One focused day to stop winging it and finally run your agency like a business.

Back Office in a Day™ Workshop

This workshop isn’t about learning yet another tech platform. Join the only workshop that gets your back office foundations in place.

You can’t earn like a five-star advisor with a one-star back office.

THURSDAY, SEPTEMBER 18, 2025 at 11AM ET / 10AM CT / 9AM MT / 8AM PT

- Replay Available Only if Registered -

DO YOU KNOW WHAT YOUR BACK OFFICE IS COSTING YOU?

It’s not just “admin” or “paperwork.” Your Back Office is the engine that keeps your business running smoothly and sustainably. When it’s a mess, you pay the price: in time, money, energy, and client trust.

● Spending hours on proposals and communication that systems could handle. ●

● Losing money on tech tools you don’t use. ●

● Draining mental energy remembering all the details of your clients’ trips. ●

● Missing the chance to grow your commission split or your client list. ●

● Risking your credibility when your systems aren’t as professional as your promises. ●

THE LONGER YOU IGNORE IT, THE MORE EXPENSIVE IT GETS.

This is for you if you’re:

● Early in your career and still piecemealing things together.

● Busy enough to need systems, but feel too busy to put them in place.

● Ready to run your travel agency like a business.

This is not for you if you’re:

● Looking to learn how to use a specific platform like TravelJoy or Travefy (that’s not what this is).

● Looking for a magic fix instead of an effective foundation.

● See your job as a side hustle or hobby.

THE BACK OFFICE ISN’T WHAT YOU SAY TO CLIENTS.

IT’S HOW YOU DELIVER ON THE PROMISES YOU’VE MADE THEM.

THE WORKSHOP AGENDA

Clarity & Control

We’ll untangle the chaos so you know exactly what’s happening behind the scenes in your business. You’ll:

● Map your client journey from first contact to return trips so you can stop reinventing the wheel and start building loyalty.

● Audit your current setup to keep what works, cut what doesn’t, and expose the gaps holding you back.

● Organize your client + trip tracking so you’re not juggling details in your head or hunting them down

● Get clear on roles to define what only YOU should do vs. what your systems can handle so you can stop drowning in busywork and free up your focus.

Systems & Sustainability

We’ll layer in the systems that keep your business running smoothly without you holding it together with willpower. You’ll:

● Spot repetitive tasks that drain your time and design workflows + automations to lighten the load.

● Put safeguards in place, from insurance to client agreements, so your business is not just functional but protected and professional.

● Shape client communication flow that keeps leads warm and clients supported without adding more to your plate.

● Outline a marketing rhythm that matches your strengths and connects to your systems so visibility doesn’t mean scrambling.

● Use a metrics dashboard to track what’s working, what’s not, and when it’s time to raise your split or go independent.

THIS IS A PACKED WORKSHOP.

We’re not here to skim the surface or drown in theory. This is a roll-up-your-sleeves day where we move fast, make decisions, and actually get things done.

This workshop is NOT for the faint of heart. You’ll want to show up ready to work, ready to focus, and walk away with a clear roadmap to set up your back office step by step.

The Best Part? You’ll unlock ready-made shortcuts and done-for-you resources that make building your back office faster, easier, and sustainable.

THE PAYOFF

● A client journey that builds loyalty instead of leakage.

● Communication flows that keep clients cared for without draining you.

● Systems that cut wasted time and eliminate scattered busywork.

● Safeguards that protect your income, your reputation, and your sanity.

● A marketing rhythm that attracts aligned clients without constant scrambling.

● A streamlined setup: with systems that work together (and no wasted money on tools you don’t use).

● A metrics dashboard that helps you make confident, strategic decisions.

● And most importantly: have the confidence to finally run your travel agency like a business.

THE DETAILS

WHEN
Thursday, September 18, 2025
11:00am - 5:30pm ET / 8:00am - 2:30pm PT

One hour at the end for questions.

WHERE
Live on Zoom: join from anywhere.

REPLAY
Can’t make it live? A replay will be available, but only if you’re registered.

(We’ll break for lunch + short breaks along the way.)

THE INVESTMENT

OPENS
SEPT.
8

EARLY BIRD - $197

Available September 8–10. Best rate for action-takers who don’t wait

OPENS
SEPT.
11

OPEN REGISTRATION - $247

Available Sept 11–17. Final chance before doors close.

You Get:

6 hours of focused, guided implementation with a travel advisor systems expert ($600 value)

Done-for-you resources & shortcuts to save weeks of work ($400 value)

Replay access + Back Office Blueprint ($150 value)

Total value: $1,100+

Your investment: just $197 Early Bird / $247 Regular.

- Registration Closes September 17, 2025 at 3PM ET. -
(I have to deliver all the goodies to our attendees, so no late registrations accepted.)

Frequently Asked Questions

  • Yes! A replay will be available to registered advisors.

  • There are two rates: Early Bird (Sept 8–10) and Regular Registration (Sept 11–17). Info is in the Pricing section above.

  • Registration goes live on September 8! Check your emails or the Back Office Facebook Group.

  • Nope. If you’ve been in business for years but your back office feels like patchwork, this workshop will help you rebuild with stronger systems.

  • Not at all. This workshop isn’t about learning TravelJoy, Tern, or Travefy (or any of the other specifics), it’s about the foundations that work no matter which tools you use.

  • I definitely recommend being there live for the full day. It’s a packed workshop, and you’ll get the most value when you can focus, interact, and keep up with the pace.

    But if you’re running late or need to miss part of it, no stress. The entire workshop will be recorded, and all registered advisors will get access to the replay. You’ll be able to rewatch, pause, and catch up when it works for you.

  • That’s expected! You’ll leave with a roadmap, resources, and the clarity to keep implementing at your own pace.

  • All registrations are nonrefundable. Because this is a live, high-impact workshop with immediate access to the replay, there isn’t a way to offer refunds.

    The good news? Even if something comes up and you can’t join live, you’ll still have access to the full replay - so you won’t miss out on the content or the clarity you need to set up your back office.

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