Podcasts about travefy

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Best podcasts about travefy

Latest podcast episodes about travefy

The Strategic Travel Entrepreneur
Ep 250 A Milestone Celebration and the Underrated Marketing Moves For Travel Advisors

The Strategic Travel Entrepreneur

Play Episode Listen Later Apr 17, 2026 51:18


Send Rita a text with your thoughts!Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776Join us for the ultimate content and marketing camp in 2027: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/We're hitting a massive milestone and I'm handing over the mic to my pal Stephanie Gries of Travefy to ask me ALL the things. We get into why most travel advisors are leaving money on the table with their marketing to the underrated in person strategies that actually make a difference. We're also talking spirit animals, flight confessions, and the hardest business decisions I've made this year. Grab your favorite bevvie because this one is a mixed bag of fun, honest conversation, and actual marketing strategy you can use for your travel business today. Questions this episode answers:How can travel advisors use in person networking to grow their travel business?What marketing mistakes are travel advisors making on social media?How do you write hooks that actually stop the scroll and convert followers into clients?What is the difference between people of influence and influencers for travel advisors?How can travel advisors get in front of new audiences without paid advertising?What is the best marketing strategy for travel advisors who are not getting clients from friends and family?How can travel advisors sell their travel photos and videos for passive income?What does it take to build a sustainable and profitable travel business from scratch?How do you know when to shut down a program or offer in your travel business?What podcasts and resources should travel advisors be listening to for business growth?Enjoy and take action!---------------------------------------------------------------Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.Website:  https://strategictravelentrepreneurpodcast.com/everything/Socials:LI: https://www.linkedin.com/in/ritaperez19/IG: http://www.instagram.com/takethehelmvbsFB: https://www.facebook.com/groups/529490048073622 Email:rita@steeryourmarketing.com

The Lounge with Travefy Academy
Sales Workshop Series Ep. 1: Stop the Ghosting—Proposals, Fees & Objections That Convert with Glenda Beagle

The Lounge with Travefy Academy

Play Episode Listen Later Oct 27, 2025 52:11


Welcome back to The Lounge Podcast by Travefy and the kickoff of Sales Workshop series, designed to strengthen every step of your travel sales process. In Episode 1, we sit down with Glenda Beagle from The Art of Selling Travel to start where great selling truly begins: mindset.Glenda unpacks why advisors fear “being salesy,” how to stay authentic, and practical ways to stop getting ghosted after proposals. You'll learn when not to send a proposal, how to walk clients through it (live or via a quick video), and a simple one-liner for confidently charging fees. We also dig into the difference between objections vs. rejections, why silence helps you close, and a weekly habit to build momentum and celebrate wins.✨ What you'll learn:A mindset reframe that makes selling feel ethical and funThe real reason for ghosting—and how to prevent itExactly how to present proposals so clients say yesA clear script to introduce your planning fee with confidenceHow to spot (and solve) hidden objectionsA quick ritual to track wins and keep motivation high

Trade Secrets Podcast
Beyond the algorithm: Keeping travel personal in a tech-driven world (2025 HAR*Wired Week)

Trade Secrets Podcast

Play Episode Listen Later Oct 20, 2025 57:25


With AI, automation and new platforms emerging every day, how can travel advisors ensure their businesses remain personal, authentic and human? Explore that question and more during this episode of the Trade Secrets Tech Summit, which is a recording of a panel moderated by Trade Secrets co-hosts Emma Weissmann and Jamie Biesiada. During the panel, which features Jenn Lee of Travel Planners International and Vacation Planners, Tern’s David Shull, and Travefy’s David Chait, panelists tackle practical ways to blend high tech with high touch. Note: This panel was originally livestreamed during Host Agency Reviews’ HAR*Wired event on Thursday, Oct. 16. This episode is sponsored by Europe Express. Further resources HAR*Wired A video of this panel (starts at the 3:16:17 mark) Host Agency Reviews profiles Tern Travefy Travel Planners International and Vacation Planners Get in touch! Email us: tradesecrets@travelweekly.com Theme song: "Sweeter Vermouth" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0/ See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

The Insider Travel Report Podcast
Virtual Roadshows: How Other Segments of the Industry Support Cruise Sales

The Insider Travel Report Podcast

Play Episode Listen Later Aug 20, 2025 8:11


Cruise lines rely on support from many other segments of the industry to sell their sailings. This includes travel technology companies and tour operators that provide essential tools, pre- and post-cruise tours, and excursions. These partners remain a crucial part of the cruise sales process, offering resources that enhance the overall travel experience. Alan Fine of Insider Travel Report moderates a panel with Stephanie Gries, senior education manager for Travefy, and Kiran Nambiar, senior vice president-sales for Anzcro New Zealand & Australia DMC. All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

The Insider Travel Report Podcast
Why Travefy Is Now Offering a New CRM Suite for Travel Advisors

The Insider Travel Report Podcast

Play Episode Listen Later Aug 6, 2025 19:33


David Chait, founder & CEO of travel tech firm Travefy, talks with James Shillinglaw of Insider Travel Report about the products and services his company has developed for travel advisors. Specifically, Travefy has just introduced a new CRM Suite for advisors that includes invoicing, commission tracking, integrated email and a contact management system in one unified workspace. For more information, visit www.travefy.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Trade Secrets Podcast
Trade Secrets Tech Summit: Travefy (feat. Stephanie Gries)

Trade Secrets Podcast

Play Episode Listen Later Apr 28, 2025 26:03


This season, Trade Secrets is hosting the Trade Secrets Tech Summit. Every Monday, co-hosts Emma Weissmann and Jamie Biesiada will feature a different travel technology company that works with travel advisors. A representative from the featured company will begin with a 5-minute elevator pitch to tell advisors about their product, followed by a 15-minute Q-and-A with the hosts. This week’s featured company is Travefy, represented by senior education manager Stephanie Gries. Trade Secrets is using Host Agency Reviews’ list of technology providers as a basis for this season. If a technology company doesn’t have a profile, advisors are encouraged to send a link to the hosts to be added to the list. This episode was sponsored by the Travel Corporation. Further resources Travefy links: On the web New Travel Advisor Program Travefy Premium On YouTube Facebook Group Facebook Page On Instagram Support page Travefy on Host Agency Reviews Get in touch! Email us: tradesecrets@travelweekly.com Theme song: Sock Hop by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4387-sock-hop License: https://filmmusic.io/standard-license See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Bliss To Abundance
Crafting Memorable Travel Itineraries: Personalization Done Right

