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Tern + Tique Setup

Tern
Created by Melissa F
5.0

About

Let’s turn your templates into a fully functional, branded, client-ready system.

You’ve purchased Tique’s beautifully written email and form templates—now let’s get them working for you in Tern. I’ll take care of the entire setup: formatting each email, inserting your links and scheduler, setting up automations, and (if selected) designing branded headers that align with your visual identity.

This package saves you hours of backend work and ensures your communication is polished, functional, and on-brand. I’ve worked extensively in both Tern and Canva, and I know how to make your tools not only look good—but workbetter.

Choose the package that best fits your needs:

Basic — $495

Clean, functional implementation to get you up and running quickly.
Includes:

Upload + formatting of up to 30 client emails and 20 forms
Placeholder text removed, links inserted (scheduler, reviews, etc.)
Task list automations (e.g., New Inquiry, Booked Trip)
Additional emails: +$5 each
Additional forms: +$3 each

Standard — $645

Everything in Basic, plus a branded, visually polished setup.
Includes:

Custom Canva-designed header graphics to match your brand
Uploading headers into each email template

Premium — $725

For advisors who want more personality and polish in their communication.
Includes everything in Standard, plus:

Light editing of up to 5 email templates for tone, clarity, or brand voice
Strategy pass: subject lines, preview text, and basic sequencing recommendations

📌 Want your entire Tique library set up (43 emails, 35 forms, 9 supplier messages)?

I offer full implementation as a custom quote—just reach out, and I’ll send details.

Pricing & Inclusions

 

$495

Basic

$645

Standard

$725

Premium
I’ll upload and format your Tique templates in Tern, remove all placeholder text, add your links, and set up task automations.
Includes everything in Basic, plus custom Canva-designed email header graphics and uploading them into each email template.
Includes everything in Standard, plus light editing of up to 5 email templates for tone, clarity, or personalized phrasing.
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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.

Looking for a more custom solution?

Create a request
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