For many in the travel agency business, be they owners, advisors, or agents, the practice of setting sales goals often boils down to choosing a number that seems personally satisfying.

This target is usually a slight increase from the previous year’s figures or a comfortably attainable figure that doesn’t demand much effort, minimizing the sense of failure if unmet.

These approaches are more emotionally than data-driven.

The Revelation workbook transforms goal setting by encouraging a broader perspective.

It assists in defining your niche and identifying your ideal client, necessitating detailed calculations for each preferred supplier.

Although initially overwhelming, this thorough approach yields precise results.

Moving beyond arbitrary sales predictions, the workbook also determines the necessary number of email subscribers for effective weekly marketing, which in turn helps generate an optimal number of leads, proposals, and quotes.

What sets the Revelation workbook apart is its consideration of your commission structure and personal sales closing rate, making it a uniquely tailored tool for goal setting.

As a travel agency, you benefit from having a niche for several reasons:

1. Expertise
Specializing in a specific area, like cruising, family, or adventure travel, allows you to offer in-depth knowledge and tailored services.

2. Differentiation
A niche helps you stand out in the competitive travel industry by offering unique experiences.

3. Targeted Marketing Focused marketing strategies are more effective and efficient when directed at your specific client base.

4. Customer Loyalty
Your specialized services attract and retain customers who seek specific travel experiences.

5. Stronger Supplier Relationships
Regular dealings with select suppliers can lead to better rates and exclusive deals.

6. Operational Efficiency
A niche streamlines your business operations, from staff training to product selection.

In short, a niche allows your travel agency to become an expert, differentiate itself, market effectively, build loyalty, establish strong partnerships, and operate more efficiently.

If you’d like to learn more about how to choose a niche, check out the Travel Marketing & Media ® Podcast, specifically episode two and episode 3.

For a brand new travel agent, setting sales forecasts without any prior sales can be challenging, but there are strategic ways to approach it.

One effective method is to consult with an established agent or advisor within the same niche who is already profitable.

Gaining insights from their experience can provide a realistic perspective on what to expect in terms of sales and client acquisition.

Alternatively, you can determine your desired revenue goal for the year and work backwards from there.

By understanding the average spend per client in your niche, you can calculate the number of clients needed to meet your revenue target.

This figure then becomes your first-year client acquisition goal.

As you progress, it’s important to remain flexible and adjust your goals up or down based on the realism of the targets and the learning curve associated with understanding your specific market and client base.

This approach allows you to set informed and adaptable goals, laying a solid foundation for your new venture in the travel industry.

It’s important to specialize, and here’s why: Attempting to sell everything to everyone often leads to failure.

Many new agents and advisors in the industry hesitate to focus on a niche, but they eventually recognize its necessity.

The reason is simple: Managing a vast array of suppliers becomes excessively complex. When you spread your attention too thinly, you lose your expertise. Moreover, representing suppliers with diverse target audiences forces you to market to a broad range of travelers, failing to truly connect with any specific group.

We totally feel you on this. Sandra created this program BECAUSE she has always struggled with math but needed to find a way to keep on top of her business finance, starting with sales goals and revenue prediction.

You do NOT need to be good at math or have a brain for numbers to use the Revelation workbook and benefit from it.

The Revelation workbook was created in Excel. You can save it to your computer, a hard drive, or upload it to Excel. 

If you do not have access to Microsoft Excel you can upload the workbook to Google Drive and use it in Google Spreadsheet. Unfortunately we are unable to provide tech support for this but you can find more guidance here.

You don’t need any tools other than access to Microsoft Excel, or Google Sheets (should you choose to convert the file).

You don’t even need a calculator! It’s all built in and works automatically.

You will need to know the commission rates of the suppliers you want to sell. If you don’t know them, reach out to your host agency or travel agency owner/manager.

You will also need to know your commission split with your agency.

If you have technical questions about the workbook we suggest watching Sandra’s video walk through. It’s very detailed. If your question is not answered, email us. 

If you love the numbers you see, stick with those. If not, you’ll need to tweak them until you get to the outcome you’re happy with.

Next you’ll need a blueprint or map on how to reach those numbers. Start by listening to our free podcast and keep an eye on your inbox. We have some short masterclasses/courses and coaching coming your way.

We are all in a hurry to make money. You aren’t alone there.

The Revelation workbook will give you IMMEDIATE visibility on your numbers. No wait time at all. But just remember – building a business won’t happen overnight. We can help you with the plan and checklist you need to get those leads coming in – you’re in the right place!

It will give you the visibility you need on your business numbers – namely, your sales goals and how much commission you will actually make. This number is calculated in the workbook using the following information:
1. The commission the supplier pays your agency

2. Any split you have with your host agency and/or agency owner

3. The total number of clients and email subscribers you will need to hit these goals.

This information is priceless!

The good news is that you can start fresh with the correct information you need. You will know what you want to sell, how many clients you will need to sell to, and how many email subscribers you will need in order to maximize your leads.

Setting targets is hard if you have no sales. There are two ways to do this:

1. Ask an experienced advisor in the same niche what a good first year goal would be. You can also ask your host agency.

2. Set your goal based on how much commission you need (money needed to run your business and pay for your life).

The Revelation workbook was created in Microsoft Excel however if you do not have access to it, you can download it and then upload the file into Google Drive which will convert it to Google Sheets. We are not able to provide technical support for Google Sheets as our business does not use it.