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Custom Tern Workflow & Email Template Design
Welcome Pack Design
Standard Operating Procedures (SOP) Development
Workflows
Tern
Email Sequences

Created by
Kelsey P
About
As a Tern workflow optimization specialist, I transform travel businesses through custom email automation solutions tailored to your unique needs. My consultative approach ensures your client communications remain personalized while dramatically reducing manual effort.
What I Deliver:
- Comprehensive Workflow Assessment: Through a detailed questionnaire and discovery call, I analyze your top booking regions, preferred vendors, and existing processes to identify optimization opportunities.
- Custom Email Sequence Design: I create seamless communication flows for every client touchpoint - from booking confirmations, final payment reminders, visa requirements, insurance offer reminders, and post-travel follow-ups - ensuring no critical communication is missed.
- Brand-Consistent Templates: Your workflows include custom-designed email headers featuring your logo, brand colors, and fonts, maintaining your visual identity across all communications.
- Voice-Aligned Messaging: All email content is crafted to match your preferred communication style, ensuring a consistent brand voice throughout the client journey.
- Implementation Support: Once your workflows are implemented, I provide a comprehensive training on managing and modifying them independently, empowering your team to make future adjustments with confidence.
The Client Experience:
My clients typically report saving 5-10 hours weekly on routine communications while improving client satisfaction through timely, consistent outreach. The streamlined workflows ensure critical details like visa requirements, insurance reminders, and travel preparation guidance reach clients exactly when needed.
My Process:
1. Detailed questionnaire to map current workflows and communication gaps
2. Initial consultation to understand your business needs
3. Brand voice assessment to ensure alignment with your communication style
4. Workflow design and template creation
5. Client review and refinement based on your feedback
6. Implementation
7. Hands-on training
Package Time Estimates (all dependent on specific client selections):
Basic Package: ~10 hours
Standard Package: ~20 hours
Premium Package: ~30+ hours
Ready to transform your client communications while reclaiming valuable time? Let's discuss how custom Tern workflows can elevate your travel business!
What I Deliver:
- Comprehensive Workflow Assessment: Through a detailed questionnaire and discovery call, I analyze your top booking regions, preferred vendors, and existing processes to identify optimization opportunities.
- Custom Email Sequence Design: I create seamless communication flows for every client touchpoint - from booking confirmations, final payment reminders, visa requirements, insurance offer reminders, and post-travel follow-ups - ensuring no critical communication is missed.
- Brand-Consistent Templates: Your workflows include custom-designed email headers featuring your logo, brand colors, and fonts, maintaining your visual identity across all communications.
- Voice-Aligned Messaging: All email content is crafted to match your preferred communication style, ensuring a consistent brand voice throughout the client journey.
- Implementation Support: Once your workflows are implemented, I provide a comprehensive training on managing and modifying them independently, empowering your team to make future adjustments with confidence.
The Client Experience:
My clients typically report saving 5-10 hours weekly on routine communications while improving client satisfaction through timely, consistent outreach. The streamlined workflows ensure critical details like visa requirements, insurance reminders, and travel preparation guidance reach clients exactly when needed.
My Process:
1. Detailed questionnaire to map current workflows and communication gaps
2. Initial consultation to understand your business needs
3. Brand voice assessment to ensure alignment with your communication style
4. Workflow design and template creation
5. Client review and refinement based on your feedback
6. Implementation
7. Hands-on training
Package Time Estimates (all dependent on specific client selections):
Basic Package: ~10 hours
Standard Package: ~20 hours
Premium Package: ~30+ hours
Ready to transform your client communications while reclaiming valuable time? Let's discuss how custom Tern workflows can elevate your travel business!
Pricing
$40
per hour
Basic
|
Standard
|
Premium
|
|
---|---|---|---|
Initial consultation call and questionnaire (30 minutes) | |||
Implementation of pre-purchased Tern templates (AS-IS) | N/A | N/A | |
Rewrite of email template language to match client's voice/style | |||
Redesign of email header images to include client's logo, brand colors, and brand fonts | |||
Implementation in Tern platform with custom workflow tags | |||
5 destination-specific and 5 vendor-specific workflows created (based on questionnaire) | |||
10 destination-specific and 5 vendor-specific workflows created (based on questionnaire) | |||
Optional custom Client Onboarding Guide/Welcome Guide design | |||
Optional Tern scheduler feature setup | |||
45-minute training session on workflow management and modification | |||
2 weeks of post-implementation support | N/A | N/A | |
4 weeks of post-implementation support | |||
Buy now | Buy now | Buy now |
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.