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TRAVEL AGENTTHE HOW-TO MAGAZINE FOR ICs, OSRs & HOME-BASED TRAVEL AGENTS
THE ART OF SELLING TRAVEL FROM HOME
JULY 2014
4 EDITORIAL
Selling travel from home does
not have to be a puzzle when you
read IC! Find the host agency
that best suits your needs.
Share your money making ideas
in IC and help your IC colleagues.
CONTACT
Steve Crowhurst
steve@ic-travelagent.com
250-738-0064
www.ic-travelagent.com
Publisher:
SMP Training Co.
www.smptraining.com
Contributors
Steve Crowhurst
IC TRAVEL AGENT is owned and published
by Steve Crowhurst, SMP Training Co. All
Rights Reserved. Protected by
International Copyright Law. IC TRAVEL
AGENT can be shared, forwarded, cut and
pasted but not sold, resold or in any way
monetized. Using any images or content
from IC TRAVEL AGENT must be sourced as
follows: “Copyright SMP Training Co.
www.smptraining.com” SMP Training Co.
568 Country Club Drive, Qualicum Beach,
BC, Canada, V9K-1G1 Note: Steve
Crowhurst is not responsible for outcomes
based on how you interpret or use the
ideas in IC TRAVEL AGENT.
T: 250-738-0064.
6 TAPPING INTO NEW BUSINESS GENERATION
8 DREAM MERCHANTS
10 TAP INTO SERVICE
12 TAPPING INTO YOUR INNER EXPLORER by Steve Gillick
15 SOCIAL MEDIA IS YOUR FRIEND by Jill Wykes
16 CLIENT UPGRADE
18 THE ART OF ASKING
19 ASK YOUR CLIENTS
20 ASK ME IDEAS
21 THINKING INSIDE THE BOX
22 YOUR SELLING CYCLE
23 QR QUIRKS
24 THE CASL HASSLE 2-STEP
25 THE CASL HASSLE REPORT
39 A GREAT CASL GUIDE
40 IF YOU DON’T KNOW…
41 SO YOU THINK YOU KNOW ABOUT MARKETING? By Jill Wykes
42 THE BOOK PAGE
43 THE PHOTO PAGE – THE RAYS APP
44 SELLING TRAVEL WITH STEVE
TABLE OF CONTENTS – IC JULY 2014
If it’s not yet 5pm where you live, you still have time to make one more
call, close one more sale or e-mail one more promotion!
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Full page rates range from $300 to $425 based on number of insertions.
TRUE SUPPORT FOR TRUE PROFESSIONALS
At Nexion Canada, we know that you are passionate about your travel business. So we provide you
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• Your choice of up to 80% of commissions
• Top commissions with leading air, cruise and land suppliers
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• Access to our exclusive point-and-click booking engine or through the Amadeus, Sabre or Galileo
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• Innovative marketing programs to grow your business
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It’s time to join a family of professionals that truly supports your independent business dreams.
It’s time to join Nexion Canada.
• Your choice of up to 80% of commissions
• Top commissions with leading air, cruise and land suppliers
• Technology tools to better manage your business
• Access to our exclusive point-and-click booking engine or through the Amadeus, Sabre or Galileo
• Training, coaching and networking opportunities
• Innovative marketing programs to grow your business
• Exclusive cruise block space and supplier offers
• Lead generation for qualified agents
• Vacation.com membership included at no additional charge!
Contact us today to learn more about our growing family of travel professionals.
Visit www.Join.NexionCanada.com
Email sales@nexioncanada.com
Call 866-399-9989
MENTION THAT YOU SAW US IN IC AGENT MAGAZINE
AND RECEIVE YOUR FIRST MONTH FREE!
10131503-Nexion_Ad.indd 1 10/29/13 2:18 PM
Tapping Into New Business Generation
I spend most of my time delving into what creates success for travel trade professionals. My
favourite topic: NBG. New Business Generation. It’s what I do, train on, live for and write about
and at the same time encourage everyone I meet to do, too. That means opening up that creative
gene, using the talent that’s close at hand and then have the courage to step out and make
something happen.
The activity of stepping out is not always easy to do for some people. The personality needs to
be slightly on the outgoing side of the scale. A little extrovert. However, if you follow the trends
you can appear to be outgoing and extrovert working behind the digital screen. In person, meek
and mild, online cheeky and wild! Whichever YOU makes the marketing plan happen and
whomever closes the sales, face-to-face, by phone, email or online… the most important
component is to turn on that creative tap.
Hope you can take some of the ideas in this month’s issue
of IC Travel Agent and generate additional sales to top
your usual target.
See you inside.
Don’t forget to check out the new titles at The Travel Agent’s Store.
Here’s to your continued success!
Best regards.
Steve Crowhurst, CTC
steve@ic-travelagent.com
www.ic-travelagent.com
Steve Crowhurst, CTC, Publisher
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Tapping Into NBG
NBG is a term I came up with some years ago as the very thing that I do for a living. Once I had
a handle on what it is I actually do, then I could teach others how to tap into it and using their
own creativity, sell more travel. The art of NBG – New Business Generation, is to be 100%
focused on opportunity and that in turn means each one of your senses are highly tuned to see
and sense when there is something ‘there’ that you can use to promote travel. Let me explain:
We all have the same sensory tools. Some
people tune into one or two, others less and
some are firing on all cylinders. Those that
know tell us we only use 10% of our brain.
Imagine if we could tap into that other 90%!
Sight and Seeing
We receive most of our information through
our eyes. The skill then is to determine what
it is you are looking at and deciding there
and then if there is an opportunity “here” to
sell travel.
What your eyes receive will be translated by
that part of your brain that deals with visual
and audio for instance. Then, based on the
information already stored in your brain,
together with the experiences already filed
away – by tapping into these vaults of
knowledge you can and will assess the
current situation / information and then
create the opportunity.
Seeing Things Others Do Not
The art of seeing things or sensing
opportunities that your competition misses
is usually based on your past experiences
and or having an acute sense of survival. You
might be the one that, when disaster strikes,
instinctively heads to the safe area when
others around you might stand still a
moment too long.
It’s the same in business and in selling travel.
You must tap into those survival skills and
most certainly use your eyes to capture and
feed the information to your brain and then
let it compute your next move once it has
checked into the experience already stored.
Reading about successful sales and
marketing methods will help. Looking at
layouts will help. Reviewing various posts
about marketing outcomes will help. All of
this information will be stored away and
combined with your own experience to
produce an answer. It’s at that moment you
decide whether or not to follow through.
The Eyes Have It
Marketing to the sense most used by us
humans, your clients and prospects makes,
well, it makes sense! This means your
marketing should be sight-worthy. By colour
and layout etc., it should capture the
viewer’s attention and cause them to go to
the next step and make the call.
Keeping It Visual
Focused on the printed word and the
imagery behind it you will need to develop a
good sense of colour and layout that is
trending for all three generations currently
in the client mix: Baby Boomers, Generation
X and Generation Y.
Out of the three generations as mentioned
in previous articles, the Baby Boomer is still
the generation with the time and money to
travel. Both Generation X & Y are embarking
on their early life adventures which includes
all the things Baby Boomers have finished
with such as marriage, kids, house, job,
career etc. This does not mean you remove
Gen X&Y from your marketing list – just
don’t overlook the BBs as some industries
are doing.
Step One: Website
Do you have a wall of text awaiting the next
visitor to your website? If your home page
full of text or like so many template host
agency websites littered with many small
buttons promoting so many things that none
stand out? Look for a total revamp if the
above reminds you of your website. What
you want and need is EYE CANDY. You’ve
heard this term before and it is what your
website needs. Use your fabulous photos or
request them from your suppliers and
tourist boards. Place those images where
they can sell for you. Add captions and call to
actions such: “You could have taken this
photograph! Call today to learn how.”
Step Two: Blog Posts
Blogging has moved on from text only. Now
is the time to once again make good use of
those photographs and even better, if you
have the footage, go video. If you don’t have
the footage, your suppliers do. Make the call
and offer your readers something new.
Inbound Marketing is Spam Compliant
No matter where you live and sell travel the
laws for preventing spam are causing havoc
in some industries and more so with SMEs
like most travel agencies. So what to do?
With Steps one and two completed, thus
giving your website visitors and blog readers
something new to attract their call you can
embark on an inbound marketing plan.
Inbound marketing can be defined as
attracting and earning attention organically
versus in your spam style in your face
marketing. Any one of the following actions
fits the concept of inbound marketing and
each is directed to where your prospect will
go for their travel information. This is very
important especially completing the best
Search Engine Optimization for your website
which means your website will show in the
early results when someone searches for
their special interest that you happen to
specialize in. The result should cause
someone to track you down, view your
website, read what you wrote. Inbound
marketing activities would include:
1. Blogging
2. E-books (you’ve authored)
3. Opt-In Email Lists
4. Pay Per Click
5. Press / Media Releases
6. Print Media
7. Public Relations
8. Public Speaking
9. Publicly Announced Consumer Events
10. SEO - Search Engine Optimization
11. Video
12. Viral Messages
13. Word of Mouth
How many are you doing?
IT’S IN PRODUCTION!
My first book of this type only took 23 years to complete… this one is on a faster track.
The hard-hitting, no nonsense, no fluff content will cause you to re-think how you sell travel today
and in the coming years. The world of selling travel has changed in so many ways, offering a
whole new set of marketing tools, new travelling generations, communication tools, trends,
places to visit and things to do. The required skills and competencies for success have changed
too. The backdrop to your success has also changed – it is not the peaceful planet everyone
expected. Dream Merchants will help you keep the selling travel dream alive despite civil wars,
extreme weather and terrorism. Veteran of the trade or newcomer, supplier or NGO, you owe it
to yourself to read this insightful book. Published in eBook format to support Green Knowledge.
Watch for the publication announcement.
Dream Merchants™
As the other page shouts, it’s in production! Finally. Books take time to write and especially
the type of book that delivers the how-to behind the what-to-do that everyone else tells you
to do. The focus of Dream Merchants™ is to help newcomers to selling travel start their career
the right way and at the same time offer travel trade veterans and travel schools a new
approach to selling travel in the coming years. Additionally the content will also support the
efforts of travel trade suppliers who work closely with travel agents.
Unlike other books on the topic of selling travel
this one is hard core and pulls no punches in
what it takes to be considered a travel trade
professional, a Dream Merchant.™
The opening chapters explore the current world
wide situation and state of affairs which, in a
nutshell, is reducing places to visit. Existing
upheaval in many countries and the potential for
civil war is huge. Weather patterns have changed
dramatically. The seasons we know and sell have
moved. The planet is in turmoil in more ways
than one, yet, travel is still high on the list of
those that can afford it.
Additionally, the travel trade faces even more
challenges and this time from within as each
country creates its own anti-spam legislation
with Canada’s CASL being touted as the toughest
in the world. Guaranteed to kill off many small
travel businesses as genuine spammers, who
don’t play fair, simply carry on spamming as
usual.
How does a newcomer to selling travel even
build a clientele if they can no longer (in Canada)
reach out and e-touch? How do you keep the
dream alive for yourself and your clients? How
do you keep the passion for travel moving
onwards and upwards and how do you remain
the DREAM MERCHANT™ in your community?
Read Dream Merchants™ and you’ll be taken
through a rigorous course of study and self-
analysis. You may or may not like what you find
out – however follow the advice and you’ll
survive.
Young people entering the industry will be,
during their career, selling to four generations
ranging from BBs, Gen X, Y and Z. Social media
use will change from generation to generation. A
knowledge of travel apps and how they work is
now crucial. Being able to communicate using
Emoji is a new marketing must know skill when
targeting Gen Z. Using a tablet app instead of a
white flag when guiding a tour, is now a must do.
Video will be the best format for marketing
travel across all 5 screens. Knowing how to
create and produce a 3 minute powerful travel
feature is also a must know. Being camera
presentable is one more skill to learn.
I also explore the true meaning of over used
words such as professional, passion and
engagement to present the reality of selling
travel going forward, during the next five years.
There you have it. A brief overview of Dream
Merchants™ - a must read for the travel agent
wishing to grow their business in a way that will
work with and around the global challenges
happening now and the challenges to happen in
the coming years. 
Send an email request and be first to secure a
copy when Dream Merchants™ is published.
Tap Into Service
When I am in buying mode or have interaction with sales and service people I tend to step
outside the transaction and look back on it from all angles. It is a learning curve for me and I
bring what I observe into the training workshops I deliver. I will even suffer terrible service so
that I can learn from the situation and train around it. So, how does a travel seller deliver
customer service excellence? The answer to this is to study the Perfect Norm.
From Great to Normal
One topic that keeps coming up is the level of
service that is considered excellent when
actually, excellence is simply the operating level
of the Perfect Norm. First of all you have to
understand that there is no 110 per cent. There
is no “extra mile” to go to. There is only service.
Delivered, handled, presented and offered in a
manner that is refined, elegant and thoughtful,
engaging, articulate, proffered by a well-
groomed, pleasant individual who is high on
common sense, interested in what they are
doing, happy in the career they have chosen and
who maintains product knowledge excellence.
There is no extra mile!
If you’re not delivering 100% then you are
not delivering service excellence.
The Scale of Service
The role of the travel seller is to solve the
problem(s) – not add to them. Many of these
problems are actually wonderful, interactive
experiences – the client wants a world cruise and
the travel agent of record has to find one that
matches. Nice problem to have and to solve. If
Normal equates to what others call “Excellence”
then where on the scale would you place the
words, “Yeah?” or the handing over of five
brochures followed by “... take these away and
read them...”? Do these actions even make the
scale? No, they don’t.
The Enjoyable Experience
The service level we are addressing, the Perfect
Norm, delivers an enjoyable shopping
experience for both the client and the travel
seller. It would consist of upbeat banter, fun,
humour, knowledge, discussion, what-ifs, can
dos and can’t dos, best and worst, too much and
not enough.
Finally both parties have reached the level of the
personalized sale. The customer feels they were
the only client being serviced, they feel great
having done business with “you” and they leave
feeling like a million bucks.
Look, Tone, Words
The shopping experience starts when the client
first eyeballs you from across the room, office,
hotel lobby or wherever you sell from. As you
know, visual acceptance represents 55 per cent
of a customer’s intention to buy. If you are
having a bad hair day, look like the night before
or just couldn’t be bothered... you have helped
the customer check out and go to another travel
agent. Your tone of voice is the next factor as to
whether or not a customer will proceed or come
back to buy. Finally the words you use or don’t
use will keep the customer at your side or scare
them off. A customer asks, “What kind of cruises
do you have?” Typical B&M response, “The
brochures are over there on the rack... help
yourself.” Your Perfect Norm reply would be,
“Well right now there are three very popular
cruises... let me tell you about them and then we
can discuss which one appeals to you..., let’s sit
over here... coffee?”
The thing is, every travel agent preaches “We’ve
got service!” Service happens not as a by-
product of turning up, but as a focused effort to
serve.
