Onboarding to Team NTA
Initial Steps to Success
Review & Sign Your Contract
Get an @travelnta.com email set up by Shayla
Determine what you want to initially focus on for your first training (All Inclusive, Disney, Cruises etc)
Send Shayla 4 photos (1 main and 3 from specific destinations) a bio, and three blurbs about destinations you love
System Familiarization
Have Shayla Set up a Vax Account for you - do to the education tax and the New Advisor Education Courses
If you are going to focus on Cruises, sign up with Royal Caribbean and Carnival and NCL & take their trainings
If you are going to focus on Disney, sign up with Disney and complete the Disney College of Knowledge
See here for more Training Paths
Use the Simulation Exercises by Shayla to set up Vacationcrm and become familiar
Growing Your Clientele
Define the market you want to pursue and your target customer.
Make business cards so you can keep them handy.
Create an email signature block that pops!
Make a gameplan for your social media posts and follow through with it, copy what our other teammates do!
Word of mouth and referrals go a long way
Announce to the world that you are now a travel agent!
Your First Quote
Initial Contact – QUALIFY the client
Send them a quote that fits their qualifications
Answer the questions about the quote they have - Re-quote if necessary
Once a package is selected – OFFER THEM INSURANCE and request names and DOBs as shown on proper ID
Input all client information into the CRM
Your First Booking
Hold the booking in the respective system of the supplier (if possible)
Create a new trip under the client’s profile
Input trip name, date, number of nights, final payment due date, and set status to “Awaiting Deposit”
Click “Add New Reservation” button
Input reservation data using the “Upload Reservation from Supplier” button (if applicable) or manually
Send applicable invoice approval to client and ask them to check names and DOBs, sign the invoice and use link to submit payment
Ask Shayla to send email from Quickbooks to get you set up on Payroll! (VERY IMPORTANT FOR YOU TO GET PAID)
Important Northcutt Travel Agency Information
Northcutt Travel Agency
281 923 8413
724 Jackson Hill Street
Clia 00460036
IATA 45629323
Vaxvacationaccess – Agency Signs you up
Goccl.com 00460036 – Agency signs you up
https://secure.cruisingpower.com – 2819238413 – you sign up
Norwegian Cruise Line – you sign up
www.disneytravelagents.com – Sign up using 00460036