TIQUE Talks Robin Bradley and Jennifer Jacob

Travefy, a leading platform in the travel industry, has transformed the way travel advisors operate and deliver exceptional service to their clients. Founded by David Chait, Travefy initially started as a consumer group travel planner but pivoted to a comprehensive B2B solution for travel advisors. With its user-friendly interface and comprehensive features, Travefy has become a go-to platform for advisors looking to streamline their workflow and provide a top-notch client experience. In this episode, Jennifer and David discuss the innovations that have propelled Travefy to success and discuss its long-term vision for the future, such as the upcoming Marketplace and client portal features.

 

Connect with David Chait:

linkedin.com/in/dchait

 

 

Today we will cover:


 (01:40) How Travefy played a role in Jennifer starting her company
 (04:30) David’s background and the creation of Travefy
 (09:35) Pivoting from a consumer group travel planner to a comprehensive B2B solution for travel advisors
 (14:50) Travel industry trends and the rise of travel advisors
 (19:30) Empowering independent advisors through efficient technology
 (26:30) The biggest successes in the Travefy platform
 (32:10) The functionalities of Travefy
 (37:10) The shared Marketplace; collaborative content sharing 
 (41:30) Long-term visions for Travefy; upcoming client portals

 

 

CLIENT COMMUNICATION TEMPLATES

tiquehq.com/client-communication-templates

 

THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

Travel industry agreement templates

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Modern etiquette isn’t about outdated rules or stuffy traditions. It is about creating a framework for better communication, collaboration, and respect in the workplace. Etiquette coach, Courtney Opalko, shares tips on how to introduce yourself confidently, navigate networking events, and handle seated events with grace. She also discusses the significance of promptness, clear communication in emails, and the boundaries between business and friendship. Are you eager to make a great first impression? Tune in for the ins and outs of business etiquette, and learn how kindness, respect, and confidence can create a lasting impression and open doors to new opportunities!

 

About Courtney Opalko:

Courtney is a certified etiquette trainer with a mission to spread kindness and civility through important life skills. Courtney's unique programs are fun, interactive and inclusive in nature, rooted in values of confidence, awareness, empathy and respect. As an etiquette expert, she offers modern advice designed to elevate the everyday.

 

Courtney is a proud member of the International Etiquette Trainer Society as well as the Protocol & Diplomacy International Protocol Officers Association.

 

courtneyopalkoetiquette.com

 

 

Today we will cover:


 (01:40) Courtney’s background; Google sales to modern etiquette expertise 
 (04:05) Modern etiquette for confidence and relationship building
 (07:20) How etiquette impacts your reputation
 (10:00) How to confidently introduce yourself
 (13:30) Tips for remembering names; graceful recovery from forgetting names
 (19:00) Networking etiquette during events; where to sit and what to order
 (30:40) Honoring rsvp commitments; being punctual
 (38:20) Self-awareness and improving social etiquette
 (40:15) Email etiquette for professional communication
 (43:45) Setting boundaries in business relationships

 

 

CLIENT COMMUNICATION TEMPLATES

tiquehq.com/client-communication-templates

 

THE LEGAL PAIGE

https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

Travel industry agreement templates

_____

 

 

JOIN OUR NICHE COMMUNITY: tiquehq.com/join-niche

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Welcome to the first episode of the Summer Tech Series! Over the course of the summer months, Robin and Jennifer will be interviewing tech founders to share about their platform, their favorite features, as well as the future of their systems. They will also be interviewing founders of tech companies that are revolutionizing how founders research and book their travel. 

 

This episode kicks off the series by breaking down which factors to consider when selecting a CRM for your travel business. Jennifer explains the need for customization and adaptability to niche, as well as the integration capabilities of the CRM with other systems. Robin highlights the significance of client communication and documentation, emphasizing the importance of organization and thorough tracking. The ladies also discuss the challenges and limitations of reporting and metrics in CRMs, as well as the importance of accessibility, particularly through mobile capabilities. If you’re in the market for a new CRM, tune in for advice on what to look for when choosing the right one for your business!

 

 

Today we will cover:


 (03:40) Customizing a platform to make it work for you
 (07:30) Choosing a User-Friendly CRM
 (10:40) The ability to integrate with other systems; email, calendar, payment processor
 (14:45) Current development of travel CRM platforms
 (21:00) Tern’s responsiveness and Customer Service Excellence
 (25:00) Importance of Organized Client Documentation
 (27:15) Evaluating When to Switch Software Platforms
 (30:40) Valuing Client Investments
 (34:20) Critical Importance of CRM Security and Data Backup
 (37:05) Enhancing Business Insight Through Reporting and Metrics
 (39:15) The Complexities of a CRM App for mobile accessibility

 

 

CLIENT COMMUNICATION TEMPLATES

tiquehq.com/client-communication-templates

 

SEMI CUSTOM BRAND KITS

tiquehq.com/semi-custom-brands

 

Listen to Episode 70: 

Which Numbers REALLY Matter In Your Business?

