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Ep 220 Build a Travel Business That Runs Itself Through Strategic Operations and Systems with Courtnie Nichols (Prep for Wave Week 2024 Replay)
Send Rita a text with your thoughts!
Save your spot for Prep for Wave Week :) https://programs.steeryourmarketing.com/prep-for-wave-week
Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776
You're running a business, not a hobby, and it's time your operations reflect that mindset.
I'm bringing back my conversation with Courtnie Nichols, the SOP queen who's built a travel empire using systems that actually work.
We're talking everything from AI-enhanced standard operating procedures to tech stacks that talk to each other through Zapier integrations.
She breaks down exactly how she uses tools like Asana, Honeybook, and VacationCRM to create repeatable processes that let her team run the business while she focuses on growth.
Whether you're drowning in manual tasks or ready to scale beyond being a solopreneur, Courtnie spills all her operational secrets including how to audit your workflow, when to hire team members, and why quarterly SOP reviews are non-negotiable for sustainable growth.
Check out The Biz Huddle: https://www.thebizhuddle.com/
Questions this episode answers:
- How do you create standard operating procedures (SOPs) for your travel business?
- What tech tools should travel advisors use to automate their business operations?
- Should you hire independent contractors or W-2 employees for your travel business?
- What's the difference between Honeybook and travel-specific CRMs like Vacation CRM?
- How do you use Zapier to connect different business tools and software?
- What project management tools work best for travel agency operations?
- What should you document first when creating business systems?
- How do you train team members using SOPs and video tutorials?
- Why don't travel industry tools integrate well with other business software?
- How do you conduct post-trip reviews to improve your processes?
- What's the best way to organize and store your business documentation?
- How can travel advisors scale their business without working more hours
- What operational mistakes do new travel entrepreneurs make?
- How do you create workflows that work for both individual and group travel bookings?
- When is it time to invest in paid versions of business management tools?
- How do you build systems that allow your business to run without you?
Enjoy (and take action)!
---------------------------------------------------------------
Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/
Say HI on Social:
LinkedIn: https://www.linkedin.com/in/ritaperez19/
Instagram: http://www.instagram.com/takethehelmvbs
FB Group: https://www.facebook.com/groups/529490048073622
Direct EMAIL:
[email protected]
View all episodes
By Rita M. Perez
4.9
2525 ratings
Send Rita a text with your thoughts!
Save your spot for Prep for Wave Week :) https://programs.steeryourmarketing.com/prep-for-wave-week
Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776
You're running a business, not a hobby, and it's time your operations reflect that mindset.
I'm bringing back my conversation with Courtnie Nichols, the SOP queen who's built a travel empire using systems that actually work.
We're talking everything from AI-enhanced standard operating procedures to tech stacks that talk to each other through Zapier integrations.
She breaks down exactly how she uses tools like Asana, Honeybook, and VacationCRM to create repeatable processes that let her team run the business while she focuses on growth.
Whether you're drowning in manual tasks or ready to scale beyond being a solopreneur, Courtnie spills all her operational secrets including how to audit your workflow, when to hire team members, and why quarterly SOP reviews are non-negotiable for sustainable growth.
Check out The Biz Huddle: https://www.thebizhuddle.com/
Questions this episode answers:
- How do you create standard operating procedures (SOPs) for your travel business?
- What tech tools should travel advisors use to automate their business operations?
- Should you hire independent contractors or W-2 employees for your travel business?
- What's the difference between Honeybook and travel-specific CRMs like Vacation CRM?
- How do you use Zapier to connect different business tools and software?
- What project management tools work best for travel agency operations?
- What should you document first when creating business systems?
- How do you train team members using SOPs and video tutorials?
- Why don't travel industry tools integrate well with other business software?
- How do you conduct post-trip reviews to improve your processes?
- What's the best way to organize and store your business documentation?
- How can travel advisors scale their business without working more hours
- What operational mistakes do new travel entrepreneurs make?
- How do you create workflows that work for both individual and group travel bookings?
- When is it time to invest in paid versions of business management tools?
- How do you build systems that allow your business to run without you?
Enjoy (and take action)!
---------------------------------------------------------------
Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/
Say HI on Social:
LinkedIn: https://www.linkedin.com/in/ritaperez19/
Instagram: http://www.instagram.com/takethehelmvbs
FB Group: https://www.facebook.com/groups/529490048073622
Direct EMAIL:
[email protected]
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