Staying Organized While Selling and Planning Group Travel

Monday, July 22, 2024 at 6:00 PM UTC30 minutes
What we’ll cover
Join us for a session on best practices for staying organized while selling and planning group travel. Enhance your organizational skills and streamline the work needed for your group travel clients with this insightful session.

What You'll Learn:
  • The Group Travel Life Cycle: Learn about the 6 stages of the Group Travel Life Cycle to make group travel manageable with an easy, repeatable process.
  • Best Practices for Organization: Discover Annette’s top strategies for staying organized in the dynamic world of group trave
  • Streamlining Processes: Gain insights into techniques for simplifying the work needed for your group travel clients, making your workflow more efficient and productive.
Don't miss this opportunity to enhance your organizational skills and make group travel a more profitable and manageable part of your business.
Your host
Annette E
5.0(3 reviews)
$50/hour
Travefy
Excel
Itinerary Building
Admin
Destination Research
Cruises
Group Travel
+5 skills
* Strengths - Communications; customer service; detail oriented; executive, career and business coaching; MS Office - Word, Excel, PowerPoint; general technology
* Passions - Travel...visited all 7 continents, 34 countries and 42 states; poker; cooking; exercise
* Corporate Career - 30 years starting as a software programmer and ending as a Sr VP of Engineering for voice communication products
* Post Corporate Career - As CEO (Chief Excitement Officer!), established and managed an Event Planning business specializing in: weddings (local & destination), bar/bat mitzvahs, milestone events and silent auctions. As a differentiator to give one stop shopping for Event clients, became a Travel Agent for Expedia CruiseShipCenters (ECSC) booking land & cruise travel for event & ECSC clients, families and corporate groups.
* Lucia
- Ongoing project creating 30+ spreadsheets capturing hotel partner programs, GDS info & associated hotels for a large travel agency with over 800 travel advisors and is a Virtuoso member.
- Ongoing support assisting a travel advisor to print & ship client travel documents & SWAG for FIT & Group clients; FIT client travel research and bookings; supported planning for multiple social groups for 20+ travelers for Australia and Greece trips including group spreadsheets, activity reservations, vendor payments using authorizations in 17Hats, internal booking system updates, Travefy itinerary updates; email management; creating Standard Operating Procedures and strategic planning to optimize operational efficiencies.
- Ongoing business consulting & coaching support to a Virtuoso Agency owner to provide strategic growth planning, analyze & document efficiencies to be implemented for traveler pre-departure communications and planning support for future group travel clients.
- Completed a 6 month project for Group Travel consulting support for a Virtuoso Agency owner that included: developing a client proposal and models for determining Agency fees; overall project management for a Corporate Group of 38 traveling to Tahiti working directly with the client group lead, individual travelers & DMC's; leveraged my group templates to manage all aspects of Group Travel including: traveler profiles, rooming list, flights, individual and group activities, financials; TravelJoy email group communications; Axus itineraries.
- Completed Group Travel consulting support for a Virtuoso Agency owner that included developing a client proposal and models for determining Agency fees.
- Completed a 4 month project providing a Quality Assurance review of a worldwide Supplier Database for a travel itinerary app
* College Degree - BA in Mathematics/Computer Science