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Holiday Season: A Time to Get Organized

December 21, 2015 By: Berkshire Hathaway Travel Protection

The holiday season is an opportunity for you to get more organized as your busy year comes to a close and your clients set off on their last great adventures of 2015. Now’s the time to recap the year and clean up and cross things off your business to-do list. For agents spending the season at their desks, the quiet of the holidays is the ideal opportunity to get organized.

Selling usually trumps planning when you’re running a business, but without an organized system to help you throughout the year, you’re probably selling less than you could.


Time for Technology
Your Customer Relationship Management system (CRM) is only as good as what you put in it. A CRM is designed to organize your marketing, sales, and customer service based on customer data. The more detailed information you put into it, and the harder you work at keeping it up-to-date, the better it will serve you. Of course, data gathering and input takes time. Ideally, you’re capturing your client information during the sales process and inputting it at the same time. If you’re not, that should be your New Year’s Resolution No. 1. In the meantime, you have to deal with what’s on hand. If you have a paper trail but nothing in the computer, now’s the time to input. If you have all the data loaded but haven’t done anything with it, now’s your opportunity to analyze that data, and determine how you can use it to market and sell in 2016. At the same time, make a smarter customer list by cleaning out old leads in your CRM. While you’re focused on your purchased software, turn on that project-management program you bought but didn't have time to set up to better serve your entire office. And after you’ve turned it on, learn how to use it.


Delete the Digital Clutter
Your inbox should not be filled with thousands of emails. Everyone gets hundreds of emails each day, and you’ve probably forgotten to delete most of the spam and junk. No problem; read through your old emails and start deleting the useless. Create new email folders and organize what you’re keeping so that when you need to find a certain email, you know where it is.


Social-Media Scheduling
Posting on social media is time-consuming, so create a batch of Facebook posts now and schedule them to publish on your page at a later date. Simply create a post at the top of your page's timeline. Click the Publish prompt and select Schedule. Pick the date and time you want to publish the post and hit Schedule. (Note: You cannot schedule posts from a personal timeline.)


Review Vendors

The holiday season is also a good time to review the quality of the vendors you’ve worked with throughout 2015 and determine who you’d like to work with in 2016. If your email-marketing system is not working for you, research a new company. It may also be time to change your preferred travel-insurance partner to make sure your clients are receiving the protection they need when they travel, and the quoting-and-selling process is easy for you.


Get Educated
Learning is a continuous process in every business, so dedicate some time this week and next to take online educational courses that will enhance your knowledge of travel products that can boost your business. Read through back issues of travel magazines and clip important articles. Go through the supplier emails you've saved, and read through online news sources that can tell you more about the industry as you look towards 2016.

This article is brought to you by Berkshire Hathaway Travel Protection, and was produced in partnership with Travel Agent Central’s sales team. Travel Agent Central’s editorial team played no part in developing the article.

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Berkshire Hathaway Travel Protection
Revolutionary travel insurance for the world's best travel agents.

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Sponsored by Berkshire Hathaway Travel Protection | December 20, 2015
Now is the time to recap 2015 and clean up and cross things off your business to-do list during the holiday downtime. For agents spending the season at their desks, the quiet of the holidays is the ideal opportunity to get organized. Here are some tips and tricks to optimize your organization and help your business thrive.