Avsnitt

  • Thinking of planning a group trip? Robin and Jennifer give the inside scoop of their own group trip to Italy in 2019. They discuss their positive experiences (such as making life-long friends) and challenges (losing $12,000!), as well as give advice for avoiding common pitfalls. Learn the importance of understanding your audience, creating a detailed timeline, managing expectations, and accurately pricing a group trip to ensure profitability. They also discuss best practices for promoting the trip, handling logistics, and addressing common obstacles. This episode is a must-listen for anyone considering organizing a group travel experience - walk away with validation that a group trip may not be fit for your business model OR gain a better understanding of how to sell your group trip profitably!

     

     

    Today we will cover:

     (04:15) Understanding the audience’s interest in a group trip (09:30) Predetermined dates; creating a timeline and planning for promotion (18:20) Overcoming obstacles for booking (24:20) Navigating group dynamics and preferences (31:45) The realities of group travel pricing (38:45) Requiring group members to purchase travel insurance (40:30) Managing expectations and housekeeping rules (46:40) Balancing fun and responsibility as a host

     

     

    WORKFLOW TEMPLATES

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  • From establishing professionalism to creating a better work-life balance, setting boundaries in your business is a must. However, what does implementing boundaries actually look like? How can you educate potential clients on your boundaries so that you are only working with travelers that value your time? Jennifer and Robin answer those questions and more on this episode! Learn why boundaries are necessary, how to communicate them effectively (and handle pushback) to clients, and the role fees play in reinforcing these boundaries. If you’re eager to create stronger boundaries in your business and ensure a positive client experience, don’t skip out on this episode!

     

     

    Today we will cover:

     (00:35) Why boundaries matter (05:10) Defining emergencies and setting expectations (08:25) Leveraging technology; WhatsApp (13:30) Educating clients on boundaries (25:00) Understanding your ideal client and how that demographic communicates (26:15) Implementing Fees (34:20) Handling pushback and maintaining professionalism

     

     

    Episode 13: How To Set Healthy Boundaries In Your Business

     

     

    THE SIGNATURE BRAND

    A brand suite built on strategy to ensure that your visual identity is cohesive, professional, and attracting your dream clients.

     

    TONIC

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  • Managing airfare isn’t just about booking flights but about offering peace of mind and a cohesive travel experience. Larry Neron of Airfare Consultant, a boutique commercial air travel service company, is on a mission to demystify air travel! He brings a fresh perspective on why travel advisors should rethink booking air. From tackling the challenges and misconceptions around airfare management to showcasing strategies for adding substantial value to client interactions, Larry explains how to create a stress-free, high-value travel experience. Learn effective techniques for handling logistics, anticipating potential travel issues, and providing top-notch service that your clients will appreciate and remember. 

     

    About Lary Neron:

    Lary founded Airfare Consultant, a boutique commercial air travel service company, to redefine the commercial flying experience. As an air travel expert, consultant, and mentor, Lary is dedicated to providing unmatched air travel experiences. Driven by a client-focused approach and a commitment to simplicity, Lary aims to elevate and optimize air travel through highly personalized, white-glove service, ensuring seamless and stress-free journeys. As the lead expert at Airfare Consultant, Lary successfully oversees three key programs, offering top-tier support, consulting, and mentorship to clients, partners, and travel industry professionals. Lary calls Mexico home but spends his summers in Spain. Cycling is his passion, driving his curiosity and sense of adventure. Whether he's exploring the friendly roads of Spain or the rugged cobblestone streets of Mexico, he finds immense joy in discovering new hilltop villages, cafes, and bakeries.

