The Travel Agent Guide
Turning Your Passions into Your Career
Our Courses
You will be added to additional courses as you hit particular milestones in your career!
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FreeExample Consults and Workshop Proposals
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FreeW2 Travel Advisor On-Boarding
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FreeOnBoarding Week
This course will allow you to make sure this still sounds like something you're ready to put the time, love, and effort into building for yourself. Being successful in the travel industry is not easy, but it is incredibly fulfilling!
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FreeWeek 1: Set Up For Success
This course will help you put the pillars of your business in place to ensure you're set-up correctly. You'll learn about the other educational opportunities available, more about our host agency, and dive into our resource folder!
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FreeWeek 2: The Consultation
This week you will dive deep into how to actually conduct a consultation with your clients. We have a system to build trust, gain insight, and ensure your clients are thrilled about their trip before you take time to dive into the research!
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FreeWeek 3: Research
This week is all about putting in the work! The research portion of this job is what many of us find the most fun. It is time to discover those secret gems that take a trip from a vacation to a memory of a lifetime!
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FreeWeek 4: The Proposal Workshop
This week you will learn how to properly build our and deliver a proposal. There are several systems to choose from so we will dive into each one and then help you say the right things during your proposal call to quickly close the deal!
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FreeWeek 5: Booking the Trip
This week you will learn how to book the trip. There's a variety of legal aspects to making sure you are properly covered so we will dive into those details and make sure you feel comfortable actually pulling the trigger!
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FreeWeek 6: Marketing & Networking
Part of that marketing yourself is proving to your network that you truly are an expert in what you do. In this course I teach you how to stay away from being salesy and instead deliver incredible value!
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FreeWeek 7: Diving Deeper
Elevate your consulting skills by mastering effective consultations and crafting winning proposals. Gain practical strategies to enhance client relationships and secure projects.
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FreeWeek 8: After Booking and All Things Tess
In this module, we will work through all the steps you need to take after you book a trip and dive deeper into Travel eSolutions (Tess).
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FreeWeek 9: After Travel
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FreeWeek 10: Wrapping It All Up
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FreeWeek 11: Scaling Your Business
This module is all about allowing your business to work FOR you! You are a business owner now-- we need to act like one. These videos are an introductory course to "going full time."
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FreeConcierge Team Onboarding
Spend the Next Few Weeks Learning...
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How to Setup Your Business.
You'll be using a ton of different tools and technologies and the key to success is staying organized right from the beginning!
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What Technologies will Support You.
We use a chat platform to keep in touch with the team, an itinerary builder, an invoicing system, a workflow task management tool, and the list goes on and all. If you have a problem, we have a system to back you up!
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How to Properly Market Yourself.
We all have that friend selling weight loss supplements or the latest skin cream. We don't want to be those people. We will dive deep into teaching you all about attraction marketing and value add marketing pieces so you're seen as the expert and not the salesman.
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How to Properly Book a Trip.
There's a ton of different steps that need to happen when you book a trip. We will give you the high level overview and then you will have access to rewatch any of these lessons when it's time to lock in your first client!