As many home-based travel agents eventually
learn, they actually serve two customers – the
external customer representing clients, and the
internal customer representing host agency
staff, suppliers, colleagues & fellow members.
How you work with these individuals has a
dynamic effect on the level of service the end
customer receives from you.
Creating a Service Path is not reserved for the
‘big guys’ – you too can benefit from this plan. It
will help you establish how best to service both
your internal and external customer. Let’s start
you on the path to service excellence and the
Perfect Norm.
The Relay Race Metaphor
In a relay race, the athletes are positioned in the
race based on their individual talents and skills
so that overall the team stands a better than
average chance of winning. It is the same with
your service plan. The host agency team must
come together to support the frontrunner – that
would be you - so that the entire team wins. The
exchange of the baton in a relay race is crucial to
the team’s success. It is the same in the business
world. If you do not set up that exchange as
practiced hundreds of times (keyword: practice),
the win, the sale, will not happen.
Designing The Service Path
Assuming you’ve got the right team supporting
you, you sit down with pad and pen and start to
discuss the interaction of each person/each job
function and then you look at where each person
interacts with you and decide on the level of
response and helpfulness you need. Each
interaction between host agency staff and you is
called an MOT – Moment of Truth. At this point
of interaction you would demand 100-per cent
respect for each other’s time, level of work, the
person themselves; you would each commit 100
per cent in response to helping solve the other’s
problem; and you would each be 100-per cent
helpful in making sure the job is done.
Now review each and every facet of your host
agency from marketing, to reporting, website
updating, ordering and stocking brochures and
sharing of knowledge through scheduled
internal training and weekly staff, sales and
service meetings.
The Perfect Norm
Here are a few things to work on that will bring
your service levels up to normal:
 Accommodate customers with disabilities.
 Always be well groomed.
 Always follow up in a timely manner.
 Be accountable and efficient.
 Be gracious and grateful.
 Develop and use common sense.
 Encourage conversation via W5
 Hold eye contact, shake hands firmly.
 Know what is and what isn’t.
 Learn social & business etiquette.
 Learn to articulate well.
 Learn to ask the right questions
 Learn to communicate all generations.
 Learn to write well.
 Mail out seasonal brochures immediately.
 Make the shopping experience enjoyable.
 Notice things.
 Read.
 Study products and services.
 Study your industry & host agency.
✈
The Perfect Norm in customer service is 100% - nothing less, nothing more. To
go 110% means you were operating at 90% to begin with. To go the extra mile
means you fluffed up somewhere along the line and fogged the mirror.
Tapping into Your
The comedian Jackie Mason has a routine in which he goes to a
psychiatrist. The doctor says his mission is “to find the real you”. Mason
turns this phrase around in every conceivable way to suggest that if he is
not the real me, then maybe the psychiatrist is the real me and that
perhaps the doctor should invoice himself and not Mason for the session,
“at least until he finds the real me”.
Of course the humorous lesson in all this is that
we all have our external personalities that we
use to confront our daily situations but
sometimes, due to the restraints of society,
family, friends or through our own machinations,
we don’t always express what we’re really
thinking, hoping, dreaming and wishing. In the
study of travel psychographics (which answers
the question “why do you want to travel in the
first place), travellers often refer to the freedom
of getting away from their regular routine, and
they mean this from both an activity and a
personality point of view.
Certainly on a holiday, the activities can
dramatically change and every possible (and
some not so possible) passive and active options
are on the table. From the personality point of
view, travellers often bring their travel persona
out of storage, out of the hidden depths of their
personality and relish the resulting freedom of
expression. For introverts (those whose level of
comfort generally lies in more sedate activities)
they can become a life-of-the-party extrovert.
And for extroverts (those whose level of comfort
is generally more gregarious) they may cherish
the opportunity to embrace introversion, peace,
meditation, waterfalls and silence.
Your travel clients are like Jack-in-the-boxes (or
Jacqueline-in-the-boxes) waiting to pop up and
surprise you when you least expect it.
Sometimes you have to pry the information out
of them (if you could wave a magic wand, what
would you really like to do when you’re in
Vienna) and sometimes the information just
flows (you know, I’ve always wanted to go tiger
spotting on an elephant, like they do in Nepal).
And when the client reveals their inner-most
thoughts, their expectations from you include
‘understanding’, ‘empathy’, ‘positive shock’,
‘’proactive amusement’, ‘wow’ and
acknowledgement that their idea is ‘fantastic’
and most likely, absolutely do-able.
It is a truism that in order to sell a hiking trip, you
don’t necessarily have to be a hiker, any more
than you have to be a birder to sell a bird
watching package to Panama or Costa Rica. But,
quite frankly, it helps!
Travel Consultants who try, experiment, test the
waters, throw caution to the wind, think out of
the box, embrace the extraordinary and make an
effort to tap into their inner explorer, are better
positioned to engage with consumers, and in
today’s travel market place, it’s the engagement
that is key to establishing relationships, sales,
referrals, testimonials and revenue. For years
we heard about Customer Relationship
Management (CRM)—that is to say, how to
“manage’ customers. In a sense, although the
management includes personal questions, listing
birthdays and anniversaries and travel
preferences, the concept of ‘managing’
customers is akin to commoditizing them. It
creates a me and you division. I am the one
who’s managing. You are the one being
managed.
By Steve Gillick
A new way of looking at consumers is through
Customer Relationship Engagement (CRE) where
the commoditizing barriers are brought down
and relationship with the client constitutes the
difference between a one-time business
transaction and a client-for-life mentality. And
again, part of this ‘engagement’ is the
determination of the travel consultant to do,
experience, interact, go further, respond to the
‘what else’ that travel is all about.
Every travel consultant has taken a fam trip to a
beach resort. Most ask about the free time they
might enjoy to lie on the beach and sip cocktails,
so they can tell their clients all about it. And
there is nothing wrong with this. Except that in
a world where clients engage in travel multi-
tasking (TMT)—what appears to be a simple
beach holiday may include water activities,
wandering down the beach, grabbing a bite at a
local beach hut restaurant, buying wood
carvings, getting their hair braided, taking a
nature trail, visiting a local town or attraction,
finding a waterfall, climbing a mountain, learning
about local culture and traditions, visiting the
local school to donate pens or a soccer ball etc.
And this is all in addition to activities that build
future business, such as meeting the wedding
planner at the resort, talking with the birding
staff, wandering through the rice paddies,
finding a colourful boat with an equally colourful
captain for that lake or river excursion, and
more.
The key is to do it!
Tapping into the travel intangibles
Whether you are on a personal trip or a fam trip
or a business trip, you have to continually
challenge yourself to respond to your current
and future customer profiles. And by future we
are looking ahead to Generation Z—those who
are 18 years of age and younger now, but are the
new travel cohort. Does the hotel or resort have
Wifi? Don’t know anything about Wifi?
Then you need to get up to speed! What other
apps and devices do travellers use? Find out and
also discover any limitations to their use at the
destination. Your inner explorer goes beyond
exploring the physical. Gee, even UNESCO has
an intangible world heritage category (songs,
dances, tastes, costumers). As a travel
consultant you have to have some knowledge of
the travel intangibles (how do they want to
communicate, how can their feelings of comfort,
safety, escapism, adventure, individuality be
satisfied, etc.)
The ultimate goal of all your ‘tapping into’ and
‘discovering intangibles’ is the provision of value.
I’ve used this example many times where my
colleague David Lowy of Renshaw Travel in
Vancouver says “Price is only an issue in the
absence of value”. If you’re providing value by
matching your experiences and interests with
those of your clients—by engaging your clients—
then dickering over price differentials between
what you are offering and what the competition
is offering, rarely comes into play.
To use a FIFA analogy. I was in Seoul during the
end of the 2002 FIFA matches where the Reds
were set to play Germany for 3rd place. The
entire city (or so it seemed) came to the city
centre wearing T-shirts that said “Be the Reds”.
In other words, it wasn’t just good enough to
support, or cheer or wish that the South Korean
team would win. You had to become a member
of the team in heart, spirit and soul. You had to
feel the team; become part of them.
So it is with travel in the 21st century. You need
to Be the experience, Be the niche, Be the
traveller, Be the global community and Be the
travel consultant. Tapping into your inner
explorer comes with some pretty hefty career
commitments. The result is a positive stream of
consumers and revenue. Are you up for it? 
Are You On The List?
As a member of The Travel Agent’s Store you’ll receive advanced notice of new
titles when they hit the shelves AND you’ll receive a discount too.
The BIG ALL Store Bundle valued at OVER $275
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Social Media Is Your Friend!
In this column we will explore social media as a channel for home based travel agents to reach
and keep in touch with their customers.
The first thing it is important to stress, is that social media will NOT reach all your
customers…we all know the diehard “I will never be on Facebook” people and many more who
wouldn’t have a clue how to tweet. Never mind Pinterest, Reddit, Instagram and many, many
more that many people have never heard of.
And yet the younger generation relies heavily on
social media…and so do some of their parents.
You can’t afford to ignore this channel…and
what’s more, it’s essentially free.
Now if this is sending you into a mild panic, relax!
Many host agencies have addressed social media
as part of their marketing programs. You will
hear the word tossed about a lot. But some offer
far more comprehensive social media marketing
tools and technology than others, so when you
are looking for a host agency, be sure to really
explore how they will help you reach your clients
and potential clients using social media.
And, most important, ask what the cost is for the
templates and technology to do so.
First you will need your own website, and then
ask your host agency if they can provide you the
ability to post messages to a lot of social media
sites simultaneously. Do they provide templates
for the social media sites? How easy is it to
create your message or flyer? Are there social
media-appropriate messages for you to adapt as
your own?
Social media messages need to be short, to the
point, funny, clever or poignant, and need to
attract attention. Does your host agency help
you with this?
Social media is not the place for hard sell, so you
will need to tailor your messages to fit the
medium. Instead of “Punta Cana hotel & flight
$599” you will want something more along the
lines of
“Office getting you down?
We can have you on the beach next week
for $599 #bestagentever”
reachme@gmail.com”
You get the idea…..the key is to ask all the right
questions of your host agency so you can tap into
this amazing marketing tool. 
Brought to you by
The Travel Agent Next Door
By Jill Wykes
Client Upgrade
Are seeking to upgrade? Maybe you are tired of handling the "what-have-ya- got-for-two-
hundred-bucks" market segment. You want to move up. Handle the elite. Deal with the
moneyed crowd. Clients who are easy to do business with. Guess what? They are out there.
Your perfect client is out there waiting for you. And that's what you really want and need.
Perfect clients. Let's see how you can go about attracting them.
Remember one thing. Whatever you do to
upgrade your clientele, it must be in alignment
with your business plan. This means you should
not go off on a tangent. You should not be trying
to sell wild and wacky trips when the bread and
butter business is left to go stale.
Ask your host to review the "continuous
customer acquisition" section of their business
plan with you. Make sure you are on the right
track. Get support. Move ahead from there.
When you start out you are required to build a
client base. Over time, years in fact, you will
develop a following. The key to upgrading is to
decide who the perfect client is for you and then
target people who fit that profile.
Stay Where You Are
Sound advice from "the greatest car salesman"
Joe Girard. I paid a fee to attend his workshop
some years back. I counted heads and he took in
$40,000 for those few hours he spoke to us. I left
with one solid piece of knowledge. If you want to
build a bigger and better client base, stay still.
Stay where you are. It is sound advice. Take it. It
means do not move from host to host, agency to
agency. Stay where you are. Be best. Get known.
Become the perfect travel provider. Attract the
perfect client. When you stay where you are,
referrals can be made. Clients can send their
friends to you. You can be found.
This is the best way to increase your client base.
Don't move. Stay put.
Attracting Better Clientele
It is a two-way street. You have to be a better
travel agent to attract a better clientele. Make
sure you are "attractive" to the buying public.
Are you well groomed? Dressed in business
attire? Look sharp? Are sharp. Have the
knowledge. You cannot build a better clientele
looking and being anything less. Assuming you
have everything else in place, let's find out what
a perfect client looks like.
What Is A Perfect Client?
Do you know? You should. You probably handle
them every day. What you want are more clients
like them. Take a few minutes. Think of a client
you truly enjoy selling and servicing. This would
be a client who makes you feel good. Can you
name someone? Good. Now bring to mind what
you like about them. What is their manner like?
How do they speak to you? Do they haggle? Do
they pay on time? What are their positive
qualities?
The Perfect Client Profile
Check if you have any of the following on your
list. This client trusts you. They believe you have
their interest at heart. They pay your fees. They
pay on time. Before time. Up front. They plan
ahead. Give you time. They arrive on time. They
wait patiently. They appreciate your advice. They
send their friends and relatives to you. They are
sincere. True. Honest. They challenge you to
excel. They value your time. They value their
time even more. They are, well... just easy to do
business with. They're perfect!
Perfect Pitch
This could be music to your ears. Commissions to
your pocket. When you are selling perfectly, the
perfect client will find you. It's a rule of life. Same
attracts same. Humans tend to navigate towards
people they identify with. People they enjoy.
Find it easy to be with. Easy to buy from. So your
perfect pitch will attract the perfect client.
Finding More Perfect Clients
Think hard. How did your best clients find you in
the first place? Was it instant eye contact? Did
they respond to a direct mail and you engaged
them on the phone. Or, did you respond to an e-
mail they sent and your words or style made a
connection? Did they comment on your social
media posts? Try to recall how it was that your
best, perfect, clients came to do business with
you. Repeat the activity that brought them to
you.
Clan Gathering
List your perfect customers. Invite them to a
presentation. Yes, just them. Use the host
agency boardroom.
Use a supplier’s boardroom. Rent a small room
at the hotel close by. Chat with a supplier.
Cruises. Tours. Whatever product, destination or
vacation type you want to promote. Make this a
coffee session. Keep it to two hours max. Take a
look at your audience. Take in all the perfect
vibes. Chances are everyone gets along. They will
make friends. Might even team up. They could
be a group. Watch as the personalities entwine
as if they had known each other for years. Now
you are building a better clientele.
The Even More Perfect Client
How could your perfect client become even
more perfect? It's almost a done deal. You have
generated some additional friendships. This base
will grow and new friends will come. They will be
referrals to you.
Slowly you will develop perfect pitch and a
perfect client following. Which sounds like...
"kaching!" 
The Art of Asking
Asking is a skill that seems to have gotten lost along the information highway. At one time in
the industry is was how you built your business. Asking people to do business with you. Straight
forward, no fluff, no nonsense, no spam. The well-known W5 shown below will guide you.
The activity of asking people to do business
with you is compliant will things anti-spam
and therefore all you need to do to activate
your masketing plan is put yourself in a place
or position where you can meet others and
simply ask them to do business with you.
So where can that be? Where can you be
sitting or standing to represent your travel
agency? Where could you set up a booth,
desk and or sign and be beside it to attract
questions, answer them and then ask each
contact to book their travel with you?
When it comes to asking outright for
someone’s business, so few travel agents do
it opening a great opportunity in the
community for you if your personality is
outgoing.
