Agent Resources

This page is dedicated to sharing resources with my travel agent partners at Main Street and More Travel. I dub thee members of the R&D Department – Ripoff and Duplicate Department. Steal shameless and I hope these help!

Instructions – all of these resources are “read only” which means you’ll have to make a copy of them for yourself within your Google Suite. Click on FILE and then click on MAKE A COPY so that you can edit your own version.

How to Be a Buzzworthy Sales Person PPT File

Google Proposal Slide Templates

These are the templates I have created when I send my client their proposal of options.

Walt Disney World Proposal

Disneyland Proposal

Universal Studios Proposal

Planning Blueprints

These are the planning blueprints that I use to get information from my client about their trip. They dump into a Google sheets document.

Walt Disney World Planning Blueprint

Disneyland Planning Blueprint

Universal Orlando Planning Blueprint

Cruise Planning Blueprint

General Planning Blueprint

Personal Information Form

Advanced Reservation Form

Template Response Form

This is the form that I do all my “figuring” one when pricing out Walt Disney World, Disneyland, or Universal Studios vacations. There are two tabs – one for 2023 and one for 2024 which has room for dining plans.

Template Response Form for Agents

Email Templates

These are the email templates for the emails I send my clients. Feel free to steal and create your own!

Lead Email

Blueprint Received Email

Options Email

WDW Confirmations Email

UO Confirmation Email

DL Confirmations Email

Advanced Reservations Email

Paid in Full Email

Week Before Travel Email

Day Before Travel Email

4-Day Follow-Up Email

90-Day Follow-Up Email

6-Month Follow-Up Email

1-Year Follow-Up Email

Client Facing Resources I’ve Created

These are the client facing resources I’ve created. Feel free to use/take to make your own!

Walt Disney World Resources:

Disneyland Resources:

Universal Orlando Resort

Monday Magic Articles

As a client of Magical Memories by Casey, you are subscribed to my Monday Magic newsletter. That said, you can find all back editions of the newsletter here which offer tips, tricks, and helpful information for navigating your trip:

Monday Magic Articles