The one planner where you can build your entire marketing plan to best serve your clients, potential clients, and drive traffic to your website, and ultimately, convert to bookings.

Download and print the Planner or use it on your tablet and digitally write your content.


What if you could...

Plan your marketing for a month at a time in just one day and have more time to focus on your travel business

Reach prospective clients easily using social media  

Build trust by being consistent with your marketing  

Create your own marketing materials and social media content without paying expensive designers (like me)  

Be consistent with your brand image, colours, and message, both online and offline so you’re always recognized.


Marketing Planner for Travel Agents

I created this Marketing Planner to keep my travel business organized, plan and schedule my social media content and posts, and have more time to spend with my friends and family. Now I want to share it with you!

Here's what you'll get inside the Planner:

  • Weekly Calendar, undated – plan your weekly goals and priorities. Indicate priorities, essential tasks and non-essential tasks, and “hope to get to” items.
  • Weekly Campaigns – plan your campaigns for the week
  • Marketing Campaigns – decide what kind of campaigns you plan to do each week and the action items needed to achieve these goals
  • Email Newsletter – plan your weekly email newsletter
  • Instagram Post Planner – write down your ideas, keep track of accounts to tag, and hashtags to use
  • Instagram Reels Planner – similar to the Post Planner, this worksheet helps you plan your Instagram Reels in conjunction with the Video Storyboard 
  • Video Storyboard – plan each segment of your videos. Can be used for Instagram, YouTube, and more 
  • Photoshoot Planner – This page is written for Instagram but can be used for any photoshoot you’re planning.
  • Define your ideal client worksheet
  • Define your branding worksheet
  • Financial tracker
  • Client list
  • Suppliers list
  • 530 unnumbered and undated pages, print what you choose and what you will use!

To travel is to live!

Hi, I'm Sherri

I  teach travel and tourism-related businesses how to make sense of modern marketing challenges and get noticed online creating social media content, building an email list, and using online marketing strategies to sell travel. I’m passionate about all things branding, design and social media and have a master's degree in social media... yes, it's a real thing!

Frequently Asked Questions

This Planner is a PDF document of 530 pages. You can print it out and bind it (I use Staples' Arc System), take it to your local quick print and have them print and bind it for you, or you can use it on your tablet. If you're printing, I suggest printing 3 months at a time and focusing on that time-frame. I use mine on my iPad in the GoodNotes app and use my Apple Pencil to write on it as if it's "real" paper. 

If you are a travel agent, travel planner, travel consultant... whatever term you choose, and want to use social media to reach your audience and new clients, this Marketing Planner for Travel Agents is for you.

No. Your Planner purchase is licensed for 1 person only. If you know of others who would benefit from using this Planner, please share this page with them so they can purchase their own and have their own account for the surprise bonuses. If you have a group of colleagues (5+), or are an owner and want to buy for your team, please email me at for a group discount. 

Because this is a digital product I cannot offer a refund BUT if you have any problems printing or using the PDF please contact me and we will figure it out together!

Are you ready to take your business to the next level?