Bliss To Abundance

Play Episode Listen Later Jan 20, 2025 32:00


In this episode of the Bliss to Abundance podcast, join Kelli Hayes Smith as she chats with Stephanie Gries from Travefy to explore the art of crafting impactful travel itineraries for clients. From avoiding common mistakes to using technology and visual storytelling, Stephanie provides actionable tips to elevate client engagement and make your itineraries shine. Together, they dive into: The must-have components of an itinerary that wows. How personalization enhances the client experience. Why dripping information prevents overwhelm. The role of mobile apps in modern travel planning. Visual elements that create a lasting impression. Whether you're a seasoned travel agent or just starting, this episode is packed with insights to help you deliver standout travel experiences that keep clients coming back for more. Resources Mentioned: Travefy Website Learn more about Wanderlust Campus: Link to Website Connect with Us: Follow Wanderlust Campus on Instagram: @CareersOnVacation Join our global training calendar: Sign Up Here

The Lounge with Travefy Academy
#87 - Data-Driven Success & Tracking Your Business for Growth with Kate Thomas

The Lounge with Travefy Academy

Play Episode Listen Later Dec 6, 2024 34:53


In this episode, we chat with Kate Thomas, Founder of Travel Pro Theory and Owner of North + Leisure. Kate shares her love for data and why knowing your business numbers is so important and how you can use to make important decisions about your business. Kate walks through how you can get started right away by setting up a simple spreadsheet and system to start tracking your business numbers, from what your clients are booking, how long they're traveling for, the commission you're receiving and more. Being able to view these numbers can help you make strategic marketing and sales decisions to help your business thrive and succeed.Show Notes:TravelProTheory.comVisit Travel Pro Theory on InstagramFreebie: Revenue ForecastStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on August 22, 2024

The Strategic Travel Entrepreneur
Ep 171 Tips for Trade Show Success with Stephanie Gries

The Strategic Travel Entrepreneur

Play Episode Listen Later Sep 27, 2024 43:28


Send Rita a text with your thoughts!I'm super excited to welcome Stephanie Gries from Travefy to the podcast!  This has been a long time coming, as we personally first connected at the end of last year over a common interest-trade shows :)Inside this episode you'll find tips both for attending trade shows AND being a vendor at trade shows, especially all those local fall and holiday events that are sure to be popping up in your feed.Can't wait to hear wait you think about our tips and our big announcements!In this episode, we share:·     Ways to select events to attend or have a booth at·     Trade show preparation like making sure you have the needed collateral and pre-scheduling meetings·     The right questions to ask vendors when you're not sure what to ask·     and so much more!Enjoy (and take action)!Register for Prep for Wave Week: https://prepforwaveweek.com/registerRegister for Travefy's Sales Workshop: https://learn.travefy.com/sales-workshop-2024/---------------------------------------------------------------JOIN the Cruise Content Library: https://programs.steeryourmarketing.com/products/courses/view/1166776JOIN Marketing Business School:https://programs.steeryourmarketing.com/products/courses/view/1117728Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

The Lounge with Travefy Academy
Podcast #86: Building a Thriving River Cruise Business with the River Cruise King, Dave Natale

The Lounge with Travefy Academy

Play Episode Listen Later Sep 25, 2024 49:06


In this episode, we catch up with Dave Natale, AKA the River Cruise King, whose business has skyrocketed since his last appearance on The Lounge Podcast in 2021! He shares the secrets behind his thriving river cruise group business, from using Travefy's itinerary builder to crafting personalized experiences with city guides, movie and music recommendations, and more. Dave also reveals his top marketing tips and how he keeps travelers coming back.Plus, hear all about River Cruise King Academy's upcoming group cruise designed for travel advisors who want to grow their group cruise business!Show Notes:River Cruise King Academy: Join on the Cruise!Travefy's Podcast Episode with Dave Natale in 2021: “Leveling Up Your Business by Charging Fees with The River Cruise King”Start a free trial of Travefy at https://info.travefy.com/get_startedRecorded on September 3, 2024

The Lounge with Travefy Academy
#85 - Safeguarding the Future: Legal Risks, Fraud Prevention, and Best Practices for Travel Advisors with Sheila Folk

The Lounge with Travefy Academy

Play Episode Listen Later Aug 16, 2024 46:51


In this episode, we dive into the essential legal risks, fraud prevention strategies, and best practices every travel advisor needs to know. Sheila Folk, CEO and Founder of Travel Industry Solutions, shares her expert insights on how travel advisors can navigate complex legal landscapes, protect themselves from fraud, and maintain financial stability. Learn why regularly updating contracts and privacy policies is crucial, how to implement effective identity verification tools, and the importance of charging fees for your services.Show Notes:For more information on Travel Industry Solutions, visit https://travelindustrysolutions.com/Follow TIS on all the socials. Facebook | LinkedIn | Instagram | YouTubeStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on June 20, 2024 

The Lounge with Travefy Academy
#84 - Mastering Marketing & Embracing the Entrepreneurial Mindset with Tim Hines

The Lounge with Travefy Academy

Play Episode Listen Later Jul 31, 2024 36:16


In this episode, get inspired as we chat with global keynote speaker and marketer, Tim Hines. Tim shares his “marketing starter” mindset and how travel professionals can leverage this to navigate marketing in their business and excel their business forward. From the power of consistency, leveraging AI tools, understanding customer needs, and more, Tim will help ignite the entrepreneurial fire inside of you!Show Notes:Visit Tim's WebsiteFind Tim on Linkedin & Twitter (X)Get Tim's book: The Marketing Starter: How an Entrepreneurial Spirit Will Make You a More Savvy MarketerStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on June 14, 2024 

The Strategic Travel Entrepreneur
Ep 161 How to Sell More Trips to Cuba with Danielle Linares (5/6)

The Strategic Travel Entrepreneur

Play Episode Listen Later Jul 19, 2024 39:00


Send Rita a text with your thoughts!Welcome to the fifth episode in the Summer Selling Series.  Danielle Linares, Founder of Absolutely Cuba, is our guest and we're touching on all things Cuba.  If you're a travel advisor wanting to sell more of this destination, you're in for a treat.In this episode, we share:·     How Americans have been able to legally travel to Cuba since 2015·     Cultural experiences away from Havana that go beyond just beach·     Luxury accomodations and experiences available on the island·     and so much more!Enjoy (and take action)!Join Danielle's FB Group: https://www.facebook.com/groups/344582570984836Visit Danielle's Website: https://www.absolutelycuba.com/Sign up for the Alternative Careers in Travel Audio Series:  https://takethehelm.thrivecart.com/alternative-careers-in-travel/Sign up for Travefy's New Agent Bootcamp happening 7/24-25--I'll be speaking!  https://learn.travefy.com/2024-new-agent-bootcamp---------------------------------------------------------------JOIN the Cruise Content Library: https://programs.steeryourmarketing.com/products/courses/view/1166776JOIN Marketing Business School:https://programs.steeryourmarketing.com/products/courses/view/1117728Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

The Lounge with Travefy Academy
#83 - Women Travelers Unite: Trends and Tips from Becky Lukovic

