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7. How To Detect Client Red Flags & How To Navigate Them

Creating dream trips around the world sounds like a dream job, right? Well, it truly is as long as you also are working with dream clients! Paying attention to red flags is SO important because more than likely that client is not an ideal fit for your business. Also, remember that it is a mutual relationship and the client can also see those red flags. Evaluating your business model and workflows are key to making sure a potential client is the right fit.

 

We also recognize that everyone has a different idea of a target audience, so please note that these are OUR red flags and they may or may not be concerns for your own. However, we discuss behavioral patterns that allow you to see if the client/advisor relationship may not be mutually beneficial.

 

Tune in now as we discuss the unfortunate situation of working with someone who doesn't jive with your business model!

 

DEFINING YOUR DREAM CLIENT GUIDE

 

Today, we will cover:

  • (01:16) The benefits of having an intake process for potential clients
  • (02:53) Having a fee structure and allowing people to see the value that you provide. Also, check out Episode 2 for more input on this topic!
  • (08:30) Doing a reset! Are there any red flags within your business model?
  • (09:52) How taking a vacation can actually benefit your business workflows
  • (12:10) Why you need to reevaluate your client testimonial form
  • (13:00) The #1 business process that makes Jen’s skin crawl AND why we don’t do it!
  • (21:18) Time blocking and allowing yourself to get in your zone of genius
  • (23:20) The two most valuable resources as a travel advisor
  • (28:32) One of the most important client experience documents to infuse into your workflow
  • (33:52) One of the BIGGEST red flags you can come across as a trip advisor
  • (37:51) Improve your business and change your outlook on the people you're working with.

 

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