Charting The Course

Q4 is here, which means it is time to look honestly at what worked in your travel business this year, what did not, and what needs to change before 2027.

In the first full episode of Charting the Course, Kelli Hayes Smith and Jonathan Morris look beyond sales numbers to discuss the signs that reveal the real health of a travel business.

They talk about repeat business and referrals, client experience, workload, systems, automation, onboarding, boundaries, and why travel agents need to define success for themselves instead of building toward someone else’s expectations.

In this episode:

• Why sales volume is not always the best measure of business health
• What a quiet season can reveal about your business plan
• Why a lack of repeat clients and referrals should get your attention
• How agents build trust by showing up when travel does not go as planned
• Why strong travel professionals are not competing with AI
• What should be automated and where agents need to remain personally involved
• How better client onboarding can reduce your workload and improve the client experience
• Why most businesses are not fully using the tools and resources they already have
• How to define success based on the life and business you want
• Why looking ahead makes it easier to recognize the progress you are already making

A strong travel business needs more than travel knowledge. Download The Foundation for a Successful Travel Business to explore the essential pieces that support a healthy, sustainable business.

Download The Foundation for a Successful Travel Business

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Our Mission Statement here :
Charting the Course is a travel-industry podcast creating space for honest conversations about where our industry has been, where it is now, and where we go from here.

Through conversations with travel agents, suppliers, partners, technology leaders, Legato team members, and other industry voices, the podcast will explore what it means to build a stronger travel profession and a healthier industry.