Backend business organization? Contracts? Fraud Risks?

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