Strategic Planning for Travel Entrepreneurs

Enhance your travel business with a Strategic Plan. We offer personalized strategies to drive growth, increase competitive advantage, and achieve long-term success in the dynamic travel industry.

WHY HAVE A STRATEGIC PLAN?

Get Focused on Your Goals

As a business owner, you’re always navigating complexities and facing challenges. The decision fatigue is real when you’re running a quickly growing business and you’re ready to have support at your level.

You don’t want to hire just anyone, you want someone who understands the travel industry, has experience with 7 figure business management, and can help you streamline and grow it. We understand problems at the ground level because we have worked in the travel industry as adventure guides, operations managers, and marketing managers. We’ve supported multiple businesses with 40% YOY growth, increased process efficiencies 3x, and helped them hit their high 7 figure goals.

Let us help you stay focused by acting as your strategic partner and objective sounding board. We work together to set achievable goals and objectives so you’re always moving forwards.

Ready to feel confident in what you’re doing and the decisions you’re making every day?

WORK WITH US

Our Strategic Planning Services

90 Day Sprint Planning

Recognizing the travel industry’s dynamic nature, our 90-day Sprint Planning service is customized to keep your business current. This service comprises a focused 2-hour session to align your team, refresh strategies, and maintain agility. For maximum effectiveness, we craft a concise action plan to clarify priorities.

After this deep dive, we’ll create a strong 90-day action plan to give you a clear roadmap. It will outline goals, empowering you and your team to make confident decisions. Let’s turn your business vision into reality, one quarter at a time!

What’s Included

  • 2-hour Video Session + Recording
  • Data-Driven Recommendations
  • Custom 3-Month Action Plan with Detailed Tasks & Resources (for DIY, delegating to a team member, or providing a custom quote)
  • 1-hour Action Plan Review Call
  • 3 Months of Email Support
  • 2 x Monthly 1 hour Accountability Calls

$2495 CAD

365 Strategic Plan for Travel Entrepreneurs

Our 365 Strategy Session is our comprehensive, year-long strategic planning service, designed for travel entrepreneurs who seek long-term success. Recognizing the seasonal aspects unique to each business, this service offers tailored recommendations that align with travel trends, peak operations, booking times and ensures your business capitalizes on peak periods while maintaining sales momentum during slower seasons.

This holistic approach takes into account every aspect of your business and creates a strategy where each part works in harmony throughout the year. Invest in a yearlong plan that offers strategic foresight, and stability while enabling your business to not only adapt but thrive in the ever-evolving landscapes of travel.

What’s Included

  • 2-hour Kick-off Call
  • Review of last year’s metrics – leads, leads sources, revenue, process metrics, expenses, etc.
  • Market & Competitor Analysis
  • Development of goals based on metric projections including quarterly and monthly targets
  • Creation of quarterly Action Plans to guide you throughout the year
  • 2-hour Review Call
  • 1 round of revisions for clarification
  • Add on monthly email support for accountability or questions ($295 per month)

$4995 CAD

BENEFITS OF A

STRATEGIC PLAN

Transform your role from a star employee to a high-level owner by implementing a strategic plan. A clear strategy not only guides your decisions but also positions you for leadership and ownership, paving the way for greater influence and long-term success.

Having a strategic plan allows you to precisely focus your energy each day, week, month, and quarter. It acts as a roadmap, guiding your actions and decisions toward achieving your goals. By outlining clear objectives and milestones, it helps you allocate resources efficiently and prioritize tasks effectively, ensuring that your efforts are aligned with your long-term vision.

A strategic plan is essential for efficiently allocating resources to high-impact areas, ensuring productivity. By focusing on key priorities, organizations can better manage human and financial resources, streamlining operations and maximizing ROI.

WHY CHOOSE PEAK FLOW OBM?


Specialized Industry Knowledge

A certified Online Business Manager with over 20 years of travel business experience managing 7-figure teams. Paired with 10 years of group tour leading, outdoor guiding, accommodation management and maintaining memberships with organizations such the Adventure Trade & Travel Association and Women Travel Leaders.


Proven Track Record

With years of experience under our belt, we’ve helped diverse travel businesses plan ahead and prepare for growth. We’ve helped clients 3x team output, reduced new hiring training time by 1/2 and supported them to hit their revenue and # pax booked targets.


Tailored Strategies

We work closely with our clients to identify their unique needs and tailor our solutions accordingly. Strategic planning requires knowing your business metrics so we can tailor a plan to take you from where you are not, to where you want to be.

our clients

Travel Businesses With Strategic Plans

our process

A Simple Process for Big Results

Our holistic business management approach blends data-driven decisions with industry best practices. We ensure that your goals are achievable from all angles and help ensure realistic expectations are held by you and your team.

1. Capture

Host the Kick-off Call and gather metrics to understand what’s working and what’s not.

2. Organize

Sort through the numbers, run scenarios and decide where actions fit based on your business’s seasonality.

3. Strategize

Craft the Strategic Plan and outline the goals, targets, tasks and map out the Action Plans.

4. Review

Host the Review Call to walk you through the 365 Strategic Plan to ensure alignment.

5. Execute

You take the plan and execute it! Opt-in to email support if you want accountability.

our RESULTS

Real World Examples

Configured Existing CRM to Streamline Workflows

“I have enjoyed a great experience working with Peak Flow OBM. Their ability to synthesize information into actionable strategies was invaluable. Peak Flow truly values hard work, intelligence, and honest deliverables. Highly recommended for any entrepreneur looking to organize their business and priorities.”

~ Paolo, Into the Vineyard

Not Sure What’s Right For You?