     

    airfareconsultant.com

    #AirLab Community

    Fully Managed Air Travel Program (#FMATP)

     

     

    Today we will cover:

     (00:30) Lary’s career journey (03:45) Airfare Consultant’s retainer pricing model (07:40) Showcasing the value of your services (14:30) Should travel advisors book airfare? (29:45) Taking the intimidation out of booking airfare (42:00) Upgrading to first class; Ideal Itinerary Framework (53:00) Managing client expectations; the air travel experience (60:30) Communicating with clients; setting boundaries (01:05:00) Handling luggage delays and emergencies

     

     

    WORKFLOW TEMPLATES

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  • Understanding your business finances isn't scary - it’s empowering! Jon Frye, CPA, joins this episode to tackle a topic that may not be the most exciting to some, but personally hits home for Jennifer. She recaps her experience being audited in 2018, giving insight into why she was audited and how she came out unscathed. Jon shares advice on avoiding IRS audits and understanding the nuances of tax preparation. He also gives details on what constitutes legitimate business expenses, such as travel upgrades and tips, and emphasizes the low risk of audits for smaller inconsistencies. Learn how to take control of your business finances, avoid risks, and make informed decisions. At the end of the day, good financial practices aren't about doing everything perfectly. It's about understanding, planning, and preparing!

     

    Connect with Jon Frye:

    linkedin.com/in/jonathan-frye-758b3651

     

     

    Today we will cover:

     (01:30) Jon’s professional background (04:09) Understanding tax documentation; avoiding tax audits (09:50) 1099s, K1s, and contractor payments (12:05) Tax underpayment consequences (15:40) Business expenses and deductions; bonus depreciation (25:15) Justifying business expenses; tips, coffee and meals, company vehicle (30:00) Understanding business finances (35:05) Preparing for tax season; using Quickbooks (39:10) Managing business expenses; tax prep strategies

     

     

    CLIENT COMMUNICATION TEMPLATES

    Includes all of the emails, forms, and task lists needed to create an enjoyable booking experience

     

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  • In a world where consumer habits are rapidly evolving and over-saturation of sales pitches is the norm, one-size-fits-all sales approaches no longer cut it. Just like no two people are the same, successful sales strategies must embrace personalization to resonate with clients. In this episode, Robin and Jennifer discuss how you can use emotional intelligence to customize your sales pitch for each potential client, increasing your chances of a positive outcome. They stress the importance of understanding each client's unique needs and interests, using active listening and client research to build trust and offer tailored solutions. The episode also includes advice on how to manage objections, maintain communication integrity, and follow up effectively to secure bookings. 

     

     

    Today we will cover:

     (01:10) Why personalization matters; the future of consumerism (06:30) Understanding your ideal client (09:50) The power of solving, not selling (15:20) Researching client needs through social media and inquiry forms (20:10) Niching down in products that your target audience is interested in (21:50) Utilizing active listening while on the sales call (25:25) How to handle client objections (28:15) Adapting communication styles (34:05) Tailoring your sales approach when needed (43:40) The importance of following up

     

     

    THE SIGNATURE BRAND

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  • Angela Isherwood of Olive and Atlas Travel discusses the intricacies of crafting the perfect accommodation plan for clients based on their preferences and expectations. From building strong partnerships with suppliers to mastering product knowledge and selling with conviction, Angela explains all the components that play a part in creating client-centric experiences that exceed expectations and foster long-lasting client relationships. She also dives into her methods for asking the right questions during client intake calls, the importance of balancing the luxury of different properties across a client's itinerary, and how to effectively manage and organize travel information for optimal efficiency. Angela also emphasizes the value of first-hand experience in travel and the need to continually educate yourself in order to provide the best client experience possible.

     

    Connect with Angela Isherwood:

    oliveandatlastravel.com

     

     

    Today we will cover:

     (02:10) Angela's journey into the travel industry (05:30) Nurturing product knowledge and client relationships (11:45) Ideal questions to ask on the intake call; Loom video proposals (22:10) How to balance luxury and functionality when planning accommodations (26:55) Investing in FAM trips and trade shows (31:55) Building expertise and selling with conviction (33:10) Key questions for hoteliers (44:15) Building strong supplier relationships (50:30) How to organize property information efficiently (54:00) Promoting properties with confidence

     

     

    Listen to Episode 84: Summer Tech Series: The Hive with Whitney Schindelar

     

     

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  • Gray Ellender shares her journey of transitioning from a career in healthcare to founding Go with Gray Travel, a luxury travel business focusing on creating unforgettable honeymoon experiences. She discusses the importance of brand consistency, defining your target audience, and creating a unique brand identity that resonates with clients. She also highlights her marketing strategies, including the effective use of social media platforms like Instagram and TikTok. With a solid brand identity, a dedicated focus on client relationships, and a commitment to continuous improvement, Gray exemplifies the recipe for success in the travel industry. Tune in and uncover her secrets to *quickly* building a successful business based on authenticity and a client-centered approach!