The ASK Me slogan has always attracted. Use
it on a wearable button, print it on your t-
shirt or sign. “Ask Me about cruising!” “Ask
Me about travelling to Europe!”
Put yourself in a position to asked and make
sure you know the answers. 
Ask Your Clients
There’s a trend in chatter about big data and little data, data bits’n’bytes and deciphering this
and that about your customer’s travel and travel habits. You can save an awful lot of time and
effort by simply checking in with your clients on a regular basis be it annual or quarterly. Here’s
why and how you want to tap into your clients directly.
Naturally you need information on which to
base your marketing plans for the year. With
good intentions various parties within the
travel trade are echoing big and bigger
business and advising you to get involved
with big data.
If you are running a fifty million dollar travel
agency then that would be a good thing to
do and a member of your financial team
would take it on. Most travel agencies are
writing $2m to $5m and all that’s required
here is to ask your clients about their travel
plans this year.
You want to sell more, sell up, sell niche, sell
luxury and additional services & peripherals
then the best thing to do is ask the very
people who make up your client list.
The Annual Ask
Plan your Annual Ask around November and
ask your clients about their travels for the
coming year. Some will know exactly and
others will still be thinking about it to having
“no idea”. Each response offers you a chance
to sell more travel.
Plotting Response
As the responses return to you it’s an easy
thing to plot each one onto a low tech Excel
spreadsheet if you do not have a CRM
program that you can use. Set up your
spreadsheet with monthly columns as a
starting point.
Code the responses so that you can plot
quickly. Keep it simple and let’s go with a two
letter code per country and then a date
number. UK9 means this client wants to visit
the United Kingdom in September. You can
add more coding if you want to such as T for
touring and C for cruising, A for adventure.
Again, keeping it easy to use and interpret
when you graph the data.
Asking Part Deux
With your spreadsheet completed you will
be looking at your sales and marketing plan
for the coming year. You can now target your
clients based on the month of travel, their
destination and vacation type. You can
upsell, offer supplier discounts and even
suggest another date close to the one they
selected that offers something more.
You have a chance to offer a customized trip
and sell the benefits of an FIT arrangement.
Take the time to ask if their friends are
joining them, if they can refer their friends to
you and how about other family members?
Yes you are trying to build a group departure
within each client’s circle of friends and
family.
Timing is Everything
Give yourself the month of November to
complete your project and be ready to
market come January 2nd. 
Ask Me Ideas
“Go on, be an angel.
Ask me about
religious travel.”
Gorn… ask me
about travellin’ t’
Ireland this year…
You get the idea. You can
set up an ASK ME situation
pretty much anywhere
and then request specific
questions or just go for it
and take all travel
questions no matter what.
Have some fun with it…
entertain your clients and
that helps generate
response. 
Thinking Inside That Box
Here’s the best news. You already have EVERYTHING you need to sell more travel! How about
that eh? It’s true. All you need to make more money is right there, and all around you. It’s in
the travel box. The host box. The agency box. The Supplier box. THE BOX! No need to spend
time and energy and money thinking OUTSIDE the box. That formula is old, done, expensive
and besides that you’ll miss and look past the tools you do have at your disposal.
It’s human nature to want more. Want what
someone else has got or do what they are doing
and invariably missing what’s close to them. In
this case it would be missing all the sales tools
readily available to you – IF you knew they were
there and IF you knew how to use them.
Take a few minutes and work by yourself or a
colleague and actually type out a list of all the
sales tools you do have available to you. If in
doubt check in with HQ, your BDM and ask.
There may well be some things you’ve missed or
never heard of. Perhaps HQ thought you knew
and didn’t follow up. All sorts of reasons as to
why you may not have the full list.
Now study that list and on a scale of 1 low -5
high, make a note as to your level of knowledge
in using each sales tool.
Once you’ve completed your checklist and
review you are looking at your training plan for
the week. Bring yourself up to speed on each and
every sales tool and then factor them into your
short, mid and long term sales and marketing
plan. 
Your Selling Cycle
Every travel agent has one. If you don’t you can borrow the one that’s coming up. A good, and
well planned selling cycle keeps you on track. It’s something you can check against to make
sure your activities are in sequence.
Start Here
There it is. Very easy to remember and if you
follow this formula you will be well on track
for both sales and referrals. Let’s review:
1. Information: make sure your content is
current and accurate
2. Education: deliver webinars, host client
events to educate your clients
3. Inspiration: send compelling imagery /
videos, post to your blog
4. Reservation: ask for the booking
5. Anticipation: build departure momentum
with follow up emails / images etc.
6. The Vacation: let your client enjoy their trip
7. Shareination: ask your clients to share their
experience with you and their friends – build
referrals. 
SHAREINATION
THE VACATION
ANTICIPATION
RESERVATION
INSPIRATION
EDUCATION
INFORMATION
QR Quirks
The QR Code is not dead as announced in more than a few digital marketing posts. In fact the
QR Code fits nicely into a travel agency’s marketing plan and the best thing is, it can be FREE.
That’s right. There are websites that will create a QR code for you at no cost. Once you have
your QR created then the question is what do you do with it to generate new bookings? To
work that out, you’ll need to think about what your QR Code is meant to do for your agency.
For your purposes, a QR Code should cause
someone walking towards you, behind you,
looking at your agency window or at a
brochure you’ve left on a park bench to
cause curiosity. Using their smartphone to
scan the code the scannee will be
transported to view glorious imagery of a
destination you are promoting.
Here’s how the back of your t-shirt printed
with your large QR code might look to
someone walking behind. Make it easy for
them to scan it and you do that by giving
them permission to scan. Just add these
words above the QR image:
SCAN ME!
Then below the QR image you could print a
marketing term, a slogan, another call to
action or lure to push the viewer to scan…
Sizing and placement are important, also
colouring. Make your design as interesting as
possible to encourage that scan and “trip” to
your website at the very least. At the very
most, after the scan, there could be an Enter
to Win offer, or a BOOK NOW and SAVE
offer. Use those supplier discounts to sell.
Don’t forget your QR code will be scanned by
someone using a mobile phone. This means
they will be viewing your website or offer on
their phone and that in turn means your
website should have a mobile version. If not,
your website will not look so good on that
smartphone screen.
Right, over to you. Check online for some
very interesting and quirky QR code designs.
They range from artistic to using your own
face, or photo, logo. Tap into the QR code –
it still works. Try it. 
SCAN ME!
AND WIN!
The CASL Hassle 2-Step
So how’s that one, two coming along? The soft shoe shuffle, the slide, the scoot… any new
steps in the routine as you finished rounding up your clients to sign their allegiance to you?
This CASL hassle is a pain the ASL and then some, but you have to do it. It could well be that
this all becomes someone’s folly – whoever thought it up, might just be getting sued from the
business world for causing huge expenses and or huge losses or worst of all, small businesses
giving up the ghost and saying enough.
The best formula is of course to hit the 20%
that generates 80% of your business. That’s
an old and done to death equation yet it still
holds true in most cases. If you are not sure
of the 80/20 rule go online and check it out.
It’s worth noting its history.
Many of those remaining 80 percenters are
not probably worth chasing. They might
have been the low priced deal wanters and
do not actually support your business. They
would be free to roam the travel agent
community to get the deals they want. With
you or without you. So, back to the 20%.
Focus on them.
Next, do not overdo it. I’ve just received an
opt-in email. Clicked yes. Then I received
another email advising me I had just opted in
and to confirm. Finally, one more email
confirming my confirmation! ENOUGH
ALREADY!
Oh and for some reason, I’m still receiving
those emails inviting me to take up pole
dancing. So pole dancing or the CASL Hassle
2 Step? Not sure yet. Still thinking. Both have
taken over from tax pain and that’s saying
something. 
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THE CASL HASSLE REPORT
Heartfelt thanks to the 39 out of the few thousand on my lists who have now opted in to the
CASL HASSLE survey. Not too bad a response really. Sort of like… well very similar to the returns
asking clients to opt-in!
I’m sharing the results as they came in up until Saturday June 27th with nothing doctored. You
can review the actual results here at this link.
https://www.surveymonkey.com/results/SM-RJX2MTC8/
Would have been nice to have around 50 responses but hey… I’ll take what I can get. I’ll leave
the survey open just in case others wish to contribute.
https://www.surveymonkey.com/s/FG85TKD
The responses are very much self-explanatory and probably represent the mood within the
travel trade. I have added my own notes after each survey question.
Good luck and keep selling!
Steve Crowhurst, CTC
SMP Training Co.
steve@smptraining.com
www.smptraining.com
www.sellingtravel.net
www.ic-travelagent.com
www.thetravelagentsstore.com
A bit of hokey pokey
CASL Hassle fun:
You put your opt-in in
You take your opt-out out
You put your opt-in in
And you shake it all about
You do the CASL Hassle
And you turn yourself around
That’s what it’s all about! HEY!
I know who you email!
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I’m sure the answer to this question is literally a mixture of what you read above. Some have managed to
send an email to everyone on their list and some are struggling to do so. If you haven’t managed your list
then of course you may be facing that 40% churn rate as people cancel or change their email addresses.
Whether or not the client will opt-in and give their consent is a decision you cannot control. After July 1st
however you can follow up by phone but not by email unless you have the client’s consent.
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Looks like the responses are very close to being evenly split as to the outcome of CASL. The fact of the
matter is this: some travel agents will indeed lose business and some of those lost clients will surface on
the lists of the competition. Some clients were looking for a way to say “Hey… stop sending me stuff!” Or,
“You didn’t take care of me, I’m moving to another agency!”
Then there are the clients you never really wanted but felt you had to service them – these are the
complainers, the cheap bookings, the clients who argue about your fees etc. Now you have an excuse NOT
to contact them.
As the months roll on you should end up with a very clean and mean list. This could be a good thing unless
you put value in a list of hundreds even if they don’t book any travel. Sort of like the LIKES on your
Facebook page. No one actually books with you, they just enjoy what you post.
So, final outcome: yes you will lose some clients and some you’ll be glad of the fact they didn’t opt-in.
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Don’t forget you are dealing with human nature here. CASL has put your clients, plus you & I in charge of
our own email inbox destiny. Not from those professional spammers of course, but from the websites and
services you did opt into and now just delete their emails when they arrive. Pretty soon, if you did not opt
in, then those emails will no longer arrive and or you can unsubscribe. The same thing is happening with
your clients when they see your please opt-in email. They’ll either not bother, had enough, were not
travelling anyway, or they will opt-in and are looking for a well-priced vacation.
You should tally up who responded and who didn’t and do not chase the cheap booking clients or the
nasty ones. Stick with the “perfect clients” that enhance your business and then set about growing more
of those types of clients.
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The answer is a resounding yes. Some of you will naturally have to wait and see, however with life in the
fast lane as it is for most people and the fact they are blasé about such things as opting in they are already
in charge of the sales process by default.
A percentage of your clients will decide to call you when they need you and bypass all the email flyers and
specials. Their life just got a little easier all round as they will reduce email into their inbox across the
board.
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As we all know – pro’ spammers can do what they want. They are always one step ahead. So all we can
do is ramp up our spam filters and turn a few things off in our Internet Settings and password where you
can. I use SPAMFIGHTER and so far so good. Once it reads your inbox and your deletes it understands
what YOU don’t want, plus of course it can identify spam and remove it to the delete / spam folder.
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If you attended the Baxter webinars about CASL you should have a pretty good understanding of what
you can and cannot do. Also there are some activities that are exempt, meaning you can do them – such
as telephone a person / client, or send direct mail. The only way to be sure you are on the right side of
CASL is to gain that consent and record the event as and when a client gave you that consent.
It looks like 20% of respondents know how complaints are registered and less how the complaint process
works. I wrote to CASL to find out and their response is shown below. I also wrote to a CASL “expert”
lawyer and have yet to hear back. Hmm?
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Here is CASL’s response to my complaint process email:
Incoming message 6/26/2014
Re CASL and CEMs
How and where does a person or company complain about email spam and what is the procedure once
CASL considers the complaint as worth pursuing?
Many thanks.
Steve Crowhurst
SMP Training Co.
Email: steve@smptraining.com June 27, 2014
Dear Steve Crowhurst:
Thank you for contacting the CRTC on June 26, 2014 asking how to complain about receiving spam.
After Canada’s Anti-Spam Legislation (CASL) comes into effect on July 1, 2014, you will be able to file your
complaints with the Spam Reporting Centre at www.fightspam.gc.ca. Details of the complaint process will
be made available on our website at that time under “Canada’s Anti-Spam Legislation”:
http://www.crtc.gc.ca/eng/casl-lcap.htm.
I hope you find this information helpful.
Regards,
Michelle Edge
CRTC Client Services | Services à la clientèle
---------------------------------
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Clearly all respondents are concerned about CASL and its overall effect on their business. They are also
upset at the time and effort required to initiate the program. That said… the travel agent’s resilience as
already mentioned will shine through.
From a positive point of view, having to contact your clients does offer you a chance to reconnect with
the clients you wish to retain and grow. In this way YOU are back in control of the sales process.
The next thing to ponder is this: would any of your clients ever really “turn you in” and complain about
your CEMs? Chances of that happening are very small unless you really do bother your clients with
unending communication that is nothing but fluff and of no value to them in the slightest such as sending
golf vacation offers to people who don’t golf.
As mentioned some of your clients are not yet aware of CASL – so here’s a chance to arrange a consumer
event to explain it and by that I mean keep it lean and mean – stick to the fact you need consent and then
get it. Have everyone sign an opt-in page and once that’s done, carry on with the show and offer your
audience some incredible vacations.
Also get busy via your social media outlets and same thing, tell them then sell them. Do NOT go into detail
or you’ll die a death of a thousand cuts.
CASL will suffer the outrage of both the business community as profits take a dive and the general public
as it starts to hit home that they missed out on some fantastic deals because they were not kept informed.
You are on the right side of the law because you did not pursue any client who did not opt-in. Where can
the client go to lodge their issue – to CASL. Give it time and either more exemptions will be introduced
or the CASL Hassle two-step will dance another tune.
For the brave souls who just continue on, business as usual, good luck, brave the storm and fight the fight.
Also make sure you have a good lawyer on your side and one that actually is an expert on CASL and how
to work with it.
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Hope this report is of use to you. There’s more information and eGuides
available at The Travel Agent’s Store so don’t forget to visit there when you can.
If you choose to Opt-In (now I’m doing it!) and become a Store Member you will
receive a 20% discount on all store products and bundles.
COMING SOON TO THE TRAVEL AGENT’S STORE
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An SMP Publication
A Great CASL Guide
Make sure you click and download this CASL Survival Guide
published by Elite Email and also thank Cory Andrichuk for
make us aware of it. I like this guide because it’s written in
a language I understand – No Fluff!
The travel trade itself has not managed to create anything
like this and anything they did send out scared the pants
off anyone who read it or attended their well-meaning
webinars.
I know it’s now July and the deadline was July 1st to meet
much of the CASL requirements however you still have
time to put this Survival Guide into action.
