Ep 226 Travel Advisor Wave Season Checklist - Your Complete Guide to Your New Year of Business Artwork

Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners

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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners

Ep 226 Travel Advisor Wave Season Checklist - Your Complete Guide to Your New Year of Business

October 31, 2025 • Rita M. Perez • Episode 226

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Wave season is right around the corner, friends, and I'm walking you through my complete checklist to get your travel business ready for Q1 and Q2.

We're covering five essential areas, from reviewing your 2025 finances and updating your legal docs to scheduling your marketing efforts and creating a strategic sales calendar.

I'm sharing practical tips on everything from auditing your CRM to planning networking events, plus how to leverage your supplier relationships to crush your 2026 goals.

If you're a newbie or just want to make sure you're not missing anything crucial, grab the free downloadable checklist I mention because we're covering a lot of ground.

Let's get your business prepped so future you can thank past you when wave season hits!

Wave Season Checklist: https://programs.steeryourmarketing.com/products/offers/view/1160873

Prep for Wave Week: https://prepforwaveweek.com/register

Lead Magnet Workshop: https://programs.steeryourmarketing.com/products/courses/view/1189129

Questions this episode answers:

What is wave season for travel advisors?
How do I prepare my travel business for wave season?
How do I set financial goals for my travel business?
What should I include in a travel business sales calendar?
How do I upsell travel insurance and excursions to clients?
When should I host webinars or cruise nights for my travel business?
How do I work with supplier BDMs to increase sales?
What are the best fam trips for travel agents to attend?
How do I track expenses for my travel business?
What SOPs should travel advisors document?
How do I plan my travel business capacity for the new year?

Enjoy (and take action)!

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