Sojourney Travel Academy Training Program

Course curriculum

1. Training Policy & Procedure Agreement
2. Orientation - Welcome - Unit 1 Lesson 1
3. May I Move Forward?
4. Orientation - Welcome - Unit 1 Lesson 2
5. Orientation - Your Travel Advisor Role - Unit 1 Lesson 3
6. Unit 1 Lesson 1 - 3 Quiz
7. Unit 1 Lesson 4: Identifying & Addressing Fears
8. Unit 1 Lesson 5: Removing Your Mask
9. Unit 1 Lesson 6: Visualizing Your Goals
10. Unt 1 Lesson 6 Quiz
11. Unit 1 Lesson 9: Train Smarter, Not Harder - The Magic of Processes
12. Unit One Footnotes
1. Unit 2 Lesson 1 - What is a Travel Advisor & Working with Your Host
2. Unit 2 Lesson 2: Why Accreditation and Licensing Matter in the Travel Industry
3. Unit 2 Lesson 3: What is a Consortia?
4. Unit 2 Lesson 4: Why an LLC Might Be Useful for a Travel Advisor
5. Unit 2 Quiz
1. Unit 3 Lesson 1 Mindset - Conquering Overwhelm
2. Unit 3 Lesson 2: Mastering Industry Terms and Understanding Key Organizations
3. Unit 3 Lesson 3: Distinguishing Between Tour Operators and Destination Management Companies
4. Unit 3 Lesson 4: Understanding and Navigating Travel Insurance
5. Unit 3 Lesson 5: Passports & Visas
6. Unit 3 Lesson 6: Mastering the Fine Print: Terms & Conditions
7. Unit 3 Quiz
1. Unit 4 Lesson 1: Mindset - Worthiness
2. Unit 4 Lesson 2: "The Riches are in the Niches" - Establishing Your Specialization
3. Unit 4 Lesson 2: Niche Brainstorm Worksheet - Assignment
4. Unit 4 Lesson 3: The Geography Factor - Shaping Your Niche as a Travel Advisor
5. Unit 4 lesson 4: Elevator Pitch & Core Marketing Message
6. Unit 4 Lesson 4: Elevator Pitch & Core Marketing Message Assignment
7. Unit 4 Lesson 5: Generating Revenue - Your Path To Profitability
8. Unit 4 Lesson 5: Generating Revenue - Your Path to Profitability - Assignment
9. Unit 4 Lesson 6: To Charge or Not to Charge: Navigating Pricing Models for Travel Advisors
10. Unit 4 Lesson 6: To Charge or Not To Charge Assignment
11. Unit 4 Quiz
1. Unit 5 Lesson 1: The Mindset of Service - How Being Servant-Hearted Elevates the Role of a Travel Advisor
2. Unit 5 Lesson 1: The Mindset of Service - Assignment
3. Unit 5 Lesson 2: The "541" Experience Explained
4. Unit 5 Lesson 2: The "541" Experience - Assignment
5. Unit 5 Lesson 3: Discovering Your Perfect Match - Identifying Your Ideal Client
6. Unit 5 Lesson 3: Ideal Client Worksheet Assignment
7. Unit 5 Lesson 4: Enhancing the Client Journey - The Art of Client Advice
8. Unit 5 Lesson 4: Enhancing the Client Journey - Assignment
9. Unit 5 Lesson 5: Unlocking the Path to Success - Building Your Client Base as a Travel Advisor
10. Unit 5 Lesson 5: Building your Client Base Mind Map Assignment
11. Unit 5 Lesson 6: Mastering Lead Qualification
12. Unit 5 Lesson 6: Mastering Lead Qualification - Assignment
13. Unit 5 Lesson 7: Assembling Client Profiles & Navigating CRM Documentation
14. Unit 5 Lesson 8: Budgetary Guidance - Steering Your Client's Resources Effectively
15. Unit 5 Lesson 9: The Art of Client Communication
16. Unit 5 Lesson 9: The Art of Client Communication Assignment
17. Unit 5 Lesson 10: Creating a Robust Paper Trail - Covering Your Assets
18. Unit 5 Lesson 10: Creating a Robust Paper Trail - Covering Your Assets - Assignment
19. Unit 5 Lesson 11: Sealing the Deal - Strategies for Sales Closure
20. Unit 5 Lesson 11: Sealing the Deal - Strategies for Sales Closure - Assignment
21. Unit 5 Lesson 12: Tackling Client Dont's - A Path to Better Relationships
22. Unit 5 Lesson 13: A Guide to Gracefully Ending Client Relationships
23. Unit 5 Lesson 13: A Guide to Gracefully Ending Client Relationships - Assignment
24. Unit Five Quiz
1. Unit 6 Lesson 1: The Devil's in the Details: The Nature of Precision Mindset
2. Unit 6 Lesson 2: Duty of Care - A Cornerstone of Your Business (+ E&O Insurance)
3. Unit 6 Lesson 2: Duty of Care - A Cornerstone of Your Business - Part 1 - Assignment
4. Unit 6 Lesson 3: Duty of Care - A Cornerstone of Your Business - PCI-DSS - Part 2
5. Unit 6 Lesson 4: Silence is Golden - Upholding Business Confidentiality