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Struggling to find enough hours in the day? Learn how to tackle time management and find out which items are creating inefficiencies within your day! Robin and Jennifer share their thoughts on effective time management, including reviewing your schedule ahead of time and creating a game plan for each day. They discuss the benefits of using tools like Calendly and TravelJoy for automation and delegation, as well as the value of leaning on concierges and DMCs. In today's fast-paced world, it's easy to feel overwhelmed and like there's never enough time to accomplish your to-do list. However, the key to optimizing your time is not about having more hours, but rather about how you manage the hours you do have. Don't miss out on these tips for increasing productivity and finding the right balance in your business!

 

 

Today we will cover:


 (01:00) Planning ahead for productive days
 (03:05) Prioritizing tasks: rocks, pebbles, and sand
 (05:15) Setting boundaries in client communication
 (09:15) Eliminating distractions and task batching
 (16:50) Maximizing productivity with Focus; managing digital distractions
 (21:00) Balancing business tasks with creative preferences
 (25:45) Being more efficient with your time
 (29:45) Leveraging concierge knowledge for enhanced travel experiences
 (32:50) Business automations; Calendly and Traveljoy
 (37:55) Efficiency and productivity in the age of social media

 

 

 

CLIENT COMMUNICATION TEMPLATES

tiquehq.com/client-communication-templates

 

GUSTO - Get $100 off when you join! 

https://gusto.com/r/robin4469

 

Listen to Episode 18: 

Controlling The Chaos Of Managing Concierge-Level Travel Details with Kaytee Fisher

 

Listen to Episode 47: 

How To Batch Your Tasks & Manage Your Time As A Travel Advisor

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Hot topic alert! As a travel advisor, crafting a perfect proposal is key to a positive client experience and increasing sales conversion. Regardless of which stage you’re at in your travel career, you can always improve upon your proposal presentation to create the best possible outcome for your clients. In this episode, Jennifer and Robin discuss the key elements of a perfect proposal, such as confirming the details in writing, selecting the right supplier, and quick turnaround time. They also provide tips for improving the presentation and creating an engaging and immersive experience to wow clients. If you’re ready to set yourself apart as a trusted and knowledgeable advisor, hit play and learn how to take your proposal presentations to the next level!

 

 

Today we will cover:


 (01:20) Confirming details in writing with a recap email
 (11:30) Selecting the perfect supplier; turnaround time, communication, creativity, consortium affiliation amenities
 (22:00) Reviewing proposals with style, pace, and customization in mind
 (25:30) Getting to know the client's preferences and style; vacation vs trip
 (30:00) Presenting the itinerary and discussing budget adjustments
 (37:40) Using strong imagery and virtual immersion in proposals
 (42:00) Leveraging AI for descriptions and personalization
 (45:20) Benefits of using Loom for personalized videos
 (47:50) Utilizing Loom's comment feature for client interaction

 

 

CLIENT COMMUNICATION TEMPLATES

tiquehq.com/client-communication-templates

 

SEMI CUSTOM BRAND KITS

tiquehq.com/semi-custom-brands

 

Listen to Episode 63: 

How To Speak The Language Of Luxury with Amber Frankhuizen (Part 1)

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What does ASTA actually do, and why does it matter to you as a travel advisor? Zane Kerby, the President and CEO of the American Society of Travel Advisors (ASTA), joins this episode to discuss the importance of ASTA and its impact on the travel industry. Zane explains ASTA's mission to promote and defend travel advisors at all levels of government, within the industry, and to the traveling public. He highlights the work ASTA is doing to protect travel advisors' businesses, including currently advocating for fair refund policies and fighting against unfair practices by airlines. He also emphasizes the importance of education and professional development for travel advisors, and how ASTA provides resources and courses to support their growth. Tune in for all the details on what ASTA is, what they do on a daily basis, and how their work impacts everything that a travel advisor touches!

 

About Zane Kerby:

As ASTA’s president and chief executive officer, Zane Kerby reports directly to the board of directors on all internal and external ASTA business and is the primary spokesperson for ASTA. Kerby moved to ASTA from a successful career with the Global Business Travel Association (GBTA).

 

linkedin.com/in/zane-kerby

asta.org

asta.org/membership/member-resources

 

 

Today we will cover:


 (01:35) Zane's background and his role at ASTA
 (04:50) Overview of what ASTA does for the travel industry
 (06:50) The Department of Transportation's refund policy and its impact on travel advisors
 (11:00) ASTA's role in supporting travel advisors during the pandemic; advocacy against holding advisors responsible for chargebacks
 (18:20) ASTA's response to American Airlines' unfair practices
 (23:15) ASTA's promotion of best business practices
 (25:30) Courses and resources offered to travel advisers; Verified Travel Advisor program
 (32:00) Advice for new travel advisors
 (35:30) The benefits of establishing face-to-face relationships
 (37:35) Current growth and progress in the travel advisor industry
 (43:15) Opportunities for volunteering and getting involved in ASTA

 

THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

Travel industry agreement templates

 

SEMI CUSTOM BRAND KITS: tiquehq.com/semi-custom-brands

Browse our collection of pre-designed brand kits that are customized to your brand's unique personality by our talented Creative Director!

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