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Mastermind with Adventure Travel Online Business Manager

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▶ Business Management for Adventure Travel

This time, we meet with a certified Online Business Manager (OBM), Katie Broadhurst, who helps adventure travel business get organized and scale. 


ADVENTURE TRAVEL MANAGEMENT
with Peak Flow OBM

 

Industry Standards, Risk Management & Tech Tools 

As a business owner, you’re feeling stuck performing every single task for your business. You’d love to streamline your day-to-day operations and even hand off tasks so you can concentrate on growing the business BUT you’re the only one who knows how you want it done. You're the rock star employee when you should be the CEO. Let’s change that!

Learn to streamline and automate operations, so you can focus on what you love - your trips!

 

Online Business Manager (OBM) is a growing role in adventure travel industry. 
OBM brings solutions to the needs of a growing businesses preparing to scale. 
Learn the insider tips from a certified OBM with the focus on Adventure Travel, Katie Broadhurst 
#poweredbyYouLi
 

"We begin by identifying the root cause of issues and develop solutions that will create more efficiencies in your businesses. 
We build systems that will support your needs on a daily basis by either automating tasks or doing them for you. 
We document how they work, and then train someone to take over."

 - Katie Broadhurst

"Google Docs kill the joy of travel planning. YouLi has brought the joy of travel planning back into my life."
- Sophia Boyer, Melanated Travel

 

 

WHY: 

  • 🎯 Learn to STREAMLINE your business operations (spreadsheets kill the joy of trip planning)
  • 🎯 Apply simple tools to manage risks and AUTOMATE repetitive tasks (including interactive tasks and digital waiver systems). 
  • 🎯 Find out the best way to COLLABORATE with your ground partners, local operators and DMCs. 
  • 🌄 NETWORK and meet potential partners, who can help your business grow

 

WHO:  

Group Tour Operators and Travel Experience Designers   
Adventure Trip Leaders & Business Owners
Travel Agents with the focus on family and team trips
Personal, Business, Sport & Team Building Coaches preparing to scale group trips

 

Discussion Highlights

1. How to showcase WAIVERS throughout the signup process:

  • In T&C
  • On the booking page
  • On the invoice
  • On the payment page
  • On the receipt

2. The TASKS workflow

Waiver (upload signed pdf OR use smart software like smartwaiver/waiversign)

  • Covid Declaration
  • Cancellation Policy
  • Registration form
  • Medical Form
  • Submit travel details
  • Submit travel insurance
  • Upload covid vaccination cert
  • Other? What tasks could you add that are FUN for you travellers? Keep the stoke high!

3. Info collection TIMELINES

At time of booking/deposit paid;

  • Waiver (upload signed pdf OR use smart software like smartwaiver/waiversign)
  • Covid Declaration
  • Cancellation Policy
  • Registration form
  • **Medical Form
  • ** create rooming lists - share with partner

90/60 days prior

  • ** create rooming lists - share with partner
  • Submit travel details 
  • Submit travel insurance
  • Upload covid vaccination cert
  • Balance auto charges (create a process for following up with expired cards/bounced payments)
  • Pay suppliers
  • Send Pax info to suppliers

30 days/2 weeks prior

  • Email reminders for packing, confirming arrival details/pick up, first night e/introduce the local guide etc.

4. How to take the info from YouLi trips and SHARE it with your guides or local tour operators.

  • Add the local DMC as a co-planner!
  • Demo exporting the CSV file and uploading it to google drive (if you do not want to use the co-planner function)
  • YouLi + Zapier


References:  

Smart Waiver - customizable digital waiver forms
YouLi Custom Forms - customizable forms you can create and assign to TASKS on YouLi platform
YouLi + Peak Flow Partnership - learn more about YouLi group travel platform and start a free account

Katie Broadhurst - Online Business Manager, Adventure Travel

I have over a decade of leading in operations for local and international small to medium-sized companies. By providing awesome customer service and being committed to creating solutions, I am able to ensure people are happy.

I am an organizational machine, thriving on managing a lot of tasks at once and can prioritize effectively. Being proactive at identifying the root cause of issues and developing solutions is how I am wired. I want the best (sometimes not the easiest) solutions and maintain an unwavering commitment to do what is right.

Being highly flexible and adaptable are key elements to my life and my work. My passion for active adventure travel is paralleled by my passion for getting outside and living it!

Learn more about my Online Business Management Services via https://bit.ly/3cdfYQw

 

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Geoff Craig - Partnerships & Customer Success

"2020 has been an absolute nightmare for us in travel. However, as green shoots of travel start re-emerging, it’s exciting to see how YouLi is already helping our clients prepare for the post-COVID-19 travel boom. We know it’s been difficult - let’s talk if you’re trying to figure out how to operate in this new normal."

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Replay

Discussion Highlights

1. How to showcase WAIVERS throughout the signup process:

  • In T&C
  • On the booking page
  • On the invoice
  • On the payment page
  • On the receipt

2. The TASKS workflow

Waiver (upload signed pdf OR use smart software like smartwaiver/waiversign)

  • Covid Declaration
  • Cancellation Policy
  • Registration form
  • Medical Form
  • Submit travel details
  • Submit travel insurance
  • Upload covid vaccination cert
  • Other? What tasks could you add that are FUN for you travellers? Keep the stoke high!

3. Info collection TIMELINES

At time of booking/deposit paid;

  • Waiver (upload signed pdf OR use smart software like smartwaiver/waiversign)
  • Covid Declaration
  • Cancellation Policy
  • Registration form
  • **Medical Form
  • ** create rooming lists - share with partner

90/60 days prior

  • ** create rooming lists - share with partner
  • Submit travel details 
  • Submit travel insurance
  • Upload covid vaccination cert
  • Balance auto charges (create a process for following up with expired cards/bounced payments)
  • Pay suppliers
  • Send Pax info to suppliers

30 days/2 weeks prior

  • Email reminders for packing, confirming arrival details/pick up, first night e/introduce the local guide etc.

4. How to take the info from YouLi trips and SHARE it with your guides or local tour operators.

  • Add the local DMC as a co-planner!
  • Demo exporting the CSV file and uploading it to google drive (if you do not want to use the co-planner function)
  • YouLi + Zapier


References:  

Smart Waiver - customizable digital waiver forms
YouLi Custom Forms - customizable forms you can create and assign to TASKS on YouLi platform
YouLi + Peak Flow Partnership - learn more about YouLi group travel platform and start a free account


Full Replay 👇

 

 

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