Episode 143: How to set minimum spend parameters that are right for our business and our clients

Client Experience

Nov 1

About the Guest:

Ashley Theis is the owner of The Constant Wayfarer, a travel agency specializing in luxury travel experiences. With over seven years of experience in the industry, Ashley is known for her expertise in planning high-end trips and providing exceptional service to her clients.

Summary:

Join Whitney and Ashley as they delve into the importance of setting boundaries with clients through minimum spend requirements, the challenges of working within different budgets, and the need for self-reflection to find the right opportunities. Learn how to communicate with clients in a way that honors your business and their experience. Additionally, they talk about the benefits of working with in-country partners, the power of trust in the advisor-client relationship, and the value of analyzing past trips to improve future planning.

Key Takeaways:

Learn to set minimum spend requirements that attracts clients who are a good fit for your services
Gt tips on how to communicate minimum spend requirements upfront, both on your website and during client consultations and why this will improve client experience
Learn how to regularly reevaluate and adjusting minimum spend requirements based on industry trends

Related Episodes:

🎧 Episode 40 How to grow your business and find your ideal client within your local community

🎧 Episode 46 How to have tough conversations with clients and improve your communication skills

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Whitney Shindelar

Undiscovered Sunsets was a long time in the making, even if I myself didn’t realize it. During my time at the University of Northern Iowa, I studied abroad in New Zealand. Upon graduating, I bought a one-way ticket to France, lived with a French family and studied with classmates from Turkey, China, Russia, Germany, Italy, and everywhere in between. In 2010 I began teaching English as a foreign language. This job quickly took me to China, where English teachers were in high demand and within three years, I began working in a 5-star hotel, speaking Mandarin throughout most of my day. In total, I lived abroad for 7 years.

I consider Undiscovered Sunsets to be the perfect mélange of my personal experience traveling the world and my professional experience working in the hospitality industry.

I look forward to designing your next adventure!