Advisor Playbook Advisor Login Recommended

Advisor RTW Qualification Flow

Advisor-only sequence for qualifying RTW and complex multi-stop requests.


Advisor RTW qualification flow

  1. Capture the traveller objective before discussing fare products.
  2. Separate fixed points from optional points.
  3. Identify travel direction and likely point of turnaround.
  4. Map surface sectors and non-flight components.
  5. Check passport, visa, transit and minimum connection risks.
  6. Build a fare ladder with at least two viable structures.
  7. Explain ticketing and servicing implications before taking payment.

Minimum qualification questions

  1. Which cities are fixed?
  2. Which cities are optional?
  3. What dates cannot move?
  4. What is the realistic budget?
  5. Is the client comfortable with separate tickets?
  6. What matters more: price, flexibility, cabin, or route quality?