Carry on the Magic Onboarding

Onboarding content for new agents of Carry on the Magic Vacations Travel Agency.

Interested in this course? Email us at [email protected]

Course curriculum

1. Introduction to the Leadership Team
2. History of the Agency
3. Our Mission
4. Our Values
5. Carry on the Magic Starter Checklist
6. Let's make sure you're all set!
1. Mindset & Clearing Energy Drains as you Prepare
2. Mindset Intro Video
3. My Why
4. Microsoft Teams Chats & Pinning
5. Microsoft Teams Navigation and Quick Reference
1. Affirmation
2. Common Travel Terms
3. What we do and don't sell (and why)
4. Cruise Line International Association (aka CLIA)
5. Travel Leaders Network (aka TLN)
6. Register for Travel Leaders Network
7. What is a CRM? And why is it important?
8. Schedule your first one-on-one meeting with Lauren
1. Agency Values
2. What is a Supplier, Product, Vendor, or DMC?
3. Affirmation
4. Register for Disney Travel Agents
5. Complete the College of Disney Knowledge Training
6. Upload your College of Disney Knowledge Certificate
7. Disney Travel Terms
8. Add yourself to Disney Cruise Line
9. Register for VAX (VacationAccess)
10. Register for the Universal Partner Community
11. Complete the UPC Trainings (Orlando and Hollywood)
12. Upload your Universal Partner Community Orlando Completion Certificate
13. Upload your Universal Partner Community Hollywood Completion Certificate
14. Universal Orlando Travel Terms
15. Preferred vs Non-Preferred Suppliers
16. CMV Back Office Portal
17. Complete Apple Leisure Group Vacation Training
18. Update your Completion Record to include Apple Leisure Group Vacations
1. Overview of the Client Journey
2. Bringing to life the Agency Mission in the Client Journey
1. Client Journey: Convert
2. "Tire Kickers" and Qualifying a Client
3. Affirmation
4. Check Your Learning: Qualifying Clients & Building Relationships
1. Add Yourself to the CMV Team Canva
2. Disney Travel Agent: How to book a Walt Disney World Package
3. Disney Travel Agent: How to Modify or Apply a Promotion
4. Disney Travel Agent: Room Only Reservations
5. Disney Travel Agent: Ticket Only or Specialty Event Tickets
6. Where to find Disney Commission Information?
7. Universal Orlando Resort & VAX: How to book a Universal Orlando Resort Package
8. Universal Orlando Resort & VAX: How to pull up a Booking in VAX & Room Only Reservations
9. Universal Orlando Resort & VAX: How to book a Universal Orlando Ticket Only
10. Register for Travel Insured International (preferred supplier)
11. Travel Insured International Overview
12. Learn how to navigate the Travel Insured International Dashboard
13. Learn how to Quote with Travel Insured International
14. Important Q&A about Travel Insured International
15. Cruise Complete Training in TLN
16. Check Your Learning: Booking Disney, Universal, and Travel Insured International
1. General Sales for Leisure Travel Agents
1. Request Access to TESS, our CRM
2. Update your TESS Settings
3. How to Enter a Lead and a Proposal in TESS
4. Convert Yourself to a Client in TESS
5. Client Intake - TESS Portal Tasks Walkthru
6. TESS Quick Reference
7. Check Your Learning: TESS, Our CRM
1. Affirmation
2. Handling Objections
3. Create a Mock Proposal
4. Mock Proposal Role Play!
1. Client Journey: Caring
2. IC & Agency: Roles and Responsibilities
3. Affirmation
4. Acceptable Forms of Payment and Client Identification & Documentation Requirements
5. Using Carry on the Magic (CMV) Extensions to Streamline Your Client Care
6. Learn more about Servicing Your Clients via TESS
7. General Client Service Skills
8. Create a Mock Service Plan
9. Mock Client Care Role Play!
1. Get added to Bookings
2. Marketing 101
3. How does the Agency Mission work when we all have unique Niches?
4. Ideal Client Worksheet
5. Ideal Client Avatar
6. Schedule your Niche 1x1 with Cheryl
7. Set Up your Bookings Availability
8. Request to test personal Bookings link
9. After your Niche 1x1 with Cheryl...
10. Other Training / Resources for your Niche
11. Goal Setting
12. My Affirmations
1. Affirmation
2. Client Journey: Creating Awareness & Engagement
3. Marketing 102
4. Brand Standards and Email Signature
5. Why Use a TA?
6. Let's Build Your Agent Profiler Bio
7. Agent Profiler Tips, Tricks, and more
8. Agent Profiler Review with Miranda
9. Getting Started with Your Business Social Media Accounts
10. Create Your Social Media Accounts
11. Get Bookings Link to Share with Clients and Potential Clients
12. Review Disney's Social Media Guidelines
13. Carry on the Magic Social Media Guidelines
14. Schedule your Final Onboarding 1x1 with Lauren
15. Final, Pre-Launch Checklist
16. Get on the Carry on the Magic Website
17. CONGRATULATIONS!!
1. Customer Journey: Loyalty
2. Set Your Initial Goals
3. Schedule Goal Setting 1x1 with Cheryl
4. Launch Resources
5. Affirmation & Setting Boundaries
6. Schedule next two 1x1s with Cheryl
7. Complete your Business Card Order Form
8. Keep Up the Great Work!!

About this course

Free
117 lessons
5.5 hours of video content

Discover your potential, starting today

Enroll today

Carry on the Magic Onboarding

Course curriculum

Administrative Items

Prepare for Your Journey

Travel Agent Basics

Products & Suppliers

Client Journey

Sales: Qualifying a Client

Sales: How to Get a Quote and Book

Sales: General Sales and Set Up

Sales: Using the CRM

Sales: Proposal

Service

Niche & Goals

Marketing & Launch

Bringing It All Together

About this course

Discover your potential, starting today