plan Shop

  • How to write a business plan to secure a bank loan?
  • Key steps to write a business plan?
  • Top mistakes to avoid in your business plan

Do you know entrepreneurs interested in starting or growing a travel agency? Share this article with them!

Guillaume Le Brouster

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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Travel Agency Business Plan

Travel agency business plan presentation, premium google slides theme and powerpoint template.

You are passionate about traveling and love to plan every tiny detail of your trips: plane tickets, hotel bookings, excursions to secret spots… Have you thought about starting a travel agency? Regardless of the industry, you will need to make a business plan, find your niche, and do market research. You will also have to build your business model and your marketing strategies, as well as your financial plan. At Slidesgo, we've created this free presentation template so you can get started in the travel agency industry. Working at something you love, it's a win-win situation!

If you are looking for investors, you will need an eye-catching presentation, which represents your passion for traveling. For that purpose, we've included colorful and flat-style illustrations and icons, all of them with gradients, which help you give volume to the scenes, reinforcing the message, and impressing your audience. Another aspect to highlight is the use of colors; we've combined the light yellow on the background with red, green, and blue, used for the illustrations. For the titles, there's a sans-serif typeface to ensure its readability; and for body text, we've used another one with more organic shapes to communicate better. Find easy-to-edit resources like timelines, charts, or infographics to fully customize your presentation. Wait no more and bon voyage!

Features of this template

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  • 31 different slides
  • Contains easy-to-edit graphics and maps
  • Includes 1000+ vector icons divided into 11 different themes for customizing your slides
  • Designed to be used in Google Slides and Microsoft PowerPoint
  • 16:9 widescreen format suitable for all types of screens
  • Includes information about fonts, colors, and credits of the free resources used

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Proposal Tour Travel

Contoh Proposal Usaha Tour and Travel (Download DOC)

Proposal Usaha Tour and Travel ~ Tour and Travel mungkin bisa menjadi salah satu peluang bisnis yang menjanjikan. Hal tersebut dapat dilihat dari banyaknya wisatawan yang membutuhkan jasa tour and travel .

Menjalankan bisnis tour and travel tentu membutuhkan modal yang banyak. Oleh sebab itu, ada baiknya jika Anda membuat perencanaan modal usaha terlebih dahulu. Selain itu, sebaiknya Anda juga membuat proposal usaha.

Dengan adanya proposal usaha akan membuat legalitas usaha Anda menjadi lebih valid, serta memudahkan Anda untuk mencari sponsor atau investor. Jika Anda membutuhkan contoh proposal usaha tour and travel , silahkan download melalui link di bawah ini. 

Download Proposal Usaha Tour and Travel

Proposal Tour Travel

( Download DOC )

Proposal Usaha Tour and Travel “Semesta”

Bab 1 : pendahuluan.

Latar Belakang

Indonesia memiliki destinasi wisata alam yang cukup banyak dan menakjubkan. Dengan banyaknya destinasi wisata alam yang menakjubkan tersebut membuat wisatawan tertarik untuk berkunjung.

Selain wisata alam, masyarakat Indonesia juga gemar berwisata religi dan melakukan ibadah umroh. Fenomena tersebut yang kemudian melahirkan peluang usaha di sektor tour and travel .

Melihat hal tersebut, tentu membuat kami berpikir dan tertarik untuk menekuni bidang usaha tour and travel . Memang bisnis ini memiliki potensi yang cukup besar. Namun, resiko yang dihadapi juga tidak kalah besar.

Oleh sebab itu, melalui kegigihan, kerja keras, inovasi, dan kreativitas, kami yakin bahwa usaha ini akan memiliki prospek yang bagus dan bisa menguntungkan untuk jangka panjang.

Konsep Usaha

Konsep usaha yang dijalankan oleh perusahaan Tour and Travel Semesta adalah menjamin kualitas pelayanan, serta memberikan kenyamanan kepada konsumen melalui armada terbaru yang dimiliki oleh perusahaan.

Sebagai perusahaan tour and travel yang ingin tumbuh besar sesuai harapan dan tujuan, maka kami juga memiliki visi dan misi yang ingin dituju. Adapun visi dan misi pada perusahaan ini adalah sebagai berikut.

Menjadi perusahaan tour and travel yang bisa dibanggakan, menjadi pilihan utama bagi para konsumen, memberikan pelayanan dengan kualitas terbaik.

  • Membangun kepercayaan dan relasi jangka panjang dengan konsumen.
  • Membangun relasi kepada masyarakat, komunitas, organisasi, serta lembaga pemerintah.
  • Turut mendukung dan berpartisipasi aktif dalam kemajuan industri pariwisata.
  • Memberikan jaminan kepuasan kepada semua konsumen yang menggunakan jasa Tour and Travel Semesta.

BAB 2 : Analisis SWOT

Strength (Kekuatan)

  • Memiliki fasilitas kantor yang cukup memadai.
  • Memiliki armada transportasi dengan unit baru yang masih nyaman.
  • Memiliki banyak relasi.

Weakness (Kelemahan)

  • Harga yang dipatok masih terlalu mahal.
  • Promosi yang dilakukan masih belum bisa berjalan dengan maksimal.
  • Kurangnya pegawai yang berpengalaman.

Opportunity (Peluang)

  • Banyaknya minat masyarakat muslim untuk umroh.
  • Banyaknya minat wisatawan untuk berkunjung ke destinasi wisata di Jawa Timur dan Bali.
  • Pangsa pasar masih terbuka lebar.

Threat (Ancaman)

  • Banyaknya kompetitor pada usaha tour and travel .
  • Promosi yang dilakukan oleh kompetitor lebih menarik.
  • Sulit mendapatkan kepercayaan dari konsumen.

