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Rita M. Perez
00:00:03 - 00:00:38
Welcome to this strategic travel entrepreneur. My name is Rita Perez. Hello. I've been a travel Advisor for over 10 years and am navigating this winding road of entrepreneurship with you. I created this podcast because I wanted to share all the things I've learned from leaders both in and out of our industry that I really wish I would have known way back then. But alas, the important thing thing is I'm aware of them now and I want you to be too. Ready for this week's show. Let's jump in.
Rita M. Perez
00:00:41 - 00:01:20
Hello. Hello, travel advisors. Thank you so much for coming onto this episode of the podcast. This is going to be a loaded episode. I want to break it down a little bit, but I kind of also just want to give a general overview of some of the different Sims systems that there are. And really more than systems, I'm going to call these tools. So these are tools, some are free, some are pay that you can utilize for your travel business in so many different aspects of travel business. So let me see.
Rita M. Perez
00:01:20 - 00:02:41
I think we're going to go like in a hodgepodge. I have a couple things, kind of like in a paired grouping of similar things and like travel related things and then other things that help us just to be a little bit productive. I don't know if you had seen my stories from Monday, but I do a lot of stories on Instagram, so if you're not following me there, make sure that you're following me because I, I like to give a lot of like my insights, open my brain and my feelings up a little bit on there. And something that had come to mind was we don't really like fully talk about the travel business operations that we really just talk about being a travel advisor. And then I know we're starting to get talking about like being a travel business owner, but I think what everybody thinks of immediately like as a business function, which it is, but I think it's almost getting too much emphasis even from myself that marketing is like such a huge thing in our business, which marketing is what we need to get clients. But there's certain types of, this is a bigger conversation. So I'm going to try and talk about these. So many systems or tools that are out there to utilize in terms of the different operations.
Rita M. Perez
00:02:41 - 00:03:55
So in terms of sales, in terms of lead generation marketing, foundations, which I, I feel like foundations are like brand values, health boundaries, your financials and your business goals. Like what, what certain levels or, or things you want to be hitting in your goals. What do you want to be doing for your in your goals, client experience both onboarding and off boarding, HR related skills such as hiring team members, fulfillment systems and tools which that's what we are talking about today and then mitigating risks and contracts, insurance, seller of travel, all that. So there's obviously so many components to being a travel business owner and having tools and systems in place is just one of them. So right off the bat I want to discuss. So this is going to be a very informational. We're not going to be breaking anything down or going into the nitty gritty. I will a resource that if you're wanting to get some more training at the end and this is going to be with a resource that I have an affiliate link for.
Rita M. Perez
00:03:56 - 00:04:45
So if you're wanting to utilize something to get you a little bit more of a deep dive than what you can get probably through some other channels, I will be offering some sort of code for you at the end. So stay tuned. So first off I definitely have to talk about so travel industry specific. That's CRMs and itinerary builders. Those are the two things that. Well you know CRM, everybody has a CRM. So all, all sorts of businesses there's CRMs. I will say there are two CRMs that are not travel specific but I know there's many service providers in the travel industry that do utilize them specifically on the supplier side and like the support business side.
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