How to enroll an agent
How to Enroll an Agent
Congrats! Your new member is ready to get enrolled. Follow these steps to sponsor them correctly and get them started right!
Step 1: What to send
1. Ask them which membership they want to enroll with.
2. Copy the enrollment script that pertains to what they want to join as.
3. **IMPORTANT!** YOU MUST UPDATE THE SCRIPTS BELOW WITH YOUR PLANNET WEBSITE OR THEY WILL NOT BE ASSIGNED TO YOU!
REP + ITA Script (Copy + Edit)
So excited for you to take the next step! To enroll as an Affiliate Rep + Agent you must follow these steps as it is an easy 2 part enrollment process.
1. First view the steps to enroll here: https://travelsquad.lpages.co/new-agent-rep-enrollment-steps/
2. Next you will set up your rep account using my website link.
3. Lastly, you will purchase your ITA account once your rep is enrolled.
You will need my website to complete enrollment:
replace with your plannet information
If you get stuck or have questions please reach out.
Once you are done, let me know so I can send you the onboarding info.
Congrats and welcome to the team!
ITA Script (Copy + Edit)
So excited for you to take the next step! To enroll as an Agent you must follow these steps.
1. First view the steps to enroll here: Enrollment Steps
2. Next you will purchase and set up your ITA account using my website link.
You will need my website to complete enrollment:
replace with your plannet information
If you get stuck or have questions please reach out.
Once you are done, let me know so I can send you the onboarding info.
Congrats and welcome to the team!
Step 2: Confirm Completion
Once they tell you they are done, log into your Plannet website and go to:
Virtual Office > My Business > My Geneology
Select "ALL LEVELS" from the Depth dropdown
Scroll or page down till you see your new members name. Sometimes the account might say HOLD or CREDIT HOLD while the system is updating. If this happens check again in 5-10 minutes.
Once you confirm they are enrolled complete the onboarding form for them located here. DO NOT SEND to your new rep to complete!
Step 3: Onboarding New Members
Once you complete this form, your agent will be added to notion (you do not need to do anything!) Additionally they will receive 3 follow up emails in 72 hours, 7 days and 30 days.
*IMPORTANT** You must confirm they are enrolled before completing this form.
Additionally provide them with their USERID (find it here)
Step 4: Welcome New Members
Your agent/rep will have access to create their own flyer but if you want to do it, the template is here
Step 5: Check in + Guidance
Please also confirm that your new team member has joined the following FB groups:
All active ITA's should join:
Inteletravel Facebook Group
They will not be admitted into any Travel Squad groups if they do not include their USER ID or email used to register in responses
All active REPS + ITA's should join:
Please copy this whole post and save this info in a note on your phone. Refer back to it periodically to get any updated page links.
Congrats again, we hope you and your new member connect with the team and become wildly successful!