W
Whitney Shindelar
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Sep 25, 2026
Ep 273 What Questions Should Travel Advisors Ask on a Discovery Call with Whitney Shindelar (Prep for Wave Week Replay)
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41:45

Rita M. PerezHOST
Are there right types of questions that you should be asking the clients versus are there wrong types of questions when the client initially like either enters your inbox, gives you a phone call, fills out your form? Is there I feel almost like red flags and green flags, like what's a green flag of a question? What's a red flag of a question?

Whitney ShindelarGUEST
That's an interesting question because I haven't really thought about it like that.

Whitney ShindelarGUEST
I generally think about it as just like leading with curiosity, just general curiosity.

Whitney ShindelarGUEST
So if I get a phone call or a new inquiry, my goal is to ask as many questions as possible and to talk as little as possible.

Whitney ShindelarGUEST
Like in the first 20 or 30 minutes of meeting someone, it is my goal to understand who they are, what they're looking for, why they've reached out to me, how I can potentially support.

Whitney ShindelarGUEST
And then if we get, you know, 20 or 30 minutes in that everything they've shared with me feels aligned with the services that I'm offering, then I'll share with them what I do and how I work and how we can collaborate.

Whitney ShindelarGUEST
But my first priority up front is just lead with curiosity, you know? Awesome.
26 MINS LATER

Rita M. PerezHOST
Are you finding that there's something that helps to close once you're presenting these options? Is it written when you're presenting options? Is this like you're sending them an itinerary and you're sending notes? Is this you're jumping on a call with them? Is this you sent them a video recording? What are you finding works best to close the sale quickest?