     

    Connect with Gray Ellender:

    gowithgraytravel.com

     

     

    Today we will cover:

     (01:50) Gray’s background and journey into travel (04:30) Building a brand and specializing in honeymoons (07:40) Creating relatability on the intake call; building client relationships (11:35) Authentic marketing; building a social media presence (15:45) The Semi-Custom Brand experience  (20:00) Gray’s Instagram strategy; leveraging client content for marketing (28:45) Streamlining the client experience (33:00) Setting expectations; having friends as clients (39:10) Game-changers for scaling so quickly (49:50) Choosing the right host agency

     

     

    SEMI CUSTOM BRAND KITS

     

     

    CLIENT COMMUNICATION TEMPLATES

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  • Success is in the small wins! Learn why and how to celebrate your business achievements for a happier, more productive life. In this episode, Jennifer and Robin discuss their struggle with celebrating achievements amidst the hustle of running a business. They explain the importance of pausing to recognize big and small wins to prevent burnout and build a healthier work-life balance. Through personal anecdotes and industry insights, they discuss why celebrating success matters, how to define personal and professional goals, and practical ways to reward yourself. Don’t miss this candid conversation about redefining success, setting goals that align with personal values, and finding joy in everyday victories to maintain motivation and creativity in your business!

     

     

    Today we will cover:

     (01:15) The pressure of hustle culture (03:25) Taking time to celebrate wins (07:25) Setting and achieving goals (13:30) Streamlining and simplifying your business (20:30) The importance of community and public recognition (23:45) How Robin and Jennifer celebrate their wins (25:45) Stepping away from your business to celebrate  (32:30) Defining success on your own terms

     

     

    SHOP THE WORKFLOW TEMPLATES

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    SEMI CUSTOM BRAND KITS

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  • TravelWits is a revolutionary platform that simplifies booking by integrating with GDS systems, offering functionalities like multi-segment trip planning, client proposals, and even a client-facing booking portal. Arman Bimatov, CEO of TravelWits, joins this episode to share the evolution of the platform, current trends in the travel industry, and the future outlook for TravelWits. Learn about several of the unique features, including its multi-segment travel search capabilities and custom content integration, designed to streamline the travel planning process. Arman also tackles the topic of AI and how it is shaping the future of travel planning, and how advisors can optimize their operations to stay ahead.

     

    Connect with Arman Bimatov:

    travelwits.com

     

     

    Today we will cover:

     (01:05) From childhood HTML experiments to AI search optimization (02:15) The evolution and impact of TravelWits in the travel industry (12:50) Streamlining bookings with comprehensive GDS integration (17:45) Future developments and enhancements of the platform (25:15) Navigating AI-generated content and its impact on travel advisors (27:15) Client facing portals; creating an additional revenue stream (34:45) The future of travel planning with AI (40:05) Maintaining human involvement; building relationships and optimizing operations

     

     

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    NOVO: onboarding.novo.co/signup?referral_code=JenniferJacob

    The ultimate online banking system perfect for travel advisors on the go!

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  • The Hive is changing the way advisors can research cruises, DMCs, wholesalers, hotels, and so much more. The platform provides a centralized database of suppliers, facilitating easier searches and better organization of travel resources; helping advisors save time by offering detailed supplier profiles and search filters. 

     

    Whitney Schindler, founder of The Hive, joins this episode to share the backstory and the pain points that led to the platform’s creation. She also explains how The Hive aims to consolidate the travel industry's fragmented information, making it easier for advisors to find the best suppliers and organize their notes. Learn about the features and potential to revolutionize travel planning by saving time and leveraging relationships. From the inception of The Hive to its functionalities and impact on the industry, the conversation covers the challenges advisors face and how The Hive aims to address them!