BAB 3 : Rencana Usaha

Nama Usaha : 

Nama dari usaha ini adalah Tour and Travel Semesta. Memiliki nama singkat namun mudah diingat, serta menjadi identitas perusahaan yang membedakan dengan para kompetitor.

Produk yang Dihasilkan : 

Perusahaan Tour and Travel Semesta menghasilkan beberapa produk sebagai berikut.

  • Paket Tour : Domestik dan mancanegara.
  • Sewa Mobil : SUV, sedan, MPV.
  • Paket Umroh : Umroh reguler dan umroh plus.

Harga yang Ditawarkan : 

  • Paket Tour : Rp 300.000 – Rp 10.000.000 (tergantung lokasi dan tempat wisata).
  • Sewa Mobil : Rp 350.000 – Rp 800.000 (tergantung tipe dan jenis mobil).
  • Paket Umroh : Rp 29.000.000 – Rp 40.000.000 (tergantung paket yang dipilih).

Target Market : 

Target market yang disasar adalah berbagai kalangan usia. Kriteria utama adalah mereka yang suka berwisata, baik wisata keluarga, wisata alam, maupun wisata religi. Selain itu, kami lebih menargetkan masyarakat dengan ekonomi menengah ke atas.

Strategi Pemasaran : 

Untuk menunjang efektivitas penjualan dan pencapaian target yang dibutuhkan oleh perusahaan, maka kami menggunakan strategi pemasaran sebagai berikut.

  • Sosial media : Memanfaatkan tingginya pengunjung sosial media seperti Instagram, Facebook, dan Whatsapp untuk mendapatkan konsumen.
  • Iklan berbayar : Melalui Facebook Ads, brosur, dan juga banner.

Sistem Usaha : 

Usaha ini dijalankan secara offline dan online. Tujuan menerapkan sistem usaha offline dan online adalah untuk memudahkan konsumen dalam menggunakan jasa layanan Tour and Travel Semesta, serta untuk menjangkau lebih banyak konsumen.

Sistem Bagi Hasil : 

Tingginya modal usaha untuk mengembangkan usaha ini, serta untuk memperluas pemasaran, memaksa kami untuk mencari investor atau rekan kerja yang berminat untuk bekerja sama dalam menjalankan bisnis ini.

Total modal yang kami butuhkan untuk mengembangkan usaha ini adalah sekitar Rp 100.000.000. Dengan modal tersebut, kami akan menawarkan pembagian hasil kepada Anda sebesar 10% dari profit bersih.

Jika Anda tertarik, kami siap bekerja sama dengan Anda secara profesional, dibuktikan dengan perjanjian yang sah secara hukum. Kontrak kerjasama yang kami tawarkan adalah 3 tahun.

BAB 4 : Analisis Keuangan 

Modal yang dibutuhkan : 

Sewa Tempat

Biaya Operasional

Perkiraan Keuntungan

Estimasi Balik Modal

BAB 5 : Penutup

Demikian proposal usaha ini kami buat. Adapun yang dapat kami simpulkan adalah dengan banyaknya destinasi wisata menarik di Indonesia bisa menjadi peluang untuk bisnis tour and travel yang menjanjikan.

Selain itu, tantangan utama untuk menjalankan bisnis ini adalah perlunya promosi yang yang bisa menarik minat serta kepercayaan dari konsumen. Untuk itu, kami mengharapkan kesediaan Anda untuk menerima tawaran kerjasama yang kami ajukan.

Media Belajar Bahasa Inggris

55+ Contoh Proposal Usaha Tour and Travel dan Strategi Bisnisnya

contoh proposal usaha tour and travel

45+ Contoh Proposal Usaha Coffee Shop dan Kiat Sukse dalam Mengelolanya

Cukup banyak orang yang ingin berpergian dengan santai dan nyaman tanpa memikirkan apapun. Jasa Tour and Travel jadi pilihan terbaik dalam mewujudkan hal ini. Menjalankan usaha Tour dan Travel saat ini memang sangat menjanjikan. Apabila Anda tertarik merintisnya, tentu langkah awal terbaik adalah mempelajari contoh proposal usaha tour and travel.

Bisnis tour and travel menjadi salah satu lini usaha dengan modal besar. Untuk Anda yang ingin merintisnya tentu harus mempersiapkan dana modal awal dengan sebaik mungkin. Apabila tidak memilikinya, membuat proposal usaha menjadi solusi terbaik.

Dengan merancang proposal usaha dengan berbagai data valid serta rincian bisnis yang tersusun secara rapi, maka Anda dapat menyerahkannya kepada para investor sehingga mendapatkan modal bisnis. Berikut adalah contoh proposalnya dan beberapa hal penting lainnya.

Baca juga : Contoh Proposal Usaha Ayam Potong

BAB 1 : Pendahuluan

contoh business plan travel agent

Latar Belakang

Indonesia memang menjadi salah satu negara dengan banyak tempat wisata alam menarik. Tidak heran jika seseorang ingin berlibur dan berwisata ke berbagai daerah di negeri ini. Kondisi ini jelas membuat peningkatan jumlah wisatawan baik lokal maupun interlokal sangat drastis.

Ada banyak jenis wisata yang ada di Indonesia mulai wisata alam, keluarga, edukasi, ekstrim, dan ibadah umroh. Kondisi inilah yang menjadi dasar lahirnya berbagai jasa tour and travel. Jasa ini bertugas untuk menyediakan segala fasilitas untuk para wisatawan dalam perjalanannya.

