Travel agency launch checklist: an editable readiness template

Use evidence, not a reassuring tick

For each item, record an owner, evidence and next action. Mark requirements as unverified until the relevant authority or qualified adviser confirms them. A completed checklist does not certify the agency or authorize it to trade.

• Defined service and customer segment.
• Local registration, permissions, tax and client-money review.
• Supplier terms, cancellation process and refund timing.
• Setup budget, monthly overhead and working-cash scenario.
• Client intake, case checklist and follow-up process.
• Access permissions, document handling and retention decisions.
• Fictional rehearsal including a handoff and a cancellation.

Make it your working document

The CSV starts with blank ownership and evidence columns; it does not contain invented fees or pre-approved legal answers. Add the official source and date checked. Review unresolved items before accepting a new service type.

In SafarDesk, operational actions can become tasks associated with cases. Business licensing and legal review remain outside the product. Pair this checklist with the launch planner to test financial assumptions rather than treating readiness as a single score.