The Lounge with Travefy Academy

Play Episode Listen Later Jul 15, 2024 36:39


In this episode, Luxury Travel Advisor, Becky Lukovic joins us to explore the rising trends of women traveling together and the unique dynamics of women-led travel groups. Becky shares her insights on how women are shaping the travel industry, from popular destinations to preferred travel styles.We also dive into strategies for women who own travel businesses to build a strong sense of community and ensure their business thrives. Tune in for an empowering discussion on women in travel!Show Notes:Visit Becky's Agency Site: Bella TravelFind Becky on Instagram, Facebook, & LinkedinStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on June 4, 2024 

The Lounge with Travefy Academy
Podcast #82 – Travel Industry News: Legal Changes & What They Could Mean for You with Jeffrey Ment

The Lounge with Travefy Academy

Play Episode Listen Later Jun 13, 2024 41:48


Join us as Attorney Jeff Ment unpacks the latest travel industry news, including DOT airplane refund rules and FTC non-compete potential changes coming later this year. Learn how these developments could impact your business and discover strategies to stay legally prepared for upcoming changes. Don't miss this essential guide for your business!Show Notes:Visit The Ment Law Group WebsiteTop Resources to Stay Up-to-Date with Industry News:Mark Pestronk's articles at Travel WeeklyTravelAge WestTravel ReportOpen JawStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on June 5, 2024

TIQUE Talks
78. Summer Tech Series: Travefy with David Chait

TIQUE Talks

Play Episode Listen Later Jun 4, 2024 57:47


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. Connect with David Chait: 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 tiquehq.com/client-communication-templates THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143 Travel industry agreement templates _____ JOIN OUR NICHE COMMUNITY: tiquehq.com/join-niche FOLLOW ALONG ON INSTAGRAM: instagram.com/tiquehq CHECK OUT OUR SERVICES & PROGRAMS: tiquehq.com

The Lounge with Travefy Academy
#81 - Unlocking Social Media Potential: Expert Advice for Travel Advisors with Amber Zakem

The Lounge with Travefy Academy

Play Episode Listen Later May 31, 2024 43:14


Dive into the powerful world of social media with Owner of Haus Social, Amber Zakem. In this episode, she shares her essential tips for travel advisors, from choosing the right platform to leveraging AI for content creation. Whether you're just starting out or looking to stay ahead of trends, Amber's insights on using Facebook, Instagram, Pinterest, and other powerful tools will transform your social media game!Show Notes:Visit Haus Social WebsiteFind Haus Social on Facebook, Instagram, or LinkedinSocial Media Examiner - Stay up-to-date on latest social trends!Amber's Favorite Social Media Tools:ChatGPTVideoshopCapcutCo pilotReels TemplatesTiktok TemplatesCanva Meta Business SuiteStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on May 31, 2024

The Lounge with Travefy Academy
#80: Maximize Your Marketing Impact with "The Rule of Three" Method by Mary Charleson

The Lounge with Travefy Academy

Play Episode Listen Later May 9, 2024 61:53


Do you find yourself overwhelmed with the endless marketing opportunities and strategies you can apply to your business? In this episode, we chat with marketing educator, Mary Charleson, on how travel advisors can use her rule-of-3 packing method when it comes to marketing. Mary breaks down how to simplify your marketing strategy and best of all, make it all work together seamlessly. We also chat about current marketing trends and different ideas that advisors can apply into their own marketing efforts.Show Notes:Visit FiveMinuteMarketing.comVisit Carry-On Queen WebsiteBlog Post: Learn more about word-of-mouth marketingSign up for Mary's Weekly NewsletterAccess Five Minute Marketing CoursesMary's Trip to Machu Picchu - Part 1: Prepping for Peru (the Province) & Part 2: The Road Less Traveled to Machu PicchuMary's Book List: Marketing Rebellion by Mark SchaeferKnown by Mark SchaeferThink Again by Adam GrantThe Anxious Generation by Jonathan HaidtImaginable by Jane McGonicalThe Algebra of Happiness by Scott GallowayStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on May 7, 2024

Travel Agent Chatter | Starting and Growing Your Travel Agency
(154) Contract obligations after leaving a HA? Switch to Travefy? Balancing FT job with TA work?

Travel Agent Chatter | Starting and Growing Your Travel Agency

Play Episode Listen Later May 3, 2024 24:08


In episode 154 Steph co-hosts Stephanie Gries of Travefy. (It's a special Stephanie and Stephanie episode!) They've got some big questions to cover, so grab your note-taking materials and get ready to study up! 1. Hello HAR, I have learned so much from your site and have found it to be an invaluable resource, I only wish I had found it sooner! I been a travel advisor for about 3 years. I recently left my host. There were some areas of the business that I did not feel the owners were keeping the same priorities as when the agency was first started and not providing support that had also been promised. On top of taking a 60%/40% commission split- which I now know is not industry standard! In the IC contract that I terminated with my previous agency, there is a paragraph that reads: "Directly or indirectly, continuing for one year after the termination of this Agreement, contractor shall not, hire, solicit,induce, or attempt to induce any independent contractor working with the Company to terminate his/her/their Commission Sales Agreement with the Company, or otherwise cease his/her/their relationship with the Company." Do you think this holds any weight? Can they really hold me to not hiring anyone else from their agency for one year? We are all ICs, so I just don't see how they could actually enforce that? I appreciate any insight or resource you may have on this matter. —Anonymous 2. Hi Stephanie. When does it make sense from a money standpoint for an advisor to join Travefy? With all the startup costs what would you say is the tipping point where it makes sense for an advisor to switch over? —A Fan Named Stephanie with the Last Name Lee 3. What are some tricks for balancing a full time job with starting an agency? —Melissa A. TODAY'S RESOURCES: https://hostagencyreviews.com/blog/travel-industry-lawyer-list (List of travel industry attorneys) https://hostagencyreviews.com/blog/independent-travel-agent-contracts (Things to look for in your contract with your host agency) Jeff Ment's website (the attorney we reached out to): Connecticut Law Enforcement Lawyer & Travel Lawyer | Ment Law Group https://hostagencyreviews.com/page/travel-advisor-research-reports/ (Annual hosted travel advisor report gives average commission split for new vs. experienced advisors.) https://hostagencyreviews.com/blog/best-travel-itinerary-builders (HAR's comparison chart of travel itinerary builders for agencies.) https://hostagencyreviews.com/blog/free-travel-itinerary-template-for-advisors (HAR's free travel itinerary building template.) https://travefy.com/ (Check out Travefy!) https://www.tiquehq.com/ (recommended Travefy resource) https://www.letslucia.com/ (recommended Travefy resource) https://travelindustrysolutions.com/ (recommended Travefy resource) https://www.facebook.com/groups/726852665417747 (Travefy user group)

The Lounge with Travefy Academy
#79 - Fee Foundations: Building Your Pricing Structure as a Travel Advisor with Jennifer Jacob