Adanya potensi besar dalam industri ini membuat Kami sangat percaya diri untuk memulai usaha Tour and Travel ini. Prospek dari usaha ini memang sangat menjanjikan, akan tetapi sama halnya dengan bisnis lain ada beberapa resiko yang tidak dapat bisa seseorang remehkan.

Maka dari itu, dalam menjalankan usaha ini perlu adanya kreativitas, kerja keras, dan juga kegigihan sehingga bisa mengelolanya dengan baik. Kami pun dengan sangat yakin dapat mengelola usaha ini dengan baik dan mendapatkan semua keuntungan yang tersedia.

Konsep Usaha

Konsep usaha dari bisnis ini sendiri sangat jelas yaitu menawarkan pelayanan terbaik kepada para konsumen yang ingin melakukan perjalanan wisata. Menghadirkan fasilitas lengkap serta armada terbaru agar semua konsumen menikmati perjalannya.

Perusahaan tour and travel ini memiliki visi untuk menjadi penyedia layanan terbaik dalam menawarkan kenyamanan saat berwisata. Melalui jasa ini, pelanggan dapat menikmati perjalanan liburannya menjadi lebih nikmat dan nyaman.

Misi dari jasa tour and travel ini antara lain membangun relasi sebanyak mungkin kepada para konsumen dengan kerjasama jangka panjang, dan melayani berbagai kebutuhan para wisatawan ketika berlibur. Tidak lupa juga menjamin kepuasan seluruh pelanggan ketika menggunakan jasa atau layanan Tour and Travel.

BAB 2 : Analisis SWOT

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Strength (Kekuatan)

Jasa tour and travel ini memiliki fasilitas operasional yang sangat komplit mulai dari peralatan kantor, armada transportasi yang membuat konsumen lebih nyaman ketika berwisata. Tidak hanya itu, Tour and Travel ini juga telah menjalin relasi dengan berbagai industri tempat tempat wisata.

Weakness (Kelemahan)

Untuk memberikan pelayanan secara maksimal kepada para pelanggan, jasa tour and travel ini harus memberikan harga cukup mahal. Aktivitas promosi atau perkenalan jasa belum maksimal karena keterbatasan sumber daya manusia atau tenaga kerja berpengalaman di bidang marketing.

Opportunity (Peluang)

Minat masyarakat dalam melakukan perjalan berlibur seperti wisata ke Bali ataupun daerah lainnya sangat tinggi. Masyarakat Indonesia juga kerap kali melakukan kegiatan umroh untuk para muslim. Kedua hal ini tentu membuat usaha ini memiliki peluang yang sangat besar dari segi keuntungan kedepannya.

Threat (Ancaman)

Beberapa pesaing dengan konsep yang sama mulai bermunculan. Para kompetitor ini juga terkadang dapat maksimal dalam melakukan aktivitas marketingnya sehingga menjadi salah satu ancaman terbesar dalam usaha Tour and travel ini.

BAB 3 : Rencana Usaha

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BAB 4 : Analisis Keuangan

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BAB 5 : Penutup

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Demikian proposal ini Kami susun dan buat. Melalui proposal ini Kami tentunya ingin sekali para investor mempelajari dan membacanya secara seksama. Usaha Tour and Travel di Indonesia memiliki peluang sangat besar dan luas sehingga profit di masa depan sangat menjanjikan.

Dalam setiap bisnis tentunya ada tantangan yang harus pelaku usaha lewati. Tour and travel memiliki tantangan besar dalam melakukan aktivitas promosi untuk meningkatkan minat serta antusias konsumen. Melalui bantuan dari para investor tentunya bisnis ini dapat berkembang menjadi lebih baik.

Hal Penting yang Harus Diperhatikan saat Membuat Paket Tour and Travel

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Saat Anda menjalankan bisnis Tour and Travel, tentunya akan ada sebuah kondisi di mana harus membuat paket tour. Umumnya para wisatawan yang notabene adalah calon klien akan melihat paket tour dari jasa tersebut. Untuk membuat paket dengan daya tarik luar biasa, terdapat beberapa hal penting harus pelaku usaha tour and travel perhatikan.

1. Mencantumkan Include dan Exclude secara Jelas

Dalam informasi sebuah paket tour akan ada istilah include dan exclude. Ini adalah merupakan semua informasi yang termasuk dalam pake atau tidak. Misalnya ketika seorang klien akan memilih paket tersebut akan ada beberapa fasilitas tambahan.

Kebutuhan klien akan liburan harus benar benar jelas, jadi ketika para klien ingin memilih paket atau melakukan pemanasan perjalan tour, usahakan informasi include dan exclude jelas. Hal ini penting agar kenyamanan dalam perjalanan para pelanggan tidak kebingungan.

2. Informasi Tentang apa Saja yang Harus Klien Bawa

Ketika Anda sebagai pelaku bisnis tour and travel menawarkan perjalanan atau paket wisata ke suatu destinasi, maka berikan juga informasi mengenai apa saja yang harus seseorang bawah. Misalnya jasa pelayanan tour and travel ini menawarkan paket perjalanan ke pantai.

Maka pihak penyedia jasa harus memberikan informasi yang jelas seperti para klien harus membawa topi atau pakaian lainnya. Ada  lagi paket kunjungan ke beberapa tempat sehingga peserta tour harus membawa payung. Informasi seperti ini harus Anda sampai dengan baik sebagai pelaku usaha tour and travel.

3. Jangan Ragu dalam Menampilkan Harga Paket dengan Jelas

Ada beberapa penyedia jasa tour and travel yang terkadang masih ragu dalam menampilkan harga paketnya. Hal ini jelas akan membuat calon pelanggan merasa kebingungan dan ragu ketika ingin mengambil paket wisata tersebut. Untuk terhindar dari hal ini jangan ragu mencantumkan harganya.

