TIQUE Talks: The Business Podcast for Travel Advisors

• 174. What You Need In A Task Management System with Sarah Wills

  Download the FREE Tech Stack Checklist: tiquehq.com/tech-stack?utm_source=Podcast+Episode+154&utm_medium=Podcast+Episode+154&utm_campaign=Tech+Stack If choosing a task management system feels overwhelming, this episode is for you! Jennifer chats with system strategist Sarah Wills, founder of HeySwillsy and the expert behind Tique’s ClickUp Business Hub. Sarah explains what a task management system actually does for your business, how it differs from a CRM and email marketing platform, and why the right tool can completely transform the way you work. She shares the essential features to look for, and explains why some platforms fall short while others scale effortlessly with your business. You’ll also hear what finally pushed her toward ClickUp, how she helps travel advisors customize their systems, and the surprising ways data tracking can save you time, money, and stress. Whether you’re drowning in sticky notes, managing a growing team, or trying to keep client work from slipping through the cracks, this episode will help you understand the logic behind your systems so you can work smarter, not harder! Connect with Sarah Wills: heyswillsy.com instagram.com/heyswillsy Today we will cover: (01:30) Meet Sarah Wills; how she became a systems expert (03:45) What a task management system actually does (08:20) What to look for in a task management platform (10:25) Trello vs. Clickup (19:35) How Sarah uses Dubsado and ClickUp together (24:10) How advisors can see referrals, return clients, and true marketing ROI (29:15) How to reevaluate your process using time tracking (38:15) Team management inside ClickUp; onboarding team members or ICs (47:30) What not to use ClickUp for Check out the ClickUp Business Hub Template → tiquehq.com/shop/clickup-business-hub-template Listen to Episode 154: How To Organize And Store Industry Contacts with Kristen Heitman JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

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• 173. Hot Take: Should You Change Your CRM

  Today’s question is one that hits Tique’s inbox at least once a day: Should I change my CRM? Jennifer, Robin, and Ashlyn (Tique’s workflow guru and product manager) break down why the answer is usually not so fast. Before you chase the next shiny tech solution, hear why you should first fully use the features you already have, and how skipping that step can lead to unnecessary costs, messy migrations, and full-blown workflow chaos. Ashlyn walks through what a CRM should be doing for your business, how to evaluate whether it’s actually falling short, and why tightening your processes often solves the problem long before a system switch ever will. You’ll also get a rundown of the five travel-industry CRMs they recommend and how to assess which tool aligns with your business. If the lure of a new platform has been calling your name, this episode is your sign to pause, evaluate, and make moves with intention instead of impulse!  Workflow Implementation → tiquehq.com/workflow-implementation Connect with Ashlyn → [email protected] JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ

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• 172. Top Traits Of Successful Travel Advisors with Jenn Lee

  THE 2026 ROADMAP: MASTERING AI FOR GROWTH Tickets Now Available! → tiquehq.com/ai Everyone wants the secret sauce to becoming a successful travel advisor…so Robin and Jennifer brought on someone who actually knows. One of the most dynamic voices in the industry, Jenn Lee joins this episode to discuss the common traits that top advisors share. You’ll hear why mindset, confidence, leadership, and resilience matter just as much as destination expertise, and why thinking like a business owner isn’t optional if you want to grow. Jenn also gets into the systems high-performing advisors rely on (hi, CRMs!) and how the right processes can completely transform your workload and profitability. And yes, she goes there: what to do if you love travel but aren’t sure agency ownership is your forever lane. From alternate roles to niche paths, Jenn explains how you can still build a career in travel that aligns with your strengths and brings you joy. Listen now! About Jenn Lee: Jenn is a dynamic leader in the travel industry, serving as President and Chief Marketing Officer of both Travel Planners International (TPI) and its sister company, Vacation Planners. With over 30 years of experience building and managing sales teams for Fortune 500 companies including Marriott Vacation Club, Ryland Homes, and Premiere Farnell, Lee brings strategic vision and an entrepreneurial mindset to empowering independent travel advisors. Known for her "let's get it done" culture and passionate advocacy for the travel advisor community, Lee also serves on the board of the Family Travel Association. Based in Maitland, Florida, she is dedicated to elevating the travel planning experience and creating opportunities for travel professionals to thrive both personally and professionally. linkedin.com/in/jennleelovestravel Today we will cover: (02:10) Meet Jenn Lee: one of the most influential voices in the advisor community (07:40) Shifting your mindset from hobbyist to entrepreneur (16:15) The core traits of a successful advisor (32:30) How rediscovering your “why” can realign your entire business (35:35) Systems, CRMs & running a sellable business (42:15) Investing in help long before overwhelm hits (44:50) Signs agency ownership isn’t your lane & what paths exist beyond it (54:05) Leaving a business isn’t failure; Jennifer’s story of pivoting Get the FREE Business Launch Checklist! http://www.tiquehq.com/launch?utm_source=Podcast+Episode+40&utm_medium=Podcast+Shownotes&utm_campaign=Launch+Checklist JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

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• 171. Hot Take: Hotel Bookings

  Ready to keep clients coming back all year long? This Hot Take dives into one of the most overlooked revenue streams in the industry: hotel bookings. What starts as a story about a friend booking Gleneagles without looping in her travel advisor turns into a massive reminder that your clients do not automatically know to come to you for hotels. And that gap is costing advisors thousands of dollars a year with almost no lift required. From mentioning it on intake calls to promoting it consistently in newsletters and on social media, learn easy ways to bake hotel-only bookings into your process. Also learn how this service smooths out slow seasons, reduces burnout, diversifies your revenue, and strengthens client loyalty without adding hours to your workload. If you want more clients thinking of you for every trip, hit play and learn how to incorporate this profitable, low-lift revenue stream for 2026! JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ

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• 170. How To Reset After Setbacks In Life & Business with Rebecca Guthrie

  JOIN THE WAITLIST → tiquehq.com/ai TIQUE x Kha Ly: The AI Masterclass for Travel Advisors Rebecca Guthrie, a tech founder who has navigated some major life pivots, joins this episode to talk about the seasons of life that force you to slow down, reevaluate, and rebuild. She introduces the idea of “unreasonable seasons” and how they are often the catalyst for your next chapter rather than a sign you are falling behind. You will hear what it actually looks like to realign instead of “quit,” how to raise your worth line, how to stop comparison from draining your confidence, and why the relationships around you matter more than you think. Rebecca also breaks down the phases of her Build Anyways framework: moving from self awareness and stillness into redefining your values, setting boundaries, rebuilding momentum, and choosing a life that aligns with who you want to become. If you have been feeling stuck, burnt out, or at a crossroads in your life or business, this episode is your reminder that your hardest seasons often point you toward your next direction, and you do not have to stay in the breakdown to move into the rebuild. About Rebecca Guthrie: Rebecca Guthrie is a serial entrepreneur and former tech executive who has built multi-million-dollar companies in the real estate technology space. After overcoming life-changing setbacks, including a cancer diagnosis, she turned her experience into purpose by helping high achievers rebuild and realign after major turning points in their lives and careers. Drawing from her background in leadership, strategy, and resilience, Rebecca guides others in creating a new path forward with clarity, courage, and confidence. instagram.com/rebeguthrie Today we will cover: (00:40) Meet Rebecca Guthrie (01:40) What are “unreasonable seasons” (08:00) The Build Anyways framework (14:15) Understanding your worth line (23:00) Why you shape your own direction (28:00) How your hardest moments often hold the blueprint for helping others (34:30) Posting for 180 days straight; authenticity over aesthetics JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

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