Don’t forget that if you are just starting out selling travel you must do your best to attract new clients to
do business with you – keyword ATTRACT so make sure you read and practice everything you can about
Attraction Marketing as it works legally with the CASL requirements. 
If You Don’t Know
where you’re going, you’ll probably end up
somewhere else…
The title of a classic book. A small book actually. Printed in 1974 I bought it in 1987. I keep it
close and often refer to it as it keeps me on track and has such wonderful insight to share with
others. Here’s a few lines from the introduction by the author David Campbell:
Unless you know what you want from life you are not likely to stumble across it. How do you know
what you want? I have learned that what most people want out of life, more than anything else
is the opportunity to make choices. The worst possible life is a life without choices, a life barren
of hope of new things, a life of blind alleys. In contrast, the most pleasant life is the life with the
most opportunities. There is a German saying as quoted here: You have to take life as it happens,
but you should try to make it happen the way you want to take it.
Now we can apply this title and the introduction and the proverb to your travel career as an
independent contractor selling travel from home, online and anywhere else for that matter.
The travel industry, if you haven’t yet found out,
has more than its share of blind alleys. Unless
you know, you don’t know and that means a loss
of time, energy and money as you fumble around
in the darkness looking for direction.
If you want to truly tap into the business of
selling travel then, you must sit down and sketch
out a plan, a selling travel career plan that is
factual and doable, by you. This “you” will have
certain skills we wouldn’t know about, this “you”
would also lack certain skills we don’t know
about. Same with your personality. You'll need
to truly discover what it is you want from selling
travel and make sure you have the personality
and skills to make is all happen. Or, as the title
says, You will be ending up somewhere or some
place else.
Within the travel industry you have many
options and huge potential. Every form of travel
and every destination is a niche market waiting
to happen.
The world itself is in a stage of upheaval. Wars,
weather and 50 million people migrating as
refugees does not make for a planet worth
selling at times – however, I can tell you that
leisure travel has never stopped other than
during both world wars.
The key to your journey and knowing where you
are going to end up is to plan your direction
based on personality, skill sets, your knowledge
of specific places and travel styles and how much
money you have in your marketing fund.
If sales are not happening, then
you need to revamp your formula
and current direction. If sales are
off then you are “somewhere else”
and not where you should be. Take
on the German saying above and
instill it into your plan. Create the
choices you desire by design, not
accident. Read this book too. 
So You Think You Know
something about marketing?
Marketing is key to increasing your sales, reaching your customers, and customer
retention….and yet it is an area where travel agents so often fall down. Have you ever
wondered why your marketing efforts are not successful?
It is probably because you are not a marketing
expert! If you are a travel agent your specialty
should be, and likely is, sales! Selling is where
you should be concentrating your efforts.
One of the most frustrating aspects of a
marketing person’s job is that everyone thinks
they know marketing. Everyone has an opinion.
Senior executives love to dabble in it. They will
scrutinize ad copy, redesign brochure covers and
change tag lines. This drives the marketing
heads crazy, trust me! But they have to play
along if they want to keep their jobs.
Good marketing instincts are not human
nature….it is a specialty….partly learned at
college or university, partly gut instinct in those
who have it. The rest of us really should leave it
up to them!
And so when you become a home based agent,
the very last thing you should have to worry
about is marketing your services and special
products and promotions to your database.
One of the most important services you should
look for in a host agency is marketing. What do
they provide? What does it cost? How much is
included in your base fee?
And we are not just talking ads in your local
newspaper here…..in fact, we are likely not
talking about that at all these days.
Target marketing is vitally important if you want
to keep your customers….and remember the old
adage, it costs ten times as much to acquire a
new customer as it does to retain the ones
you’ve already got. Customer retention is
where you should focus a lot of your marketing
efforts.
In my next three columns we will explore
marketing in the following ways: Social Media,
Email and Print.
IT is vital in the 21st century to use different
channels to reach all your customers….one size
does NOT fit all. Once you understand all that
you should be doing, it will be important to find
a host agency that provides the most
comprehensive marketing services.
By Jill Wykes
Brought to you by: The Travel Agent Next Door
The Book Page
Are you stuck for something to say sometimes? How about something to write or use as a
headline, or something to kick start your creative juices? Well here are three books for you to
find online or on a bookshelf. Between the three of them you have a huge resource. The phrase
& fable book is about 3 inches thick, the flip dictionary and the best things book about 2 inches
each. So as you read you can work out at the same time!
Reading this book, Daughters of Britannia, at the moment and its
fascinating. I have an interest in adventure travel and those
intrepid explorers who set off in small, very small ships without any
idea of where they might end up after their maps showed a void.
Back in the day most explorers where men but there were some
women too who lived the explorers life. Any woman working in the
travel trade should know her roots and study the women who
travelled in Victorian times to those who fought alongside men
centuries ago. In every era adventurous women made it happen as
they do today.
Back to my current read: the book is full of characters, it is funny,
whimsical and tells a good story. You might think high society
women couldn’t take it as they followed their ambassador
husbands to their next post. They did and they did it in style. Books
like this one that can give your confidence a boost and also light up
your creativity. As an adventurous female travel agent, build
yourself a decent library that you can draw on. The knowledge will
in fact help boost your sales too. 
The Photo Page
PHOTO APP: RAYS
Taken with an iPhone 5
Steve Crowhurst
Steve Crowhurst
©Steve Crowhurst
Photo taken from my deck using an iPhone 5. Then opening RAYS, browsing the Camera Roll to find
and select an image – then you play with the editing features. A little fuzzy but offers interesting
image opportunities and more if you also add a slogan tied into the ray of sunshine.
Let us put a ray of sunshine
in your travels this year…
Enroll in The Travel Institute's Well-Being Travel Specialist course and receive a
complimentary, one-year membership in Well-Being Travel.
The online course is designed to show you how to boost sales by
selling health, wellness and medical travel.
By enrolling in the course, you'll:
 Gain an understanding of the health and wellness travel market.
 Discover the different types of spas and wellness products.
 Learn key health and wellness terminology.
 Understand related insurance issues.
 Discover what procedures are most common with patient travelers.
 Learn how to find and market to health and wellness and medical travel clients.
The course includes interactive exercises, images, audio and graphics.
A final test is available allowing you to earn the Well-Being Travel Specialist designation.
CTAs, CTCs and CTIEs who complete this course will also earn
10 CEUs from The Travel Institute.
Thanks to the course sponsors:
Well-Being Travel, Companion Global Healthcare, the Tourism Authority of Thailand, Healing
Hotels of the World, Malaysia Healthcare Travel Council, the Las Vegas Convention
and Visitors Authority, and Greater Fort Lauderdale.
Register today for $99 and receive your complimentary, one-year
membership in Well-Being Travel. Price includes online course and test.
www.thetravelinstitute.com
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A HOME FOR THE
HOME BASED AGENTS
Big Bark has all your print-marketing needs covered!
201 – 3011 Underhill Ave.
Burnaby, BC
V5A 3C2
BonVoyage
BonVoyage
THE HUNTINGTON GROUPHUNTINGTONThe agents choice since 1973
Thank you for choosing to travel with MyEscapades.com.We take pride in providing one-of-a-kind travel experiencesin Africa, Asia, Europe and South America. The majority of ourclients require a trip customized to their likes, interests andbudget.Whether you wish to travel in the lap of luxury or chooseto indulge in an authentic adventure (we call it ‘roughing-it’) wewill create a trip to suit your preferred tastes. In other words,we will give you a travel experience that goes beyond yourexpectations. Rest assured, MyEscapades.com is your perfecttraveling companion.
Before You Travel:•	 Ensure	that	you	are	carrying	your	up-to-date passports and have obtainedany required/necessary tourist visasfor entering the country(s) you arevisiting.
•	 You	trip	involves	cancellation	penalties in the unforeseen eventthat you cancel/postpone your travelarrangements. Ensure that you areaware of these penalties.
•	 Carry	your	Out-of-Country	Hospital/Medical/Travel InsurancePolicy with you.
•	 Be	aware	of	luggage	restrictions	such	as weight, size and type of suitcasesallowed on the international anddomestic flights on your itinerary.Excess baggage charges are steepand can cause great inconvenience•	 Ensure	you	have	obtained	recommended or requiredinoculations.	Certain	inoculations	are mandatory for travel to endemicareas.		Your	travel	agent	will	have	provided full details.
•	 Check	out	the	availability	of	local	ATMs in your destination and/orpurchase some local currency ortravellers cheques.
•	 Give	family/friends	the	contact	information at hotels/lodges youwill be staying during your travel.Information on your accommodationsis provided within your documents.•	 We	recommend	that	you	put	your	newspaper subscription on hold forthe duration of your trip and haveyour mail collected by a neighbour orheld at your local post office.•	 It	is	always	recommended	that	you	secure your home with a securityalarm before you leave.
0	Ridgeway	Dr.,	Suite	17,		Mississauga,	ON		Canada	L5L	5M5
8.887.9710 | info@myescapades.ca | www. myescapades.ca
BonvoYage
THE HUNTINGTON GROUPHUNTINGTONThe agents choice since 1973
BIGBARKGRAPHICS.com
T: 905.857.6333 | TF: 1.866.607.1556 | sales@bigbarkgraphics.com
THE TRAVEL AND TOURISM PRINTER FOR OVER 30 YEARS
	 TOP 6 WAYS WE ARE
DEDICATED TO THE HBA:
1.	Easy to use, do-it-yourself, 24/7 online
print-ordering store.
2.	No design/setup fees – choose from our
selection of pre-designed templates or
Design Your Own.
3.	Full use of our image gallery at no extra
charge.
4.	Travel related marketing products such
as calendars and magnets plus all your
standard business products – business
cards, envelopes, letterhead, flyers, and
more.
5.	Wide selection of ticket packaging
options for groups, weddings, and
niches.
6.	All products available in small quantities
(some as low as 25).
www.ic-travelagent.com
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IC Travel Agent July 2014

  • 1. TRAVEL AGENTTHE HOW-TO MAGAZINE FOR ICs, OSRs & HOME-BASED TRAVEL AGENTS THE ART OF SELLING TRAVEL FROM HOME JULY 2014
  • 2. 4 EDITORIAL Selling travel from home does not have to be a puzzle when you read IC! Find the host agency that best suits your needs. Share your money making ideas in IC and help your IC colleagues. CONTACT Steve Crowhurst steve@ic-travelagent.com 250-738-0064 www.ic-travelagent.com Publisher: SMP Training Co. www.smptraining.com Contributors Steve Crowhurst IC TRAVEL AGENT is owned and published by Steve Crowhurst, SMP Training Co. All Rights Reserved. Protected by International Copyright Law. IC TRAVEL AGENT can be shared, forwarded, cut and pasted but not sold, resold or in any way monetized. Using any images or content from IC TRAVEL AGENT must be sourced as follows: “Copyright SMP Training Co. www.smptraining.com” SMP Training Co. 568 Country Club Drive, Qualicum Beach, BC, Canada, V9K-1G1 Note: Steve Crowhurst is not responsible for outcomes based on how you interpret or use the ideas in IC TRAVEL AGENT. T: 250-738-0064. 6 TAPPING INTO NEW BUSINESS GENERATION 8 DREAM MERCHANTS 10 TAP INTO SERVICE 12 TAPPING INTO YOUR INNER EXPLORER by Steve Gillick 15 SOCIAL MEDIA IS YOUR FRIEND by Jill Wykes 16 CLIENT UPGRADE 18 THE ART OF ASKING 19 ASK YOUR CLIENTS 20 ASK ME IDEAS 21 THINKING INSIDE THE BOX 22 YOUR SELLING CYCLE 23 QR QUIRKS 24 THE CASL HASSLE 2-STEP 25 THE CASL HASSLE REPORT 39 A GREAT CASL GUIDE 40 IF YOU DON’T KNOW… 41 SO YOU THINK YOU KNOW ABOUT MARKETING? By Jill Wykes 42 THE BOOK PAGE 43 THE PHOTO PAGE – THE RAYS APP 44 SELLING TRAVEL WITH STEVE TABLE OF CONTENTS – IC JULY 2014 If it’s not yet 5pm where you live, you still have time to make one more call, close one more sale or e-mail one more promotion! Advertising in IC Travel Agent reaches the serious business-minded travel agent. Promote your products and services via video, audio or generic text and images. IC Travel Agent is marketed direct to over 4,000 travel agents plus thousands more via social media channels such as Facebook, LinkedIn, SlideShare, trade contacts, partners and educational institutions. Your ad includes a BONUS How-to-Sell article. Full page rates range from $300 to $425 based on number of insertions.
  • 3. TRUE SUPPORT FOR TRUE PROFESSIONALS At Nexion Canada, we know that you are passionate about your travel business. So we provide you with the professional support and industry relationships you need to be more profitable and efficient, giving you the freedom to run your travel business the best way: your way. A full-service host agency combining decades of experience, Nexion Canada provides independent, Canadian-based travel professionals of all experience levels with: • Your choice of up to 80% of commissions • Top commissions with leading air, cruise and land suppliers • Technology tools to better manage your business • Access to our exclusive point-and-click booking engine or through the Amadeus, Sabre or Galileo GDS systems • Training, coaching and networking opportunities • Innovative marketing programs to grow your business • Exclusive cruise block space and supplier offers • Lead generation for qualified agents • Vacation.com membership included at no additional charge! It’s time to join a family of professionals that truly supports your independent business dreams. It’s time to join Nexion Canada. • Your choice of up to 80% of commissions • Top commissions with leading air, cruise and land suppliers • Technology tools to better manage your business • Access to our exclusive point-and-click booking engine or through the Amadeus, Sabre or Galileo • Training, coaching and networking opportunities • Innovative marketing programs to grow your business • Exclusive cruise block space and supplier offers • Lead generation for qualified agents • Vacation.com membership included at no additional charge! Contact us today to learn more about our growing family of travel professionals. Visit www.Join.NexionCanada.com Email sales@nexioncanada.com Call 866-399-9989 MENTION THAT YOU SAW US IN IC AGENT MAGAZINE AND RECEIVE YOUR FIRST MONTH FREE! 10131503-Nexion_Ad.indd 1 10/29/13 2:18 PM
  • 4. Tapping Into New Business Generation I spend most of my time delving into what creates success for travel trade professionals. My favourite topic: NBG. New Business Generation. It’s what I do, train on, live for and write about and at the same time encourage everyone I meet to do, too. That means opening up that creative gene, using the talent that’s close at hand and then have the courage to step out and make something happen. The activity of stepping out is not always easy to do for some people. The personality needs to be slightly on the outgoing side of the scale. A little extrovert. However, if you follow the trends you can appear to be outgoing and extrovert working behind the digital screen. In person, meek and mild, online cheeky and wild! Whichever YOU makes the marketing plan happen and whomever closes the sales, face-to-face, by phone, email or online… the most important component is to turn on that creative tap. Hope you can take some of the ideas in this month’s issue of IC Travel Agent and generate additional sales to top your usual target. See you inside. Don’t forget to check out the new titles at The Travel Agent’s Store. Here’s to your continued success! Best regards. Steve Crowhurst, CTC steve@ic-travelagent.com www.ic-travelagent.com Steve Crowhurst, CTC, Publisher Click me to Opt-In to the NEW mailing list for SMP. This month’s issue of IC TA includes a Special Report: The CASL Hassle Survey. After reading it you can continue to review additional responses by clicking here to view.