Pastikan juga tulisan harga font atau hurufnya lebih mencolok dari informasi lainnya agar para klien atau calon peserta tour and travel dapat dengan jelas melihatnya. Hal ini sangatlah efektif untuk menarik perhatian serta membuat calon pelanggan percaya dengan agen tour and travel milik Anda.

4. Mencantumkan Map Lokasi Wisata dalam Paket

Ketika membuat paket wisata pada bisnis tour and travel Anda, jangan lupa untuk menyisipkan sebuah map atau peta lokasi wisata. Sekarang melakukan hal ini sangat mudah apalagi teknologi seperti Google map dan lainnya tersedia secara gratis.

Informasi dengan detail mengenai rute perjalanan liburan dalam paket wisata ini sangatlah penting. Para pelanggan atau klien akan mengetahui rute dalam perjalanan sehingga memudahkan dalam adaptasi. Karena sudah mendapatkan dukungan dari google map, tidak ada alasan lagi bagi Anda untuk tidak mencantumkan map lokasi ini.

5. Memperlihatkan Gallery Aktivitas

Galeri merupakan sebuah fitur di website yang dapat menampilkan berbagai gambar dan aktivitas dari tour and travel Anda. Selain menawarkan paket wisata sebagai pemilik usaha ini pastikan juga memperlihatkan galeri aktivitas beserta foto foto berkualitas.

Misalnya sedang membawa para klien wisata ke suatu daerah. Perlihatkan di menu galeri website tour and travel Anda sehingga calon pelanggan lebih bisa percaya. Apalagi jika menggunakan watermark di setiap foto, maka ini secara otomatis akan meningkatkan kredibilitas jasa tour and travel ini.

Strategi Marketing Paling Efektif dalam Bisnis Tour and Travel

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Setelah Anda mengetahui bagaimana langkah langkah dalam membuat paket wisata, mempelajari strategi marketing bisnis tour and travel juga penting. Memasarkan jasa Anda sehingga orang mengenalnya merupakan tugas dari aktivitas marketing. Berikut adalah strategi marketing paling jitu dalam bisnis tour and travel.

1. Strategi Sosial Proof

Strategi bisnis tour and travel pertama yang harus Anda perhatikan adalah social proof. Untuk melakukan aktivitas pemasaran ini pelaku bisnis harus memiliki sebuah website dengan menu khusus. Seperti penjelasan di point sebelumnya social proof ini akan berisikan informasi seperti paket dan galeri aktivitas.

Usahakan Anda dapat menampilkan siapa saja yang telah menggunakan paket wisata tersebut baik pembeli biasa, influencer, jika ada artis dan lain sebagainnya. Jangan lupa untuk mengupdate berbagai informasi secara berkala di website tersebut agar para pengunjung yang nantinya jadi calon pelanggan tertarik.

2. Menampilkan Testimonial

Karena bisnis yang Anda lakukan adalah berupa jasa, maka testimonial atau ulasan dari para pelanggan sebelumnya sangatlah penting. Para pengguna paket tour and travel sebelumnya akan mengisikan ulasan positif yang nantinya tampil di website.

Pastikan para pengguna paket sebelumnya ini Anda berikan pelayanan terbaik sehingga isi dari halaman testimoni pada halaman website semuanya positif. Hal ini tentunya akan menjadi daya tarik tersendiri untuk calon pelanggan tour and travel selanjutnya.

3. Menerapkan Early Bird Decisions

Strategis bisnis selanjutnya adalah menerapkan early bird decisions yang menawarkan bonus atau free merchandise. Teknik ini memang sangat efektif dalam meningkatkan nilai kepuasan para klien. Misalnya memberikan bonus atau produk tertentu kepada para klien pengguna 100 orang pertama.

Calon peserta paket wisata biasanya sangat antusias jika ada agen tour and travel yang menggunakan taktik bisnis ini. Beberapa pengamat bisnis juga terkadang beranggapan jika cara ini cukup beresiko, akan tetapi peluang memperoleh keuntungan sangat besar juga begitu cepat. Ini jadi tujuan awal dari merintis usaha tour and travel.

4. Memberikan Sebuah Reward

Strategi bisnis selanjutnya bisa Anda terapkan adalah pemberian reward. Penghargaan atau reward merupakan sebuah upaya dari jasa tour and travel untuk mempertahankan loyalitas pelanggan. Untuk memberikan hal ini tentunya sebagai pelaku bisnis harus mengelola sistem dengan baik. Pastikan database pelanggan tertata dengan sempurna.

Program reward ini bisa berupa macam macam seperti potongan harga untuk paket tour tertentu. Bisa juga Anda berikan berupa pemberian lebih fasilitas ketika menikmati perjalan wisata, atau memberikan hadiah khusus seperti travel bag dan lain sebagainya. Program reward umumnya sangat pelanggan tunggu terutama dari berbagai bisnis tour and travel ini.

5. Menerapkan Strategi Bundling Package

Selanjutnya ada sistem bundling package yang dapat membuat tour and travel Anda semakin lengkap. Sistem atau taktik pemasaran ini biasanya orang gunakan untuk memikat beberapa target pasar khusus, seperti peserta atau klien tour umroh.

Biasanya jamaah umrah harus melengkapi beberapa persyaratan seperti tes kesehatan, pembuatan paspor atau visa dan lain sebagainya. Peran bundling package ketika Anda menawarkan paket umroh sangat penting agar membuat para klien merasa nyaman. Maka dari itu pastikan sistem atau taktik ini juga ada di jasa tour and travel.

