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Margin, marketing, and operations

Practical notes on running a travel agency — commissions, leads, advisor sites, and the unglamorous operations underneath them.

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Agency Operations

The onboarding checklist that gets a new IC booking in a week

Most advisor onboarding stretches into a month, and not because the work is heavy — because the steps wait on each other. Here's how to compress it.

5 min read · The TravelIQ team

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Agency Operations

How to run a monthly close in an afternoon

The close that takes a weekend is reconstructing history. The close that takes an afternoon is confirming it. The difference is what you recorded during the month.

4 min read · The TravelIQ team

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