     

    Connect with Whitney Schindelar:

    undiscoveredsunsets.com

     

     

    Today we will cover:

     (04:15) How The Hive came to be; it’s mission and vision (08:50) The role of technology in travel (14:10) The importance of DMCs in travel planning (19:55) User experience on The Hive (25:50) Challenges in payment processing for advisors  (33:15) Booking direct and ensuring commissions (38:10) Managing client expectations (38:35) Understanding DMC requirements; using filters when searching (44:00) The Hive platform overview; supplier/advisor interactions (48:15) Success stories and future vision (55:20) Who should join The Hive

     

     

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  • The path to building a successful business as a travel advisor isn't just about convincing people to book through you - it's about attracting the right clients and fostering those relationships. Heather Keller, co-owner and founder of Perfect Landing Travel, joins this episode to discuss the art of finding and attracting ideal clients. Heather provides strategies for identifying who your ideal client is and how to profile and engage with that target audience. She also shares unique marketing strategies for creating authentic connections with potential clients, and emphasizes the significance of understanding your ideal client's needs and maintaining long-term relationships. Learn how you can build credibility and trust with your audience, which ultimately leads to increased referrals and client loyalty!

     

    About Heather Keller:

    While she has always loved travel, her past experience was in banking management, and in 2015 she went back to school to receive her Undergraduate in Psychology. She dove head-first into the luxury travel industry shortly after and hasn't looked back. Heather’s favorite aspect of trip planning is finding what you didn't know you'd love, and having you experience travel in a way that it becomes a part of you. When not travel planning for clients, she loves traveling with her own family (the bigger the adventure the better), and spending time giving back by volunteering with several nonprofit organizations.

     

    perfectlandingtravel.com

     

     

    Today we will cover:

     (01:30) Heather’s background and career journey (04:20) Building a team and cultivating relationships in the travel industry (11:00) How to identify your ideal client  (14:15) Social media tactics for attracting clients (26:00) Creating a connection with potential clients; being in the driver's seat (34:25) Recognizing and avoiding non-ideal clients (41:20) Leveraging referrals for client acquisition (47:05) Unique marketing strategies (51:30) Fostering long-term client relationships

     

     

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  • TripSuite is on a mission to break host agencies free from outdated systems and provide them with a modern operating platform. Jacey Jones, Co-founder and CEO of TripSuite, joins this episode to discuss how the platform is revolutionizing travel planning with advanced technology. Jacey shares her background and development journey, including how a chance introduction to a venture capital firm led to the founding of TripSuite. Learn about the platform’s unique features, including its CRM, financial integration with QuickBooks, and the upcoming workflow automation module. Jacey also provides insights on industry trends, particularly the increasing importance of technology and AI in travel, and explains the team's dedication to continuous improvement. This episode is a must-listen for those looking to modernize and streamline their operations!

     

    Connect with Jacey Jones:

    tripsuite.com

    travelweekly.com/Travel-News/Travel-Agent-Issues/New-solutions-introduced-collect-commissions

     

     

    Today we will cover:

     (02:05) Jacey’s background and the birth of TripSuite (05:15) Targeting independent host agencies (09:35) Financial and operational integration (12:40) Automating workflows with templated steps (16:55) Trends in technology and travel (20:35) Client data accessibility (28:25) Security and risk management (36:35) TripSuite’s long-term vision

     

     

    Listen to Episode 79: Host Agency Culture: Finding The Perfect Fit For Your Travel Business with Stephanie Lee

     

    CLIENT COMMUNICATION TEMPLATES

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    THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

    Travel industry agreement templates

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  • When it comes to marketing your business, quality photos can make all the difference in attracting and engaging potential clients. However, simply having high-quality images is NOT enough. In this episode, Robin and Jennifer share how you can get the most out of any photo shoot, whether it's by a professional or you've employed the help of a friend who can simply press a camera button down. Regardless of your investment level, learn how you can maximize the opportunity to get great images that portray professionalism and trustworthiness, yet also allow for authenticity and individuality to shine through. From choosing the right photographer and location to curating relevant outfits and props, you can create visually stunning and impactful imagery that sets you apart in the industry!

