Travel Agent Chatter | Starting And Growing Your Travel Agency

Backend business organization? Contracts? Fraud Risks?

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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?