Training – Infinite Moments Travel
1. Welcome to IMT
Reputation (best practices)
Tour of Our Website
We are Travel Professionals
Submit a Support Ticket
2. IMT Brand Standards
Independent Contractor Guidelines
Email (Guidelines)
Social Media / VIP Client Group
3. Specializing In…
- Where have you traveled?
- What do you enjoy planning?
- Where are you excited to visit?
- What are you comfortable with?
- How can you earn?
4. Goal Setting
Getting Potential Clients
Social Media Marketing
Earning Your Individual CLIA Membership
5. Sales Process
Client Journey (presentation) or Video
- Intake/Consultation
- Email Templates
- Talking Points with Clients
- What to do if…
- Workflow
6. Travel Requirements
Passport / Visas, Vaccines
Verify Documents
Vendors Terms & Conditions
Travel Paperwork and Airline Seats
Follow Up Schedule
Travel Insurance
7. Client Service
Basic Customer Care
After Booking/Deposit
Gifts / Thank You Cards
Resolve Issues Before / During / After Travel
Ask for Reviews and Referrals
Infinite Moments Travel Agent Assessment
ASSESSMENT LINK
8. How to Book Travel
Navigating Travel Leaders Network
Disney Travel Agent Site
Cruise (using Travel Leaders Network)
Air (using Centrav, VAX, or packaging)
VAX (for Universal)
VAX (for packages/air)
Groups
Sandals / Beaches
Expedia TAAP
9. VacationCRM
Create a Profile (& quick link / family)
Create a Quote
Our Terms & Conditions
Create a Trip (Place hold first)
Credit Card Authorization (for deposit after hold)
Apply Auto Emails and Reminders
Agent Dashboard (use to your advantage)
Run Reports (Sales, commission, etc.)
10. Start Selling Travel
Market Yourself
Position Yourself as an Expert
Create Content
Repurpose your content
Create Repeat Customers