  • 5. Wantmoretime withyourfamily? Stayathomeand earnbigmoney! JoinToday! Visit:TheTravelAgentNextdoor.ca Call: 416-367-8263 Tollfree: 1-844-845-8263 BB023 10-5-14 JoiNAWEbiNARTodAY! • You keep 85 -100% of preferred supplier base commission. • Get commission paid twice monthly! Why wait? • Upload your promotions to over 300 social networks in seconds. • Gain access to 100s of suppliers thru our affiliation with TRAVELSAVERS. • Get your own personal dashboard report to manage your bookings. • Have your personalized, fully-bookable website. • Enjoy your own phone extension that rings at your home. • Know where you stand with real time commission tracking. • Marketing that includes direct mail to your customers. • High end customers? No problem with the Affluent Traveler Collection. Work in the comfort of your own home!
  • 6. Tapping Into NBG NBG is a term I came up with some years ago as the very thing that I do for a living. Once I had a handle on what it is I actually do, then I could teach others how to tap into it and using their own creativity, sell more travel. The art of NBG – New Business Generation, is to be 100% focused on opportunity and that in turn means each one of your senses are highly tuned to see and sense when there is something ‘there’ that you can use to promote travel. Let me explain: We all have the same sensory tools. Some people tune into one or two, others less and some are firing on all cylinders. Those that know tell us we only use 10% of our brain. Imagine if we could tap into that other 90%! Sight and Seeing We receive most of our information through our eyes. The skill then is to determine what it is you are looking at and deciding there and then if there is an opportunity “here” to sell travel. What your eyes receive will be translated by that part of your brain that deals with visual and audio for instance. Then, based on the information already stored in your brain, together with the experiences already filed away – by tapping into these vaults of knowledge you can and will assess the current situation / information and then create the opportunity. Seeing Things Others Do Not The art of seeing things or sensing opportunities that your competition misses is usually based on your past experiences and or having an acute sense of survival. You might be the one that, when disaster strikes, instinctively heads to the safe area when others around you might stand still a moment too long. It’s the same in business and in selling travel. You must tap into those survival skills and most certainly use your eyes to capture and feed the information to your brain and then let it compute your next move once it has checked into the experience already stored. Reading about successful sales and marketing methods will help. Looking at layouts will help. Reviewing various posts about marketing outcomes will help. All of this information will be stored away and combined with your own experience to produce an answer. It’s at that moment you decide whether or not to follow through. The Eyes Have It Marketing to the sense most used by us humans, your clients and prospects makes, well, it makes sense! This means your marketing should be sight-worthy. By colour and layout etc., it should capture the viewer’s attention and cause them to go to the next step and make the call.
  • 7. Keeping It Visual Focused on the printed word and the imagery behind it you will need to develop a good sense of colour and layout that is trending for all three generations currently in the client mix: Baby Boomers, Generation X and Generation Y. Out of the three generations as mentioned in previous articles, the Baby Boomer is still the generation with the time and money to travel. Both Generation X & Y are embarking on their early life adventures which includes all the things Baby Boomers have finished with such as marriage, kids, house, job, career etc. This does not mean you remove Gen X&Y from your marketing list – just don’t overlook the BBs as some industries are doing. Step One: Website Do you have a wall of text awaiting the next visitor to your website? If your home page full of text or like so many template host agency websites littered with many small buttons promoting so many things that none stand out? Look for a total revamp if the above reminds you of your website. What you want and need is EYE CANDY. You’ve heard this term before and it is what your website needs. Use your fabulous photos or request them from your suppliers and tourist boards. Place those images where they can sell for you. Add captions and call to actions such: “You could have taken this photograph! Call today to learn how.” Step Two: Blog Posts Blogging has moved on from text only. Now is the time to once again make good use of those photographs and even better, if you have the footage, go video. If you don’t have the footage, your suppliers do. Make the call and offer your readers something new. Inbound Marketing is Spam Compliant No matter where you live and sell travel the laws for preventing spam are causing havoc in some industries and more so with SMEs like most travel agencies. So what to do? With Steps one and two completed, thus giving your website visitors and blog readers something new to attract their call you can embark on an inbound marketing plan. Inbound marketing can be defined as attracting and earning attention organically versus in your spam style in your face marketing. Any one of the following actions fits the concept of inbound marketing and each is directed to where your prospect will go for their travel information. This is very important especially completing the best Search Engine Optimization for your website which means your website will show in the early results when someone searches for their special interest that you happen to specialize in. The result should cause someone to track you down, view your website, read what you wrote. Inbound marketing activities would include: 1. Blogging 2. E-books (you’ve authored) 3. Opt-In Email Lists 4. Pay Per Click 5. Press / Media Releases 6. Print Media 7. Public Relations 8. Public Speaking 9. Publicly Announced Consumer Events 10. SEO - Search Engine Optimization 11. Video 12. Viral Messages 13. Word of Mouth How many are you doing?
  • 8. IT’S IN PRODUCTION! My first book of this type only took 23 years to complete… this one is on a faster track. The hard-hitting, no nonsense, no fluff content will cause you to re-think how you sell travel today and in the coming years. The world of selling travel has changed in so many ways, offering a whole new set of marketing tools, new travelling generations, communication tools, trends, places to visit and things to do. The required skills and competencies for success have changed too. The backdrop to your success has also changed – it is not the peaceful planet everyone expected. Dream Merchants will help you keep the selling travel dream alive despite civil wars, extreme weather and terrorism. Veteran of the trade or newcomer, supplier or NGO, you owe it to yourself to read this insightful book. Published in eBook format to support Green Knowledge. Watch for the publication announcement.
  • 9. Dream Merchants™ As the other page shouts, it’s in production! Finally. Books take time to write and especially the type of book that delivers the how-to behind the what-to-do that everyone else tells you to do. The focus of Dream Merchants™ is to help newcomers to selling travel start their career the right way and at the same time offer travel trade veterans and travel schools a new approach to selling travel in the coming years. Additionally the content will also support the efforts of travel trade suppliers who work closely with travel agents. Unlike other books on the topic of selling travel this one is hard core and pulls no punches in what it takes to be considered a travel trade professional, a Dream Merchant.™ The opening chapters explore the current world wide situation and state of affairs which, in a nutshell, is reducing places to visit. Existing upheaval in many countries and the potential for civil war is huge. Weather patterns have changed dramatically. The seasons we know and sell have moved. The planet is in turmoil in more ways than one, yet, travel is still high on the list of those that can afford it. Additionally, the travel trade faces even more challenges and this time from within as each country creates its own anti-spam legislation with Canada’s CASL being touted as the toughest in the world. Guaranteed to kill off many small travel businesses as genuine spammers, who don’t play fair, simply carry on spamming as usual. How does a newcomer to selling travel even build a clientele if they can no longer (in Canada) reach out and e-touch? How do you keep the dream alive for yourself and your clients? How do you keep the passion for travel moving onwards and upwards and how do you remain the DREAM MERCHANT™ in your community? Read Dream Merchants™ and you’ll be taken through a rigorous course of study and self- analysis. You may or may not like what you find out – however follow the advice and you’ll survive. Young people entering the industry will be, during their career, selling to four generations ranging from BBs, Gen X, Y and Z. Social media use will change from generation to generation. A knowledge of travel apps and how they work is now crucial. Being able to communicate using Emoji is a new marketing must know skill when targeting Gen Z. Using a tablet app instead of a white flag when guiding a tour, is now a must do. Video will be the best format for marketing travel across all 5 screens. Knowing how to create and produce a 3 minute powerful travel feature is also a must know. Being camera presentable is one more skill to learn. I also explore the true meaning of over used words such as professional, passion and engagement to present the reality of selling travel going forward, during the next five years. There you have it. A brief overview of Dream Merchants™ - a must read for the travel agent wishing to grow their business in a way that will work with and around the global challenges happening now and the challenges to happen in the coming years.  Send an email request and be first to secure a copy when Dream Merchants™ is published.
  • 10. Tap Into Service When I am in buying mode or have interaction with sales and service people I tend to step outside the transaction and look back on it from all angles. It is a learning curve for me and I bring what I observe into the training workshops I deliver. I will even suffer terrible service so that I can learn from the situation and train around it. So, how does a travel seller deliver customer service excellence? The answer to this is to study the Perfect Norm. From Great to Normal One topic that keeps coming up is the level of service that is considered excellent when actually, excellence is simply the operating level of the Perfect Norm. First of all you have to understand that there is no 110 per cent. There is no “extra mile” to go to. There is only service. Delivered, handled, presented and offered in a manner that is refined, elegant and thoughtful, engaging, articulate, proffered by a well- groomed, pleasant individual who is high on common sense, interested in what they are doing, happy in the career they have chosen and who maintains product knowledge excellence. There is no extra mile! If you’re not delivering 100% then you are not delivering service excellence. The Scale of Service The role of the travel seller is to solve the problem(s) – not add to them. Many of these problems are actually wonderful, interactive experiences – the client wants a world cruise and the travel agent of record has to find one that matches. Nice problem to have and to solve. If Normal equates to what others call “Excellence” then where on the scale would you place the words, “Yeah?” or the handing over of five brochures followed by “... take these away and read them...”? Do these actions even make the scale? No, they don’t. The Enjoyable Experience The service level we are addressing, the Perfect Norm, delivers an enjoyable shopping experience for both the client and the travel seller. It would consist of upbeat banter, fun, humour, knowledge, discussion, what-ifs, can dos and can’t dos, best and worst, too much and not enough. Finally both parties have reached the level of the personalized sale. The customer feels they were the only client being serviced, they feel great having done business with “you” and they leave feeling like a million bucks. Look, Tone, Words The shopping experience starts when the client first eyeballs you from across the room, office, hotel lobby or wherever you sell from. As you know, visual acceptance represents 55 per cent of a customer’s intention to buy. If you are having a bad hair day, look like the night before or just couldn’t be bothered... you have helped the customer check out and go to another travel agent. Your tone of voice is the next factor as to whether or not a customer will proceed or come back to buy. Finally the words you use or don’t use will keep the customer at your side or scare them off. A customer asks, “What kind of cruises do you have?” Typical B&M response, “The brochures are over there on the rack... help yourself.” Your Perfect Norm reply would be, “Well right now there are three very popular cruises... let me tell you about them and then we can discuss which one appeals to you..., let’s sit over here... coffee?”
  • 11. The thing is, every travel agent preaches “We’ve got service!” Service happens not as a by- product of turning up, but as a focused effort to serve. As many home-based travel agents eventually learn, they actually serve two customers – the external customer representing clients, and the internal customer representing host agency staff, suppliers, colleagues & fellow members. How you work with these individuals has a dynamic effect on the level of service the end customer receives from you. Creating a Service Path is not reserved for the ‘big guys’ – you too can benefit from this plan. It will help you establish how best to service both your internal and external customer. Let’s start you on the path to service excellence and the Perfect Norm. The Relay Race Metaphor In a relay race, the athletes are positioned in the race based on their individual talents and skills so that overall the team stands a better than average chance of winning. It is the same with your service plan. The host agency team must come together to support the frontrunner – that would be you - so that the entire team wins. The exchange of the baton in a relay race is crucial to the team’s success. It is the same in the business world. If you do not set up that exchange as practiced hundreds of times (keyword: practice), the win, the sale, will not happen. Designing The Service Path Assuming you’ve got the right team supporting you, you sit down with pad and pen and start to discuss the interaction of each person/each job function and then you look at where each person interacts with you and decide on the level of response and helpfulness you need. Each interaction between host agency staff and you is called an MOT – Moment of Truth. At this point of interaction you would demand 100-per cent respect for each other’s time, level of work, the person themselves; you would each commit 100 per cent in response to helping solve the other’s problem; and you would each be 100-per cent helpful in making sure the job is done. Now review each and every facet of your host agency from marketing, to reporting, website updating, ordering and stocking brochures and sharing of knowledge through scheduled internal training and weekly staff, sales and service meetings. The Perfect Norm Here are a few things to work on that will bring your service levels up to normal:  Accommodate customers with disabilities.  Always be well groomed.  Always follow up in a timely manner.  Be accountable and efficient.  Be gracious and grateful.  Develop and use common sense.  Encourage conversation via W5  Hold eye contact, shake hands firmly.  Know what is and what isn’t.  Learn social & business etiquette.  Learn to articulate well.  Learn to ask the right questions  Learn to communicate all generations.  Learn to write well.  Mail out seasonal brochures immediately.  Make the shopping experience enjoyable.  Notice things.  Read.  Study products and services.  Study your industry & host agency. ✈ The Perfect Norm in customer service is 100% - nothing less, nothing more. To go 110% means you were operating at 90% to begin with. To go the extra mile means you fluffed up somewhere along the line and fogged the mirror.
