The Travel Agent Guide

Byrd Bergeron and Haley DeCarlo

The Travel Agent Guide is a podcast created for travel advisors at every stage of their journey. Each episode shares practical tips, real-world experiences, and honest conversations about building a successful travel advisor business—from client boundaries and workflows to marketing, growth, and sustainability. Whether you’re new to the industry or looking to refine how you work, this podcast is here to help you work smarter, feel more confident, and grow with intention.

Episodes

  1. 3D AGO

    1.9 5 Things Your Assistant Should be Doing for You

    Most travel advisors think they need more time. In reality, they need more support. In this episode, we pull back the curtain on what a fully trained assistant (and a true pre-departure team) can handle for you—so you can stay focused on sales, client relationships, and growth. From forgotten insurance quotes to hotel reconfirmations, missing payments, and last-minute travel chaos, this conversation breaks down the behind-the-scenes tasks that keep trips smooth and clients obsessed. What You’ll Learn: Why travel insurance is one of the most overlooked (and most profitable) follow-upsHow assistants handle insurance quotes so you don’t miss commission opportunitiesWhat a pre-departure hotel reconfirmation email should include (and why it saves trips)How to request complimentary amenities + handwritten notes—without spending a dimeThe difference between a client-facing assistant vs. a backend detail-checkerHow pre-departure checks prevent booking drops, payment issues, and itinerary mistakesHow support teams can organize vouchers, trip documents, and itinerary detailsWhy delegating “non-sales” tasks helps you scale faster (and stay sane)Timestamps: 00:00 – The most forgotten task: travel insurance  00:14 – How a pre-departure team keeps insurance + follow-ups handled  00:43 – Why hotel reconfirmations matter (and what can go wrong if you skip them)  01:06 – Handwritten notes + complimentary amenities: the simple ask that creates wow moments  02:00 – What a trained assistant can take off your plate immediately  03:00 – Letting go of control: the mindset shift that changes everything  04:06 – The real ROI: how support helped scale from $300k to $600k in sales  06:40 – Pre-departure vs. guest experience: why these roles are different  07:01 – Reconfirming hotels and preventing the “reservation wasn’t paid” nightmare  11:43 – What a full pre-departure check includes (and how long it actually takes)  14:10 – Past-due commission follow-ups + client thank-you notes  15:11 – Insurance workflow: quotes, reminders, and peace of mind  17:42 – Automations + final booking checks to protect commissions  20:04 – Transfer reconfirmations: preventing travel-day disasters  21:00 – Guest experience support: passports, TSA numbers, dining, spas, and special requests  27:45 – Real-life problem solving: when your assistant saves the day Follow Us! https://savatravel.com/the-travel-agent-guide/ Follow us on Social Media's! IG - https://www.instagram.com/thetravelagentguide_/ FB - https://www.facebook.com/groups/tagrowthstrategies/insights/?section=growth Tiktok - https://www.tiktok.com/@thetravelagentguide?is_from_webapp=1&sender_device=pc

    37 min
  2. FEB 25

    1.8 5 Boundaries That Will Save Your Life!

    Most travel advisors think burnout comes from “too many clients.” In reality, burnout comes from no boundaries. Because being a great advisor doesn’t just mean planning amazing trips… It means managing expectations, protecting your time, and running a business that doesn’t run you. In this episode, we break down 5 boundaries that will save your life — and help you become a better advisor and a better human. From booking over a million dollars in sales to navigating after-hours texts and demanding clients, this conversation gets honest about what really happens when boundaries get crossed — and how to confidently realign them. What You’ll Learn: Why boundaries don’t work unless you’re willing to enforce them  How one “after-hours” text can create false expectations  How to set office hours (and actually stick to them)  How to talk about working another job without losing credibility  Why you should stop booking destinations that drain you  How to separate business and personal life  How to build an emergency backup system so you’re not on-call 24/7  Why the point of boundaries is simple: to make you happy Timestamps: 00:04:00 – Why travel advisors are getting run over (and burning out)  00:05:10 – The truth: you can set boundaries… but people will still test them  00:06:00 – Office hours + after-hours texting: how expectations get created  00:09:00 – Separating work and personal communication  00:11:15 – Working another job: how to be transparent without losing trust  00:15:50 – Emergency support systems that protect your time  00:17:50 – Destination boundaries: when to say “I don’t book that”  00:23:20 – Defining your ideal client to avoid resentment  00:25:05 – “The whole point of boundaries is making yourself happy”  00:26:15 – Protecting your process: consult calls, fees, and clear next steps Follow Us! https://savatravel.com/the-travel-agent-guide/

    46 min
5
out of 5
10 Ratings

About

The Travel Agent Guide is a podcast created for travel advisors at every stage of their journey. Each episode shares practical tips, real-world experiences, and honest conversations about building a successful travel advisor business—from client boundaries and workflows to marketing, growth, and sustainability. Whether you’re new to the industry or looking to refine how you work, this podcast is here to help you work smarter, feel more confident, and grow with intention.

You Might Also Like