     

     

    Today we will cover:

     (00:40) Why brand shoots are important for external credibility (10:10) Understanding your brand identity before you schedule a photo shoot (14:35) Consistency and intention in your imagery (16:00) Choosing the right photographer and location (24:50) Creating a vision board using Pinterest (27:30) Infusing stock imagery along with brand photos (29:20) Outfits, aesthetics, and props for a brand shoot (34:45) Tips for feeling confident in front of the camera

     

     

    Resources mentioned:

     Peerspace: peerspace.com Elevae: elevaevisuals.com Flytographer: flytographer.com Pixaround: pixaroundyou.com

     

     

    CLIENT COMMUNICATION TEMPLATES

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  • Tern is on a mission to modernize travel advisor technology! Tern founders, David Shull and Katie Williams, share how this innovative platform is streamlining advisor workflows, prioritizing user feedback, and redefining the advisor-client relationship. By actively listening to user feedback, responding to queries, and receiving input on new features, Tern has created a loyal fan base that feels heard, valued, and connected. The genuine interactions and transparency in communication have elevated the user experience, driving enthusiasm and excitement among advisors. Tune in to learn about the platform’s development process, prioritization of features, and the future of technology in supporting travel advisors. As the travel industry continues to evolve, the human touch, coupled with cutting-edge technology, will be the driving force behind success in industry!

     

    About with David Shull and Katie Williams:

    In 2014, Tern’s founding team worked together as a part of the earliest team at Handshake. After eight years they had helped Handshake grow from a living room in Northern Michigan to the second largest professional network in the US and a $3.5B valuation. Tern's CEO, David was on a trip to Greece in 2021 when he missed a ferry schedule change. Instead of enjoying their first Greek Isle, David & his wife spent six hours in a (very hot) parking lot waiting for the next ferry. In that parking lot, David thought of his in-laws & that they used an advisor for all their trips. He thought, maybe if he had partnered with Wendy he wouldn't be in that parking lot. David called Brian and Katie and shared the earliest version of an idea for Tern. 

     

    What they didn't know was if anyone needed it. They packed their bags and headed to ASTA where they talked to as many advisors, agencies, and suppliers as they could. The answer was clear. The travel industry was desperate for better technology. David, Katie, and Brian started working on Tern in 2022 and went full time in 2023. Since then the team has grown and remains laser focused on building incredible technology for travel advisors.

     

    tern.travel

     

     

    Today we will cover:

     (02:15) The development of Tern (07:10) Getting advisor feedback on pain points in the industry (17:00) Balancing Innovation and Practicality in Technology Development (22:45) What is Tern? Who is it for? (26:40) Creating a loyal customer base; importance of user feedback (33:45) Progress over perfection mindset (37:00) Technology trends in the travel industry (45:40) Creating a streamlined and seamless user interface (48:10) Tern’s ideal user  (50:10) The long term vision for Tern

     

     

    CLIENT COMMUNICATION TEMPLATES

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    THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

    Travel industry agreement templates

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  • Thinking of switching to a different host agency? Don’t miss this episode! Before making the switch, there are so many factors to consider, and it can oftentimes feel like you’re piecing together a puzzle where support, mentorship, community, and financials need to fit just right! Stephanie Lee, founder of Host Agency Reviews, joins this episode to discuss the intricacies of finding the right host agency for your business growth. From commission structures to training programs and culture dynamics, this conversation gives insights for both new and seasoned travel advisors. Learn how to navigate the host agency landscape and find the perfect fit for your business! 

     

    About Stephanie Lee:

    Stephanie founded Host Agency Reviews in 2012. As a former host agency director for a $50M agency, she has spoken with thousands of new and experienced travel agents—many of whom found it difficult to find in-depth, reputable information about the travel industry. She grew up in the heart of the travel industry - her family owned a home based travel agency that grew into a storefront, and went through the same growing pains you may currently be experiencing!

