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“Building a Succession Plan”

September 27 @ 12:00 pm EDT - 1:00 pm EDT

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Presented by: Anne Smith, CTIE

Owner, Travel and Events Extraordinaire


What happens to your business, your clients, your pipeline quotes?
How will your agency finalize trips for your clients who have paid thousands to plan their vacation with you?

Who do you have ready to step in and take over and know exactly where you left off? Would they know where to begin?
Locate an emergency travel advisor back up person.

Do you think it is your spouse/significant other who does not know anything about what you do? A close friend? Your adult children?
Oftentimes, it is not.

What systems do you have in place for that person to make a smooth transition? Can they access to online booking engines, passwords, mail and bank accounts?
Can they process accounts payable/receivable? Are commissions auto-deposited or hard checks?

Does your agency have IC’s?
What administrative/accounting process do you have for paying out their commissions owed them and future commissions?

Is your office a wreck and disorganized, chaotic and overwhelming? Don’t leave a mess for your back up helper.
How does your helper gain access to your home? Keys? Alarm systems? Pets?

Join me for “Building a Succession Plan” where we will crack open this most vulnerable spot as a home-based agency. We will cover:

    • Office Organization
    • Filing/Labeling
    • Email processing
    • Excel Spreadsheet of Passwords and using Google Chrome
    • Main Computer Password Access
    • Vacation Check Lists
    • Directions/Instructions/How To’s
    • Emergency Bank Account Access
    • Home Access/Keys/PO Boxes
    • Letters to have in place to help clients transition from your agency to another agency
    • Connecting to a host or a trusted travel advisor within that host agency for emergency situations

When you fail to plan, you plan to fail – so plan to join me in “Building a Succession Plan!”


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This session qualifies for 2 CEUs.



September 27
12:00 pm EDT - 1:00 pm EDT
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