6. Menerapkan Strategi FOMO

Dalam bisnis ada sebuah istilah yaitu Fear of Missing Out atau FOMO. Strategi marketing satu ini memang sangat efektif untuk seseorang terapkan di jenis usaha tour and travel karena akan menarik minat calon pelanggan sehingga langsung melakukan aktivitas pemesanan paket.

Paket ini memang dapat mempengaruhi psikologi calon pelanggan. Misalnya ada perjalanan liburan atau wisata ke sebuah daerah yang sedang viral. Kemudian jasa tour and travel Anda menawarkan harga yang sangat murah dari kompetitor. Kemudian hanya berlaku sementara misal bulan agustus sudah kembali harga normal. Ini sangat efektif menarik minat calon pelanggan.

7. Menggunakan Competitive Buyer

Competitive buyer sebenarnya hampir sama dengan FOMO. Strategi marketing dalam bisnis tour and travel ini akan memberikan pengaruh psikologi kepada para pelanggan. Menawarkan produk dengan sebuah kuota dan apabila sudah terpenuhi maka pelanggan akan kehilangan kesempatan menerima harga spesial tersebut.

Misalnya Anda menawarkan paket traveling ke sebuah daerah seharga 5 Juta, namun untuk 100 pendaftaran pertama cukup bayar 3 juta saja dalam waktu tertentu. Hal ini akan membuat calon pelanggan akan saling berlomba lomba agar bisa menjadi pendaftar 100 orang pertama sehingga bisa menikmati competitive buyer tersebut.

8. Menjadikan Destinasi Viral Sebagai Paket

Perkembangan industri traveling di Indonesia sendiri cukup pesat. Akan ada terus tempat tempat viral yang pastinya membuat banyak orang terkesan. Ketika ada sebuah tempat wisata sedang viral baik melalui media sosial seperti Tiktok atau Youtube, sebagai pelaku bisnis tour and travel harus segera menangkapnya.

Langsung berisikan susunan paket liburan ke tempat viral itu di dalam menu pelayanan Anda. Otomatis hal ini akan menarik banyak sekali minat dari para klien sehingga ingin melakukan perjalan liburan ke tempat yang sedang viral tersebut.

9. Memberikan Batasan waktu Tertentu

Menawarkan waktu tertentu dalam sebuah paket. Strategi bisnis dalam tour and travel berikutnya adalah soal penawaran paket tour. Berikan sebuah waktu tertentu untuk perjalan wisata ke tempat menarik dengan promosi yang masif. Misalnya perjalan ke kota singapura dengan harga murah dari tanggal sekian sampai sekian.

Atau apabila Anda ingin membuatnya lebih panjang bisa dari bulan ini ke bulan sekian. Untuk beberapa calon pelanggan yang memang memiliki ketertarikan lebih terhadap daerah wisata tersebut akan rela mengeluarkan uangnya. Apalagi jika harganya sangat miring dari bulan bulan biasa setelah penawaran jangka waktu tersebut berakhir.

10. Memaksimalkan Potensi Hari Spesial

Di Indonesia sendiri cukup banyak hari hari spesial setiap tahunnya seperti Idul Fitri, Nyepi, Natal, sampai dengan valentine dan hari kemerdekaan. Memanfaatkan beberapa hari spesial ini untuk promo liburan sangatlah efektif. Bahkan beberapa pelanggan bisa langsung melakukan pemesanan jika ada promosi di hari hari tersebut.

Memanfaatkan hasil spesial dalam penawaran paket tour di tanggal tanggal tersebut memang sangat menarik. Misalnya ketika adanya hari kemerdekaan, maka jasa tour and travel Anda akan menawarkan sebuah perjalan liburan ke beberapa wilayah museum dengan harga lebih murah dari biasanya. Tentu hal seperti ini amat menarik perhatian konsumen.

Demikian informasi mengenai contoh proposal usaha tour and travel dan strategi bisnisnya. Dengan mempelajari hal hal penting terutama ketika menjalankan strategi marketingnya, maka kesempatan Anda dalam memperoleh keuntungan lebih besar akan terbuka lebar dalam bisnis ini.

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33+ Contoh Proposal Usaha Martabak dan Strategi Marketingnya

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45+ Contoh Proposal Usaha Ternak Ayam dan Hal Penting Lainnya

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One of the Best Travel Agency in Moscow, Russia

International travelers are very attracted to russian travel opportunities but there are many concerns and hesitations due to the complicated visa issues, the language barrier, the confusing cultural differences, and methods and means of travel confusions., our small family business eliminates all of your concerns. we offer personal solutions to all of those problems as well as rare and extraordinary tours with a highly personal touch., we will make your russian travel enjoyable and unforgettable.

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  • Moscow Tours

Our 20 Best Moscow Tours of 2022

Join us on an unforgettable tour to Moscow, the capital of Russia. Imagine visiting Red Square, St. Basil’s the Kremlin and more. Moscow is one of Europe’s most vibrant cities and one of Russia’s most historical. All of our tours to Moscow are fully customizable and can be adjusted to fit any budget. Our most popular tours are listed below. Please click on the tour details to learn more or contact us for more information about our Moscow tours using the form at the side of the page. You can also schedule a call with one of our Russian travel specialists to learn more.

Moscow Kremlin, photo by Walkerssk on Pixabay

Classic Moscow

This is our most popular Moscow tour that includes all the most prominent sights. You will become acquainted with ancient Russia in the Kremlin, admire Russian art in the Tretyakov Gallery, listen to street musicians as you stroll along the Old Arbat street, and learn about Soviet times on the Moscow Metro tour.

