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Travel Advisor Business Coaching

Admin
Client Communications
Compliance
Organization
Training and Development
Created by Stacia L
5.0

About

Whether you are building a new travel advisory business or reassessing an established one, running a successful agency involves much more than learning how to book travel. This personalized coaching provides practical guidance for developing, strengthening, or rebuilding the operational foundation of your business.

Sessions are tailored to your experience, business model, host agency requirements, current systems, and immediate priorities. Rather than following a generic curriculum, we will identify where you need support and focus each session on the decisions and processes that will help you move forward.

Topics may include:
Defining or refining your services, ideal clients, and business direction
Establishing planning fees and service boundaries
Developing your consultation and client onboarding process
Organizing client files, inquiries, and active trips
Selecting and using business systems
Creating repeatable processes for planning and booking travel
Improving client communication and expectations
Understanding supplier, host agency, and commission processes
Identifying operational gaps and prioritizing next steps
Building practical workflows that can grow with your business

My coaching approach is collaborative, practical, and grounded in the day-to-day realities of owning and operating a travel agency. I draw on more than 20 years of business operations and process-improvement experience, an MBA, and my current experience operating an independent travel agency.

This is a coaching service. You will remain responsible for all business decisions and completing the work discussed during our sessions.

Not included:
Legal, tax, or accounting document preparation
Creation of contracts or terms and conditions
Done-for-you system setup or administrative work
Custom writing, templates, workflows, or SOP development
Work performed outside scheduled sessions unless discussed and approved separately

If you are unsure where to begin, your first session can be used to evaluate your current business operations and establish a prioritized action plan.

Pricing

$50

per hour
 
Basic
Standard
Premium
60-minute one-on-one coaching session
Personalized session based on your business needs and priorities
Review of current business setup, systems, or processes
Guidance on client communication and service boundaries
Support with fees, consultations, onboarding, and client workflows
Guidance on supplier, host agency, and commission processes
Identification of potential operational or compliance gaps
Prioritized next steps and live Q&A
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While this package provides guidance to the user and CoPilot on how to work together, users will retain full control and responsibility over how the work is executed by their CoPilot. Lucia does not actively monitor or regulate the work involved in each package and will not be held liable for any final outcomes or results achieved through a package.

Looking for a more custom solution?

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