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UrTravelPro Blog

Terrance Bortell

Terrance Bortell helps independent travel advisors master the UrTravelPro platform to scale their businesses. From tracking financial growth in Books and mapping client journeys in Compass, to automating email campaigns in Marketing and building flawless itineraries in Trips, Terrance shares actionable strategies to streamline your entire travel agency workflow.

AI & Intelligence

Destination Guides That Win Clients: Building Knowledge That Doubles as Marketing

Your best destination knowledge is trapped in emails and someone's head. Here is how to turn it into client-facing guides that generate lea…

Terrance Bortell· August 11, 2026
Marketing

How to Get Your First (and Next) Travel Clients Without Buying Leads

Purchased leads are cold, shared, and expensive. Here is how to get clients as a travel agent by capturing the interest you already create,…

Terrance Bortell· August 7, 2026
Client Experience

The Client Retention Playbook: Turning One Trip Into a Lifetime Client

Retention is not a personality trait, it is a system. Here is how to engineer repeat and referral business with CRM reminders, post-trip su…

Terrance Bortell· July 31, 2026
Travel Agency Tips

How to Run a Modern Travel Agency: Operations, KPIs, and the All-in-One vs. Tool-Sprawl Question

Running a travel agency has never been more complex, or more automatable. This is the operational playbook: the systems that scale a book o…

Terrance Bortell· July 21, 2026
AI & Intelligence

Agency Intelligence: Turning Your Guides, SOPs, and Expertise Into a System That Works for You

The most valuable asset in your travel agency is not your client list. It is everything you know that nobody wrote down. Here is how to tur…

Terrance Bortell· July 17, 2026
AI & Intelligence

AI for Travel Advisors: The Workflows That Actually Save You Time

Most AI advice for travel advisors is a list of tools you will never open twice. This is different. Here are the specific workflows that gi…

Terrance Bortell· July 12, 2026
Tax & Compliance

Quarterly Estimated Taxes: A Travel Agent's Survival Guide

If you're an independent travel advisor, the IRS expects you to pay your taxes four times a year — not just once in April. This is one of t…

Terrance Bortell· May 8, 2026
Tax & Compliance

LLC vs Sole Proprietor: Which Is Right for Your Travel Agency?

If you're an independent travel advisor, you've probably wondered whether you should form an LLC or keep running your business as a sole pr…

Terrance Bortell· May 1, 2026
Travel Agency Tips

Cash Flow Management for Seasonal Travel Agencies

If your travel business has peak and valley months — and almost every travel business does — you've probably lived through the classic cycl…

Terrance Bortell· April 24, 2026