Accommodation

PRIVATE TOUR

St. Basiils Cathedral, Moscow, Photo by vierro from Pexels

A Week in Moscow

This tour is a perfect choice for those who wish to get to know Moscow in depth. One of the highlights of this package is the KGB history tour which gives an interesting perspective on the Cold War. You will also have time for exploring the city on your own or doing extra sightseeing.

Photo by Andrey Omelyanchuk on Unsplash

Weekend in Moscow

This tour is a great way to get acquainted with the capital of Russia if you are short of time. You will see all the main attractions of the city, the most important of which is the Kremlin - the heart of Russia. The tour starts on Friday and can be combined with a business trip.

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Group Tour Moscow Break by Intourist

Russia's capital has so much to offer, from the Kremlin and the Metro to the Old Arbat street and the Tretyakov Gallery. Besides these sites, you will also visit a fascinating country estate which today is quite off the beaten path, Gorky Estate, where the Soviet leader Lenin spent the last months of his life.

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Kolomenskoye Tour with transport

The history of Kolomenskoye stretches back for centuries. In 1380, Dmitri Donskoi’s army passed through Kolomenskoye on their way to the Kulikovo battlefield, and it was...

Tours by car

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Kremlin, Red Sq., Cathedrals & Armory Tour

The Kremlin is truly a fascinating structure, at the same time it is an ancient tower, the city’s former military fortification, a palace, an armory, the sovereign treasury...

Walking tours

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Kremlin, Red Sq., Cathedrals, Armory, Diamond Fund Tour

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Old Arbat walking tour

You will be told of the street’s interesting history and view the street’s artisan culture. You will also have the opportunity to view and purchase souvenirs from the...

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Tour to Sergiev Posad with transport

Considered by some to be the Russian Vatican, Sergiev Posad is the temporary residence of the Patriarch of the Russian Orthodox Church. The Trinity St. Sergius Monastery (Lavra)...

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Tour to Kuskovo with transport

The Kuskovo Estate often called the Moscow Versailles due to its perfectly preserved French park, is an example of an 18th century, luxurious Moscow summer residence. Its history...

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Tour to Tsaritsyno with transport

The Tsaritsyno Estate is located in the southern part of Moscow. The estate was constructed for Catherine the Great by the Russian architects Bazhenov and Kazakov in a romantic...

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Moscow Metro and Old Arbat Tour

The Moscow Metro is one of the largest and most grandly built metro systems in the world. It was meant to be a showcase of the Soviet Union’s achievements for both the Russians...

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Vodka Museum Tour with transport (excursion and vodka tasting)

Vodka is an important component of Russian life, an element of national identity and everyday culture. We invite you to visit the Vodka Museum and feel the atmosphere of long-gone...

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Mikhail Bulgakov Apartment Museum

This apartment museum located close to Patriarch Ponds became the prototype of the "bad apartment" described in the novel "The Master and Margarita." Currently the museum's...

Spasskaya Tower,Moscow Kremlin, Russia, image from Shutterstock

Kremlin, Red Sq., Cathedrals & Diamond Fund Tour

Portrait of Leo Tolstoy by Ilya Repin (1887)

The State Museum of Lev Tolstoy Tour

Take this opportunity to learn more about the Russian writer Lev Tolstoy. During the visit to the museum you will see part of a vast collection of exhibits connected to Tolstoy...

Novodevichy convent, Moscow, Russia, image from Shutterstock

Novodevichy Convent Tour with transport

Tour of the Novodevichy Monastery. Founded in 1524 by Grand Prince VasiliIoanovich, the original convent was enclosed by fortified walls and contained 12 towers. The structure...

St. Basil's Cathedral, Moscow, Russia, image from Shutterstock

City Tour with Visit to St. Basils & Red Sq. with transport

Panoramic City Tour. This Moscow tour is a great start to your trip and the best way to get acquainted with many of the city’s major highlights. Our professional guide will...

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City Tour of Moscow

Head to the heart of Moscow with a professional guide on a 4-hour private walk through the city center. See Tverskaya and Old Arbat streets, Theatre Square with the world-famous...

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Moscow Metro walking tour

The Kremlin, Moscow, Russia, image from Shutterstock

Kremlin, Red Square and Cathedrals Tour

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KGB Tour with transport

This is a very interesting and insightful tour. You will visit places connected with Stalin’s terror - a time of great repression and fear. You will be shown monuments to...

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Soviet and Post-Soviet Moscow Tour

The tour begins with a drive or walk down Tverskaya Street – a Soviet masterpiece. In the years of Soviet power, Tverskaya began to undergo a transformation: it was widened...

Girl with Peaches by Alexander Serov

Tretyakov State Gallery Tour

This world-famous gallery contains masterpieces of Russian art beginning in the 10th century up until today. You will view exquisite Russian icons and paintings from the 18th and...

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Jewish Heritage of Moscow Tour

This tour offers a detailed look into the history and present-day life of the Jewish community of Moscow. On the tour, you will visit sites connected with the cultural and religious...

Vodka, photo by Detonart at Pixabay

Vodka Museum Tour with transport (excursion only)

Customer

Lena, our guide in Moscow was excellent. She was very knowledgable and could answer any question we had for her. We liked that she could pick up on our interests and take us places we might not have thought of to go. When we realized that one of the places we had chosen to see would probably not be that interesting to us, she was able to arrange entry to the Diamond Fund and the Armoury for us. Riding the Metro with Lena was a real adventure and a lot of fun. In Saint Petersburg we found Anna well versed in the history of the Tsars and in the Hermitage collection. Arkady in Veliky Novgorod was a very good guide and answered all of our questions with ease. Novgorod was perhaps a long way to go for a day trip, but we did enjoy it. Vasily was a great driver to have and kept us safe with good humour and skill. We enjoyed ourselves so much, my daughter says she is already planning to return. We would both have no hesistation to recommend ExpresstoRussia to anyone we know.

