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Smart Moms Travel Agent Certification (formerly The Ultimate Travel Agent Education)
WELCOME TO THE TEAM
START HERE! Road Map and Orientation Video
Set Up: Agency Info, Email, DTA, HubSpot, and Banking/Payroll Details, etc.
Logo Usage and Business Card Template
Smart Moms Travel Agents Connections
Phone Numbers
Learning to Manage Your Time...So You Can Maximize Profits!
Agent Roles and Expectations, Branded Groups vs Non-Branded Groups, and Internal Client Transfers
Booked with Smart Moms Prior to Becoming an Agent?
Disney College of Knowledge and Universal Partner Community Training
SALES TRAINING
Sales Process Training: Homework, Live Training Notes, Playbook
Building Your Market: Email Marketing, Facebook, Instagram, and TikTok
Social Media Compliance and LLC Information
Working Your Lead (intro sequence, text replacements)
Assets to Help Secure Bookings (Including on-board credit and the Photo Banks)
The Pitch (Reasons Why Trello Board) and Resort Reference PDFs
The Quote
Booking, Credit Card Authorizations and Transfers
What to Do After the Booking
Planning a Disney Business Trip
HUBSPOT TRAINING
HubSpot Training - Intro
Set Up HubSpot
Connect HubSpot to Gmail
Overview of HubSpot
How to Log/Track Emails
Manually Adding a Contact
Making Your Contact List and Sending Marketing Emails
Talking to a Lead - Now What?
Overview of Sales Process Pipeline
Booking Records
After Booking Sequence
EXAM FOR SMART MOMS TRAVEL AGENT CERTIFICATION
Link to Certification Exam
Sales Process Training: Homework, Live Training Notes, Playbook
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