Concierge & Travel Partners

A well-briefed sourcing relationship helps concierge teams and travel advisers assess a request accurately and communicate clearly with their clients. These guides cover the information, confirmation status and responsibilities to agree before an experience is booked.

What should a partner sourcing brief include?

Start with the desired experience, destination, date window, headcount and budget. Explain which details are fixed and which can be flexible. A short operational brief is more useful than a long client profile without a clear request.

Agree who presents options, who communicates with guests and how tickets or joining instructions will be delivered. If white label support is sought, discuss branding, contracting and operational contact requirements explicitly rather than assuming they apply.

Keep confirmed availability separate from indicative ideas and approval-dependent access. Ask about quotation validity, changes and event-day support. Specific partner arrangements and fulfilment scope should be agreed for the request.