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4 Tips for Summer Travel While Running a Business

Everyone loves a great summer vacation, but perhaps no one needs one quite as much as small business owners who work day in and day out to keep everything on track. They’re typically stuck in the office while they watch everyone they know jetset across the world to everywhere from sparkling beaches in the Caribbean to beautiful glaciers and icecaps in the North. 

The calls keep coming, the orders are rolling in, and it’s so hard to put everything on pause. This doesn’t have to be the case anymore, though. With the right tools and strategies in place, it’s easier than ever before for business owners to get that much-earned and much-needed vacation even if their work still needs them.

Want to travel the world (or even just a state over– it’s up to you!) without letting everything crash and burn? Take a look at these 4 amazing tips for summer travel that will help you enjoy life and keep your business going. 

1. Have Systems in Place Before You Go 

Preparation is going to be key here, so think ahead and start planning your temporary exit strategy. 

Ask yourself the following questions:

  • What will need to happen when I’m gone, and who can take care of that?
  • Who needs to be trained or given access to the work that will need to be done?
  • What can I do in advance to be ready to take the time off?
  • Under what circumstances should my team reach out to me?
  • How can I alert people that I’m away if they try to get in touch?

In many cases, it’s going to be best to start planning all this out several months before your summer vacation if this is the first one. Look at the day-to-day tasks that you do, and see what can be done in advance (maybe expense reports can be approved before or after the vacation, for example), and what will need to be done while you’re gone. Choose another employee to outsource the work that needs to be done while you’re gone, and make sure they’re comfortable doing it.

You should also have a system in place where your team knows to reach you if something were to happen. If one of your biggest clients was thinking about ending a contract, for example, that may be something you need to know. Discuss when they should call you and at what point, or what you’ll still be doing (if anything) while away. 

Part of this will be ensuring that anyone who tries to reach you specifically is re-routed to someone else who can help them right away. Tresta’s smart routing feature can help with that, temporarily sending people calling you to another team member. You should also set up an email autoresponder with this information. 

2. Reach Out to VIP Clients in Advance 

We all want our VIP clients to be happy about doing business with us, and that means never leaving them feeling caught off-guard. Let them know in advance that you personally will be unavailable if that’s relevant to them, which would likely be if they’re working with you in any capacity instead of strictly with a dedicated account manager.

If it would affect them, ask if there’s anything that you can get started on before you leave, and let them know who to contact in the meantime if it’s urgent and can’t wait until you’re back. Depending on the work you’re doing, anywhere from a month and a half to two weeks should be enough notice. 

3. Have Options to Be Available if Absolutely Needed 

Vacations are great and always needed, but your business is everything. You’ve worked so hard to make it successful, and you want to make sure that it stays that way.

Even if you’re planning on a mostly off-the-grid vacation, it’s a good call to have options available so that you can be contacted if absolutely needed. A great solution is to utilize the Tresta mobile app, which allows you to have a business number and a personal number on the phone that you already have.

You can shut off the business line as needed and reroute all calls except those from specific numbers, and then jump back into action if needed to resolve whatever may come up. This is preferable to lugging around two phones at all times and being tempted to check your work phone. See how it works here

4. Set Aside Time to Check In 

Most business owners won’t want to just cut and run to go on vacation, and that’s ok if you’re included in that group. You want to be involved, no matter where you are in the world.

In order to find a balance, the best thing that you can do is set aside a time to check in and take care of anything you need to. A specific time frame– like from 8AM to 9AM every other morning– can help keep anxious business owners’ minds at ease while still keeping them accountable to not be working the rest of the time. It also makes it easier for your team to know when they can reach you and expect to hear back. 

A structured schedule makes this a lot easier, and you can enjoy the rest of your vacation guilt- and worry-free! And remember, when you’re using a virtual business phone number, you can do this from anywhere that you are as long as you’ve got your personal cell on hand. 

Everyone deserves to have incredible vacations and time away from work, and that goes for business owners, too. Even though it’s harder to step away for those running a business than it is for people working traditional 9-5 jobs, it’s possible with the right preparation, strategies, and tools. And remember that the vacation and time away is always worth it, allowing you to prevent burnout and come back refreshed, recharged, and ready to keep moving forward for whatever’s next.

Interested in how Tresta can help you travel for the summer even when you’re running a business? See how it works here.