The Lounge with Travefy Academy

Play Episode Listen Later Apr 9, 2024 56:23


In this episode, we chat about the essential steps for travel advisors to establish their service fee structure with industry expert, Jennifer Jacob! Gain insights into tailoring fees based on niche, geographical considerations, and transitioning into fee charging for the first time. Jennifer shares actionable strategies to develop an objective approach rooted in expense analysis, time tracking, and trip complexity assessment, ensuring sustainable pricing for your business.Show Notes:Get TIQUE's Client Welcome GuideVisit TIQUE's WebsiteStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on February 27, 2024

The Lounge with Travefy Academy
#78: Growing Your Business by Creating Strategic Client Connections with Morris Sims

The Lounge with Travefy Academy

Play Episode Listen Later Feb 29, 2024 46:32


In this episode, we chat with Morris Sims who shares how to create a proactive strategy to getting new and more clients to your business. Morris challenges conventional approaches and emphasizes the importance of crafting a compelling introduction. Learn actionable strategies for visibility across social media, email marketing, events, and personal interactions. Morris also shares his game-changing 3-List Process with us so be sure to grab a pen and paper while you listen!Show Notes:Visit Travel Masters Learning Community WebsiteStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on February 6, 2024

The Lounge with Travefy Academy
#77 - A Story of Passion-Driven Travel: Finding Your Niche & Standing Out with Erin Novodvorsky

The Lounge with Travefy Academy

Play Episode Listen Later Feb 1, 2024 71:16


In this episode, we chat with Erin Novodvorsky, Lead Consultant at The Geek Travel Agent. Join us as Erin takes us through her journey in the travel industry, where she transformed her business by aligning it with her passions and expertise. Erin shares her pivot from selling travel that didn't resonate with her to focusing on unique niches such as pop culture travel. From movie and TV show-inspired tours to crafting K-Pop vacations, Erin found her clients and her calling. Her journey and insights will undoubtedly inspire and guide you towards discovering your own niche and standing out in your industry!Show Notes:Visit The Geek Travel Agent Website (built with Travefy!)Start a free trial of Travefy at https://info.travefy.com/get_startedRecorded January 8, 2024

The Lounge with Travefy Academy
#76 - Understanding Diversity & Differences to Better Serve Travelers with Roni Weiss from Travel Unity

The Lounge with Travefy Academy

Play Episode Listen Later Jan 18, 2024 28:19


In this episode, we chat with Roni Weiss from Travel Unity to explore how travel advisors can enhance their support for clients and each other by embracing diversity and fostering an understanding of differences. Roni shares advice on how to better serve travelers by including specific questions when helping to plan their trip and thoughts to consider when working with each client. Show Notes:Visit Travel Unity's WebsiteFollow Travel Unity on LinkedinWatch Roni's videos from his trip to Iraq (mentioned in the show)!Part 1, Part 2, Part 3Start a free trial of Travefy at https://info.travefy.com/get_startedRecorded on December 13, 2023

The Lounge with Travefy Academy
#75 - When To Take Your Business S-Corp with Haylie Hardin (Bonus Episode)

The Lounge with Travefy Academy

Play Episode Listen Later Dec 22, 2023 20:56


Discover the ins and outs of S-Corps with Haylie Hardin in this episode as we delve into what they are and how to determine if your business is ready. Explore the advantages of transitioning to an S-Corp for tax planning, and get a quick guide on the actions you need to take to make the switch.Show Notes:Download a Presentation Slide Deck of Haylie's Tax Tips!Visit Go Hardin's WebsiteConnect with Haylie on LinkedinListen to Haylie's previous episode “Money Matters: Expert Tax Tips for Small Business Success”Start a free trial of Travefy at https://info.travefy.com/get_startedRecorded on December 13, 2023

The Lounge with Travefy Academy
#74 - Money Matters: Expert Tax Tips for Small Business Success with Haylie Hardin

The Lounge with Travefy Academy

Play Episode Listen Later Dec 22, 2023 38:16


In this episode we chat with tax expert Haylie Hardin about top tax-saving tips for small business owners, especially those who are new to understanding business taxes. We explore the practical strategies of saving money on business expenses and discussing actionable steps that can lead to substantial savings at tax time!Show Notes:Download a Presentation Slide Deck of Haylie's Tax Tips!Visit Go Hardin's WebsiteConnect with Haylie on LinkedinListen to Our Bonus Episode with Haylie: "When to Take Your Business S-Corp"Start a free trial of Travefy at https://info.travefy.com/get_startedRecorded on December 13, 2023

The Lounge with Travefy Academy
#73 - How to Prepare for Wave Season with Rita Perez

The Lounge with Travefy Academy

Play Episode Listen Later Dec 12, 2023 43:18


What is wave season and how should you be preparing for it? Join us in this episode and Travel Advisor and marketing strategist, Rita Perez, will tell you how! Get ready for a big year of travel sales in 2024 and Rita will give you the tips and guidance on how to get your business, life, and goals aligned to create a successful year head!Show Notes:Free Wave Season Checklist!Free Lead Generation CalculatorListen to the Strategic Travel Entrepreneur PodcastJoin the Strategic Travel Entrepreneur Facebook GroupFull Podcast Episode InformationStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on December 6, 2023

The Lounge with Travefy Academy
#72 - "How I Built My Business" with Stuart Marra from The Opulent Explorer

The Lounge with Travefy Academy

Play Episode Listen Later Nov 6, 2023 52:18


In this episode, we chat with Stuart Marra, Founder and Luxury Travel Advisor of The Opulent Explorer. Like many advisors, Stuart entered the industry fueled by his love for adventure and exploration. He shares his path to success growing his travel business, highlighting The Opulent Explorer team's one-of-a-kind services, such as a tailored travel planning workflow, how he's how he's incorporated his love for photography into his business, and so much more!Show Notes:Subscribe to Stuart's Linkedin NewsletterVisit The Opulent Explorer WebsiteView full podcast episode information and notesStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on October 30, 2023

The Lounge with Travefy Academy
#71 - Tactics and Strategies to Attract New Leads with Penny Cooper & Christina Vieira

The Lounge with Travefy Academy

Play Episode Listen Later Oct 6, 2023 40:44


Who doesn't love getting new leads and prospective clients to their travel business?! We chat with travel agency owners, Penny Cooper and Christina Viera, who have discovered formulas of success when it comes to finding new leads. In fact, they even created their own company Magic Made Simple, that specializes in helping advisors attract and nurture leads! During this episode, Penny and Christina discuss how to approach a strategy you can implement into your business. They also share what generating new leads can look like by using innovative tactics, such as lead magnets and more!Show Notes:Free Download: Lead Magnet Content & Delivery Ideas for Your Travel BusinessRegister for Upcoming Sales Workshop Session with Penny & ChristinaStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on October 3, 2023

The Lounge with Travefy Academy
#70 - Group Travel Tactics: Marketing with Events with Harish Shroff from Indus Travels

