How to Organize Using Folders

Now of course you can use folders however suits your business best…

But here are a few common ways we've seen advisors use them so far (and we'll show you how they work with real life examples at the end)

1. Folder Your Favorites

Think of your top hotels in Paris, unique tour operators in Athens, or [best suppliers] in [popular destinations]... 🏆

— maybe they're your personal favorites, you consistently get great feedback, or clients always want to revisit.

Every professional advisor has a "top hit list" of these, but generally it's scattered across multiple mediums or tucked away in a corner of your brain.

By creating a collection of destination master folders that you sell regularly, you can brain-dump your go-to suppliers for easy reference instead of trying to extract them from god-knows-where.

Then, everytime you plan that destination in the future, it's like you have a head start 🐎

2. Create Trip-specific Folders

Let's say you don't find anything in your master folders. So now, you start platform-wide research, and here's how folders can help you again.

Skip the Asana boards littered with links, folders stuffed with screenshots, and haphazard notes in this doc or that notepad…

We recommend creating a trip-specific folder to start gathering your information.

Similar to the last use, you can research hotels, DMCs, tours, classes, transportation — all components of the trip — and save them all in one spot to sort through after.

This helps you create a short list of options for a specific trip, and saves you from switching between researching and analyzing.

BONUS TIP

This second folder method is great for internal use as well.

Once you curate a trip-specific folder and filter it down to a shortlist, ask your team to do the outreach.

You've curated the potential options, now your VA can reach out for availability, quotes, operating dates, you name it, to save you time.