How To Organize Contacts? Should I Go Out On My Own?

Artwork for podcast Travel Agent Chatter | Friday 15

Episode 198 • 7th March 2025 • Travel Agent Chatter | Friday 15 • Host Agency Reviews

00:00:00 00:29:57

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In episode 198, Steph Lee co-hosts with a longtime friend of the Friday 15, April Swales of Uniglobe Travel Center. They’ve got two especially in-depth questions, so have a look and tune in Friday 12 pm CST!

1. Do you have a good system for organizing all your travel BD contacts and promotional material of properties? I get overwhelmed with paper and business cards and even online and notes I still cannot seem to get a system in place for everything I receive. --- Sara R.

2. I am an IC with about 2 years in the business. I'm considering going out on my own because I'm not happy with my situation for many reasons. How do you know it's the right time to make this change? What do you see as the pros and cons of staying an IC and being independent? ---Anonymous

RESOURCES:

➡️Blinq.com for e-business cards and sharing your info, gathering other e-business cards

➡️Camcard.com to organize business cards and create e-business cards

➡️HAR’s list of travel agency CRMs

➡️Follow on Youtube: The BD School l

Process to measure business development

➡️Follow on Youtube: CEO Entrepreneur

Essential Functions of a Small Business: Creating An Organisational Structure For Your Business

➡️Score.org for various business mentorship opportunities!

➡️A list of the different travel agent accreditation options. https://hostagencyreviews.com/blog/travel-agency-accreditation

➡️What is an IATA number?

➡️Top 10 benefits of using a host agency. https://hostagencyreviews.com/blog/top-10-benefits-of-using-a-host-agency