Stop Planning Trips for People Who Haven’t Paid You
Stop Planning Trips for People Who Haven’t Paid You Your sales call is not a planning call. In this episode of Sacred Cow Tuesday, Courtnie breaks down why travel advisors should stop using inquiry forms and consultation calls to plan trips for potential clients. The initial call should determine whether there is a mutual fit—not provide free destination advice, hotel recommendations, dates, or itinerary strategy. In this episode: The difference between a sales call and a planning call What to cover during a 20-minute consultation Why client-level access should begin after the contract is signed and the fee is paid How giving away expertise weakens your sales process Are you qualifying potential clients—or planning trips for strangers? Protect your time, protect your expertise, and require commitment before beginning the planning process.