Hi! I’m SterlingI’ve spent 13+ years working with CRM software and customer workflows.

A few years ago my wife started her travel business, Travels with Jordan, and I naturally became the behind-the-scenes support, handling the admin work most advisors don’t have time for: setting up pipelines, building forms, creating email templates, and connecting everything with workflows and automations so the CRM didn’t feel like “another tool,” but a real operating system.

That experience showed me something quickly: most travel advisors want the same kind of support.

They want a clean setup, consistent steps, and automation that saves time, without spending nights and weekends figuring out the tech.

Today, I help travel advisors implement and optimize systems in Tern.

I also bring a background in software sales and customer workflow design, which means I’m focused on what actually drives adoption: simple structure, clear handoffs, and systems you’ll truly use.

If you want your business to feel more organized, your follow-ups to run more consistently, and your client experience to be smoother, I'd love to help you get there.