Onboarding Program

    Launch Collab Travel CRM with Confidence

    From discovery to advisor certification, our onboarding specialists walk alongside your team so you can deliver remarkable traveler experiences from day one.

    Book an onboarding consultSee onboarding packages

    Your onboarding roadmap

    Each phase includes assignments, recorded sessions, and resources hosted inside Collab's onboarding center.

    Week 1
    Phase

    Discovery & alignment

    Kick off with a 360° review of your travelers, supplier network, and revenue goals so every workflow reflects your brand.

    Audit existing tools, spreadsheets, and integrations
    Define traveler journey stages and team responsibilities
    Create a success scorecard with KPIs for leadership
    Weeks 2-3
    Phase

    Workspace configuration

    Build your Collab environment with tailored pipelines, automations, and portal experiences.

    Migrate contacts, deals, and supplier records
    Configure pipelines, task templates, and automation triggers
    Design branded traveler and partner portals
    Weeks 4-5
    Phase

    Advisor enablement

    Enable every advisor and operations specialist to adopt new workflows confidently.

    Run live enablement sessions tailored to advisor roles
    Launch quick-start tasks and accountability dashboards
    Embed playbooks and SOPs into the Collab knowledge center
    Week 6 and beyond
    Phase

    Optimization & expansion

    Measure adoption, gather feedback, and identify automation opportunities to expand ROI.

    Review analytics and advisor performance trends
    Iterate on automations based on traveler feedback
    Plan future phases: AI copilots, supplier co-marketing, loyalty programs

    Meet your onboarding team

    You'll collaborate with specialists who understand travel operations, supplier relationships, and advisor workflows.

    Implementation strategist

    Leads discovery, maps requirements, and ensures every workflow aligns with your traveler lifecycle.

    Solutions architect

    Configures integrations, data migration, automations, and analytics with your tech stack in mind.

    Advisor enablement lead

    Delivers training, office hours, and certification paths that accelerate adoption across teams.

    What you can expect

    • Dedicated Slack channel with same-day responses
    • Weekly standups and milestone recaps
    • Change-management toolkit to share with leadership
    • Post-launch health checks and optimization roadmap
    Contact onboarding team

    Resources included in every engagement

    Kickoff toolkit

    Meeting agenda, stakeholder worksheet, and success plan template that keep your rollout organized.

    Open resource

    Data migration checklist

    Step-by-step guide for cleansing traveler profiles, aligning custom fields, and importing historical bookings.

    Open resource

    Advisor launch communications

    Template emails, Slack announcements, and LMS modules to rally your team and reinforce key workflows.

    Open resource

    Onboarding FAQs

    Ready to launch?

    Combine our onboarding program with Collab's automation library to elevate traveler loyalty and partner satisfaction from the start.

    Start freePlan your rollout