Strategic Planning for Travel Advisors: Create Your 12-Month CEO Roadmap

Your Next CEO Move: Strategic Planning for Growth

May 29, 20252 min read

Strategic Planning for Travel Advisors: Create Your 12-Month CEO Roadmap

Most travel advisors approach growth reactively – responding to whatever seems urgent, trying random tactics, or following generic advice that isn't aligned with their specific business stage. The result? A business that feels chaotic and overwhelming, with effort that doesn't translate to proportional results. Today's episode reveals how to create a strategic 12-month roadmap that focuses on your highest-leverage opportunities for sustainable, high-profit growth.

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This replay is always available—but the worksheet, walkthrough, and implementation support? That lives inside the CEO Circle™.
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💡 Key Takeaways

  • Identify your specific business stage (Startup, Growth, or Scale) to determine which strategies will create the biggest impact right now

  • Focus on 1-2 strategic priorities per quarter instead of trying to implement everything at once

  • Create a phased 12-month roadmap with clear milestones to ensure consistent progress without overwhelm

✅ Next Steps

  • Determine your current business stage based on revenue and business maturity

  • Identify your single highest-leverage priority for the next 90 days

  • Establish a weekly planning ritual to ensure consistent progress on your strategic priorities

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Want the tool from this session? The full Strategic Growth Roadmap™ + walkthrough is available inside the CEO Circle™—our weekly implementation system for travel advisors.

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📺 Related Episodes

Episode 5: Automation That Sells While You Sleep
Episode 8: The Client Experience System
Episode 11: The Profit First Travel Business

❓ FAQ Section

Q: Is this replay free forever?
A: Yes. But the Strategic Growth Roadmap™ tool and implementation threads live inside the Circle.

Q: Can I join CEO Circle anytime?
A: Yes—but your momentum starts when you do.

Q: Is this strategic planning approach specific to travel businesses?
A: Absolutely. This roadmap is specifically designed for the unique challenges and opportunities in the travel industry, not generic business advice.


Sundey Gardner | Online Travel Boss®

Sundey Gardner

Sundey Gardner | Online Travel Boss®

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