Just wanted to let you know that My grandson Bruno and I couldn´t have been more pleased with our week in Moscow (6/15 - 6/21). We were absolutely enchanted with the whole experience, including getting lost a couple of times in the Metro during our free time. Although both our guides (both Eleanas) were excellent, I would particularly commend the first one (she took us to the Tatiakov, the KGB tour, and to that beautiful cemetery where so many great Russian artists, authors, composers, musicians, militarists, and politicians are buried). Her knowledge is encyclopedic; and her understanding of today´s Russia as a product of its past was, for us, truly enlightening. I will be taking another tour in Russia, with my wife, within the next two or three years. I will be in touch with you when the time comes. Meanwhile, I will refer you to other potential visitors to Russia as I meet them.

Tours to Moscow

Our Moscow tours are land only meaning that you arrange your own air travel to Russia and our expert staff meets you at the airport and handles everything else from there. Our online Airline Ticket booking system offers some of the most competitive rates to Russia available on the web so if you need tickets, please visit our Russian air ticket center . Rest assured that you will be taken great care of on one of our Moscow tours. Express to Russia has a fully staffed office in Moscow that will help to make your visit fun, informative and unforgettable. Please remember that of all these tours are private and can be adjusted to your taste. You can add, replace or skip some sights; you can add more days to the package or cut the tour short. Our specialists will be glad to help you create the tour of your dreams!

Novodevichy Convent, Moscow

Moscow, a City Like No Other

Moscow is Russia’s largest city with a population of between 12 and 13 million. It is also Europe’s largest city and when you visit Moscow, you can feel it. The layout and architecture of the city is eclectic, ranging from crooked, ancient streets and alleyways to wide, bustling boulevards, from medieval churches to Stalin skyscrapers and to modern, glass buildings towering over everything and of course in the center of it all is the Kremlin and the magnificent Red Square. Moscow is also home to a fantastic, efficient and very beautiful metro system – each station having its own special design. In fact, Express to Russia’s Moscow metro tours and excursions are some of our most popular attractions that we offer. On our Moscow tours, you will see this and more.

Moscow Kremlin in the times of Ivan III

Moscow Tours centering on Russian History

Moscow has a long and interesting history and has been the capital of Russia in many of its different iterations – capital of the Grand Duchy of Moscow , the Russian Empire and of course the Soviet Union (who could ever forget the Soviet Union?). Moscow, was founded in the 12th century by Prince Yuri Dolgaruki (Yuri of the long arms – he really did have long arms!). From that time on, it was home to the Russian Tsars until Peter the Great moved the capital to St. Petersburg in 1703. The city has survived invasions and sieges from the Mongols, the Tartars, the Poles, Lithuanians and Napoleon but has always persevered. Our Moscow tours will enlighten you on this great history and give you insights into Muscovites and their unique culture. Our Moscow tours show you what the city is like today but also brings to life the past. Moscow never seems to sleep and is bursting with energy. A Moscow tour with Express to Russia is truly the best way of getting to know Russia’s largest and most vibrant city.

Frequently Asked Questions From Our Travelers

What is the best time to visit moscow.

Any time of year is fine depending on what you plan to do. Summertime is pleasantly warm, ideal for exploring the city and its vibrant atmosphere, but Moscow will be much busier and accommodation is more expensive. Winter can be quite cold but beautiful nonetheless, and this is unproblematic if you intend to spend most of your trip in museums and galleries. There are also various festivals and events organised throughout the year. For more information about the best time to visit, read our guide

How many days are enough in Moscow?

If you plan your itinerary strategically and aren’t averse to a packed schedule, you can cover Moscow’s main sights over a long weekend. Most popular attractions are in the city centre, and the Moscow Metro allows you to cover much ground in a small amount of time. Ensure that your accommodation is fairly central and book tickets in advance, so that you can make the most of your days. For an informative and well-organised day out, check out our Moscow day tours with options to suit all interests.

Do they speak English in Moscow?

As Russia’s capital city, tourists are well accommodated in Moscow. There should be English-speaking staff in restaurants, bars, hotels, shops and attractions in tourist hotspots, and there are also English-speaking tourist police. Transport services have English translations on their maps and English announcements via intercom; alternatively, order taxis from the Yandex Taxi app (Russian Uber), though it’s unlikely that your taxi driver will speak English. If you get stuck and cannot communicate, it’s fine to use Google Translate.

Is it safe to travel to Moscow?

It is no less safe to travel to Moscow than to any European city if you exercise common sense and look after your belongings. As with every city some regions can be more unsavoury than others, but no tourist attractions are located there. The traffic in Moscow is notorious, so exercise caution when crossing roads. Do not take unlicensed taxis; book in advance or take public transport, which is widespread and perfectly safe. If you encounter any problems, look for the special tourist police who can help you. For more information, read our guide about staying safe in Russia .