6. Unit 6 Lesson 5: Minimizing Fraud - Part 1 - Credit Card Fraud
7. Unit 6 Lesson 6: Minimizing Fraud - Part 2 - E & O Insurance and Moral Hazard
8. Unit 6 Quiz
1. Unit 7 Lesson 1: Calming the Storm - Mindset Strategies for Effective Crisis Management
2. Unit 7 Lesson 1: Calming the Storm - Mindset Strategies for Effective Crisis Management - Assignment
3. Unit 7 Lesson 2: Crisis Handling Part 1 - Navigating Natural Disaster Emergencies
4. Unit 7 Lesson 2: Crisis Handling Part 1 - Navigating Natural Disaster Emergencies - Assignment
5. Unit 7 Lesson 3: Crisis Handling Part 2 - Navigating Supplier or Client Emergencies
6. Unit 7 Lesson 3: Crisis Handling Part 2 - Navigating Supplier or Client Emergencies - Assignment
7. Unit 7 Lesson 4: Crisis Handling Part 3 - Steering Through a Personal Crisis
8. Unit 7 Lesson 4: Crisis Handling Part 3 - Steering Through a Personal Crisis Assignment
9. Unit 7 Lesson 5: How Planning Can Save Your Assets - The Lifeline of Robust Processes
10. Unit 7 Lesson 5: How Planning Can Save Your Assets - The Lifeline of Robust Processes Assignment
11. Unit 7 Quiz
1. Assignment - Ready for Sojourney Travel Account Creation
2. It's time....Contract, Standard Operating Procedure, and Media Release!
3. Advisor Fees Paid
4. Microsoft Training/Outlook Setup
5. Introduction to Teams
6. Teams Quiz
7. Introduction to Our Team
8. Introduction Submission
9. BONUS: Booking Personal Travel
1. Unit 8a Lesson 1: Becoming a Student of the World & Time Management
2. Unit 8a Lesson 2: Unleashing the Advisor's Expertise vs. Booking as a Consumer
3. Unit 8a Lesson 3: Strengthening Travel Experiences - How Travel Advisors Collaborate with a Board of Tourism
4. Unit 8a Lesson 3: Destination Training #1
5. Unit 8a Lesson 3: Destination Training #2
6. Unit 8a Lesson 4: Signature Travel Network - How to Make Our Consortia Work for You
7. Unit 8a Lesson 4: Signature Network - How to Make Our Consortia Work for You Assignment
8. Unit 8a Lesson 5: Introducing Travel Suppliers: Unraveling the Industry's Key Players
9. Unit 8a Lesson 6 - Allianz Insurance Training
10. Unit 8a Lesson 6: Allianz Insurance Training Completion
1. Unit 8b Lesson 1: Choose Your Path - Where the Rubber Meets the Road
2. Unit 8b Lesson 1: Supplier and Destination Choices Assignment
3. Unit 8b - Option 1: Choose Your Path - Disney
4. Unit 8 Option 2 College of Disney Knowledge/ Exploring the Walt Disney Resort Certificate Assignment
5. Unit 8 Option 2 College of Disney Knowledge/ Uncover the Magic of Disneyland Resort Certificate Assignment
6. Unit 8 Option 2 Discovering Disney Cruise Line Certificate Assignment
7. Unit 8 Option 2 Explore Adventures by Disney Certificate Assignment
8. Unit 8 Option 2 Discovering the Enchantment of AULANI Certificate Assignment
9. Unit 8b Option 2: Choose Your Path - Universal
10. Unit 8 Option 2 Universal Hollywood Certificate Assignment
11. Unit 8 Option 2 Universal Orlando Certificate Assignment
12. Unit 8b Option 3: Cruise Line Orientation
13. Unit 8 Option 3: Cruising - Will you Sail?
14. Unit 8b Option 4: A Somewhat Comprehensive Guide to Booking Air
15. Unit 8b Option 4: "TAKE OFF" and Book Air - Supplier Options
16. Unit 8b Lesson 4: Assignment - Upload Centrav Certificate of Completion
17. Unit 8b Option 4: Air Quiz
18. Unit 8b Option 5: Understanding FIT - A Deep Dive into "Free-Independent-Travel" Solo Itineraries vs Group Travel
19. Unit 8b Option 5: Exploring Tours and Package Vacations
20. Unit 8b Option 5: Tour Operating Training Opportunities - Enhancing Expertise for Travel Advisors
21. Unit 8b Option 6: Deciphering the World of Accommodations - Hotels and Resorts
22. Unit 8b: Supplier Training - #1 - For a supplier who has a certification program with certificate
23. Unit 8b: Supplier Training - #2 - For a supplier who has a certification program with certificate
24. Unit 8b: Supplier Training - #3 - For a supplier who has a certification program with certificate
25. Unit 8b Option 5: Delta Vacations World Agent Direct Quiz
26. Unit 8b Option 5: SCEPTRE QUIZ
