Newkirk Strategies

FIVE MINUTES
COULD CHANGE YOUR BUSINESS

This quick agency audit gives you real awareness of where the gaps are in your business. As you read each statement, choose the response that best reflects where you are today.

Before you choose an answer, consider these questions:

  • First, how do I feel about my business when reading this statement?
  • Then, can I confidently say I am crushing it?
  • Finally, if I am not crushing it, is my actual effort “-ish” or a big “nope!”?

Remember, whatever the real answer is, it’s ok. This is just for you.

GET STARTED

Agency Audit
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Enter Same Name Previously Used
I understand exactly how money flows through my business, including my commission structure and what I am owed versus what has been paid.
My business finances are completely separate from my personal finances.
I have a system or plan for managing cash flow through my slow season.
My pricing covers my time, my costs, and still leaves room to grow.
I have a documented process for handling new inquiries from first contact all the way through to booking
I use a CRM or client management tool and that is working well for me.
My client onboarding process is consistent and not different for each new client.
My processes, client details, and active bookings are documented and easy to find, not just stored in my head or on sticky notes.
My clients feel genuinely heard. I ask detailed questions and deliver exactly what they described, not my version of it.
My clients are never left wondering what happens next because I have a consistent touchpoint process.
My clients feel taken care of during travel and know exactly how to reach me if something goes wrong.
I have a defined niche and can clearly describe my ideal client in one sentence.
I share what I do publicly so that when someone needs a travel agent, my name comes to mind.
I am comfortable asking for the sale. I don’t just answer questions and hope they book with me.
I show up consistently on social media with posts, reels, and stories that keep me visible to potential clients.

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