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Welcome Aboard! We're so glad you're here! Let's start Phase ONE of your AP Training!

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ADVENTURE ACADEMY

Getting Started...

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.

  • Please don't skip ahead, but during Module 4, you will choose your first supplier partners. Don't worry,  you can always add more later! Please complete your Supplier Selections by following these instructions (also linked in Module 4).
  • During Module 4, you will also be given access to Supplier Registration & Access in our Google Classroom.


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! 

  • Set up your account with all required settings as outlined in our Tern Launchpad. 
  • Please proceed with Tern Onbarding.
    • As you complete Tern onboarding, as questions arise- ask the Tern ChatBot, Fin (lower right hand corner of the screen, click the chat bubble and “chat with us”). Fin is there 24/7 and can answer 99% of your questions. If you do not find the answer you need, make note of your question(s) and ask them in the group chat or in our next live session.
    • Please fully complete the exercises within Tern’s onboarding course, but do not send real quotes or create real bookings until you your mentor or an Adventure Ambassador take a peek first!
    • Please review all of the supplemental links, docs, and videos within the Tern Launchpad as time allows or needs arise. If you are not sure where you need to look for an agency-specific protocol, just ask! These documents will be referenced many times during your first few months as a new agent!

Phase IV: ADVISOR SUCCESS PROGRAM

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Advisor Success Program

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:

  • Join a small cohort of advisors who started around the same time as you, or
  • Meet one-on-one with your assigned Success Advisor.

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):

  • Save our Agent Contacts
  • Social Media Set Up 
  • Join our Agent Only FB Group and our WhatsApp Chat
  • Landing Page Activation
  • Optional: Order Business cards and/or other advertising materials you may wish to have on hand.


Please review the following links/docs in full:

AP New Agent FAQ & Resources

Optional Extras for Your Business 


Advanced- Review at your leisure (we will discuss during live training sessions): 

Review & Complete Steps- Getting Started with TLN

TEAM CONNECTION & CONTACTS

JOIN OUR AGENTS ONLY FACEBOOK GROUP!

SAVE OUR DIGITS!

Click here for all the AP contacts, and save the numbers to your cell!

MEET THE Adventure Ambassadors!

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!

JOIN AP AGENT CHATTER!

LET'S GET SOCIAL

SETTING UP YOUR SOCIALS

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!


  • Join our Agents Only FB group (from your personal account, not your business page).
  • Create your social media business accounts (I recommend a FB Business Page at least) and start building your followers! Here is a tutorial if you need it. Be sure to select Travel Company as the Category. 
    • Your affiliation with Adventure Planners must be clearly noted on all business social media accounts, per supplier regulations. When you are setting up your pages, please make your affiliation with us clear. Here is a non-exhaustive list of how you may choose to name your page:
      • First & Last Name, Travel Advisor Affiliate of Adventure Planners
      • First & Last Name, Travel Agent Affiliate of Adventure Planners 
      • First & Last Name, Travel Advisor - Affiliate of Adventure Planners
      • First & Last Name, Travel Agent - Affiliate of Adventure Planners
      • First & Last Name, Travel Advisor with Adventure Planners
      • First & Last Name, Travel Agent with Adventure Planners
      • First & Last Name, Adventure Planners Travel Advisor
      • First & Last Name, Adventure Planners Travel Agent

If you’d like to use an alternative name/format, please just run it by me first. ;) 

  • You can use any photo you choose for your profile image. I recommend selecting a photo of you alone as your profile pic (bonus points if you are on vacay)!
  • For your cover image, you can save the cover for the AP FB page and use it (as seen in Ashley’s profile above), select one from this template (feel free to add your own personal photos if you’d like), or use any other image of your choice. Be sure not to use any copyrighted images or images that are not your own, unless you have permission.
  • Next, announce your new position on your personal page (tag your new page) and business page, and say that soon, you’ll be able to book vacations! Ask for likes, follows, and shares!
  • Click here for a Canva template, if you’d like to use one for your announcement! All you have to do is add your name and a photo!
  • Edit the details on your personal FB page and “add a workplace” - tag your business page as the employer and list your position as Travel Advisor or Travel Agent. This way, your new business is linked to your personal account. This is very important, as I will be inviting you to some supplier TA groups. They will require this step is done, and they will check before allowing you to join.
  • Watch this Quick Video on Meta Business Suite & Social Media Resources!

SETTING UP YOUR LANDING PAGE (AFTER TERN TRAINING)

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.

The world is a book and those who do not travel read only one page.


Saint Augustine

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Copyright © 2024 Adventure Planners, LLC - All Rights Reserved. 

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

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