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How to brief a regional travel coordinator

A good brief saves days of back and forth. What to send, and what to leave out of the first message.

How to brief a regional travel coordinator

The essentials

Dates and how fixed they are. Who is travelling, and from where. Essential appointments and locations. The purpose of the trip in one sentence. Who approves costs, and the budget or range if there is one.

Useful extras

Accommodation standards and any preferred hotels. Dietary and accessibility needs. Travel policy and invoicing requirements, such as PO numbers and cost centres. How you prefer to be contacted, and when.

What not to send at first

Passport scans, health details or confidential business files. We ask for what is needed later, through a secure route, and only when a booking requires it.

What you should receive back

A named coordinator, a written confirmation of each arrangement, clear costs with what is included and what is extra, and a single channel for changes.

Planning something like this? Tell us the dates, the people and the purpose, and we will come back with a considered recommendation.

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Tell us what you have in mind

A few details are enough to start. Your planner replies personally.