  • 12. Tapping into Your The comedian Jackie Mason has a routine in which he goes to a psychiatrist. The doctor says his mission is “to find the real you”. Mason turns this phrase around in every conceivable way to suggest that if he is not the real me, then maybe the psychiatrist is the real me and that perhaps the doctor should invoice himself and not Mason for the session, “at least until he finds the real me”. Of course the humorous lesson in all this is that we all have our external personalities that we use to confront our daily situations but sometimes, due to the restraints of society, family, friends or through our own machinations, we don’t always express what we’re really thinking, hoping, dreaming and wishing. In the study of travel psychographics (which answers the question “why do you want to travel in the first place), travellers often refer to the freedom of getting away from their regular routine, and they mean this from both an activity and a personality point of view. Certainly on a holiday, the activities can dramatically change and every possible (and some not so possible) passive and active options are on the table. From the personality point of view, travellers often bring their travel persona out of storage, out of the hidden depths of their personality and relish the resulting freedom of expression. For introverts (those whose level of comfort generally lies in more sedate activities) they can become a life-of-the-party extrovert. And for extroverts (those whose level of comfort is generally more gregarious) they may cherish the opportunity to embrace introversion, peace, meditation, waterfalls and silence. Your travel clients are like Jack-in-the-boxes (or Jacqueline-in-the-boxes) waiting to pop up and surprise you when you least expect it. Sometimes you have to pry the information out of them (if you could wave a magic wand, what would you really like to do when you’re in Vienna) and sometimes the information just flows (you know, I’ve always wanted to go tiger spotting on an elephant, like they do in Nepal). And when the client reveals their inner-most thoughts, their expectations from you include ‘understanding’, ‘empathy’, ‘positive shock’, ‘’proactive amusement’, ‘wow’ and acknowledgement that their idea is ‘fantastic’ and most likely, absolutely do-able. It is a truism that in order to sell a hiking trip, you don’t necessarily have to be a hiker, any more than you have to be a birder to sell a bird watching package to Panama or Costa Rica. But, quite frankly, it helps! Travel Consultants who try, experiment, test the waters, throw caution to the wind, think out of the box, embrace the extraordinary and make an effort to tap into their inner explorer, are better positioned to engage with consumers, and in today’s travel market place, it’s the engagement that is key to establishing relationships, sales, referrals, testimonials and revenue. For years we heard about Customer Relationship Management (CRM)—that is to say, how to “manage’ customers. In a sense, although the management includes personal questions, listing birthdays and anniversaries and travel preferences, the concept of ‘managing’ customers is akin to commoditizing them. It creates a me and you division. I am the one who’s managing. You are the one being managed. By Steve Gillick
  • 13. A new way of looking at consumers is through Customer Relationship Engagement (CRE) where the commoditizing barriers are brought down and relationship with the client constitutes the difference between a one-time business transaction and a client-for-life mentality. And again, part of this ‘engagement’ is the determination of the travel consultant to do, experience, interact, go further, respond to the ‘what else’ that travel is all about. Every travel consultant has taken a fam trip to a beach resort. Most ask about the free time they might enjoy to lie on the beach and sip cocktails, so they can tell their clients all about it. And there is nothing wrong with this. Except that in a world where clients engage in travel multi- tasking (TMT)—what appears to be a simple beach holiday may include water activities, wandering down the beach, grabbing a bite at a local beach hut restaurant, buying wood carvings, getting their hair braided, taking a nature trail, visiting a local town or attraction, finding a waterfall, climbing a mountain, learning about local culture and traditions, visiting the local school to donate pens or a soccer ball etc. And this is all in addition to activities that build future business, such as meeting the wedding planner at the resort, talking with the birding staff, wandering through the rice paddies, finding a colourful boat with an equally colourful captain for that lake or river excursion, and more. The key is to do it! Tapping into the travel intangibles Whether you are on a personal trip or a fam trip or a business trip, you have to continually challenge yourself to respond to your current and future customer profiles. And by future we are looking ahead to Generation Z—those who are 18 years of age and younger now, but are the new travel cohort. Does the hotel or resort have Wifi? Don’t know anything about Wifi? Then you need to get up to speed! What other apps and devices do travellers use? Find out and also discover any limitations to their use at the destination. Your inner explorer goes beyond exploring the physical. Gee, even UNESCO has an intangible world heritage category (songs, dances, tastes, costumers). As a travel consultant you have to have some knowledge of the travel intangibles (how do they want to communicate, how can their feelings of comfort, safety, escapism, adventure, individuality be satisfied, etc.) The ultimate goal of all your ‘tapping into’ and ‘discovering intangibles’ is the provision of value. I’ve used this example many times where my colleague David Lowy of Renshaw Travel in Vancouver says “Price is only an issue in the absence of value”. If you’re providing value by matching your experiences and interests with those of your clients—by engaging your clients— then dickering over price differentials between what you are offering and what the competition is offering, rarely comes into play. To use a FIFA analogy. I was in Seoul during the end of the 2002 FIFA matches where the Reds were set to play Germany for 3rd place. The entire city (or so it seemed) came to the city centre wearing T-shirts that said “Be the Reds”. In other words, it wasn’t just good enough to support, or cheer or wish that the South Korean team would win. You had to become a member of the team in heart, spirit and soul. You had to feel the team; become part of them. So it is with travel in the 21st century. You need to Be the experience, Be the niche, Be the traveller, Be the global community and Be the travel consultant. Tapping into your inner explorer comes with some pretty hefty career commitments. The result is a positive stream of consumers and revenue. Are you up for it? 
  • 14. Are You On The List? As a member of The Travel Agent’s Store you’ll receive advanced notice of new titles when they hit the shelves AND you’ll receive a discount too. The BIG ALL Store Bundle valued at OVER $275 now on sale for ONLY$199! Click here to join The Travel Agent’s Store member list. ICTA610 Try us out this month… Enter this Promo Code upon checkout and SAVE 10%
  • 15. Social Media Is Your Friend! In this column we will explore social media as a channel for home based travel agents to reach and keep in touch with their customers. The first thing it is important to stress, is that social media will NOT reach all your customers…we all know the diehard “I will never be on Facebook” people and many more who wouldn’t have a clue how to tweet. Never mind Pinterest, Reddit, Instagram and many, many more that many people have never heard of. And yet the younger generation relies heavily on social media…and so do some of their parents. You can’t afford to ignore this channel…and what’s more, it’s essentially free. Now if this is sending you into a mild panic, relax! Many host agencies have addressed social media as part of their marketing programs. You will hear the word tossed about a lot. But some offer far more comprehensive social media marketing tools and technology than others, so when you are looking for a host agency, be sure to really explore how they will help you reach your clients and potential clients using social media. And, most important, ask what the cost is for the templates and technology to do so. First you will need your own website, and then ask your host agency if they can provide you the ability to post messages to a lot of social media sites simultaneously. Do they provide templates for the social media sites? How easy is it to create your message or flyer? Are there social media-appropriate messages for you to adapt as your own? Social media messages need to be short, to the point, funny, clever or poignant, and need to attract attention. Does your host agency help you with this? Social media is not the place for hard sell, so you will need to tailor your messages to fit the medium. Instead of “Punta Cana hotel & flight $599” you will want something more along the lines of “Office getting you down? We can have you on the beach next week for $599 #bestagentever” reachme@gmail.com” You get the idea…..the key is to ask all the right questions of your host agency so you can tap into this amazing marketing tool.  Brought to you by The Travel Agent Next Door By Jill Wykes
  • 16. Client Upgrade Are seeking to upgrade? Maybe you are tired of handling the "what-have-ya- got-for-two- hundred-bucks" market segment. You want to move up. Handle the elite. Deal with the moneyed crowd. Clients who are easy to do business with. Guess what? They are out there. Your perfect client is out there waiting for you. And that's what you really want and need. Perfect clients. Let's see how you can go about attracting them. Remember one thing. Whatever you do to upgrade your clientele, it must be in alignment with your business plan. This means you should not go off on a tangent. You should not be trying to sell wild and wacky trips when the bread and butter business is left to go stale. Ask your host to review the "continuous customer acquisition" section of their business plan with you. Make sure you are on the right track. Get support. Move ahead from there. When you start out you are required to build a client base. Over time, years in fact, you will develop a following. The key to upgrading is to decide who the perfect client is for you and then target people who fit that profile. Stay Where You Are Sound advice from "the greatest car salesman" Joe Girard. I paid a fee to attend his workshop some years back. I counted heads and he took in $40,000 for those few hours he spoke to us. I left with one solid piece of knowledge. If you want to build a bigger and better client base, stay still. Stay where you are. It is sound advice. Take it. It means do not move from host to host, agency to agency. Stay where you are. Be best. Get known. Become the perfect travel provider. Attract the perfect client. When you stay where you are, referrals can be made. Clients can send their friends to you. You can be found. This is the best way to increase your client base. Don't move. Stay put. Attracting Better Clientele It is a two-way street. You have to be a better travel agent to attract a better clientele. Make sure you are "attractive" to the buying public. Are you well groomed? Dressed in business attire? Look sharp? Are sharp. Have the knowledge. You cannot build a better clientele looking and being anything less. Assuming you have everything else in place, let's find out what a perfect client looks like. What Is A Perfect Client? Do you know? You should. You probably handle them every day. What you want are more clients like them. Take a few minutes. Think of a client you truly enjoy selling and servicing. This would be a client who makes you feel good. Can you name someone? Good. Now bring to mind what you like about them. What is their manner like? How do they speak to you? Do they haggle? Do they pay on time? What are their positive qualities? The Perfect Client Profile Check if you have any of the following on your list. This client trusts you. They believe you have their interest at heart. They pay your fees. They pay on time. Before time. Up front. They plan ahead. Give you time. They arrive on time. They wait patiently. They appreciate your advice. They send their friends and relatives to you. They are sincere. True. Honest. They challenge you to excel. They value your time. They value their time even more. They are, well... just easy to do business with. They're perfect!
  • 17. Perfect Pitch This could be music to your ears. Commissions to your pocket. When you are selling perfectly, the perfect client will find you. It's a rule of life. Same attracts same. Humans tend to navigate towards people they identify with. People they enjoy. Find it easy to be with. Easy to buy from. So your perfect pitch will attract the perfect client. Finding More Perfect Clients Think hard. How did your best clients find you in the first place? Was it instant eye contact? Did they respond to a direct mail and you engaged them on the phone. Or, did you respond to an e- mail they sent and your words or style made a connection? Did they comment on your social media posts? Try to recall how it was that your best, perfect, clients came to do business with you. Repeat the activity that brought them to you. Clan Gathering List your perfect customers. Invite them to a presentation. Yes, just them. Use the host agency boardroom. Use a supplier’s boardroom. Rent a small room at the hotel close by. Chat with a supplier. Cruises. Tours. Whatever product, destination or vacation type you want to promote. Make this a coffee session. Keep it to two hours max. Take a look at your audience. Take in all the perfect vibes. Chances are everyone gets along. They will make friends. Might even team up. They could be a group. Watch as the personalities entwine as if they had known each other for years. Now you are building a better clientele. The Even More Perfect Client How could your perfect client become even more perfect? It's almost a done deal. You have generated some additional friendships. This base will grow and new friends will come. They will be referrals to you. Slowly you will develop perfect pitch and a perfect client following. Which sounds like... "kaching!" 
  • 18. The Art of Asking Asking is a skill that seems to have gotten lost along the information highway. At one time in the industry is was how you built your business. Asking people to do business with you. Straight forward, no fluff, no nonsense, no spam. The well-known W5 shown below will guide you. The activity of asking people to do business with you is compliant will things anti-spam and therefore all you need to do to activate your masketing plan is put yourself in a place or position where you can meet others and simply ask them to do business with you. So where can that be? Where can you be sitting or standing to represent your travel agency? Where could you set up a booth, desk and or sign and be beside it to attract questions, answer them and then ask each contact to book their travel with you? When it comes to asking outright for someone’s business, so few travel agents do it opening a great opportunity in the community for you if your personality is outgoing. The ASK Me slogan has always attracted. Use it on a wearable button, print it on your t- shirt or sign. “Ask Me about cruising!” “Ask Me about travelling to Europe!” Put yourself in a position to asked and make sure you know the answers. 
  • 19. Ask Your Clients There’s a trend in chatter about big data and little data, data bits’n’bytes and deciphering this and that about your customer’s travel and travel habits. You can save an awful lot of time and effort by simply checking in with your clients on a regular basis be it annual or quarterly. Here’s why and how you want to tap into your clients directly. Naturally you need information on which to base your marketing plans for the year. With good intentions various parties within the travel trade are echoing big and bigger business and advising you to get involved with big data. If you are running a fifty million dollar travel agency then that would be a good thing to do and a member of your financial team would take it on. Most travel agencies are writing $2m to $5m and all that’s required here is to ask your clients about their travel plans this year. You want to sell more, sell up, sell niche, sell luxury and additional services & peripherals then the best thing to do is ask the very people who make up your client list. The Annual Ask Plan your Annual Ask around November and ask your clients about their travels for the coming year. Some will know exactly and others will still be thinking about it to having “no idea”. Each response offers you a chance to sell more travel. Plotting Response As the responses return to you it’s an easy thing to plot each one onto a low tech Excel spreadsheet if you do not have a CRM program that you can use. Set up your spreadsheet with monthly columns as a starting point. Code the responses so that you can plot quickly. Keep it simple and let’s go with a two letter code per country and then a date number. UK9 means this client wants to visit the United Kingdom in September. You can add more coding if you want to such as T for touring and C for cruising, A for adventure. Again, keeping it easy to use and interpret when you graph the data. Asking Part Deux With your spreadsheet completed you will be looking at your sales and marketing plan for the coming year. You can now target your clients based on the month of travel, their destination and vacation type. You can upsell, offer supplier discounts and even suggest another date close to the one they selected that offers something more. You have a chance to offer a customized trip and sell the benefits of an FIT arrangement. Take the time to ask if their friends are joining them, if they can refer their friends to you and how about other family members? Yes you are trying to build a group departure within each client’s circle of friends and family. Timing is Everything Give yourself the month of November to complete your project and be ready to market come January 2nd. 
  • 20. Ask Me Ideas “Go on, be an angel. Ask me about religious travel.” Gorn… ask me about travellin’ t’ Ireland this year… You get the idea. You can set up an ASK ME situation pretty much anywhere and then request specific questions or just go for it and take all travel questions no matter what. Have some fun with it… entertain your clients and that helps generate response. 
  • 21. Thinking Inside That Box Here’s the best news. You already have EVERYTHING you need to sell more travel! How about that eh? It’s true. All you need to make more money is right there, and all around you. It’s in the travel box. The host box. The agency box. The Supplier box. THE BOX! No need to spend time and energy and money thinking OUTSIDE the box. That formula is old, done, expensive and besides that you’ll miss and look past the tools you do have at your disposal. It’s human nature to want more. Want what someone else has got or do what they are doing and invariably missing what’s close to them. In this case it would be missing all the sales tools readily available to you – IF you knew they were there and IF you knew how to use them. Take a few minutes and work by yourself or a colleague and actually type out a list of all the sales tools you do have available to you. If in doubt check in with HQ, your BDM and ask. There may well be some things you’ve missed or never heard of. Perhaps HQ thought you knew and didn’t follow up. All sorts of reasons as to why you may not have the full list. Now study that list and on a scale of 1 low -5 high, make a note as to your level of knowledge in using each sales tool. Once you’ve completed your checklist and review you are looking at your training plan for the week. Bring yourself up to speed on each and every sales tool and then factor them into your short, mid and long term sales and marketing plan. 