The Lounge with Travefy Academy

Play Episode Listen Later Aug 31, 2023 29:08


In this episode, we sit down with Harish Schroff from Indus Travels on how travel advisors can create and host successful events to market group travel trips and tours. Harish shares his pro tips and best practices on how to plan, market, and execute effective in-person and virtual events. Discover the art of engaging your audience and turning event attendees into enthusiastic group travelers!Recorded on July 24, 2023Show Notes:Free Download: How to Plan a Successful Group TourStart a free trial of Travefy at https://info.travefy.com/get_started

TIQUE Talks
36. Summer Systems Series: Why We Love TravelJoy with Ashlyn Puckett

TIQUE Talks

Play Episode Listen Later Aug 15, 2023 47:50


In today's world, it's essential for travel advisors to use modern systems and software to streamline their workflow and enhance their client experience. TravelJoy offers a comprehensive platform designed to do just that! Ashlyn Puckett, Tique's client experience expert, is here to discuss the incredible benefits of TraveJoy for travel advisors, including customizable and visually appealing proposals, streamlined workflow and centralization of client management, features to protect your business, and auditing. The conversation also touches on the importance of modernizing the travel industry's approach and leveraging technology to showcase a high-end client experience. By the end of this episode, you'll have a clear understanding of how TravelJoy can revolutionize your travel advising business and elevate your client satisfaction to new heights! Today we will cover: (01:47) Aesthetic capabilities of TravelJoy (05:24) Streamlined workflow and centralized portal for client management (08:50) Features for email communication (15:39) What actually is a workflow? (19:00) How TravelJoy enhances the client experience process (22:05) Protective features for information management (28:52) Modernizing the travel industry's approach (33:15) Protective measures and auditing (42:55) Commission reporting and metrics SEVEN FIGURE SALES: For the advisor ready to close more sales & boost their revenue with confidence! ONLY available August 9-16! https://www.tiquehq.com/seven-figure-sales ELEVATED EXPERIENCE WORKFLOW: Take your systems from scary to streamlined with the Elevated Experience Workflow! https://www.tiquehq.com/elevated-experience-workflow TRAVEFY: https://travefy.com/refer/TIQUEBARZ6KWXJA ____ JOIN OUR NICHE COMMUNITY: https://www.tiquehq.com/join-niche FOLLOW ALONG ON INSTAGRAM: https://www.instagram.com/tiquehq/ CHECK OUT OUR SERVICES & PROGRAMS: https://www.tiquehq.com/

The Lounge with Travefy Academy
#69 - A Travel Advisor's Guide to Building Authentic Connections on Social Media with Kelly Hayes Smith

The Lounge with Travefy Academy

Play Episode Listen Later Aug 9, 2023 37:10


In this episode, we chat with Kelli Hayes Smith as she guides us through strategic tips to set yourself apart from the competition (ahem, booking engines, we're looking at you). Learn the art of crafting compelling narratives that highlight your services and how to set achievable goals to optimize your social media presence. Kelli also shares real-life inspiration and ideas from fellow travel advisors that can pave the way for authentic connections.Recorded July 14, 2023Show Notes:Listen to Kelli's podcast Social Take OffVisit Kelli's Website at https://kellihayessmith.comFind Kelli Hayes Smith on InstagramStart a free trial of Travefy at https://info.travefy.com/get_started

Travel Agent Chatter | Starting and Growing Your Travel Agency
(118) Startup investment decisions, startup investment on tech, and sales minimums for FAMs

Travel Agent Chatter | Starting and Growing Your Travel Agency

Play Episode Listen Later Aug 4, 2023 20:48


Welcome to Friday 15! In episode 118 Mary chats with Chad Burt, Co-Owner of Outside Agents about startup investment decisions, startup investment on tech, and sales minimums for FAMs. Here's a list of helpful resources for today's episode: https://hostagencyreviews.com/friday15 (Submit questions, sign up for reminders for the F15, along with that week's questions we'll be covering!) https://hostagencyreviews.com/page/speakers (Call for Host Week speakers is open! Submit your Eduspot idea!) har.news/survey Sign up for survey report updates to get notified when we publish our 2023 reports https://hostagencyreviews.com/blog/travel-agent-fam-trip - FAM Trips https://hostagencyreviews.com/blog/travel-agent-rates - Resource on travel agent rates  https://hostagencyreviews.com/events (Industry events) https://hostagencyreviews.com/blog/travel-agent-training-travel-agent-education - Travel Agent Training and Education will drop you into the rabbit hole for host education, certifications, business coaching and more.  har.news/7DS har.news/survey - for notification when we publish our report https://www.youtube.com/watch?v=UfZ0EIkCYZU&t=1057sTechnology is personal keynote with David Chait of Travefy from Host Week 2022 -  https://hostagencyreviews.com/blog/top-4-travel-agency-marketing-toolsHAR's favorite free marketing tools.  https://hostagencyreviews.com/blog/travel-agency-startup-costs 866.208.5604 (Talk to the OA's executive team) https://hostagencyreviews.com/hosts/outside-agents-com (Outside Agents' profile on HAR) https://hostagencyreviews.com/friday15 (Sign up for e-reminders for the Friday 15 and submit your questions!) We do this every week! If you have travel industry questions, HAR likely has an answer :) Submit your burning question here Har.News/Friday15 and join us this Friday (and every Friday!) at 12CT for travel agent tips!

The Lounge with Travefy Academy
#68 - How A.I. and GPT Can Empower Travel Advisors' Everyday Work with Tammy Levent

The Lounge with Travefy Academy

Play Episode Listen Later Jul 24, 2023 42:45


In this episode, we chat with Tammy Levent, Travel Industry Expert on the ways she's utilizing the power of ChatGPT and how others can do the same! Discover the essential tools and software that unlock its power and the secrets of seamless integrations. Tammy also shares her own journey with ChatGPT and presents real-life examples, demonstrating how you too can effortlessly apply this transformative technology in your everyday travel business.Show Notes:Use OpenAi's ChatGPT at chat.openai.comDownload Tammy's "Ultimate Guide to Becoming a Travel Agent" by clicking hereStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on July 20, 2023

The Lounge with Travefy Academy
#67 - Creating a Travel Business with Passion and Sustainability with Phillip from Rise Up Retreats

The Lounge with Travefy Academy

Play Episode Listen Later Jul 18, 2023 31:26


This is episode, we sit down with Phillip, Co-founder  of Rise Up Retreats about how he turned his passion of surf and travel into a growing business. We talk about the importance of sustainability in the travel industry and how he and his team leverages digital marketing and harnessing the power of word-of-mouth to attract new travelers and keep past ones coming back for more!Recorded on June 27, 2023Show Notes: Visit Rise Up Surf Retreats: https://www.riseupsurf.comStart a free trial of Travefy at https://info.travefy.com/get_started

