MoneyMaker's Mindset · Travel Agent Training
Travel agents — stop guessing your way through your tech.
Tailored CRM and itinerary platform training on Travel Joy, Travefy, Tern and more. Learn the ins and outs of the tools you already pay for — one-on-one, or with your whole team.
Included with membership · $75 one-on-one · $50 per agent for teams
Travel Joy
Travefy
Tern
VacationCRM
Itineraries
Automation
What We Train On
Your platforms, taught properly.
Instead of relying on endless training videos, get a tailored session on the exact tools you use — with your own clients, trips and templates on the screen.
Travel Joy
Client intake forms, proposals, payments, automated reminders and trip pipelines.
Travefy
Branded itineraries, supplier content library, mobile app delivery and templates.
Tern
Modern trip workspace, tasks, commission tracking and collaborative planning.
VacationCRM
Client imports, trip tracking, templated emails, invoices and group management.
Supplier & booking tools
Nexion / Travel Leaders portals, cruise and tour engines, air booking basics.
Marketing & automation
Email templates, nurture flows, forms, landing pages and social workflows.
Curriculum
Six areas we take you through.
CRM & Databases
Import clients, tag and segment, build your database so nothing falls through the cracks.
Itineraries
Build branded, sellable itineraries fast using templates and supplier content.
Payments & Invoicing
Send and track payments, itemize deposits, handle refunds and payment plans.
Reports & Commissions
Commission tracking, revenue reporting, group details and pipeline visibility.
Automation & Workflows
Trip status reminders, auto emails, SOPs and dashboards that run without you.
Groups & Team Setup
Group trips, room blocks, multi-advisor access and team-wide standards.
Training Pricing
Included with membership — or book a la carte.
Included with MoneyMaker's Mindset
Included
Members only
- Live monthly platform training sessions
- Session replays and downloads
- Workflow and template walkthroughs
- Group Q&A with PJ and the LUXE team
- Ongoing tech support inside the community
1-on-1 Training Session
$75
per 1-hour session
- Fully tailored to the platform you use
- Screen-share, hands-on setup
- Your real clients and trips, not demo data
- Recap notes after the session
Group / Team Training
$50
per agent, per hour · 4 agent minimum
- Train your whole advisory team at once
- Standardize workflows across advisors
- Custom agenda built with you
- Ideal for agency owners and host teams
Group trainings are a minimum of 4 agents per 1-hour session. Custom multi-session packages are available on request.
MoneyMaker's Mindset Store
Programs, memberships & done-for-you setups.
Training pairs with the full MoneyMaker's Mindset catalog — coaching, masterclasses, workbooks and done-for-you CRM builds. Purchase any of these directly in the store.
Custom Travel Joy / CRM 21-Day Setup
$3995 sessions in 21 days — consult, brand voice review, SOP timeline, workflow analysis and implementation tutorials. Templates and automations built in your brand's voice.
MoneyMaker's Mindset: Private 1-on-1 Coaching (90-Day Game Plan)
3 × $150/moFour 60-minute sessions each month for three months — systems, sales flow, branding, offers and financial infrastructure.
Travel Inner Circle Coaching Membership
$597/yrAnnual unlimited access to trainings, replays, exclusive events and bonus content. Monthly and quarterly options available.
MoneyMaker's Mindset: Success Strategies
$479/yrLive group coaching on the 1st Tuesday each month, plus year-round replays and downloads.
MoneyMaker's Mindset™ 14-Day Business Launch Program
$397Step-by-step launch system plus 3 personalized 1-on-1 coaching sessions over 30 days.
Profitable Travel Advisor's Blueprint
$99Recorded live Travel Advisor's Bootcamp — a firm foundation for new and seasoned advisors to increase profits.
MoneyMaker's Mindset: Building Blocks Masterclass
$129One-day masterclass on launching and scaling a successful travel business.
Building Blocks Workbook
$29Masterclass companion with planning frameworks and marketing mastery exercises.
Custom Landing Page / Website 10-Day Setup
$149Branded 1-page site in 10 days — perfect for group trips, destination weddings and event registrations.
LUXE Independent Travel Advisor Hosting
$84/moPremium branding, high-commission supplier access, CRM automation, mentorship and community.
FAQ
Questions before you book.
Still unsure which session fits? Book the 1-on-1 and we'll start by mapping your business, then train on exactly what you need.
Grab Your Seat
Ready for your training session?
One hour. Your platform. Your clients. Walk away organized and selling.
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