Fast-Track Your Success
A 6-week guided program to migrate your data and train your team.
Your onboarding roadmap
Each phase includes assignments, recorded sessions, and resources hosted inside Collab's onboarding center.
Discovery & alignment
Kick off with a 360° review of your travelers, supplier network, and revenue goals so every workflow reflects your brand.
Workspace configuration
Build your Collab environment with tailored pipelines, automations, and portal experiences.
Advisor enablement
Enable every advisor and operations specialist to adopt new workflows confidently.
Optimization & expansion
Measure adoption, gather feedback, and identify automation opportunities to expand ROI.
Meet your onboarding team
You'll collaborate with specialists who understand travel operations, supplier relationships, and advisor workflows.
Implementation strategist
Solutions architect
Advisor enablement lead
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
Resources included in every engagement
Kickoff toolkit
Meeting agenda, stakeholder worksheet, and success plan template that keep your rollout organized.
Data migration checklist
Step-by-step guide for cleansing traveler profiles, aligning custom fields, and importing historical bookings.
Advisor launch communications
Template emails, Slack announcements, and LMS modules to rally your team and reinforce key workflows.
Onboarding FAQs
Ready to launch?
Combine our onboarding program with Collab's automation library to elevate traveler loyalty and partner satisfaction from the start.