The Lounge by Travefy

Artificial intelligence is no longer “coming soon” for travel advisors—it’s already reshaping how business gets done. In this episode, we’re joined by Travefy CEO David Chait to unpack what AI truly means for advisors right now and where it’s headed next.This conversation is grounded in real advisor insights from Travefy’s recent collaboration with Travel Market Report’s first-ever Outlook on AI Trends in the Travel Industry. Using key findings from the report, we explore where advisors are seeing the biggest efficiency gains, how AI impacts personalization and privacy, why adoption is accelerating, and what advisors should focus on as this shift continues.If you want a clear, realistic look at how AI is shaping the future of the advisor business, this episode delivers.✨ Resources & Links:🔗 Travel Market Reports's Outlook on A.I.Trends in the Industry, 2025 🔗 Learn more about The Lounge podcast & listen to other episodes 🔗 Subscribe to Travefy's Newsletter 🔗 Start a Free Trial of Travefy 

After the booking is made, your sales process isn’t over, it’s entering the stage that matters most. In Episode 4 of The Lounge by Travefy’s Sales Workshop Series, we chat with Courtnie Nichols, CEO of Travel Bash and founder of The Biz Huddle, to explore how thoughtful post-booking care turns happy travelers into loyal, repeat clients.Courtnie shares simple ways to wow clients, how to personalize touch points, smart systems for gathering testimonials, and why referrals become effortless when you deliver an experience that feels unforgettable. As the finale of our four-part series, this episode brings the full sales journey together—from mindset to marketing to workflow to long-term loyalty.✨ What you’ll learn:Why most advisors stop selling too early and how to fix itEasy “surprise and delight” moments that cost little but mean a lotHow to personalize the client journey at every stageA simple system for collecting testimonials and reviewsNatural, non-awkward ways to encourage referralsThe one improvement you can make this week to boost retention🔗 Resources & Links:Learn more about The Lounge Podcast's Sales Workshop SeriesSubscribe to Travefy's NewsletterStart a Free Trial of TravefyVisit Courtnie's WebsiteLearn More About The Biz Huddle🎧 This is Episode 4—the finale of The Lounge by Travefy’s Sales Workshop Series. Catch up on Episodes 1–3 to complete the full sales journey!

Once the leads start rolling in—what happens next?In Episode 3 of The Lounge by Travefy’s Sales Workshop Series, we chat with Angela Hughes, CEO of Trips & Ships Luxury Travel and founder of Luxury Travel University, to unpack how to design a sales workflow that actually works.Angela shares how to qualify clients effectively, when to charge fees, how to balance automation with personal connection, and why consistency—not hustle—is the real key to conversions. From the first discovery call to post-trip follow-up, this episode walks you through a repeatable system that keeps your pipeline flowing and clients returning.✨ What you’ll learn:How to turn leads into real opportunities (not dead ends)The discovery-call questions that reveal your best clientsWhen, and how, to confidently introduce your service feeWhere to automate vs. when to stay humanThe “follow-up framework” that turns happy travelers into repeat clientsWhy consistency and accountability are your most powerful sales tools🔗 Resources & Links:Learn more about The Lounge Podcast's Sales Workshop SeriesSubscribe to Travefy's NewsletterStart a Free Trial of TravefyTrips & Ships Luxury Travel WebsiteFollow Angela on InstagramFind Angela on Linkedin🎧 This episode is part 3 of the 4-part Sales Workshop Series on The Lounge by Travefy. Catch up on Episodes 1 and 2 to complete your sales journey, from mindset to marketing to workflow. Learn more here!

Marketing doesn’t have to be loud, complicated, or icky. In this Sales Workshop Series episode, we chat with travel advisor and business strategist Roslyn Ranse from Travel Agent Achievers to unpack a simple, human-first system for getting more of the right clients. We cover why value beats “specials,” how to ask for referrals without feeling salesy, a one-hour-a-week marketing routine, and what to track over a 90-day test so momentum compounds. You’ll hear practical examples and a tiny homework assignment that moves the needle today.✨ What you’ll learn:How to sell value, not just dealsWhy you should segment your client lists & add personalizationA one-hour weekly plan to create, engage, and prep for the next weekHow to measure your marketing success in a 90-day period🎧 This episode is part 2 of our 4-part Sales Workshop series on The Lounge by Travefy. Learn more about Sales Workshop and listen to other episodes!🔗 Resources & Links:Learn more about The Lounge Podcast's Sales Workshop SeriesSubscribe to Travefy's NewsletterStart a Free Trial of TravefyRoslyn's Resources for Travefy Listeners!Listen to Roslyn's Podcast: Travel Agent Achievers Podcast👉 Subscribe to The Lounge by Travefy so you don’t miss the next two episodes in the Sales Workshop series, and share this kickoff with an advisor who needs a confidence boost today!