1. Unit 9 Lesson 1: Introduction to Travefy, Your Client's Portal
2. Unit 9 Lesson 2: Proposals Video
3. Unit 9 Lesson 3: Creating Your First Trip, Itinerary Builder Overview
4. Unit 9 Lesson 4: Forms
5. Unit 9 Lesson 5: Adding Flights
6. Unit 9 Lesson 6: Adding Hotels
7. Unit 9 Lesson 7: Adding Activities & Excursions
8. Unit 9 Lesson 8: Supplier Imports
9. Unit 9 Lesson 9: Adding Content to Itineraries or Proposals
10. Unit 9 Lesson 10: Adding City Guides
11. Unit 9 Lesson 11: Sharing and Sending Trips
12. Unit 9 Lesson 12: Using Mobile Apps for You and Your Clients
13. Unit 9 Lesson 13: Using the Library
14. Unit 9 Lesson 14: How a Team Works
15. Unit 9 Lesson 15: Working With Groups
16. Unit 9 Lesson 16: Tasks & Tasks Lists
17. Unit 9 Lesson 17: Tutorial - Creating All Inclusive Itineraries & Proposals
18. Unit 9 Lesson 18: Tutorial - Creating Theme Park & Family Travel Itineraries & Proposals
19. Unit 9 Lesson 19: Tutorial - Creating Stunning Quotes & Proposals with Travefy
20. Unit 9 Lesson 20: Tutorial - Creating Cruise Itineraries & Proposals
21. Unit 9 Lesson 21: The Trip Plans App - Getting Started
22. Unit 9 Lesson 22: How Sojourney Travel Uses Travefy
23. Unit 9 Lesson 23: Business Etiquette and Communication
24. Unit 9 Lesson 24: Business Communication Quiz
25. Monthly Advisor Fee Instructions
26. Unit 9 Lesson 25: Using Vacation CRM - Why Record Keeping is Crucial for Travel Advisors
27. Unit 9 Lesson 26: Tools for Navigation
28. Unit 9 Action Required to Move Ahead to Lesson 27
29. Quickbooks Quiz
1. Unit 10 Lesson 1: Overcoming Imposter Syndrome: Building Confidence as a Travel Advisor
2. Unit 10 Lesson 2: Navigating the Journey - A Step-by-Step Guide to Booking Your Client's Trip
3. Unit 10 Lesson 2: Booking Your Client's Trip Quiz
4. Unit 10 Lesson 3: Advisor Incentives and Registering Bookings
5. Unit 10 Lesson 4: Sojourney Travel Commission Disbursement Processes
6. Unit 10 Lesson 5: Data-Driven Success: Unlocking the Potential of VCRM Reports
7. Unit 10 Completion Quiz
1. Unit 1 Lesson 1: Mindset - Who Owns This Business Anyway?
2. Unit 11 Lesson 2: Microsoft Bookings How To
3. Bookings Assignment
4. Unit 11 Lesson 3: Where It All Comes Together...Writing Your Business Plan
5. Unit 11 Lesson 4: Intra Company Referral Program
6. Unit 11 Lesson 5: Bio & Headshot, Facebook Page Creation Instructions
7. Bio & Headshot Assignment - Headshot Assignment
8. Bio & Headshot Assignment - Bio Assignment
9. Unit 11 Lesson 6: Facebook Profile Picture Frame
10. Facebook Profile Picture Frame - Assignment
11. Unit 11 Lesson 7: Social Media Profile Creation
12. Facebook Cover - Assignment
13. Unit 11 Lesson 8: Linktree
14. Linktree Assignment
15. Unit 11 Lesson 9: Digital Business Card Creation
16. Digital Business Card Assignment
17. Unit 11 Lesson 10: Out of Office Reply Setup and Weekend/Out of Town Backup Reply Setup
18. Out of Office Reply Setup Assignment
19. Weekend/Out of Town Backup Reply Setup Assignment
20. Unit 11 Lesson 11: Prep Live Launch Facebook
21. Unit 11 Lesson 12: Facebooks Groups to Join
22. Unit 11 Launch Quiz
23. Unit 13 Lesson 11: Paper Business Card (optional)
24. Paper Business Card Assignment
25. Unit 11 Lesson 14: Business Launch Email/Text (optional)
1. Unit 12: Lesson 1: Mastering the Mindset for Successful First Impressions, Marketing, and Client Acquisition
2. Unit 12 Lesson 2: The Art of Upselling: Elevating the Travel Advisor Experience
3. Unit 12 Lesson 3: The 541 Experience - White Glove Service - Marketing YOU
4. Unit 12 Lesson 4: Capitalizing on Your Host Agency's Brand Identity
5. Unit 12 Lesson 5: Understanding "Social Proof". A Deeper Dive.
6. Unit 12 Lesson 6- Content Creation Workshop (Creation and Scheduling)
7. Unit 12 Lesson 7: Canva School
8. Unit 12 Lesson 8: "How To" Resources
9. Unit 12 Lesson 9: Social Media URGENT REMINDERS
10. Coming Soon: How to Create a "Just Booked" Post
11. Social Media Assignment: Facebook & Instagram Posts
12. Social Media Assignment: Reels & Tiktoks

About this course

196 lessons