Agents: Destination Magic

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Planning Tips and Guides

Tools to help you grow your business and plan magical vacation for your clients. You can download these reference guides for your personal use only. These are not to be shared with anyone outside Destination Magic.

New Agent Quick Start Checklist
10 Rules for Travel Agent Success
6 Steps to Plan a WDW Vacation
Reaching Your Network Worksheets
Marketing Plan 
Worksheet
Disney Transfer
Form
WDW Resort Overview
WDW Ticket Usage Guide
WDW Annual Events

Client Organization Forms

You can download and print these forms on your personal laser or inkjet printer.

Current Forms Library

New Client Questionnaire

This is an updated version of the client intake form. Use this form to gather information on a new client who is interested in a quote. It includes reminder questions to ask you client. You can also use this to track your follow-up attempts.

Client Information Form

Use this form to gather more detailed information on a client who has booked. You can also track payments and other action items. There are versions of this form for Universal, Cruises, and generic destination. Contact the agency if you would like these forms.

Task & Dates Checklist

Use this form to keep track of the dates and deadlines for each client's reservation. Print and copy for each client and add it to their file.

retired Items

Destination Magic Quote Forms

When possible, use the supplier’s quote form. However, here are some you can use to create your own proposal. All quote forms are customizable with your contact information.

BE SURE TO CHECK YOUR NUMBERS.

Generic Quote Form

Sample Proposal Comparison (Word)

Destination Magic Stationary

Below you will find a variety of corporate stationary. You are welcome to download it for your business use. If there is something else you are interested in, contact the agency manager.

Additional stationary is available for purchase in the Agent Store.

Letterhead

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