Travel Agent Chatter | Starting and Growing Your Travel Agency
(115) Host contract that only allow you to book through them & travel advisor related podcast

Travel Agent Chatter | Starting and Growing Your Travel Agency

Play Episode Listen Later Jul 13, 2023 23:01


Welcome to Friday 15! In episode 115 Steph chats with Chad Burt, Co-Founder of Outside Agents about host contracts that only allow you to book through them and travel advisor-related podcast options. Here's a list of helpful resources for today's episode: https://hostagencyreviews.com/friday15 (Submit questions, sign up for reminders for the F15, along with that week's questions we'll be covering!) https://hostagencyreviews.com/blog/travel-agent-fam-trip (New article on FAM trips: What they are and how to find them!) https://hostagencyreviews.com/page/speakers (Call for Host Week speakers is open! Submit your Eduspot idea!) https://hostagencyreviews.com/blog/the-dangers-of-independent-contractor-travel-agent-misclassification (What happens if an independent contractor is reclassified as an employee? All about IC misclassification.) https://hostagencyreviews.com/blog/independent-travel-agent-contracts (What to look for in your contract with host agencies.) https://www.travelweekly.com/Podcasts/trade-secrets (Travel Weekly's Trade Secrets with Emma Weissman and Jamie Biesada — ask questions about the industry) https://podcasts.apple.com/us/podcast/the-tin-lounge/id1515614510 (TIN Lounge with Theresa Chu-Bermudez and Korrine Johnson – TAs sharing their experiences and best practices) https://academy.travefy.com/category/podcast/ (Travefy's The Lounge) https://www.youtube.com/watch?v=tn4S0mV4zMk&t=17900s (Host Week presentation of travel advisors who have started their own podcasts) https://podcasts.apple.com/us/podcast/travelpulse-podcast/id1413420919 (Travel Pulse's podcast) https://hostagencyreviews.com/hosts/outside-agents-com (Outside Agents' profile on HAR) https://hostagencyreviews.com/friday15 (Sign up for e-reminders for the Friday 15 and submit your questions!) We do this every week! If you have travel industry questions, HAR likely has an answer :) Submit your burning question here Har.News/Friday15 and join us this Friday (and every Friday!) at 12CT for travel agent tips!

Travel Agent Chatter | Starting and Growing Your Travel Agency
(114) Choosing a host agency and finding software that handles CRM, group management, and invoicing

Travel Agent Chatter | Starting and Growing Your Travel Agency

Play Episode Listen Later Jul 7, 2023 23:17


Welcome to Friday 15! In episode 114 Steph chats with Henley Vasquez, Co-Founder of Fora on how to narrow down and choose a host agency and the best travel software package that handles CRM, group management, and invoicing Here's a list of helpful resources for today's episode: https://hostagencyreviews.com/friday15 (Submit questions, sign up for reminders for the F15, along with that week's questions we'll be covering!) https://hostagencyreviews.com/blog/travel-agent-advisor-guide-researching-qualifying-suppliers (How to research and qualify suppliers) https://hostagencyreviews.com/blog/tips-on-how-to-find-the-best-travel-host-agency (Tips on choosing a host agency) https://www.tern.travel/ (Tern, new travel tech looking to unify all the agency tech) https://tripsuite.com (TripSuite, new travel tech looking to unify all the agency tech) https://har.news/traveljoy (TravelJoy: CRM, groups management, invoicing) https://vacationcrm (VacationCRM: CRM, groups management, invoicing) https://har.news/travefy (Travefy: Itinerary builder, CRM. *** Visit link and enter promo code HAR15 to receive 15% off your first 6 months or first annual subscription with Travefy.) https://www.zendesk.com/ (Zendesk CRM: not travel agency specific but free and you can customize! https://sioncentral.com/ (SION commission tracking software for agencies) https://foratravel.com/joinus (To get more information, go to ‘Apply'. Add ‘HostAgencyReviews' to question on who referred you to get pulled to the top!) https://hostagencyreviews.com/hosts/fora-travel (Fora's profile on HAR) https://hostagencyreviews.com/friday15 (Sign up for e-reminders for the Friday 15 and submit your questions!) We do this every week! If you have travel industry questions, HAR likely has an answer :) Submit your burning question here Har.News/Friday15 and join us this Friday (and every Friday!) at 12CT for travel agent tips!

The Art Of Selling Travel Podcast
#26 Creating Stunning Itineraries with Travefy

The Art Of Selling Travel Podcast

Play Episode Listen Later Jul 5, 2023 32:51


On this weeks' episode, I was joined by Stephanie Gries of Travefy. We talked about the ways that Travefy can help you grow your business with stunning itineraries and landing pages. Check out examples here: Group Trip for a destination wedding: https://travelistastravel.com/sarah-and-dave-cancun-wedding Marketing a river cruise (which could double as a group trip too): https://travelistastravel.com/2023-river-cruise-sample Another example of promoting a certain destination: https://travelistastravel.com/tropical-vacation We then talked about the upcoming New Agent Bootcamp that I will be speaking at in July. Depending on when you're listening to this, it may already be over, but to know where I'm speaking publicly check out HTTPs://artofsellingtravel.com/findglenda I'll do my best to keep this list updated, but it will be changing all the time. Some events may require tickets to attend. Thinking you may be interested in using Travefy for your travel business? Use this link to get started: https://travefy.com/refer/GLENDAGDFZ6MQ36A (please note this is an affiliate link for which I may receive compensation for any referrals who use this link).

The Lounge with Travefy Academy
#66 - Navigating the Future with Artificial Intelligence (A.I.) in the Travel Industry with Glenda Beagle

The Lounge with Travefy Academy

Play Episode Listen Later Jul 5, 2023 46:53


“Artificial Intelligence”, or better known as A.I., has been growing in popularity since the start of 2023 and the buzz isn't slowing down, especially within the travel industry! In this episode, we chat with Glenda Beagle and she shares what is A.I. is, how it can impact selling travel, and the ways travel advisors should be using and thinking about it.Recorded on June 8, 2023Show Notes: Visit Glenda's Website: artofsellingtravel.comArt of Selling Travel InstagramOpen Ai ChatGBT (Website to use ChatGBT in ways discussed during the podcast)Start a free trial of Travefy at https://info.travefy.com/get_started

The Lounge with Travefy Academy
#65 - Leveraging Freelancers to Help You Grow Your Business with Grace McBride from Lucia

The Lounge with Travefy Academy

Play Episode Listen Later Jun 22, 2023 49:59


In this episode, we connect with Grace McBride, Founder and CEO of Lucia, a freelancer marketplace for the travel industry. Grace shares the story of how and why Lucia was created and how it works for travel advisors and the travel industry. She shares success stories of how travel advisors have unleashed their full potential of their travel business with freelancers.Visit Lucia at https://www.letslucia.com/Start a free trial of Travefy at https://info.travefy.com/get_startedRecorded on May 23, 2023