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  • 4 Nights 5 Days Moscow St Petersburg Tour

Moscow St Petersburg Tour Package For 4 Nights 5 Days Rated 4.2 /5 (based on 54 reviews) Moscow St Petersburg Tour Package For 4 Nights 5 Days

Moscow St Petersburg Tour Package For 4 Nights 5 Days 5 Days & 4 Nights

Welcome to Russia

Savior on Spilled Blood. Orthodox church. St. Petersburg

Horse drawn carriages on the Palace Square in St. Petersburg

A quiet summer sunny evening at the Kazan Cathedral in St. Petersburg

Bolshoi Theater in Moscow, Russia

Hotel included in package:

  • Moscow (2D)
  • St Petersburg (3D)

Starting from:

₹78,999/- ₹85,869/-

Per Person on twin sharing

Price For The Month

TravelTriangle has served 3000 + travelers for Russia

Russia is a major tourist hub, for people from all over the world and from all walks of life. With the iron curtain gone, it is quickly becoming a must visit for many, who want to understand the culture of the country, and spend time exploring the bounties of nature here. With its rich cultural heritage and history, it is no wonder that this Moscow and St Petersburg in 5 days package is a very popular one.

This Moscow and St Petersburg in 5 days package covers 2 nights in Moscow and 2 in Saint Petersburg, which gives you the ideal time to explore both cities to your heart’s content. Whether you want to spend time shopping or simply sampling some delicious dishes, you can do that on your leisure time, which is also part of the itinerary. With almost everything already planned well in this package, all you need to do after buying it is lie back, relax and get set to enjoy a grand vacation.

This Moscow and St Petersburg in 5 days package will take you to several destinations during the city tours, such as New Maiden’s Monastery, VDNKh amusement park, The Cathedral of Christ the Saviour, The Bolshoi Theatre, Saint Basil’s Cathedral and the Red Square in Moscow. In Saint Petersburg, you will get to visit Smolny Convent, Saint Isaac’s Cathedral, The Anichkov Bridge, The Quay with Sphinxes, Savior on the Spilled Blood church and the The Peter and Paul Fortress. And the best part is that since it is a smaller duration package, you can easily take a few days off from work to enjoy it.

  • Enjoy a tour of Moscow city
  • Cover all attractions of Saint Petersburg
  • Ride the Bullet train
  • Explore local markets

Moscow: Arrival

  • Moscow City tour

Other Benefits (On Arrival)

Enjoy a grand tour of Russia

After a lovely flight, land at Moscow airport, from where you will be taken to the hotel for the night. On reaching, check in and relax for a while. Spend the night at the hotel.

Moscow: City Tour

Get set to explore Moscow

After a lovely breakfast at the hotel, it is time for your Moscow city tour. Cover all major attractions such as New Maiden’s Monastery, VDNKh amusement park, The Cathedral of Christ the Saviour, The Bolshoi Theatre, Saint Basil’s Cathedral and the Red Square. Later, return to the hotel for the night.

Saint Petersburg: Arrival

  • Sightseeing

Another Russian city to explore today

Enjoy your breakfast in the hotel today, after which you can check out of the hotel. Transfer to Saint Petersburg via bullet train. On arrival, check into the hotel and spend the evening at leisure. Return to the hotel for the night.

Saint Petersburg: City Tour

Soak in the beauty of Saint Petersburg

Today, after a hearty breakfast, you will be taken on a city tour of Saint Petersburg, covering all major attractions. Visit Smolny Convent, Saint Isaac’s Cathedral, The Anichkov Bridge, The Quay with Sphinxes, Savior on the Spilled Blood church and the The Peter and Paul Fortress. After the tour, return to the hotel for the night.

Saint Petersburg: Departure

Time to say goodbye to this wondrous land

After a superb trip, it is time to bid farewell. Check out of the hotel after breakfast, and leave for the airport to carry on with your onward journey home.

Note: Our agents will provide you these or similar hotels depending on availability

Maxima zarya hotel

Maxima zarya hotel

4/9 Gostinichnaya Street Building 9 Moscow - 127106, Russia

Trip Advisor

St petersburg

Polo regatta hotel

Polo regatta hotel

1, Morskoy Slavy Square St Petersburg - 199106, Russia

  • Airfare - Delhi - Russia - Delhi
  • Accommodation for 04 Nights with breakfast in 3* hotel
  • Sightseeing on Private basis
  • Return airport transfers in Private vehicle
  • Private Guide on Excursion days
  • One way Bullet train from Moscow to St Petersburg
  • Personal Expenses
  • Registration charges at hotels at any city
  • Increase in the rate of exchange leading to an increase in all land arrangements which may come
  • Cost of the Suggested Excursions
  • Anything not specifically mentioned in inclusion
  • Taxes applicable to be paid at Hotel extra on the total tour price.

Your Preferences

Where do you want to go?

FAQs for Russia

Q. where should i shop in moscow.

A. Moscow has huge shopping malls that vie for first place with the local street markets. So while you can find almost anything at the malls, for the more authentic items, such as junk jewelry, handicrafts, spices, toys, visit the street stalls.

Q. What can I buy in Saint Petersburg?

A. If you feel inclined, then real and faux fur are pretty cheap here, and they are really great quality. Or you can pick up souvenirs such as magnets, postcards, paintings of bottles of vodka.

Q. What are the main dishes of Russia?

A. Russian cuisine is all about high-protein ingredients, so expect a lot of cottage cheese, eggs, fish and meat. Three dishes that you absolutely shouldnt miss include:

  • Bliny: A thin crepe, stuffed with your choice of fillings
  • Sirniki: Special cottage cheese stuffed bliny
  • Pelmeni: Dumplings made of fish or meat

Q. Can we increase the stay in a particular city on this trip?

A. Yes, you can increase the duration of this package, but make sure to request such changes well in advance to the travel agent or the tour operator, so that no last minute problems arise.

Q. What sort of nightlife does Saint Petersburg have?

A. The nightlife of Saint Petersburg is definitely something that you would want to be a part of. There are plenty of rocking clubs and discos, which do a roaring business all through the night, especially in the Fontanka river embankment area, which also offers tremendous views.

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