154. How To Organize And Store Industry Contacts with Kristen Heitman

Purchase the ClickUp Business Hub Template: an all-in-one digital workspace built specifically for travel advisors to organize and streamline the backend of their business. Watch the product preview HERE!   Have you ever come home from a trade show with a stack of business cards and no idea what to do with them? Kristen Heitman, luxury travel advisor and one of Tique’s OG clients, joins this episode to discuss all things ClickUp, including her thoughts on The ClickUp Business Hub Template. Kristen walks through how she built a central hub for her supplier relationships (complete with commission details, meeting notes, and rep connections) so she can easily find the right contact when she needs them. She also shares how this system goes beyond contacts to track leads, forecast revenue, and even automate testimonial-driven marketing. If you’ve ever wasted time digging through emails or spreadsheets trying to remember who reps that perfect hotel, this episode will show you how to build a streamlined system that saves clicks, keeps you organized, and helps you grow your business with confidence!   About Kristen Heitman: Kristen is a Luxury Travel Advisor with Steuber Travel Group and is based in Atlanta, Georgia. After spending over a decade as an epidemiologist at the CDC, where her work focused on building surveillance systems for infectious diseases and data analysis, Kristen made the bold decision to leave her government career in August 2023 to pursue luxury travel planning full-time. Her natural curiosity and love of discovery, once applied to solving public health mysteries, now guides her in uncovering the world's most enchanting destinations and exclusive experiences. Kristen specializes in approachable luxury experiences for successful, detail-oriented professionals, crafting bespoke itineraries that feel effortlessly elegant yet thoughtfully curated. Her background has given her an exceptional eye for finding those special, hidden moments that transform a beautiful trip into an unforgettable journey. When she's not designing extraordinary escapes, Kristen enjoys spending time with her husband, two sons, and two Whippets in Atlanta.     Today we will cover:  (02:30) Kristen’s journey from epidemiologist to travel advisor  (06:10) Why advisors need ClickUp; going beyond CRM and itinerary software  (10:15) Tracking leads, referrals, and repeat clients with ClickUp dashboards  (16:45) Using AI and automation to streamline business operations  (22:45) CRM vs. ClickUp; understanding the role of each tool  (28:20) Cybersecurity for advisors; protecting client data, avoiding public Wi-Fi risks, and using safe passwords  (34:50) How to customize ClickUp for travel agencies without getting overwhelmed  (41:20) Building a ClickUp Business Hub; why investing time boosts efficiency, client experience, and profitability     Connect with Sarah at HeySwillsy for Custom ClickUp Setup   Listen to Episode 150: What Every Advisor Needs To Know About Protecting Client Data with Kacie Darden           JOIN THE NICHE COMMUNITY   VISIT THE TEMPLATE SHOP   EXPLORE THE PROGRAMS   FOLLOW ALONG ON INSTAGRAM @TiqueHQ         Thanks to Our Tique Talks Sponsors:   Moxie & Fourth - Grab The DIY Demo Bundle HERE Cozy Earth - Use code COZYTIQUE for 20% off