The Lounge by Travefy

Sales Workshop Series Ep. 4: Beyond the Booking—Creating Loyalty & Repeat Clients with Courtnie Nichols


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After the booking is made, your sales process isn’t over, it’s entering the stage that matters most. In Episode 4 of The Lounge by Travefy’s Sales Workshop Series, we chat with Courtnie Nichols, CEO of Travel Bash and founder of The Biz Huddle, to explore how thoughtful post-booking care turns happy travelers into loyal, repeat clients.

Courtnie shares simple ways to wow clients, how to personalize touch points, smart systems for gathering testimonials, and why referrals become effortless when you deliver an experience that feels unforgettable. As the finale of our four-part series, this episode brings the full sales journey together—from mindset to marketing to workflow to long-term loyalty.

What you’ll learn:

  • Why most advisors stop selling too early and how to fix it
  • Easy “surprise and delight” moments that cost little but mean a lot
  • How to personalize the client journey at every stage
  • A simple system for collecting testimonials and reviews
  • Natural, non-awkward ways to encourage referrals
  • The one improvement you can make this week to boost retention


🔗 Resources & Links:

  • Learn more about The Lounge Podcast's Sales Workshop Series
  • Subscribe to Travefy's Newsletter
  • Start a Free Trial of Travefy
  • Visit Courtnie's Website
  • Learn More About The Biz Huddle

🎧 This is Episode 4—the finale of The Lounge by Travefy’s Sales Workshop Series. Catch up on Episodes 1–3 to complete the full sales journey!

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