Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners

Ep 226 Travel Advisor Wave Season Checklist - Your Complete Guide to Your New Year of Business


Listen Later

Send Rita a text with your thoughts!

Take the podcast survey: https://forms.gle/CeqJQkuZbEZ6jNeZA

Get the Black Friday updates: https://programs.steeryourmarketing.com/products/offers/view/1189130


Wave season is right around the corner, friends, and I'm walking you through my complete checklist to get your travel business ready for Q1 and Q2. 

We're covering five essential areas, from reviewing your 2025 finances and updating your legal docs to scheduling your marketing efforts and creating a strategic sales calendar. 

I'm sharing practical tips on everything from auditing your CRM to planning networking events, plus how to leverage your supplier relationships to crush your 2026 goals. 

If you're a newbie or just want to make sure you're not missing anything crucial, grab the free downloadable checklist I mention because we're covering a lot of ground. 

Let's get your business prepped so future you can thank past you when wave season hits!


Wave Season Checklist: https://programs.steeryourmarketing.com/products/offers/view/1160873

Prep for Wave Week: https://prepforwaveweek.com/register

Lead Magnet Workshop: https://programs.steeryourmarketing.com/products/courses/view/1189129



Questions this episode answers:

  • What is wave season for travel advisors? 
  • How do I prepare my travel business for wave season?
  • How do I set financial goals for my travel business? 
  • What should I include in a travel business sales calendar?
  • How do I upsell travel insurance and excursions to clients? 
  • When should I host webinars or cruise nights for my travel business? 
  • How do I work with supplier BDMs to increase sales? 
  • What are the best fam trips for travel agents to attend?
  • How do I track expenses for my travel business?
  • What SOPs should travel advisors document?
  • How do I plan my travel business capacity for the new year?


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]

...more
View all episodesView all episodes
Download on the App Store

Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business OwnersBy Rita M. Perez

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

25 ratings


More shows like Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners

View all
The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business by Jenna Kutcher

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

12,062 Listeners

Travel Agent Chatter | Friday 15 by Host Agency Reviews

Travel Agent Chatter | Friday 15

82 Listeners

The Rachel Hollis Podcast by Three Percent Chance

The Rachel Hollis Podcast

16,660 Listeners

TravelPulse Podcast by TravelPulse

TravelPulse Podcast

124 Listeners

Travel Agent Achievers - To Educate, Encourage and Empower Travel Professionals by Roslyn Ranse

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

17 Listeners

The TIN Lounge by Korrine Johnson & Theresa Chu-Bermudez

The TIN Lounge

39 Listeners

Masters in Travel by Whitney Shindelar and Brianna Glenn

Masters in Travel

89 Listeners

Trade Secrets Podcast by Travel Weekly and TravelAge West

Trade Secrets Podcast

32 Listeners

The Art Of Selling Travel Podcast by Glenda Beagle

The Art Of Selling Travel Podcast

26 Listeners

7 Figure Cruise Business by Korrine Johnson

7 Figure Cruise Business

23 Listeners

The Social Takeoff Podcast with Kelli Hayes Smith by Kelli Hayes Smith

The Social Takeoff Podcast with Kelli Hayes Smith

39 Listeners

TIQUE Talks by Robin Bradley and Jennifer Jacob

TIQUE Talks

133 Listeners

The Travel Coach Network Podcast | A podcast for coaches, travel agents, and travel business owners by Sahara Rose De Vore

The Travel Coach Network Podcast | A podcast for coaches, travel agents, and travel business owners

14 Listeners

The No BS Travel Advisor™️ by Marcie Muensterman

The No BS Travel Advisor™️

48 Listeners

The Travel Business Unpacked by The Travel Business Unpacked

The Travel Business Unpacked

4 Listeners