71. How To Legitimize Your Travel Business

Oftentimes, advisors are working to transition from part-time travel planning to a full-time travel advisor committed to their travel career. If this is you, it’s time to take the necessary steps to legitimize your business and elevate your reputation! From the financials to your online presence and external client perspective, Robin and Jennifer walk through all things to consider when establishing a strong foundation for your business. They cover topics such as legal requirements, brand consistency, financial considerations, and organizational processes. They also provide tips and resources to help you get you started. By following these steps, you'll not only establish yourself as a professional in the industry but also attract higher-paying clients and build a sustainable travel business!     Today we will cover:  (01:15) Filing for an LLC and obtaining an EIN number  (02:50) Obtaining errors and omissions insurance  (09:10) Establishing a professional online presence with a website  (15:40) Creating an email address with a unique company domain  (18:15) Setting up a separate business bank account  (21:55) The need for a credit card processor to collect payments  (25:20) Working with a bookkeeper and the necessity of tracking expenses and revenue  (29:05) Implementing standard operating procedures (SOPs)  (34:25) Why a customer relationship management system (CRM) is so important  (40:40) Utilizing an organizational system outside of client management  (43:10) Maintaining consistency in branding and marketing   Miguel Campos at Berkshire [email protected]   The Legal Paige Travel Industry Agreement Templates thelegalpaige.com/collections/industry-travel-advisor/?aff=143   Tonic Get 15% off your purchase when you use code: TiqueSentMe tonicsiteshop.com/showcase   Solstice Collective Get $250 off your initial service commitment solstice-collective.com/tique   Novo - The ultimate online banking system onboarding.novo.co/signup?referral_code=JenniferJacob   Tique’s Client Communication Templates tiquehq.com/client-communication-templates   ClickUp Sign up for a FREE trial when you use code: TIQUE https://clickup.com/?fp_ref=robin92&promo=TIQUE   Listen to Episode 57:  The Connection Between Brand Consistency And Client Trust with Amandolin Webb _____     FOLLOW ALONG ON INSTAGRAM: https://www.instagram.com/tiquehq/  CHECK OUT OUR SERVICES & PROGRAMS: https://www.tiquehq.com/