     

    hostagencyreviews.com

     

     

    Today we will cover:

    (03:25) Stephanie’s background; Host Agency Reviews (10:25) The different host agency models to choose from(13:50) Switching host agencies(17:20) Different aspects of a host agency(22:45) The number one reason advisors leave a host agency(27:00) Challenges that host agencies face(36:30) The impact of leadership on host agency culture(39:10) Questions to ask when inquiring about a specific host agency(41:50) Number of host agencies to consider before making a decision(44:30) Side hustle to career travel advisor

     

     

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    TONIC 

    tonicsiteshop.com/showcase

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  • Travefy, a leading platform in the travel industry, has transformed the way travel advisors operate and deliver exceptional service to their clients. Founded by David Chait, Travefy initially started as a consumer group travel planner but pivoted to a comprehensive B2B solution for travel advisors. With its user-friendly interface and comprehensive features, Travefy has become a go-to platform for advisors looking to streamline their workflow and provide a top-notch client experience. In this episode, Jennifer and David discuss the innovations that have propelled Travefy to success and discuss its long-term vision for the future, such as the upcoming Marketplace and client portal features.

     

    About David Chait:

    David is founder and CEO of Travefy, an award-winning itinerary, proposal, marketing and client management platform for travel advisors that helps them save time, impress clients, and sell more. He is an outspoken industry advocate, serves on the Board of Directors of The Travel Institute, and was named “Entrepreneur of the Year” in 2017 by the American Society of Travel Advisors. Before founding Travefy, David served in the Obama Administration working on small business economic policy and as a strategy consultant at McKinsey & Company.

    linkedin.com/in/dchait

     

     

    Today we will cover:

     (01:40) How Travefy played a role in Jennifer starting her company (04:30) David’s background and the creation of Travefy (09:35) Pivoting from a consumer group travel planner to a comprehensive B2B solution for travel advisors (14:50) Travel industry trends and the rise of travel advisors (19:30) Empowering independent advisors through efficient technology (26:30) The biggest successes in the Travefy platform (32:10) The functionalities of Travefy (37:10) The shared Marketplace; collaborative content sharing  (41:30) Long-term visions for Travefy; upcoming client portals

     

     

    CLIENT COMMUNICATION TEMPLATES

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    THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

    Travel industry agreement templates

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  • Modern etiquette isn’t about outdated rules or stuffy traditions. It is about creating a framework for better communication, collaboration, and respect in the workplace. Etiquette coach, Courtney Opalko, shares tips on how to introduce yourself confidently, navigate networking events, and handle seated events with grace. She also discusses the significance of promptness, clear communication in emails, and the boundaries between business and friendship. Are you eager to make a great first impression? Tune in for the ins and outs of business etiquette, and learn how kindness, respect, and confidence can create a lasting impression and open doors to new opportunities!

     

    About Courtney Opalko:

    Courtney is a certified etiquette trainer with a mission to spread kindness and civility through important life skills. Courtney's unique programs are fun, interactive and inclusive in nature, rooted in values of confidence, awareness, empathy and respect. As an etiquette expert, she offers modern advice designed to elevate the everyday.

     

    Courtney is a proud member of the International Etiquette Trainer Society as well as the Protocol & Diplomacy International Protocol Officers Association.

     

    courtneyopalkoetiquette.com

     

     

    Today we will cover:

     (01:40) Courtney’s background; Google sales to modern etiquette expertise  (04:05) Modern etiquette for confidence and relationship building (07:20) How etiquette impacts your reputation (10:00) How to confidently introduce yourself (13:30) Tips for remembering names; graceful recovery from forgetting names (19:00) Networking etiquette during events; where to sit and what to order (30:40) Honoring rsvp commitments; being punctual (38:20) Self-awareness and improving social etiquette (40:15) Email etiquette for professional communication (43:45) Setting boundaries in business relationships

     

     

    CLIENT COMMUNICATION TEMPLATES

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    THE LEGAL PAIGE

    https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

    Travel industry agreement templates

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  • Welcome to the first episode of the Summer Tech Series! Over the course of the summer months, Robin and Jennifer will be interviewing tech founders to share about their platform, their favorite features, as well as the future of their systems. They will also be interviewing founders of tech companies that are revolutionizing how founders research and book their travel. 

     

    This episode kicks off the series by breaking down which factors to consider when selecting a CRM for your travel business. Jennifer explains the need for customization and adaptability to niche, as well as the integration capabilities of the CRM with other systems. Robin highlights the significance of client communication and documentation, emphasizing the importance of organization and thorough tracking. The ladies also discuss the challenges and limitations of reporting and metrics in CRMs, as well as the importance of accessibility, particularly through mobile capabilities. If you’re in the market for a new CRM, tune in for advice on what to look for when choosing the right one for your business!