The Lounge with Travefy Academy
#64 - The FAM Trip Formula: Fueling Marketing and Connections for Travel Advisors with Anne Smith

The Lounge with Travefy Academy

Play Episode Listen Later Jun 8, 2023 41:16


Create FAMtastic strategies to make the most out of your FAM trips! In this episode, we chat with Anne Smith, CTIE, on how to harness and maximize the education and networking power of a FAM ("familiarization") trip. Anne shares what a FAM trip is, including  the different ways it can be achieved, mistakes to avoid when attending a FAM trip, how to plan out marketing strategies before, during, and after a trip, and so much more. Recorded on May 10, 2023Start a free trial of Travefy at https://info.travefy.com/get_started

The Lounge with Travefy Academy
#63 - Crafting Immersive Virtual Travel Experiences with Travel Virtually Anywhere

The Lounge with Travefy Academy

Play Episode Listen Later May 25, 2023 32:18


Join The Lounge as we chat with Stephanie Louzil and Danielle Meyer from the Travel Anywhere Virtual team! Hear the story of how they started the company during the pandemic and how it continues to thrive today. We discuss how other travel professionals can implement virtual travel experiences into their business and create once-in-a-lifetime memories for clients...virtually! Show Notes:Visit Travel Virtually Anywhere's WebsiteRecorded on April 20, 2023Start a free trial of Travefy at https://info.travefy.com/get_started

Travel Agent Achievers - To Educate, Encourage and Empower Travel Professionals
Delighting Clients with Travefy - Time Saving, Systemising and showcasing YOUR expertise

Travel Agent Achievers - To Educate, Encourage and Empower Travel Professionals

Play Episode Listen Later May 23, 2023 46:44


'Acts of Service' is one of my love languages. Yet - this podcast episode isn't about that..  Stephanie Gries of Travefy and I, Ros, are talking about going above and beyond for travel clients in a way that isn't intrusive, is 'smart' in how we use our time and also delights clients whilst they prepare for and are traveling.  This tool is one that caught my attention during the pandemic. Not only was it one made initially for travellers, but it easy to use and intuitive with how it works. PLUS they are always adding new features and tools to help us as the Travel Experts provide further value for our clients.  Stephanie and I discuss all things systems, how using tools that talk to each other or all in one tools that function well are able to help us as travel advisors focus on what we do best.  Education is important and together we both believe that if you are learning, we want to see you implement.  Check out how Travefy can help you in your travel business with a special discounted offer only for Travel Agent Achievers listeners and members. Use the coupon code: TAA20 for 20% off your first year when purchasing an annual plan, or your first 3 months on the month to month plan.  How are you using systems and tools in your travel business to suprise and delight your clients? Making their life easier as well as yours. What tasks are you able to do for them that will increase their 'love' for you and in turn fill your tank too? :-) 

The Lounge with Travefy Academy
#62 - 5 Ways to Increase Your Social Presence & Decrease Burnout with Gabbie Borgus

The Lounge with Travefy Academy

Play Episode Listen Later May 12, 2023 49:52


Grab a pen and paper for this episode! Gabbie Borgus, or better known as Gab from @thatguidedtravelgirl, shares her top five tips on how to not only increase your own social media presence but also how to decrease burnout from the social media. Each tip is crafted with the busy travel advisor in mind with actionable items you can start implementing today.Show Notes:Gab's Instagram: @thatguidedtravelgirlRecorded on April 5, 2023Start a free trial of Travefy at https://info.travefy.com/get_started

TIQUE Talks
20. The System That Will Help You Save Time & Make More Money

TIQUE Talks

Play Episode Listen Later Apr 25, 2023 37:26


Today, we are talking all about a system that allows you to educate your clients BEFORE actually meeting them! It is one of the simplest yet most effective ways to save time, create convenience, and simplify your onboarding process. By correctly leveraging technology and automations, you can actually enhance the personalization of your client experience without taking away that special touch that only human to human contact can provide. Tune in to learn the many ways that you can leverage Loom to help educate your clients, such as how you work and then providing continual feedback - all while making it more convenient for them! This is a great tool for working smarter, not harder, as well as elevating the overall client experience. Today we will cover: (1:43) Creating convenience for your client (9:17) Introduction video for potential clients (11:57) Welcome video for new clients (13:32) Using loom to send proposals (17:42) The functionality of Loom (24:26) Loom how-to's (27:21) Using Loom to up sell Take your systems from scary to streamlined with the Elevated Experience Workflow! https://www.tiquehq.com/elevated-experience-workflow Sign up for Travefy: https://travefy.com/refer/TIQUEBARZ6KWXJA _____ JOIN OUR NICHE COMMUNITY: https://www.tiquehq.com/join-niche FOLLOW ALONG ON INSTAGRAM: https://www.instagram.com/tiquehq/ CHECK OUT OUR SERVICES & PROGRAMS: https://www.tiquehq.com/

TIQUE Talks
18. Controlling The Chaos Of Managing Concierge-Level Travel Details with Kaytee Fisher

TIQUE Talks

Play Episode Listen Later Apr 11, 2023 53:27


Booking and planning a trip is easy, right? Not always! We're tackling one of the biggest challenges that advisors face, which is managing the multitude of small details that go into each trip.  This year, travel advisors are experiencing incredibly high demand. This can lead to an unprecedented number of trip details to confirm. In this episode, we're talking with Kaytee Fisher, the owner of Origin's Travel and fellow team member of Tique. Kaytee shares how she seamlessly handles scheduling and confirming bookings, working with VIP clients, and when to hand a chaotic itinerary over to the hotel versus handling it yourself. Tune in to learn how to control the itinerary chaos and sprinkle concierge-level touches into every trip! Today we will cover: (1:09) Using Travefy to plan a trip and why it's a favorite (5:34) Working with suppliers that offer concierge details (8:57) When to hand a difficult itinerary over to the hotel and when to keep it (17:18) VIP and non-VIP clients and when to use that “card” (19:00) Paying for amenities (29:19) Dining and the importance of keeping reservations (31:00) Booking transportation (42:25) Auditing the itinerary and making sure you aren't missing important details (46:43) The benefits of outsourcing Get $57 off an annual membership with Lucia! https://app.letslucia.com/signup/partner Enroll in The Agency Expansion Academy! https://www.tiquehq.com/agency-expansion-academy Sign up for Travefy: https://travefy.com/refer/TIQUEBARZ6KWXJA _____ JOIN OUR NICHE COMMUNITY: https://www.tiquehq.com/join-niche FOLLOW ALONG ON INSTAGRAM: https://www.instagram.com/tiquehq/ CHECK OUT OUR SERVICES & PROGRAMS: https://www.tiquehq.com/

Trade Secrets Podcast
Encore: As a travel advisor, how do I break up with clients?

