Closing a lead? Payment Practices? Trust?

Closing a lead? Payment Practices? Trust?

From Travel Agent Chatter | Friday 15 by Host Agency Reviews

April 10, 2026 · 18 min · Season 2 · Episode 250

About this episode

This episode features Betsy from Uniglobe Travel Center discussing sales strategies and payment practices for new travel agents.

This week’s Friday 15, we're welcoming Betsy from Uniglobe Travel Center! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us! I just started as a travel agent this past September. And I do have quite a few sales, more than I expected. However, There’s been a few instances lately, where people have reached out to me and seemed eager to work together, and I’ll respond back to them to try and set up a quick phone call or video chat to get a vision for their trip, and before I can even really provide them with a proposal, they’ve kind of moved on. Do you think there’s something else I can try and to do to progress the conversation and get closer to a sale? Am I missing something? - Travel Dad Matt Hello! I'm trying to figure out best practices for situations where the client does not pay for everything outright.How would you recommend handling payments done in installments (either paying a deposit and balance due, or using a tool that breaks up the payments even further)? Do you send the client a credit card authorization each time there is a payment? Should you send regular balance statements or simply forward the conformation/invoices from…

People in this episode

Host: Host Agency Reviews

Guest: Betsy

Topics covered

  • sales techniques
  • payment practices
  • client communication
  • travel industry
  • business foundations

Keywords

  • travel agent
  • sales
  • payment methods
  • client engagement
  • business training

Mentioned in this episode

Organizations: Uniglobe Travel Center

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