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After all the paperwork is complete from your Welcome email, you can start with the fun part! 🥳
Click here to access a copy of the New Agent Checklist, which is printable and includes quick links.
Phase I: Adventure Academy completed via Google Classroom (navigate to the Classwork section). You will receive an invitation via email to join as a student.
Phase II: Phase II is focused on completing your supplier training(s) once you have your accounts set up, such as the College of Disney Knowledge. Once your accounts are set up, please move forward with each suppliers' training within their portal, if available. If you chose Disney, Universal, or Sandals as a supplier, please forward me your certificate(s) upon completion! For Disney, I only need a copy of the final College of Disney Knowledge one.
Phase III: Email Jennifer to request Tern Account access. You will then receive an email email invitation from Tern to join our team! I will send a separate email about your account’s settings requirements, a link for you to complete Tern’s onboarding, and more!
Phase IV: Advisor Success Program- A few weeks after onboarding, you'll transition into our Advisor Success Program. This phase is designed to build on everything you've learned and help you confidently apply it to real client scenarios.
Don't worry if you haven't completed every item from the previous phases. You can continue working through your onboarding while participating in the program. In some cases, individual advisors or onboarding groups progress more quickly than expected. If that's the case, you may begin the Advisor Success Program as early as Weeks 2–3, depending on your progress and the availability of a cohort Success Advisor.
During this phase, you'll either:
Together, you'll move beyond the basics and begin applying your knowledge through live coaching, real-world scenarios, Tern workflow guidance, sales coaching, and business development. Our goal is to help you build confidence, sharpen your skills, and successfully launch your travel business.
Additional Steps Steps (scroll down for resources):
Please review the following links/docs in full:
Optional Extras for Your Business
Advanced- Review at your leisure (we will discuss during live training sessions):
Review & Complete Steps- Getting Started with TLN
Adventure Ambassadors are our Subject Matter Experts (SMEs), who are here to support YOU! Click here to see who they are and what they can help with!

You may set up your socials at any point during your training. Please read the instructions below in full, and contact me with any questions!
If you’d like to use an alternative name/format, please just run it by me first. ;)
After Tern Training, you are ready to set up your landing page!
(Pssst... If you don't want to to create a landing page, you can use your New Trip Form link you created during Tern account set-up instead. If this is you, please proceed to Step 2.)
Step 1:
CLICK HERE and follow all instructions. Once your landing page is created, copy the link and proceed to step 2.
Step 2:
CLICK HERE to fill out your landing page form so that I can add you to our website with a link to your landing page.
Saint Augustine
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California Seller of Travel No. 202464413145 | Florida Seller of Travel Ref. No. ST45436
Adventure Planners, LLC services are not yet available to residents of WA or HI.
Located in Murfreesboro, TN 37129 | 615-989-6383