Trade Secrets Podcast

Play Episode Listen Later Apr 3, 2023 51:39


Trade Secrets is on a brief hiatus to gather questions for season four, but in the meantime, hosts Emma Weissmann and Jamie Biesiada are sharing some of their favorite episodes of the show. We'll be back with new episodes in May! This week, Emma's pick: all things client relations with Jennifer Jacob. Jennifer is the COO and co-founder of Tique, a travel advisor brand and systems design studio, and the former founder of Explorateur Travel. They tackle qualifying clients, keeping track of — and using — client data, breaking up with clients and beyond. You'll also learn about Jennifer's “pushback channel,” which often leads to the “bless and release.” Hear about all that and more this week on Trade Secrets. This episode was sponsored by G Adventures. https://www.gadventures.com/ Further resources: Tique on Instagram and on the web Jennifer's book recommendations, “Crucial Conversations” and “Radical Candor”  Trade Secrets episode on charging fees  Explorateur Travel, the agency Jennifer founded  From TravelAge West: New travel advisor businesses that will help the industry build back better  From TravelAge West: Five ways for travel advisors to deal with (or fire) problematic clients  Travefy's webinar on firing clients  Need advice? Call our hotline and leave a message: 201-902-2098 Email us: tradesecrets@travelweekly.com   Theme song: Sock Hop by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4387-sock-hop License: https://filmmusic.io/standard-license   See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

TIQUE Talks
8. Choosing The Best CRM For Your Business with Ashlyn Puckett

TIQUE Talks

Play Episode Listen Later Feb 7, 2023 53:10


A customer relationship management (CRM) platform is one of the most important tools for a small business. There seem to be so many to choose from, yet it's hard to find one that is capable of EVERY function needed for business. Each CRM has its own strengths and weaknesses. The key is deciding which one is best based on what's most important to you; whether it be reporting, client communications, or task management. In this episode, we are joined by our community director and resident CRM expert, Ashlyn Puckett, to discuss what goes into choosing the best CRM for your business. Ashlyn was previously the Client Experience Manager for Exploratory Travel and now manages all of Tique's workflow implementation. She is also a TravelJoy and Travefy guru, and an absolute ray of sunshine! As an online business owner, it is extremely important to make sure your business is organized and optimized. Hustle culture is so outdated - working smarter, not harder is the goal! Today, we will cover: (04:45) All about workflows, client communication and automation (05:49) Traveljoy vs Vacation CRM (15:20) Legal protection throughout different points of your workflow (19:34) Dubsado and managing your CRM on the go (21:13) The importance of being able to incorporate your branding (25:01) Integration of itineraries and proposals (41:45) Invoicing capabilities (47:55) Tech updates and cost The Legal Paige: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143 _____ JOIN OUR NICHE COMMUNITY: https://www.tiquehq.com/join-niche FOLLOW ALONG ON INSTAGRAM: https://www.instagram.com/tiquehq/ CHECK OUT OUR SERVICES & PROGRAMS: https://www.tiquehq.com/

Trade Secrets Podcast
As a travel advisor, how do I break up with clients?

Trade Secrets Podcast

Play Episode Listen Later Nov 28, 2022 51:19


This week on Trade Secrets, hosts Emma Weissmann and Jamie Biesiada are tackling all things client relations with Jennifer Jacob. Jennifer is the COO and co-founder of Tique, a travel advisor brand and systems design studio, and the former founder of Explorateur Travel. They tackle qualifying clients, keeping track of — and using — client data, breaking up with clients and beyond. You'll also learn about Jennifer's “pushback channel,” which often leads to the “bless and release.” Hear about all that and more this week on Trade Secrets. Further resources: Tique on Instagram and on the web Jennifer's book recommendations, “Crucial Conversations” and “Radical Candor” Trade Secrets episode on charging fees Explorateur Travel, the agency Jennifer founded  From TravelAge West: New travel advisor businesses that will help the industry build back better  From TravelAge West: Five ways for travel advisors to deal with (or fire) problematic clients  Travefy's webinar on firing clients  Need advice? Call our hotline and leave a message: 201-902-2098 Email us: tradesecrets@travelweekly.com   Theme song: Sock Hop by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4387-sock-hop License: https://filmmusic.io/standard-license   See omnystudio.com/listener for privacy information.  See omnystudio.com/listener for privacy information.

Masters in Travel
Behind the Technology: Travefy Edition

Masters in Travel

Play Episode Listen Later Aug 16, 2022 46:20


Technology is imperative in running our day to day businesses, both efficiently and effectively. With this technology that we rely on a day to day basis, we likely don't know what goes on behind the scenes. How are decisions made in what to fix or edit within those technologies? On today's episode of Masters in Travel, Whitney and her Guest Scott Rutz, dive into one of the most important technologies that advisors use, Travefy. Scott Rutz is the VP of sales and marketing and part of the founding team at Travefy and in this episode he shares Travefy's founding story, along with some incredible insight into how the company works and what's coming next. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

Travel Agent Chatter | Starting and Growing Your Travel Agency
(68) Friday15: Working & Starting an Agency, $10k Cost to Start Agency, Best Host + Training- Groups

Travel Agent Chatter | Starting and Growing Your Travel Agency

Play Episode Listen Later Jul 14, 2022 21:50


Welcome to Friday 15! In episode 68 Steph chats with April Swales, Marketing Director for Uniglobe Travel Center about working full-time while starting an agency, is $10k normal cost to start travel agency, and best host + trainings for groups Helpful Resources: https://hostagencyreviews.com/blog/travel-agency-startup-costs (Real numbers on the average cost to start a travel agency) https://hostagencyreviews.com/blog/travel-agent-training-travel-agent-education (A great resources for different educational and training options for travel advisors.) https://hostagencyreviews.com/blog/best-travel-itinerary-builders (Travefy is mentioned in the podcast as a great itinerary builder -- and it is -- but there are a few more out there if you're shopping around) https://www.uniglobetravelcenter.com/mentor-u/ (Info on Uniglobe Travel Center's 3-month training program for new advisors.) https://hostagencyreviews.com/events (The most comprehensive travel industry event calendar out there! Find trainings, conferences, events, FAM trips, ship inspections, etc.) https://hostagencyreviews.com/travelagentchatter ( Use the podcast filter feature to find in-depth podcast interviews with successful agencies. Our podcast tags include: Accessible Travel, Branding, Building Community, Corporate, Destination Specialists, Destination Weddings/Honeymoons, Disney, Entertainment/Production Travel, FIT, Groups, Homebased, Inbound Marketing, Leisure, Luxury, Marketing, Meetings and Incentives, New Agent, Remote Team, Social Media, Storefront, Team Management, Work-Life Balance) We do this every week! If you have travel industry questions, HAR likely has an answer :) Submit your burning question here Har.News/Friday15 and join us this Friday (and every Friday!) at 12CT for travel agent tips!