  • 22. Your Selling Cycle Every travel agent has one. If you don’t you can borrow the one that’s coming up. A good, and well planned selling cycle keeps you on track. It’s something you can check against to make sure your activities are in sequence. Start Here There it is. Very easy to remember and if you follow this formula you will be well on track for both sales and referrals. Let’s review: 1. Information: make sure your content is current and accurate 2. Education: deliver webinars, host client events to educate your clients 3. Inspiration: send compelling imagery / videos, post to your blog 4. Reservation: ask for the booking 5. Anticipation: build departure momentum with follow up emails / images etc. 6. The Vacation: let your client enjoy their trip 7. Shareination: ask your clients to share their experience with you and their friends – build referrals.  SHAREINATION THE VACATION ANTICIPATION RESERVATION INSPIRATION EDUCATION INFORMATION
  • 23. QR Quirks The QR Code is not dead as announced in more than a few digital marketing posts. In fact the QR Code fits nicely into a travel agency’s marketing plan and the best thing is, it can be FREE. That’s right. There are websites that will create a QR code for you at no cost. Once you have your QR created then the question is what do you do with it to generate new bookings? To work that out, you’ll need to think about what your QR Code is meant to do for your agency. For your purposes, a QR Code should cause someone walking towards you, behind you, looking at your agency window or at a brochure you’ve left on a park bench to cause curiosity. Using their smartphone to scan the code the scannee will be transported to view glorious imagery of a destination you are promoting. Here’s how the back of your t-shirt printed with your large QR code might look to someone walking behind. Make it easy for them to scan it and you do that by giving them permission to scan. Just add these words above the QR image: SCAN ME! Then below the QR image you could print a marketing term, a slogan, another call to action or lure to push the viewer to scan… Sizing and placement are important, also colouring. Make your design as interesting as possible to encourage that scan and “trip” to your website at the very least. At the very most, after the scan, there could be an Enter to Win offer, or a BOOK NOW and SAVE offer. Use those supplier discounts to sell. Don’t forget your QR code will be scanned by someone using a mobile phone. This means they will be viewing your website or offer on their phone and that in turn means your website should have a mobile version. If not, your website will not look so good on that smartphone screen. Right, over to you. Check online for some very interesting and quirky QR code designs. They range from artistic to using your own face, or photo, logo. Tap into the QR code – it still works. Try it.  SCAN ME! AND WIN!
  • 24. The CASL Hassle 2-Step So how’s that one, two coming along? The soft shoe shuffle, the slide, the scoot… any new steps in the routine as you finished rounding up your clients to sign their allegiance to you? This CASL hassle is a pain the ASL and then some, but you have to do it. It could well be that this all becomes someone’s folly – whoever thought it up, might just be getting sued from the business world for causing huge expenses and or huge losses or worst of all, small businesses giving up the ghost and saying enough. The best formula is of course to hit the 20% that generates 80% of your business. That’s an old and done to death equation yet it still holds true in most cases. If you are not sure of the 80/20 rule go online and check it out. It’s worth noting its history. Many of those remaining 80 percenters are not probably worth chasing. They might have been the low priced deal wanters and do not actually support your business. They would be free to roam the travel agent community to get the deals they want. With you or without you. So, back to the 20%. Focus on them. Next, do not overdo it. I’ve just received an opt-in email. Clicked yes. Then I received another email advising me I had just opted in and to confirm. Finally, one more email confirming my confirmation! ENOUGH ALREADY! Oh and for some reason, I’m still receiving those emails inviting me to take up pole dancing. So pole dancing or the CASL Hassle 2 Step? Not sure yet. Still thinking. Both have taken over from tax pain and that’s saying something. 
  • 25. 0 | P a g e
  • 26. 1 | P a g e THE CASL HASSLE REPORT Heartfelt thanks to the 39 out of the few thousand on my lists who have now opted in to the CASL HASSLE survey. Not too bad a response really. Sort of like… well very similar to the returns asking clients to opt-in! I’m sharing the results as they came in up until Saturday June 27th with nothing doctored. You can review the actual results here at this link. https://www.surveymonkey.com/results/SM-RJX2MTC8/ Would have been nice to have around 50 responses but hey… I’ll take what I can get. I’ll leave the survey open just in case others wish to contribute. https://www.surveymonkey.com/s/FG85TKD The responses are very much self-explanatory and probably represent the mood within the travel trade. I have added my own notes after each survey question. Good luck and keep selling! Steve Crowhurst, CTC SMP Training Co. steve@smptraining.com www.smptraining.com www.sellingtravel.net www.ic-travelagent.com www.thetravelagentsstore.com A bit of hokey pokey CASL Hassle fun: You put your opt-in in You take your opt-out out You put your opt-in in And you shake it all about You do the CASL Hassle And you turn yourself around That’s what it’s all about! HEY! I know who you email!
  • 27. 2 | P a g e I’m sure the answer to this question is literally a mixture of what you read above. Some have managed to send an email to everyone on their list and some are struggling to do so. If you haven’t managed your list then of course you may be facing that 40% churn rate as people cancel or change their email addresses. Whether or not the client will opt-in and give their consent is a decision you cannot control. After July 1st however you can follow up by phone but not by email unless you have the client’s consent.
  • 28. 3 | P a g e Looks like the responses are very close to being evenly split as to the outcome of CASL. The fact of the matter is this: some travel agents will indeed lose business and some of those lost clients will surface on the lists of the competition. Some clients were looking for a way to say “Hey… stop sending me stuff!” Or, “You didn’t take care of me, I’m moving to another agency!” Then there are the clients you never really wanted but felt you had to service them – these are the complainers, the cheap bookings, the clients who argue about your fees etc. Now you have an excuse NOT to contact them. As the months roll on you should end up with a very clean and mean list. This could be a good thing unless you put value in a list of hundreds even if they don’t book any travel. Sort of like the LIKES on your Facebook page. No one actually books with you, they just enjoy what you post. So, final outcome: yes you will lose some clients and some you’ll be glad of the fact they didn’t opt-in.
  • 29. 4 | P a g e Don’t forget you are dealing with human nature here. CASL has put your clients, plus you & I in charge of our own email inbox destiny. Not from those professional spammers of course, but from the websites and services you did opt into and now just delete their emails when they arrive. Pretty soon, if you did not opt in, then those emails will no longer arrive and or you can unsubscribe. The same thing is happening with your clients when they see your please opt-in email. They’ll either not bother, had enough, were not travelling anyway, or they will opt-in and are looking for a well-priced vacation. You should tally up who responded and who didn’t and do not chase the cheap booking clients or the nasty ones. Stick with the “perfect clients” that enhance your business and then set about growing more of those types of clients.
  • 30. 5 | P a g e The answer is a resounding yes. Some of you will naturally have to wait and see, however with life in the fast lane as it is for most people and the fact they are blasé about such things as opting in they are already in charge of the sales process by default. A percentage of your clients will decide to call you when they need you and bypass all the email flyers and specials. Their life just got a little easier all round as they will reduce email into their inbox across the board.
  • 31. 6 | P a g e
  • 32. 7 | P a g e As we all know – pro’ spammers can do what they want. They are always one step ahead. So all we can do is ramp up our spam filters and turn a few things off in our Internet Settings and password where you can. I use SPAMFIGHTER and so far so good. Once it reads your inbox and your deletes it understands what YOU don’t want, plus of course it can identify spam and remove it to the delete / spam folder.
  • 33. 8 | P a g e If you attended the Baxter webinars about CASL you should have a pretty good understanding of what you can and cannot do. Also there are some activities that are exempt, meaning you can do them – such as telephone a person / client, or send direct mail. The only way to be sure you are on the right side of CASL is to gain that consent and record the event as and when a client gave you that consent. It looks like 20% of respondents know how complaints are registered and less how the complaint process works. I wrote to CASL to find out and their response is shown below. I also wrote to a CASL “expert” lawyer and have yet to hear back. Hmm?
  • 34. 9 | P a g e Here is CASL’s response to my complaint process email: Incoming message 6/26/2014 Re CASL and CEMs How and where does a person or company complain about email spam and what is the procedure once CASL considers the complaint as worth pursuing? Many thanks. Steve Crowhurst SMP Training Co. Email: steve@smptraining.com June 27, 2014 Dear Steve Crowhurst: Thank you for contacting the CRTC on June 26, 2014 asking how to complain about receiving spam. After Canada’s Anti-Spam Legislation (CASL) comes into effect on July 1, 2014, you will be able to file your complaints with the Spam Reporting Centre at www.fightspam.gc.ca. Details of the complaint process will be made available on our website at that time under “Canada’s Anti-Spam Legislation”: http://www.crtc.gc.ca/eng/casl-lcap.htm. I hope you find this information helpful. Regards, Michelle Edge CRTC Client Services | Services à la clientèle ---------------------------------
  • 35. 10 | P a g e
  • 36. 11 | P a g e Clearly all respondents are concerned about CASL and its overall effect on their business. They are also upset at the time and effort required to initiate the program. That said… the travel agent’s resilience as already mentioned will shine through. From a positive point of view, having to contact your clients does offer you a chance to reconnect with the clients you wish to retain and grow. In this way YOU are back in control of the sales process. The next thing to ponder is this: would any of your clients ever really “turn you in” and complain about your CEMs? Chances of that happening are very small unless you really do bother your clients with unending communication that is nothing but fluff and of no value to them in the slightest such as sending golf vacation offers to people who don’t golf. As mentioned some of your clients are not yet aware of CASL – so here’s a chance to arrange a consumer event to explain it and by that I mean keep it lean and mean – stick to the fact you need consent and then get it. Have everyone sign an opt-in page and once that’s done, carry on with the show and offer your audience some incredible vacations. Also get busy via your social media outlets and same thing, tell them then sell them. Do NOT go into detail or you’ll die a death of a thousand cuts. CASL will suffer the outrage of both the business community as profits take a dive and the general public as it starts to hit home that they missed out on some fantastic deals because they were not kept informed. You are on the right side of the law because you did not pursue any client who did not opt-in. Where can the client go to lodge their issue – to CASL. Give it time and either more exemptions will be introduced or the CASL Hassle two-step will dance another tune. For the brave souls who just continue on, business as usual, good luck, brave the storm and fight the fight. Also make sure you have a good lawyer on your side and one that actually is an expert on CASL and how to work with it.
  • 37. 12 | P a g e Hope this report is of use to you. There’s more information and eGuides available at The Travel Agent’s Store so don’t forget to visit there when you can. If you choose to Opt-In (now I’m doing it!) and become a Store Member you will receive a 20% discount on all store products and bundles. COMING SOON TO THE TRAVEL AGENT’S STORE
  • 38. 13 | P a g e An SMP Publication
  • 39. A Great CASL Guide Make sure you click and download this CASL Survival Guide published by Elite Email and also thank Cory Andrichuk for make us aware of it. I like this guide because it’s written in a language I understand – No Fluff! The travel trade itself has not managed to create anything like this and anything they did send out scared the pants off anyone who read it or attended their well-meaning webinars. I know it’s now July and the deadline was July 1st to meet much of the CASL requirements however you still have time to put this Survival Guide into action. Don’t forget that if you are just starting out selling travel you must do your best to attract new clients to do business with you – keyword ATTRACT so make sure you read and practice everything you can about Attraction Marketing as it works legally with the CASL requirements. 
  • 40. If You Don’t Know where you’re going, you’ll probably end up somewhere else… The title of a classic book. A small book actually. Printed in 1974 I bought it in 1987. I keep it close and often refer to it as it keeps me on track and has such wonderful insight to share with others. Here’s a few lines from the introduction by the author David Campbell: Unless you know what you want from life you are not likely to stumble across it. How do you know what you want? I have learned that what most people want out of life, more than anything else is the opportunity to make choices. The worst possible life is a life without choices, a life barren of hope of new things, a life of blind alleys. In contrast, the most pleasant life is the life with the most opportunities. There is a German saying as quoted here: You have to take life as it happens, but you should try to make it happen the way you want to take it. Now we can apply this title and the introduction and the proverb to your travel career as an independent contractor selling travel from home, online and anywhere else for that matter. The travel industry, if you haven’t yet found out, has more than its share of blind alleys. Unless you know, you don’t know and that means a loss of time, energy and money as you fumble around in the darkness looking for direction. If you want to truly tap into the business of selling travel then, you must sit down and sketch out a plan, a selling travel career plan that is factual and doable, by you. This “you” will have certain skills we wouldn’t know about, this “you” would also lack certain skills we don’t know about. Same with your personality. You'll need to truly discover what it is you want from selling travel and make sure you have the personality and skills to make is all happen. Or, as the title says, You will be ending up somewhere or some place else. Within the travel industry you have many options and huge potential. Every form of travel and every destination is a niche market waiting to happen. The world itself is in a stage of upheaval. Wars, weather and 50 million people migrating as refugees does not make for a planet worth selling at times – however, I can tell you that leisure travel has never stopped other than during both world wars. The key to your journey and knowing where you are going to end up is to plan your direction based on personality, skill sets, your knowledge of specific places and travel styles and how much money you have in your marketing fund. If sales are not happening, then you need to revamp your formula and current direction. If sales are off then you are “somewhere else” and not where you should be. Take on the German saying above and instill it into your plan. Create the choices you desire by design, not accident. Read this book too. 
  • 41. So You Think You Know something about marketing? Marketing is key to increasing your sales, reaching your customers, and customer retention….and yet it is an area where travel agents so often fall down. Have you ever wondered why your marketing efforts are not successful? It is probably because you are not a marketing expert! If you are a travel agent your specialty should be, and likely is, sales! Selling is where you should be concentrating your efforts. One of the most frustrating aspects of a marketing person’s job is that everyone thinks they know marketing. Everyone has an opinion. Senior executives love to dabble in it. They will scrutinize ad copy, redesign brochure covers and change tag lines. This drives the marketing heads crazy, trust me! But they have to play along if they want to keep their jobs. Good marketing instincts are not human nature….it is a specialty….partly learned at college or university, partly gut instinct in those who have it. The rest of us really should leave it up to them! And so when you become a home based agent, the very last thing you should have to worry about is marketing your services and special products and promotions to your database. One of the most important services you should look for in a host agency is marketing. What do they provide? What does it cost? How much is included in your base fee? And we are not just talking ads in your local newspaper here…..in fact, we are likely not talking about that at all these days. Target marketing is vitally important if you want to keep your customers….and remember the old adage, it costs ten times as much to acquire a new customer as it does to retain the ones you’ve already got. Customer retention is where you should focus a lot of your marketing efforts. In my next three columns we will explore marketing in the following ways: Social Media, Email and Print. IT is vital in the 21st century to use different channels to reach all your customers….one size does NOT fit all. Once you understand all that you should be doing, it will be important to find a host agency that provides the most comprehensive marketing services. By Jill Wykes Brought to you by: The Travel Agent Next Door
  • 42. The Book Page Are you stuck for something to say sometimes? How about something to write or use as a headline, or something to kick start your creative juices? Well here are three books for you to find online or on a bookshelf. Between the three of them you have a huge resource. The phrase & fable book is about 3 inches thick, the flip dictionary and the best things book about 2 inches each. So as you read you can work out at the same time! Reading this book, Daughters of Britannia, at the moment and its fascinating. I have an interest in adventure travel and those intrepid explorers who set off in small, very small ships without any idea of where they might end up after their maps showed a void. Back in the day most explorers where men but there were some women too who lived the explorers life. Any woman working in the travel trade should know her roots and study the women who travelled in Victorian times to those who fought alongside men centuries ago. In every era adventurous women made it happen as they do today. Back to my current read: the book is full of characters, it is funny, whimsical and tells a good story. You might think high society women couldn’t take it as they followed their ambassador husbands to their next post. They did and they did it in style. Books like this one that can give your confidence a boost and also light up your creativity. As an adventurous female travel agent, build yourself a decent library that you can draw on. The knowledge will in fact help boost your sales too. 
