Certified Travel Counselor Onboarding Checklist

Certified Travel Counselor Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Certified Travel Counselor starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Travel onboarding experience or just need an onboarding checklist for your new Certified Travel Counselor, you’re in the right place. We’ve put together a sample Certified Travel Counselor onboarding checklist below and have created onboarding templates & resources to help.

Certified Travel Counselor Onboarding Checklist

1. Introduction to company policies and procedures: The new Certified Travel Counselor (CTC) should be provided with a comprehensive overview of the company’s policies and procedures. This includes understanding the code of conduct, dress code, attendance policy, and any other guidelines that govern the workplace. The Human Resources department typically handles this task.

2. Familiarization with company culture: It is crucial for the CTC to understand the company’s culture and values. This task involves introducing the new employee to the company’s mission, vision, and core values. It may also include team-building activities and opportunities to interact with colleagues from different departments. The Human Resources department or a designated culture ambassador can perform this task.

3. Introduction to the travel industry: As a CTC, it is essential to have a solid understanding of the travel industry. This task involves providing the new employee with an overview of the industry, including its history, current trends, and key players. This can be done through presentations, training sessions, or online resources. The training department or a senior CTC can perform this task.

4. Product and service training: The CTC needs to be familiar with the company’s products and services to effectively assist clients. This task involves providing comprehensive training on the company’s offerings, including different travel packages, accommodation options, transportation modes, and any additional services provided. The training department or experienced CTCs can perform this task.

5. Familiarization with booking systems: The CTC should be trained on the company’s booking systems and software. This task involves providing hands-on training on how to navigate the systems, make bookings, process payments, and generate necessary documentation. The IT department or a designated system trainer can perform this task.

6. Understanding client profiles and preferences: Each client has unique preferences and requirements when it comes to travel. This task involves educating the new CTC on how to create and maintain client profiles, including capturing important details such as travel preferences, loyalty program information, and special requests. The training department or experienced CTCs can perform this task.

7. Compliance with industry regulations: The travel industry is subject to various regulations and compliance requirements. This task involves educating the new CTC on these regulations, including travel insurance, visa requirements, health and safety guidelines, and any other legal obligations. The training department or a designated compliance officer can perform this task.

8. Communication and customer service training: Effective communication and exceptional customer service skills are vital for a CTC. This task involves providing training on active listening, effective communication techniques, conflict resolution, and how to handle difficult customers. The training department or experienced CTCs can perform this task.

9. Familiarization with company tools and resources: The CTC should be introduced to the various tools and resources available within the company to assist in their role. This task involves providing training on internal communication platforms, knowledge databases, travel industry publications, and any other resources that can enhance their performance. The IT department or a designated resource coordinator can perform this task.

10. Shadowing experienced CTCs: To gain practical experience and learn from seasoned professionals, the new CTC should have the opportunity to shadow experienced CTCs. This task involves pairing the new employee with a mentor or allowing them to observe and assist experienced CTCs in real client interactions. The training department or a designated mentorship coordinator can facilitate this task.

11. Ongoing professional development: Continuous learning and professional development are crucial for a CTC to stay updated with industry trends and enhance their skills. This task involves providing information on training programs, industry conferences, webinars, and other opportunities for the CTC to expand their knowledge and expertise. The training department or a designated professional development coordinator can perform this task.

12. Performance evaluation and feedback: Regular performance evaluations and feedback sessions are essential to help the CTC grow and improve in their role. This task involves setting clear performance goals, conducting periodic evaluations, and providing constructive feedback to help the CTC excel in their position. The supervisor or manager of the CTC typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Certified Travel Counselor checklist above, you’ll now have an idea of how you can apply best practices to getting your new Certified Travel Counselor up to speed and working well in your Travel team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.