How To Organize Contacts? Should I Go Out On My Own?

How To Organize Contacts? Should I Go Out On My Own?

Author: Host Agency Reviews March 7, 2025 Duration: 29:58

In episode 198, Steph Lee co-hosts with a longtime friend of the Friday 15, April Swales of Uniglobe Travel Center. They’ve got two especially in-depth questions, so have a look and tune in Friday 12 pm CST! 

1. Do you have a good system for organizing all your travel BD contacts and promotional material of properties?  I get overwhelmed with paper and business cards and even online and notes I still cannot seem to get a system in place for everything I receive. --- Sara R.

2.  I am an IC with about 2 years in the business.  I'm considering going out on my own because I'm not happy with my situation for many reasons.  How do you know it's the right time to make this change?  What do you see as the pros and cons of staying an IC and being independent? ---Anonymous




RESOURCES:


➡️Blinq.com for e-business cards and sharing your info, gathering other e-business cards

➡️Camcard.com to organize business cards and create e-business cards

➡️HAR’s list of travel agency CRMs

➡️Follow on Youtube: The BD School l

Process to measure business development

 

➡️Follow on Youtube: CEO Entrepreneur

Essential Functions of a Small Business: Creating An Organisational Structure For Your Business

➡️Score.org for various business mentorship opportunities!

➡️A list of the different travel agent accreditation options. https://hostagencyreviews.com/blog/travel-agency-accreditation 

➡️What is an IATA number?

➡️Top 10 benefits of using a host agency. https://hostagencyreviews.com/blog/top-10-benefits-of-using-a-host-agency

➡️ Host Agency Reviews’ Travel Consortia List

➡️ List of travel industry lawyers and contact information


➡️ Do you need a travel agent license/seller of travel registration? https://hostagencyreviews.com/blog/travel-agent-license-seller-of-travel-license


➡️ Do travel agents need Errors & Omissions (E&O) insurance? 

➡️Ways to Contact April: 

Uniglobe Travel Center | Host Agency Reviews https://hostagencyreviews.com/hosts/uniglobe-travel-center

UTC Home

https://uniglobetravelcenter.com

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


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: 100

Travel Agent Chatter | Friday 15
Podcast Episodes
My own brand? Multiple hosts? Choosing the right host? [not-audio_url] [/not-audio_url]

Duration: 20:06
This week for the Friday 15, Shayna co-hosts with Jennifer Dugan of Dugan’s Travels! This week we’ve got a bunch of great questions to discuss this Friday at 12 pm CST, and you know it’s gonna be good. Join us! I don’t w…
Hosts for cruising? Overwhelmed at the beginning? FAM etiquette? [not-audio_url] [/not-audio_url]

Duration: 24:28
This week for the Friday 15, Shayna co-hosts with April Swales of Uniglobe Travel Center! This week we’ve got a bunch of great questions to discuss this Friday at 12 pm CST, and you know it’s gonna be good. Join us! -Wha…
Travel Insurance? Cancel for any reason? New trends? [not-audio_url] [/not-audio_url]

Duration: 17:32
This week for the Friday 15, Shayna and Steph are thrilled to join forces with the Arch Roamright team. They'll take on a slew of questions about travel insurance this Friday at 12 pm CST, so don't miss this one! Sometim…
Tech Trends? AI Practical Use? Staying Current? [not-audio_url] [/not-audio_url]

Duration: 29:40
This week for the Friday 15, Shayna and Steph are thrilled to join forces with Dan Christian, fellow podcaster and host of the excellent Travel Trends podcast. They'll take on a slew of questions about tech and AI this F…
Tech tools? Last minute changes? Tech Stack? [not-audio_url] [/not-audio_url]

Duration: 24:22
Shayna and Steph team up with Stephanie Gries from Travefy to cohost the Friday 15 this week! You can check out Travefy’s profile here: Travefy | Host Agency Reviews. Here are the awesome questions they’ll tackle this Fr…
Marketing my agency? Working with DMCs? Franchise vs Host? [not-audio_url] [/not-audio_url]

Duration: 22:31
Shayna and Steph team up with Jenn Lee from Vacation Planners to cohost the Friday 15 this week! You can check out Vacation Planners profile here: Vacation Planners | Host Agency Reviews. Here are the awesome questions t…
Hiring an agent for my agency? Selling other products? FAMs? [not-audio_url] [/not-audio_url]

Duration: 19:32
Shayna and Steph team up with Jennifer Dugan from Dugan’s Travels to cohost the Friday 15 this week! You can check out Dugan’s profile here: Dugan's Travels LLC | Host Agency Reviews. Here are the awesome questions they’…