Welcome back to The Lounge Podcast by Travefy and the kickoff of Sales Workshop series, designed to strengthen every step of your travel sales process. In Episode 1, we sit down with Glenda Beagle from The Art of Selling Travel to start where great selling truly begins: mindset.Glenda unpacks why advisors fear “being salesy,” how to stay authentic, and practical ways to stop getting ghosted after proposals. You’ll learn when not to send a proposal, how to walk clients through it (live or via a quick video), and a simple one-liner for confidently charging fees. We also dig into the difference between objections vs. rejections, why silence helps you close, and a weekly habit to build momentum and celebrate wins.✨ What you’ll learn:A mindset reframe that makes selling feel ethical and funThe real reason for ghosting—and how to prevent itExactly how to present proposals so clients say yesA clear script to introduce your planning fee with confidenceHow to spot (and solve) hidden objectionsA quick ritual to track wins and keep motivation high🎧 This episode is part 1 of our 4-part Sales Workshop series on The Lounge by Travefy. Learn more about Sales Workshop and listen to other episodes!🔗 Resources & Links:Learn more about The Lounge Podcast's Sales Workshop SeriesSubscribe to Travefy's NewsletterStart a Free Trial of TravefyLearn More about Glenda Beagle:Visit Glenda's Website artofsellingtravel.comListen to Art of Selling Travel's PodcastListen on Apply PodcastsListen on SpotifyFollow Glenda on Social Media:YouTubeFacebook GroupFacebookInstagram👉 Subscribe to The Lounge by Travefy so you don’t miss Episode 2 in the Sales Workshop series, and share this kickoff with an advisor who needs a confidence boost today!

In this episode, we chat with Kate Thomas, Founder of Travel Pro Theory and Owner of North + Leisure. Kate shares her love for data and why knowing your business numbers is so important and how you can use to make important decisions about your business. Kate walks through how you can get started right away by setting up a simple spreadsheet and system to start tracking your business numbers, from what your clients are booking, how long they're traveling for, the commission you're receiving and more. Being able to view these numbers can help you make strategic marketing and sales decisions to help your business thrive and succeed.Show Notes:TravelProTheory.comVisit Travel Pro Theory on InstagramFreebie: Revenue ForecastStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on August 22, 2024

In this episode, we catch up with Dave Natale, AKA the River Cruise King, whose business has skyrocketed since his last appearance on The Lounge Podcast in 2021! He shares the secrets behind his thriving river cruise group business, from using Travefy’s itinerary builder to crafting personalized experiences with city guides, movie and music recommendations, and more. Dave also reveals his top marketing tips and how he keeps travelers coming back.Plus, hear all about River Cruise King Academy’s upcoming group cruise designed for travel advisors who want to grow their group cruise business!Show Notes:River Cruise King Academy: Join on the Cruise!Travefy’s Podcast Episode with Dave Natale in 2021: “Leveling Up Your Business by Charging Fees with The River Cruise King”Start a free trial of Travefy at https://info.travefy.com/get_startedRecorded on September 3, 2024

In this episode, we dive into the essential legal risks, fraud prevention strategies, and best practices every travel advisor needs to know. Sheila Folk, CEO and Founder of Travel Industry Solutions, shares her expert insights on how travel advisors can navigate complex legal landscapes, protect themselves from fraud, and maintain financial stability. Learn why regularly updating contracts and privacy policies is crucial, how to implement effective identity verification tools, and the importance of charging fees for your services.Show Notes:For more information on Travel Industry Solutions, visit https://travelindustrysolutions.com/Follow TIS on all the socials. Facebook | LinkedIn | Instagram | YouTubeStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on June 20, 2024 

Tim Hines, a global keynote speaker and marketing expert in the travel industry, shares his insights on mastering marketing and adopting an entrepreneurial mindset. He emphasizes the significance of consistency, leveraging AI tools, and understanding customer needs to drive business growth. Tim discusses the power of resourcefulness for small business owners and the importance of simplifying marketing efforts. He also shares travel tales and the emotional impact of storytelling, encouraging advisors to explore overlooked destinations and share their experiences.

In this episode, Luxury Travel Advisor, Becky Lukovic joins us to explore the rising trends of women traveling together and the unique dynamics of women-led travel groups. Becky shares her insights on how women are shaping the travel industry, from popular destinations to preferred travel styles.We also dive into strategies for women who own travel businesses to build a strong sense of community and ensure their business thrives. Tune in for an empowering discussion on women in travel!Show Notes:Visit Becky’s Agency Site: Bella TravelFind Becky on Instagram, Facebook, & LinkedinStart a free trial of Travefy at https://info.travefy.com/get_startedRecorded on June 4, 2024