13. How To Set Healthy Boundaries With Your Travel Clients with Kaytee Fisher

One of our favorite sayings at Tique is, protect your peace. This goes hand-in-hand with one of our favorite topics - boundaries. The reality is, you can’t serve your travel clients properly if you're always playing defense and operating from a reactive state. Boundaries are SO important to instill from the very beginning if you want to be viewed (and treated) as a true professional.

In this episode, we’re talking with Kaytee Fisher, the marketing administrator for Tique HQ and owner of Origins Travel. Kaytee believes in simultaneously creating boundaries and elevating your business’s credibility. This is exactly what she’s done with her own business, and what we are empowering advisors to do. We hope that you’re able to walk away from this episode and set at least one new boundary in your business. Ultimately, you should feel in control of your process while creating ease for you and your travel clients!

Today, we will cover:

• (01:10) Boundary issues that Jen, Robin and Kaytee have all experienced with clients
• (12:50) How to handle a situation in which potential clients are reaching out and wanting ideas for their trip
• (17:25) How Kaytee’s intake/scheduling form is set up in Calendly
• (23:15) One of the best ways to get higher ticket clients
• (29.45) Kaytee’s process of implementing and using different types of scheduling calls in Calendly
• (36:45) Setting boundaries as both the client and advisor when traveling
• (38:40) Kaytee’s tips for handling in-travel communication with clients
• (52:59) How to use auto-responders in your business

The Legal Paige - travel industry agreement templates

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