Checklists? Responsible Travel? Website?

This week’s Friday 15, we're welcoming Fora! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us! I am working on creating more automated processes and was wondering if there is a general "checklist" of things an agent should do before each trip? I feel like I am forgetting something and just want to be able to check things off (virtually). Things like "gather personal info", "make airline booking" "make hotel/resort booking" "confirm car rental" "email hotel 2 weeks prior to confirm reservation was received" "deposit due" "final payment due" "call hotel 1 week prior to confirm reservation was received and add special requests" and so on and so on. I am wondering what other agents might have included in their processes that would be a good idea to implement. - Melissa I've had a hard time summing up my niche into one word, as I'm new to the industry. My goal is to provide travel to the curious mind that is leisure, but can also include giving back to the community/land/culture through volunteering, shopping local markets, or through participating in educational experiences. It seems the appropriate name for this niche would be Eco Travel or Responsible Travel. Granted, it's difficult to be 100% environmentally friendly since some travel is unavoidable, but if you have any suggestions regarding the name or suggestions of suppliers that specialize work with this type of niche, I would greatly appreciate it. Thank you for this incredible podcast. - Jamie I’m thinking about adding my booking metrics data like the number of booked cruises, flights, and destinations to my website. Do you think this is a good idea? If so, how would an agent go about adding that information to the site? All this to help build a trusting relationship with clients about the services that we provide. - Quincy ESOURCES: https://hostagencyreviews.com/blog/sustainable-travel-checklist