Episode Details

Success in the travel industry is not a one-size-fits-all approach. What drives you may not drive the advisor next to you. It's all about defining what you want out of your business and creating a plan to make it happen. 

Learn the four steps to take to discover and clarify your long-term business goals, and how to create actionable steps to achieve them. Robin and Jennifer dive into defining your core values, crafting a mission and vision statement, setting SMART goals, tracking key data metrics, and much more! Walk away from this episode with a roadmap that will help to guide your travel business towards success! 

Today we will cover:

•  (03:50) Defining core values for your business
•  (10:00) Creating a vision and mission statement
•  (14:55) Assessing the current state of the business
•  (17:10) Setting SMART goals for your business
•  (23:00) Holding yourself accountable to personal goals
•  (25:38) Evaluating average spend per trip and proposal turnaround time
•  (28:20) Importance of collecting data
•  (33:50) Planning for growth and developing an action plan
•  (38:25) Challenging yourself on your goals; question the why
•  (40:40) Setting metrics and measuring progress

Listen to Episode 41: What We'd Do Today If We Started Our Travel Business Over (Part 1)

Jena Paulo - ClickUp Consultant

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