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If you're constantly answering calls, responding to texts, and making yourself available 24/7, you're probably losing more time and money than you realize. Jennifer and Robin continue their Summer Boundaries Series with a deep dive into phone habits. Building on the email boundaries conversation from the last episode, they make the case that being accessible and being constantly available are two different things, and that real growth requires protecting your time from an always-on phone. They walk through scheduling systems, voicemail scripts, call pricing, and where agentic AI is already starting to change how advisors capture and manage phone inquiries.

Today we will cover:

(02:30) Meetings that should have been emails
(09:00) The voicemail script every travel advisor needs
(15:10) How AI can qualify leads and schedule inquiries
(22:55) Protecting your deep work time
(29:00) When and how to charge for additional calls
(33:30) Setting clear expectations with every client

Resources Mentioned In This Episode:

Scaling With Systems – Learn the systems Jennifer and Robin use to create boundaries, streamline operations, and scale a travel business without sacrificing client experience.
How We Work & Investment Guide – Set clear expectations before discovery calls and help qualified leads understand your process before they book.
What To Do When Guide – Give clients a single resource that explains what to do before, during, and while traveling to reduce unnecessary emails.
Sales Call Roadmap Freebie – A 15-page roadmap to rock your next intake call with niche specific questions & more.
Episode 209. Hot Take: Stop Avoiding Loom

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