RESOURCES TO HELP POWER YOUR TRAVEL BUSINESS
Below are a number of the essential tools and resources that we use in our travel business. Making your life easier and with less decision fatigue is our goal. Inside our programs we also break down more specific tools FREE and PAID to help you grow faster as well.
Your Travel Business Essentials
There are tons of tools and resources that exist to make running your travel business so much easier! These tools have been highlighted to make your life easier. To help you systemise and automate tasks in your business so that you can provide the service your clients know and love and have come to expect from you.
Please note, some of these links are our affiliate links (they don't cost you anything), though all of the links are for products we use and love.
PRODUCTIVITY
All the tools you need to stay on track.
LastPass
LastPass is a premium password manager that stores encrypted passwords online. Eliminate your stress in remembering your passwords. This tool also helps you share your passwords with your team easily and safely.
TRY IT NOW *ESSENTIAL TOOL*
67 Step Booking Process
Your step-by-step guide for processing a travel booking. This guide gives you the complete process from the time you receive an enquiry to finalise the booking once the client returns home.
GRAB IT HERE (TAA MADE RESOURCE)
Loom
Loom is a user-friendly video messaging tool designed to simplify communication. It allows you to quickly record your screen, camera, or both, making it perfect for tutorials, walkthroughs, or personalised messages.
TRY IT NOW
Sintra
Sintra gives you a team of AI assistants that handle the repetitive stuff, drafting emails, managing socials, keeping on top of admin, without needing to hire for it. If you're running the show solo, this is what buys you back hours in the week.
TRY IT NOWSystems to Scale
This is 1 module extracted from our Travel Business Accelerator.
The most timely resource to get you thinking about and working ON your business. It also includes video and worksheet resources to help you RIGHT now get organised and help you process your bookings without the overwhelm or having to keep everything in your head or inbox.
NOW is the time set up and organise Systems for your travel business to avoid overwhelm, save time and money making sure that you are working on your business and not in it.
GRAB THIS HERE (TAA MADE RESOURCE)
Teamwork
Teamwork is a solid Project Management System for managing your projects, team and clients all from one organised place. It's a trusted tool for delivering client work on time.
(We've since moved our own booking journey over to Monday.com as we scaled, see below, but Teamwork is still a great starting point if you want something a little simpler.)
TRY IT NOW. (Once you have teamwork, grab the Systems short course above and we share how ours is set up for travel.)
Monday.com
This is where we've moved our own client booking journey and project management since outgrowing Teamwork as we scaled. Custom boards for every touchpoint, from first enquiry through to final payment, without needing three different tools to do it. If you're the type who colour-codes everything, you'll feel right at home.
TRY IT NOWCalendly
No more fifteen emails back and forth trying to find a time that works. Calendly lets clients and team members book straight into your calendar based on the availability you set, and it syncs both ways so you're never double booked. We use it for consult calls, coaching calls and 1:1 sessions.
TRY IT NOWOtter.ai
Make your life easier by automating your meeting notes with audio recording, transcribed text and highlight summary. (This is great for when you are on the go, an idea comes to mind, or you need to record a meeting with. a client. Best of all, the FREE account is all you may need!
TRY IT NOW & Download the APP
Google Drive
Safely store and share your files in the cloud. Get 15 GB of free storage with a Google account.
TRY IT NOW
Travefy
Travefy is an all-in-one platform for travel advisors to streamline operations and enhance client experiences, offering tools to create professional itineraries, manage proposals, and collaborate seamlessly. As a special perk for the Travel Agent Achievers community, use the discount code "TAA20" to save 20% off your first annual subscription or first 3 months at checkout.
TRY IT NOW
Airwallex
This is what we use for international payments in our own travel business. Multi-currency accounts, fast transfers and far lower fees than a regular bank when you're paying suppliers overseas. Worth a look if you're sending money offshore regularly.
TRY IT NOWSOCIAL MEDIA / GRAPHIC DESIGN
Streamline your Imagery, Social Media Efforts with these tools. Making life EASIER!
Canva
Canva is the tool we use to create all of our graphic designs. We use it to create all our social media posts, workbooks, itinerary, booking form - the list goes on. You can have your team in one account to work collaboratively on projects. It saves as a bucket load of cash and time and every day.
TRY IT NOW - OUR No.1 TOOL!
Metricool
Schedule and analyse all of your social media from one dashboard instead of jumping between five different apps. Plan your content calendar, post across platforms and actually see what's working, all in the one place.
TRY IT NOWManyChat
We've just started using this ourselves for automating replies and DMs on Instagram and Facebook. Someone comments on a post, ManyChat sends them straight to a DM with the next step, no manual chasing required. Handy if you're running any kind of comment-to-DM campaign.
TRY IT NOWSocial Media Calendar
Social Media Calendar has hundreds of ready made images that you can pre-purchase and upload to your canva account. Making the design process even easier. and helping you with content for AGES! Templates and mock ups include Instagram and Facebook posts, stories, Travel quotes and Travel questions. They are beautifully designed and save you so much time designing!
TRY IT NOW
The Blog Creative
This Etsy store has great budget friendly templates to help you create e-books, workbooks or designs to get your lead magnet up and done in no time! Again you purchase the template and upload it to canva to customise to your own branding.
CHECK IT OUT HERE
Facebook Creator Studio
Creator Studio lets creators and publishers manage posts, insights and messages from all of your Facebook Pages in one place.
TRY IT NOW
MARKETING
These are a few of our favourite tools to have a low cost CRM (Customer Relationship Marketing) database, tools to connect with clients and easy writing tips!
Bonjoro
Bonjoro is one of our favourite tools we use in our business to build a personal relationship with our clients. This is a marketing tool used to send personalized videos at key moments in your customer's journey.
TRY IT NOW
Vouch.for
Want to get video testimonials from clients? Use this simple to set up FREE tool to send the specific questions to your clients and get the responses back in video!
TRY IT NOW
ConvertKit
ConvertKit is an email service provider that is particularly for bloggers, podcasters and other businesses who are continually building their lists.
TRY IT NOW
MailerLite
MailerLite is an email marketing tool and website builder for businesses of all shapes and sizes. This helps you create advanced email marketing campaigns with features like automation, landing pages and surveys.
TRY IT NOW
WRITING
With apps like these, you reduce the stress of thinking about grammar or spelling mistakes and be a writing master in no time.
Hemingway Editor
Sometimes you just need to get words out on a page. This tool offers suggestions to make those long, overly complex sentences bold and clear.
TRY IT NOW
Grammarly
This tool improves your writing by checking documents for spelling and grammar errors, plus offering enhanced vocabulary suggestions and checking for plagiarism (in the paid version).
TRY IT NOW
Google Docs
Create, edit and collaborate with your team on documents using Google Docs, Track changes, restore past versions and discuss suggested edits all in real-time.
TRY IT NOW
Riverside
This is what we record and edit the Travel Agent Achievers Podcast on. Each person is recorded locally in their own browser, so a shaky internet connection on the guest's end doesn't wreck the audio, and the editing tools are built in. If you're thinking about starting a podcast or recording video content with guests, this is the one we'd point you to.
TRY IT NOWTHE FINE PRINT (WITH A BIT OF HEART)
Quick and honest note before you go: some of the links on this page are affiliate links. If you click through and sign up, we might earn a little something, at no extra cost to you. We only ever recommend tools we actually use in our own business, or would happily tell you about over a coffee. If it's on this page, it earned its spot, nobody paid us to fake a smile about it.
Now go forth, get organised, and give your future self a break.
