Your 2018 Travel Agency Checklist

By Maggie Fischer
September 27, 2017

Are we REALLY talking about 2018 ALREADY?

You'd better believe it! It's time to start assessing your plans for 2018. Let's start with a checklist to help you structure your thoughts...


  • Am I using the right tools to help me grow awareness around my travel business and the kinds of products and services I provide?
  • How's my agency's social media presence? Am I set up to allow my best customers to help spread the word about me? Am I prepared to handle reviews and comments?
  • How organized is my customer data? Is it time for an email marketing tool, or even another look at some of the CRM tools out there to help me automate my communications?
  • Am I leveraging my local network via events, public relations and/or local sponsorships?


Suppliers & Commissions

  • Am I actively managing my commission levels with my suppliers? Are they aware of my growth and the increased value I provide?
  • Am I regularly reaching out to my local BDM to ensure I have lots of digital and print assets to help me sell their products?
  • Do I know what the sales thresholds are to move me to the next commission levels?
  • Am I balancing my supplier portfolio with both large operators as well as small, in-country niche providers?


Compliance & Legal

  • Are my state-mandated bonds, certificates and licensure up to date? What if they aren't?
  • Do I have the right insurance coverage should I need it? Errors and Omissions?
  • Am I up to speed on the laws governing the way I advertise?
  • Have I incorporated my business the right way? Do I have the right kind of company structure?
  • Am I properly managing and reporting my income for tax purposes?


If any of these items are keeping you awake at night - THIS IS WHY WE ARE HERE! Please, reach out to me and the entire CCRA Membership Services team so we can help guide you to the right solutions for your travel business. Maybe we have the right product for you, or maybe we have to send you to a partner - but rest assured, we will get you on the right path to a fun, profitable and anxiety-free 2018!

Get Started Now - Join the most powerful network of travel pros and industry suppliers today


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