  • 43. The Photo Page PHOTO APP: RAYS Taken with an iPhone 5 Steve Crowhurst Steve Crowhurst ©Steve Crowhurst Photo taken from my deck using an iPhone 5. Then opening RAYS, browsing the Camera Roll to find and select an image – then you play with the editing features. A little fuzzy but offers interesting image opportunities and more if you also add a slogan tied into the ray of sunshine. Let us put a ray of sunshine in your travels this year…
  • 44. Enroll in The Travel Institute's Well-Being Travel Specialist course and receive a complimentary, one-year membership in Well-Being Travel. The online course is designed to show you how to boost sales by selling health, wellness and medical travel. By enrolling in the course, you'll:  Gain an understanding of the health and wellness travel market.  Discover the different types of spas and wellness products.  Learn key health and wellness terminology.  Understand related insurance issues.  Discover what procedures are most common with patient travelers.  Learn how to find and market to health and wellness and medical travel clients. The course includes interactive exercises, images, audio and graphics. A final test is available allowing you to earn the Well-Being Travel Specialist designation. CTAs, CTCs and CTIEs who complete this course will also earn 10 CEUs from The Travel Institute. Thanks to the course sponsors: Well-Being Travel, Companion Global Healthcare, the Tourism Authority of Thailand, Healing Hotels of the World, Malaysia Healthcare Travel Council, the Las Vegas Convention and Visitors Authority, and Greater Fort Lauderdale. Register today for $99 and receive your complimentary, one-year membership in Well-Being Travel. Price includes online course and test. www.thetravelinstitute.com
  • 45. $#)#%'#)+*#,&((&*")&+!!-,.!$"#&(!!! 2 AO# E# adem# m^Wj# iec[# iWo# WXekj# j^[# MN# YeZ[-# KbZ-# Qi[b[ii-# >kj# dej# ie# Wij-# Beh# j^[# jhWl[b# jhWZ[# _j# YWd# X[# W# WdjWij_Y# WdZ# ieb_Z# Yecfed[dj# je# Wdo# W][dYo#cWha[j_d]#fbWd#WdZ#[if[Y_Wbbo#oekh# ieY_Wb#c[Z_W#WYj_l_j_[i-#L[h^Wfi#j^[#bWYa#e# ikffehj# hec# iec[# gkWhj[hi# _i# j^[# h[YWbb# j^Wj#MN#YeZ[i#Wh[#W#ijW_Z+#XbWYa+#Yebekhb[ii# j^hemXWYa# je# j^[# XWhYeZ[# [hW-# S[bb+# oek# YWd#dem#Yh[Wj[#Yebekhkb#MN#YeZ[i+#[cX[Z# _cW][i+#WdZ#^Wl[#j^[#iYWdd[Z#YeZ[#b_da#j^[# iYWdd[[#je#oekh#m[Xi_j[#eh#Wdo#ej^[h#edb_d[# Z[ij_dWj_ed-#H[jti#[nfbeh[9# GH!,!LUR^R6 Uek# YekbZ# Yh[Wj[# W# Zep[d# MN# YeZ[i# WdZ# j^Wjti#eaWo#Wi#bed]#j^[oth[#dej# Yed"#_Yj_d]# m_j^# [WY^# ej^[h# ed# j^[# iWc[# fW][# w# WdZ# eh# ed[# ej^[h# h[Wied# jee9# oektbb# dej# mWdj# je# el[hZe# _j# WdZ# YWki[#oekh#Yb_[dji#je#X[Yec[# XbWi{# WXekj# j^[c# WdZ# beea# fWij#j^[c-#Uekh#!#hij#j^ek]^j+# m^[d# Yh[Wj_d]# W# MN# YeZ[+# _i# m^[h[# m_bb# oekh# Yb_[dj# [dZ# kf# edY[# j^[o# iYWd#oekh#MN#_Yed<#S_bb#j^[o#bWdZ#ed#oekh# m[Xi_j[+#W#if[Y_Wb#m[XfW][+#W#"#o[h+#Z_]_jWb# cW]Wp_d[# eh# [>heY^kh[<# H[jti# ]e# eh# oekh# m[Xi_j[#^ec[#fW][- GH!,!LRN^ S[#Wh[#ij_bb#_d#j^[#[hW#e#m[Wh_d]#ekh#XhWdZi# ed# ekh# Ybej^[i# WdZ# j^Wjti# WbmWoi# W# ]eeZ# _Z[W-#P^Wjti# X[[d# Zed[#eh#o[Whi#dem#WdZ# Yedj_dk[i# X[# mehj^m^_b[# Ze_d]# w# fh_dj_d]# oekh#W][dYo#be]e#ed#oekh#]eb#i^_hj+#Xbeki[+# im[Wji^_hj+# [jY-# Jem+# oek# YWd# fh_dj# oekh# MN# YeZ[# ed#j^Wj# iWc[# ]eb# i^_hj#edbo# j^_i# j_c[#oek#fh_dj#oekh#MN#YeZ[#ed#j^[#XWYa#e# oekh#im[Wji^_hjrd_Y[#WdZ#bWh][-#G[ofe_dj# w#m^[d#oekh#MN#YeZ[#_i#[Wjkh[Z#ed#oekh# XWYa#_jti#[Wi_[h#eh#f[efb[#X[^_dZ#oek#je#i[[# _j+# fe_dj# j^[_h# f^ed[# Wj# oek# WdZ# iYWd# j^[# YeZ[# w# ckY^# [Wi_[h# j^Wd# beea_d]# Wj# oekh# JUR!GH!9[QR!&0!$,'.'!#*)/(-*+,"!#%# )263!$0/-154!'+*1!"!)263!'*0-4!&328! I`RbR!9^[cUa^_`&!9J9&!V_!NZ!Na`U[^&!_RNWR^&!`^NVZR^!NZQ![cZR^![S!JUR!J^NbRX!7TRZ`f_!I`[^R!cUR^R!`^NbRX!^[SR__V[ZNX_!_U[!S[^!RQaPN`V[ZNX!`[[X_(!KV_V`!I`RbRf_!_`[^R!N` ccc(`UR`^NbRXNTRZ`__`[^R(P[Y5!NZQ!XVWR!UV_!=NPRO[[W!NTR!N`!ccc(SNPRO[[W(P[Y)_RXXVZT`^NbRX5!J4!,/*'1-2'**0.( Y^[ij#WdZ#j^[d#YWjY^_d]#oekh#[o[i#WdZ#X[_d]# ^[i_jWdj#WXekj#fe_dj_d]#j^[_h#f^ed[i#Wj#oek-# Cko# iYWdd_d]# ]ko+# ]ko# iYWdd_d]# mecWd# (m_j^# fWhjd[h# X[i_Z[# ^[hrm^eefi$)+# mecWd#iYWdd_d]#]koro[i+#ij_Ya#je#j^[#MN# YeZ[#ed#oekh#XWYa$# JUR!GH!,!LUR^R!, =i# m[th[# jho_d]# je# ]e# X[oedZ# j^Wj# Xeh_d]# ebZ# XbWYa# MN# YeZ[# _cW][# WdZ# ki[# Yebekh# WdZ#]hWf^_Yi#demti#j^[#j_c[#je#j^_da#WXekj# m^_Y^# ]hWf^_Y# oek# mekbZ# b_a[# je# [Wjkh[# X[^_dZ# j^ei[# Zeji# WdZ# igkWh[i# j^Wj# cWa[# kf#j^[#MN#YeZ[#_ji[b-#=h[#oek#fhecej_d]# W# if[Y_!#Y# Z[ij_dWj_ed# j^Wj# oek# mekbZ# b_a[# je# [Wjkh[<# Dem# WXekj# W# ikffb_[h# w# Wdo# fhecej_edWb#effehjkd_jo#j^[h[<# Uek#YekbZ#ZemdbeWZ#ed[#e#oekh#fh[[hh[Z# ikffb_[hti# Z_]_jWb# XheY^kh[i# WdZ# [cX[Z# _j# ed#oekh#m[Xi_j[#^ec[#fW][#kdZ[h#W#bWh][# ;.3315/!<9+=.3 >1<0!;<.=. ibe]Wd-#P^[d#ki[#j^[#Yel[h#e#j^[#XheY^kh[# Wi#oekh#MN#YeZ[#_cW][-#Oec[ed[#m_bb#iYWd# j^[#MN#YeZ[#WdZ#j^[d#bWdZ#ed#oekh#m[Xi_j[# WdZ#Wj#j^Wj#fe_dj#j^[#Z_]_jWb#XheY^kh[#m_bb# X[# [Wjkh[Z# ed# j^[_h# f^ed[-# L[h^Wfi# oekh# fh[[hh[Z#ikffb_[h#mekbZ#b_a[#je#meha#m_j^# oek# ed# j^_i# fhecej_ed# WdZ# jWa[# _j# W# ij[f# khj^[h# WdZ# e[h# Wd# _dZkY[c[dj# je# j^[# iYWdd[[< ?ekbZ# X[# j^Wj# X[jm[[d# oek# WdZ# oekh# fh[[hh[Z# ikffb_[h.fh[[hh[Z# Z[ij_dWj_edit# jekh_ij#XeWhZ#oek#Yh[Wj[#W#if[Y_Wb#Z[fWhjkh[+# fh_Y_d]+# ]hekf# hWj[# WdZ.eh# Z_iYekdj# WdZ# Wbb# e# j^Wj# _dehcWj_ed# _i# mW_j_d]# eh# j^[# iYWdd[[#X[^_dZ# j^Wj#MN#YeZ[-#Uektbb#d[[Z# W#ibe]Wd#je#[dYekhW][#j^[#iYWdd[[#je#iYWd- GH!IX[TNZ_ S^Wj# a_dZ# e# ibe]Wdi# ]e# m_j^#W#MN#YeZ[<#Je#hkb[i#eh# h[]kbWj_edi#Wffbo#ej^[h#j^Wd# j^[# WlW_bWXb[# ifWY[# eh# j^[# b[jj[h_d]-# Dem# WXekj# W# d_Y[# i_cfb[#ibe]Wd#w#ed[#j^Wj#E#ki[# coi[b#WdZ#^[h[#_j#_i9#O?=J# sJtCK$# Lh[jjo# ckY^# iWoi# _j# Wbb# [if[Y_Wbbo# _# oek# ^Wl[# _Z[dj_!#[Z# oekhi[b# Wi# W# jhWl[b# W][dj# eh# h[fh[i[dj_d]# W# jhWl[b# W][dYo-# Po_d]#_d#j^[#mehZ#jhWl[b#^[bfi#j^[#f[hied# [o[XWbb_d]#oekh#MN#YeZ[#je#kdZ[hijWdZ#j^[# ibe]Wd-#H[jti#WZZ#m^[h[#m[#Wh[#]e_d]rb[jti# ik]][ij# EjWbo-# Uekh# OYWd# sJt# Ce# EjWbo# MN# YeZ[#c_]^j#beea#b_a[#j^[#ed[#ed#j^_i#fW][- Beh# ikh[# f[efb[# X[^_dZ# oek# m_bb# X[# Ykh_eki+#m^_ff_d]#ekj#j^[_h#icWhjf^ed[i#je# iYWd#oekh#XWYa#je#!#dZ#ekj#m^Wj#j^_i#OYWd#sJt# Ce#EjWbo#_i#Wbb#WXekj-#Uek#c_]^j#^Wl[#j^[c# bWdZ# ed# W# m[X# fW][# j^Wj# [Wjkh[i# Wdej^[h# ibe]Wd9#uMk_Ya+#=ia#IA#WXekj#EjWbo#JKS# WdZ#iWl[#ced[o$v#Jem#j^Wjti#ed[#mWo#je# f_jY^#WdZ#i[bb#ed#j^[#]e$#O[[#MN#YeZ[i#Wh[# ij_bb#ki[kb- D[h[ti#jme#MN#YeZ[#][d[hWjehi#je#jho9# ^jjf9..mmm-ghijk-Yec.#WdZ# ^jjf9..mmm-gh,YeZ[,][d[hWjeh-Yec.# Y?MS!B@L!LMU!BPD@RD!BMJMSPESJ 89!BMCDQ"!DKADC!HK@FDQ"!@LC!G@TD RGD!QB@LLDC!BMCD!JHLI!RGD!QB@LLDD! RM!WMSP!UDAQHRD#Z
  • 46.
  • 47. A HOME FOR THE HOME BASED AGENTS Big Bark has all your print-marketing needs covered! 201 – 3011 Underhill Ave. Burnaby, BC V5A 3C2 BonVoyage BonVoyage THE HUNTINGTON GROUPHUNTINGTONThe agents choice since 1973 Thank you for choosing to travel with MyEscapades.com.We take pride in providing one-of-a-kind travel experiencesin Africa, Asia, Europe and South America. The majority of ourclients require a trip customized to their likes, interests andbudget.Whether you wish to travel in the lap of luxury or chooseto indulge in an authentic adventure (we call it ‘roughing-it’) wewill create a trip to suit your preferred tastes. In other words,we will give you a travel experience that goes beyond yourexpectations. Rest assured, MyEscapades.com is your perfecttraveling companion. Before You Travel:• Ensure that you are carrying your up-to-date passports and have obtainedany required/necessary tourist visasfor entering the country(s) you arevisiting. • You trip involves cancellation penalties in the unforeseen eventthat you cancel/postpone your travelarrangements. Ensure that you areaware of these penalties. • Carry your Out-of-Country Hospital/Medical/Travel InsurancePolicy with you. • Be aware of luggage restrictions such as weight, size and type of suitcasesallowed on the international anddomestic flights on your itinerary.Excess baggage charges are steepand can cause great inconvenience• Ensure you have obtained recommended or requiredinoculations. Certain inoculations are mandatory for travel to endemicareas. Your travel agent will have provided full details. • Check out the availability of local ATMs in your destination and/orpurchase some local currency ortravellers cheques. • Give family/friends the contact information at hotels/lodges youwill be staying during your travel.Information on your accommodationsis provided within your documents.• We recommend that you put your newspaper subscription on hold forthe duration of your trip and haveyour mail collected by a neighbour orheld at your local post office.• It is always recommended that you secure your home with a securityalarm before you leave. 0 Ridgeway Dr., Suite 17, Mississauga, ON Canada L5L 5M5 8.887.9710 | info@myescapades.ca | www. myescapades.ca BonvoYage THE HUNTINGTON GROUPHUNTINGTONThe agents choice since 1973 BIGBARKGRAPHICS.com T: 905.857.6333 | TF: 1.866.607.1556 | sales@bigbarkgraphics.com THE TRAVEL AND TOURISM PRINTER FOR OVER 30 YEARS TOP 6 WAYS WE ARE DEDICATED TO THE HBA: 1. Easy to use, do-it-yourself, 24/7 online print-ordering store. 2. No design/setup fees – choose from our selection of pre-designed templates or Design Your Own. 3. Full use of our image gallery at no extra charge. 4. Travel related marketing products such as calendars and magnets plus all your standard business products – business cards, envelopes, letterhead, flyers, and more. 5. Wide selection of ticket packaging options for groups, weddings, and niches. 6. All products available in small quantities (some as low as 25).