Leslie J.
Templates, workflows, and automations that were built by an agency owner, ready for you. Stop building from scratch. Start running a business that flows.
Leslie J.
Templates, workflows, and automations that were built by an agency owner, ready for you. Stop building from scratch. Start running a business that flows.
About
Not all template libraries are created equal. This one was built inside a real agency, for a real client base.Every template, email, task, automation and workflow in my collection was built in the field - tested on real clients, refined over a decade of booking luxury travel, and designed to work inside Tern.What you'll find in these templates isn't a rough idea of how an agency could run, it's the actual system mine runs on. Every email has been sent to a real client. Every task has been checked off on a real booking. Every automation has fired on a real trip. I built this library because I needed it. Now I'm making it available to you.These are polished, client-ready templates written with an elevated, relationship-first tone - the kind that makes clients feel like they're in good hands before you've even spoken. They're built for Tern, ready to import, and organized so you can be up and running the same day.Whether you're brand new and trying to look like you've been doing this for years, or an experienced advisor who's tired of writing the same email for the hundredth time β these bundles meet you where you are.Not looking for prebuilt templates but would love help setting up your Tern account? I'll take you from stressed and overwhelmed to done and ready to go!
$50/hour
Long Island, NY
English
Open to ongoing, long term, and short term work
Last active 3 days ago
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Skills
Admin
Canva
Client Communications
Compliance
Concierge Services
CRM Management
Cruises
Destination Research
Direct Booking Management
Email Sequences
Facebook
Flodesk
Group Travel
Guest Communication
Guest Experience Design
Itinerary Building
OOO Coverage
Organization
Proposals
Remote Onboarding
Staff Onboarding
Staff Training
Team Productivity Tools
Tern
Tern Migration
Tern Workflows & Automations Certified
Training and Development
Training Manuals
Workflows
Employment history
Founder & Luxury Travel Advisor | Azure Skies Travel
Self Employed
Co-Founder | Operations | Integrity Consulting Group
Self Employed
2010 β 2018
Owner | Mini Monet Art Studio
Self Employed
2012 β 2014
Project Management | Jones Lang Lasalle
Full Time
2007 β 2010
Fun Facts
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Describe yourself in five words
Driven, Organized, Detailed, Loyal, Creative
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Best piece of advice
Life is short...take the trip!
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First job
Ice Cream Shop
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Favorite destination
Amalfi Coast
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Favorite food
Ice Cream
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Bucket list destinations
Sooo many
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Favorite hotel
Hassler
βοΈ
Favorite airline
Delta, JetBlue
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Hobbies
Traveling, Spending Time with My Family & Helping Others Succeed
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Destination expertise
Europe, Caribbean, River & Ocean Cruises, Hawaii, Costa Rica
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