Backend business organization? Contracts? Fraud Risks?

Backend business organization? Contracts? Fraud Risks?

Author: Host Agency Reviews June 6, 2025 Duration: 26:51

Steph and Shayna welcome Sheila Folk of Travel Industry Solutions to cohost the Friday 15 this week! You can check out TIS’s profile here on our brand-new travel tech software profiles.Here are the juicy questions they’ll tackle this Friday, as always, at 12 pm CST! 

  • I absolutely love working with clients and planning trips, but when it comes to the backend of running my business—things like systems, organization, and workflows—I feel like I’m constantly playing catch-up. What kinds of processes or tools should I be thinking about to stay on top of things and actually free up some time?
  • As I’ve grown my business, I keep hearing that I should be using templates or contracts to protect myself, but I’m not sure where to even start. Are there certain legal or operational documents that every advisor should have in place no matter what stage they’re at?
  • With so many scams and fraud risks out there—especially things like fake client inquiries or payment fraud—what are some red flags I should be watching out for? And what steps can I take to protect myself and my business?

RESOURCES:

➡️Submit questions, sign up for reminders for the F15, along with that week's questions we'll be covering! https://hostagencyreviews.com/friday15 


➡️Take a look at the Travel Agency Software profiles - you can sort them by technology types depending on which processes you’re looking to streamline

➡️We also have an article that you can go to for a list of trave lawyers and some templates from them as well - https://hostagencyreviews.com/blog/travel-lawyers

➡️We also have an article on Travel Waivers that highlights ‘considerations with t&c’s, waivers and disclaimers to protect your agency, different types of waivers and the list goes on - https://hostagencyreviews.com/blog/travel-waivers-protect-your-travel-agency#sts=Working%20with%20a%20Travel%20Attorney%20to%20Customize%20Terms%20and%20Conditions,%20Waivers%20and%20Disclaimers%20for%20Your%20Agency

➡️Steph’s wonderful sister wrote a beautiful article on Fraud prevention resources, we have also embedded our credit card fraud webinar directly into the article - https://hostagencyreviews.com/blog/fraud-prevention-resources-travel-agents


Hosted by the team at Host Agency Reviews, this audio channel blends two distinct formats into one practical resource. The first is Travel Agent Chatter, a quarterly series of spotlight interviews that dive deep into the experiences of working travel advisors. These longer conversations explore the real stories behind the careers, covering the nuances of building a business, personal client triumphs, and the cultural insights gained from a life in travel. The companion series, Friday 15, operates on a completely different rhythm. Every week, a focused fifteen-minute episode tackles specific questions from the travel industry, offering direct advice and timely insights that are both concise and immediately useful. Together, this podcast creates a balanced mix of inspirational narrative and actionable strategy. Whether you're seeking motivation from peer journeys or need quick answers to pressing professional questions, the channel is designed to support the daily realities of travel entrepreneurs. It’s a resource that understands the industry's blend of passion and pragmatism, delivered through the authentic voices of those who are deeply embedded in this world. Tune in for thoughtful perspectives that are as varied and dynamic as the travel profession itself.
Author: Language: English Episodes: 356

Travel Agent Chatter | Friday 15
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