     

     

    Today we will cover:

     (03:40) Customizing a platform to make it work for you (07:30) Choosing a User-Friendly CRM (10:40) The ability to integrate with other systems; email, calendar, payment processor (14:45) Current development of travel CRM platforms (21:00) Tern’s responsiveness and Customer Service Excellence (25:00) Importance of Organized Client Documentation (27:15) Evaluating When to Switch Software Platforms (30:40) Valuing Client Investments (34:20) Critical Importance of CRM Security and Data Backup (37:05) Enhancing Business Insight Through Reporting and Metrics (39:15) The Complexities of a CRM App for mobile accessibility

     

     

    CLIENT COMMUNICATION TEMPLATES

    tiquehq.com/client-communication-templates

     

    SEMI CUSTOM BRAND KITS

    tiquehq.com/semi-custom-brands

     

    Listen to Episode 70: 

    Which Numbers REALLY Matter In Your Business?

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  • Struggling to find enough hours in the day? Learn how to tackle time management and find out which items are creating inefficiencies within your day! Robin and Jennifer share their thoughts on effective time management, including reviewing your schedule ahead of time and creating a game plan for each day. They discuss the benefits of using tools like Calendly and TravelJoy for automation and delegation, as well as the value of leaning on concierges and DMCs. In today's fast-paced world, it's easy to feel overwhelmed and like there's never enough time to accomplish your to-do list. However, the key to optimizing your time is not about having more hours, but rather about how you manage the hours you do have. Don't miss out on these tips for increasing productivity and finding the right balance in your business!

     

     

    Today we will cover:

     (01:00) Planning ahead for productive days (03:05) Prioritizing tasks: rocks, pebbles, and sand (05:15) Setting boundaries in client communication (09:15) Eliminating distractions and task batching (16:50) Maximizing productivity with Focus; managing digital distractions (21:00) Balancing business tasks with creative preferences (25:45) Being more efficient with your time (29:45) Leveraging concierge knowledge for enhanced travel experiences (32:50) Business automations; Calendly and Traveljoy (37:55) Efficiency and productivity in the age of social media

     

     

     

    CLIENT COMMUNICATION TEMPLATES

    tiquehq.com/client-communication-templates

     

    GUSTO - Get $100 off when you join! 

    https://gusto.com/r/robin4469

     

    Listen to Episode 18: 

    Controlling The Chaos Of Managing Concierge-Level Travel Details with Kaytee Fisher

     

    Listen to Episode 47: 

    How To Batch Your Tasks & Manage Your Time As A Travel Advisor

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  • Hot topic alert! As a travel advisor, crafting a perfect proposal is key to a positive client experience and increasing sales conversion. Regardless of which stage you’re at in your travel career, you can always improve upon your proposal presentation to create the best possible outcome for your clients. In this episode, Jennifer and Robin discuss the key elements of a perfect proposal, such as confirming the details in writing, selecting the right supplier, and quick turnaround time. They also provide tips for improving the presentation and creating an engaging and immersive experience to wow clients. If you’re ready to set yourself apart as a trusted and knowledgeable advisor, hit play and learn how to take your proposal presentations to the next level!

     

     

    Today we will cover:

     (01:20) Confirming details in writing with a recap email (11:30) Selecting the perfect supplier; turnaround time, communication, creativity, consortium affiliation amenities (22:00) Reviewing proposals with style, pace, and customization in mind (25:30) Getting to know the client's preferences and style; vacation vs trip (30:00) Presenting the itinerary and discussing budget adjustments (37:40) Using strong imagery and virtual immersion in proposals (42:00) Leveraging AI for descriptions and personalization (45:20) Benefits of using Loom for personalized videos (47:50) Utilizing Loom's comment feature for client interaction

     

     

    CLIENT COMMUNICATION TEMPLATES

    tiquehq.com/client-communication-templates

     

    SEMI CUSTOM BRAND KITS

    tiquehq.com/semi-custom-brands

     

    Listen to Episode 63: 

    How To Speak The Language Of Luxury with Amber Frankhuizen (Part 1)

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