As a travel agent, you’re always on the go, juggling a multitude of tasks and responsibilities. It’s important to have a system in place that ensures your business can continue running smoothly, even if something unexpected occurs. That’s where a back-up buddy comes in.
A back-up buddy is someone who can step in and take over your responsibilities in the event that you’re unable to work. This can be due to illness, injury, or even something as simple as a family emergency. By having a designated back-up buddy, you can ensure that your clients will continue to receive the same level of service and care that they’ve come to expect from your business.
Not only does a back-up buddy provide peace of mind, but it can also help your business thrive. By having someone who can step in and take over your responsibilities, you’ll be able to take the time you need to recover or deal with personal matters without having to worry about your business suffering as a result.
When selecting a back-up buddy, it’s important to choose someone you trust implicitly. This should be someone who is familiar with your business, your clients, and your processes. Ideally, they should have some experience in the travel industry, so they’ll be able to hit the ground running.
Here are 10 Steps in Choosing a Back-Up Buddy:
- Identify someone you trust: This should be someone who you trust implicitly, and who is familiar with your business and processes.
- Check for availability: Make sure your back-up buddy has the time and availability to step in and take over your responsibilities when needed.
- Consider industry experience: Ideally, your back-up buddy should have some experience in the travel industry, so they’ll be able to hit the ground running.
- Assess their skills: Look for someone with skills that complement your own, so they can effectively take over your responsibilities.
- Communicate your expectations: Make sure your back-up buddy understands your expectations and is comfortable with the responsibilities they’ll be taking on.
- Establish a compensation plan: Agree on compensation with your back-up buddy in advance, so they know what they’ll be paid for their services.
- Train them: Make sure your back-up buddy is trained on your systems and processes, so they can step in seamlessly.
- Ensure they have access: Provide your back-up buddy with access to all relevant information, including client information, passwords, and procedures.
- Choose a backup for your back-up buddy: In case your back-up buddy is unavailable, have a second option in mind.
- Regularly touch base: Keep in touch with your back-up buddy regularly to ensure they’re up to date on any changes to your business or processes.
As a travel advisor, preparing your back-up buddy is crucial to ensuring your business continues to run smoothly even when you are unavailable. Here are 10 things you can do to prepare your back-up buddy:
- Provide them with a list of your clients and their contact information, including any special requests or preferences they may have.
- Give them access to your booking system, so they can view client itineraries, bookings, and any relevant notes.
- Provide them with any relevant passwords and login information for your email, booking systems, and other key platforms.
- Share your business procedures and policies with them, including any guidelines for handling client inquiries and bookings.
- Walk them through your typical day-to-day activities, so they can understand the flow of your business.
- Introduce them to key partners and suppliers, so they know who to contact in case of emergencies or other issues.
- Give them a rundown of your marketing strategies and how you generate leads for your business.
- Provide them with any training or resources they may need to fill in for you, such as product knowledge, sales techniques, or communication skills.
- Establish clear expectations for communication and updates, so you stay informed of any client inquiries or issues that arise.
- Set up a plan for compensation and payment, so your back-up buddy knows what they will be paid and how to submit their invoices.
Having someone you can trust to run your business in your absence is a BIG deal. A Back-Up Buddy can be part of your Accident Plan, but they can also be there to assist if you need to go out of town for a few days or just need an extra set of hands in your day-to-day operations. By having a back-up buddy, you can ensure that your clients will continue to receive the same level of service and care that they’ve come to expect from your business. This can help you maintain your reputation and keep your business running smoothly, even in the face of unexpected challenges. A Back-Up Buddy can be someone in the industry or someone you know you can rely on in a pinch. Of course, if they have industry knowledge or a general sense of how your business works, it would make things a bit easier!
Regardless of who you choose as your Back-Up Buddy, you should inform them about your Accident Plan and tell them where it will be in case of emergencies. Let them know that you’ll update it periodically if needed as well.