Travel plan
Sep 1 – Dec 31, 2026

7 approved trips 4 reps Source: HubSpot Travel Reports Snapshot taken Sep 16, 2026
7Approved trips
$1.21MExpected revenue
$9,096Total trip cost
69Meetings booked
133:1Revenue per $1 spent

When people are out

Each bar runs from departure to return. Six of the seven trips fall in September, five of those in a single ten-day stretch.

September October November December
John Garrett — Blue Star, Orlando · Sep 10, same day
Jen Helton — Trane South Carolina · Sep 13–18
Jen Helton — Arizona, MTCAZ luncheon · Sep 21–26
Kara Moore — Trane Georgia DSO · Sep 21–25
Megan Adair — Trane Mid-South · Sep 23–25
Megan Adair — Orlando & Jacksonville · Sep 30–Oct 1
Jen Helton — S. California · Nov 15–20

October has no departures and December has none on the books. Either Q4 travel genuinely isn't planned yet or reports haven't been filed ahead.

Trip detail

Revenue figures are rep-estimated at the time of filing, not weighted pipeline.

Blue Star — in-person meetingIncomplete

John Garrett · Sep 10, same day · Orlando · Trane North Florida

In-person meeting with Blue Star. Cost and revenue fields were left at zero on this report, so it contributes meetings but no dollars to the totals below.

$0Trip cost
$0Expected revenue
$0New business
$0Renewal business
0New1Existing1TM1Dealer3Total

Trane South Carolina — campaign reviews and new business

Jen Helton · Sep 13 – Sep 18 · Greenville · Trane South Carolina

Campaign reviews for Complete Heat and Authorized, a check-in with M&M, re-discovery at Palmetto, new business discovery at HVAC Nerds, and an attempt to win back At Your Service.

$1,675Trip cost
$250KExpected revenue
$50KNew business
$200KRenewal business
2New2Existing1TM0Dealer5Total

Arizona — MTCAZ luncheon speaker

Jen Helton · Sep 21 – Sep 26 · Phoenix · ARS (AMS AZ)

Speaking at the MTCAZ luncheon, plus a ride-along with the ARS Tucson territory manager and meetings with the Trane SW team.

$1,916Trip cost
$88KExpected revenue
$50KNew business
$38KRenewal business
1New1Existing3TM1Dealer6Total

Trane Georgia DSO & dealer meetings

Kara Moore · Sep 21 – Sep 25 · Duluth, GA · Trane Georgia

Meeting the Georgia DSO team at their Duluth office on Sep 24, then new and existing dealer ride-alongs and in-person campaign reviews.

$1,935Trip cost
$225KExpected revenue
$175KNew business
$50KRenewal business
4New4Existing1TM8Dealer17Total

Mid-South campaign reviews & new dealer visit

Megan Adair · Sep 23 – Sep 25 · Arkansas · Trane Mid-South

Campaign reviews with Freyaldenhoven, Pine Bluff and Lone Star, plus first meetings with two new dealers — Middleton Heat & Air and Bennigan's HVAC.

$950Trip cost
$450KExpected revenue
$200KNew business
$250KRenewal business
2New3Existing3TM5Dealer13Total

Orlando & Jacksonville — Trane dealer development days

Megan Adair · Sep 30 – Oct 1 · Orlando & Jacksonville, FL · Trane South Florida

Trane's dealer days conference. New conversion dealers will be in the room.

$425Trip cost
$100KExpected revenue
$100KNew business
$0Renewal business
3New0Existing6TM3Dealer12Total

S. California — Johnstone dealer trainings

Jen Helton · Nov 15 – Nov 20 · Vista, Corona, Palm Desert, El Cajon · Johnstone

Invited by Johnstone sales leader Kate Neid to deliver the "4 Pillars" presentation at four branch locations, 20–40 contractors at each.

$2,195Trip cost
$100KExpected revenue
$100KNew business
$0Renewal business
4New1Existing4TM4Dealer13Total

Totals

Across all seven approved trips, Sep 1 through Dec 31.

Expected revenue

New business$675,000
Renewal business$538,000
Total$1,213,000

56% new, 44% renewal

Meetings by type

New dealer16
Existing dealer12
Territory manager19
Distributor / dealer22
Total69

Cost breakdown

Hotel$3,476
Rental car$1,728
Flights$1,387
Miscellaneous$1,260
Food$1,245
Total$9,096

By rep

Megan Adair — 2 trips$550K
Jen Helton — 3 trips$438K
Kara Moore — 1 trip$225K
John Garrett — 1 trip$0
4 reps, 7 trips$1,213K

Efficiency

Cost per trip$1,299
Cost per meeting$132
Revenue per meeting$17,580
Revenue per $1 spent$133

By month

September6 trips
October0 departures
November1 trip
December0 trips
Sep 1 – Dec 317 trips