How I plan:
Microsoft Teams. In Microsoft teams my company has a team specifically for the inside/ direct sales representatives. In that team, I have my own tab. In here, I like to list each day of my trip and the location. Under each date are my plans and goals for the day. On the right of everything is a “target” list. In the target list are customers I would like to see while I am there and have spare time. This is what that looks like:
I like to use a traditional planner. At a Glance is my favorite so far. I prefer hardback since I travel with it quite a bit, it won’t get torn up. I’m also interested in digital planning. See the video below.
How I get there:
FLIGHT: Typically, I like to fly Southwest. It is easiest for me to book my flights directly through Southwest’s Website rather through third parties. If for any reason you prefer or are required to purchase flights through a third party, I would use Kayak. After my flight is booked I like to put the flight time and reservation number in my teams document. This is a good idea so everyone has tabs on you in case of emergencies, or even in case you lost your flight information you can refer back to this. (Teams is available as an app on your phone, life saver!)
Don’t be late! I always get the early bird check in with my ticket. It’s like 20 extra doll hairs. This is strictly because I’m absolutely terrible at checking in on time the day before and end up getting on last… and let’s be honest. No one wants a middle seat.
**PRO TIP**: So many people have LOST THEIR ID while traveling.
- CLEAR – Uses an eye or finger scan to verify your identity in lieu of an ID
- Take a photo of your ID and passport on your phone and/or print copies to take with you.
TRAIN: This week I’m taking a train from Portland to Seattle. Surprisingly, this was the most effective in cost and time. I’m taking Amtrak . This train ride is about 3 1/2 hours and like 30 bucks. The drive alone is the exact same amount of time +/- restroom breaks. Also, the price of the rental and gas would add up to way more, so train it is!
RENTAL CAR: There are several different rental companies you can go through. My company uses Enterprise/National. Tips below.
- Emerald Checkout, phone app necessary. (Much faster and much more convenient)
- Prepaid gas (honestly, sometimes it’s cheaper and you don’t have to worry about filling up before you drop off)
- Check with your company to see if they cover the young renters fee (under age 25)
- Track your points for FREE rentals!
Where I stay:
Airbnb: I prefer to get the whole place to myself for safety and convenience. I chose this option to stay low in cost, hotels can add up QUICK. There are places that are selected for business, so be sure to select that option when searching.
Hotels: Most of the time, I do stay in a hotel conveniently located closest to my target customers. I always book through Hotels.com . This is the best way because I pay with a borrowed company credit card, this way the hotel will not require you to show that credit card at check in. Also, I get tons of points here that get me FREE hotel stays all the time!
What I do:
Fun/ Food/ Photos… After the work day, I like to spend a little time exploring my territory. Not being from the area, I need help finding out where to go. As far as good food, I like to use Yelp. If you want fun stuff to do and see I like to check out Airbnb Experiences. Otherwise, I literally just google it. Comment your next location and we can explore the opportunity!
Tune in next week for this weeks review.
Midwest Millennial 