One of the challenges of running a busy travel agency business is everything that comes after the booking. Lots of clients means lots of final payment deadlines and booking reminders to keep up with.
Over the years of running Roux Luxury Travel, I've tried numerous systems to try to keep myself organized. And I think I finally found something simple that works well for me -and I wanted to share it, in case you're having the same issue.
Here's a quick video of how it works:
And here's the checklist. As I explain in the video, you'll need to create a free Process Street account to use the checklist. Hope you find it helpful!