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A travel agency's year: what to do, month by month

A travel agency lives by the seasons: demand rises before spring break, before the construction holidays and as winter approaches. Here is a month-by-month calendar to know what to prepare and when, with the help of an agent like Lina, who prepares the campaigns while your advisor keeps the decision.

September to November: planning winter and the South

Quebec winters push people to book all-inclusive packages and sun getaways for December to April. The March school break attracts many families: according to the Léger 2026 survey for the Quebec Ministry of Tourism, 20% of Quebecers plan at least one night away from their city during that period.

The action to take: a campaign to past clients and families for the school break and the holidays, with a reminder to book early. Lina prepares the messages based on each traveler's last destination, and your advisor approves before sending.

  • Target past clients and families.
  • Remind them to book early for the school break and the holidays.
  • Send only to contacts whose consent is recorded.

September and October: cruises and year-end tours

This is the booking period for the holidays, winter cruises and fall honeymoons. It overlaps with the winter campaign: the two complement each other.

The useful action: offer past travelers a new trip based on their last destination. Files at the Trip completed stage are your best starting list.

November and December: planning the following year

At year end, early-booking promotions for the next summer arrive, and clients have more time to plan. It is also a good time to tidy up your files.

Prepare a newsletter on early-booking offers and follow up on the year's files that still have an open balance, so nothing lingers at the end of the fiscal year.

  • Newsletter on early-booking offers.
  • Review of balances still open.
  • Follow-up on proposals left unanswered.

January and February: school break and honeymoons

The school break falls in early March; January and February are the preparation period for spring and summer trips. Break requests need close follow-up, because the dates are fixed for families.

The action: a follow-up task for each school-break request and a summer vacation campaign to families. Honeymoons are also prepared at this time, with a carefully built itinerary.

March to May: before the construction holidays

The construction holidays are in July. The Ministry of Tourism reports that 23% of Quebecers plan to travel at that time, often for the longest trip of the year.

Launch a campaign to book before summer and follow up on July proposals that received no reply. Every day counts: prices and availability may change until the booking is confirmed.

  • "Book before summer" campaign.
  • Follow-up on pending July proposals.
  • Check deposit and balance deadlines by supplier.

June to August: construction holidays and tracking departures

Many departures happen in July. Advisors are busier handling travelers on the road, and this is where an agent that prepares reminders saves time.

To do: reminders of documents and emergency contacts before each departure, and preparation of the fall and following-winter proposals. Before sending, check the destination's travel advisory on the Government of Canada site.

Habits that are worth it all year

A few simple habits apply at any time: review pending proposals each week, record balance deadlines as soon as the booking is made, ask for a review after the trip, and keep up to date the list of clients who consented to receive messages. This advice is general and does not replace your advisor's judgment.

An agency's year is a series of campaigns prepared before the demand peaks. A clear calendar and an agent that prepares the follow-ups leave you time to advise your clients.

General information, not legal advice. Check with your professional order or the official source.

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Questions

When should I start talking about the school break to my clients?

In the fall. September to November is for planning winter and the South, and the break attracts many families. A campaign to past clients with a reminder to book early is the planned action.

Does Lina send campaigns on her own?

She prepares the messages and follow-ups, but your advisor keeps the decision. Sends go only to contacts with recorded consent and an unsubscribe link.

What should I do in July when the team is overloaded?

Rely on the document and emergency-contact reminders prepared in advance, and use the agent's available time to prepare the fall proposals.

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