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The Group Trip Workflow Blueprint
Workflows
Tern
Group Travel
Trello

Created by
Kate | Tern & Trello Expert
5.0
About
You've got the vision for incredible group trips, but the behind-the-scenes can quickly spiral into overwhelming chaos. Missed details. Fragmented communication. Hours lost to manual tasks. It doesn't have to be that way.
My Group Trip Workflow Blueprint is your strategic answer. Drawing directly from the meticulous systems that powered my six sold-out tours, I'll show you how to master the coordination between Tern for client management and Trello for internal project mastery. This isn't just about using tools; it's about orchestrating them to create a seamless, profitable, and professional experience for every single group trip you launch.
Tier 1: โ๏ธ Basic - The "Initial Setup & Sync"
What I'm offering:
This package is your essential starting point, providing a clear foundational blueprint to kick off your next group trip with organized efficiency. We'll set up the core elements you need in Tern and Trello to ensure you launch with clarity, not chaos. You'll get a strategic roadmap, custom Trello project board template, essential Tern group setup with forms, and guidance for your landing page strategy and crucial information handoffs between Tern and Trello.
How this package creates value for you:
Stop overwhelm before it starts: You'll have a clear path from day one, eliminating guesswork and stress.
Save time & prevent costly mistakes: Get setup right the first time, avoiding the endless hours of trying to "figure it out" or correcting errors down the line.
Professionalize your launch: Present a polished front to potential travelers from the very first interaction.
Build a solid foundation: This package ensures your core systems in Tern and Trello are correctly established to support future growth.
Why you should work with me:
You're not just getting templates; you're getting a personalized strategic guide from someone who's actually done it. I've built and refined these very systems to achieve my own sold-out tours. I know precisely how to set up Tern for client flows and Trello for internal tasks so they work for you, even without direct integration. This is your chance to learn my proven method and lay an impeccable groundwork for your next group success.
Tier 2: ๐ท Standard - The "End-to-End Workflow Build"
What I'm offering:
This is your comprehensive, done-for-you (or done-with-you) solution for one specific group trip. I'll build out the entire seamless ecosystem across Tern and Trello, from lead capture to post-trip follow-up. This includes advanced Tern automation (client journey, emails, payments), a fully loaded Trello operational hub, a high-converting Tern landing page, custom communication templates, a strategic coordination playbook, and a hands-on walkthrough to ensure you're fluent in your new system.
How this package creates value for you:
Transform chaos into a well-oiled machine: Experience unparalleled efficiency for your entire group trip, freeing you from manual bottlenecks.
Maximize conversions & client experience: Automated communications and a seamless booking flow mean more committed travelers and delighted clients.
Save hundreds of hours: Stop juggling spreadsheets and countless tabs. This system runs itself, giving you precious time back to focus on sales and relationships.
Scalable success: While built for one trip, this meticulous system provides a robust, repeatable blueprint you can adapt for all future group tours.
Eliminate missed details: Every step, every task, every client touchpoint is accounted for, ensuring nothing falls through the cracks.
Why you should work with me:
This package is where my signature methodology truly shines. I don't just know Tern and Trello; I know how to orchestrate them for maximum impact in group travel. I'm applying the exact same meticulous, automated, and coordinated strategies that resulted in my own six sold-out tours. You're getting an expert-built, battle-tested system tailored to your group trip, ensuring you're not just efficient, but wildly successful. This is about implementing proven results.
Tier 3: ๐ Premium - The "Multi-Trip Operational Powerhouse"
What I'm offering:
This is your ultimate ongoing strategic partnership. You'll have my dedicated expertise on retainer to continuously optimize and manage your Tern and Trello systems across ALL your group trips. This proactive, hands-on support includes ongoing workflow refinement, advanced automation building, Tern landing page optimization, Trello system evolution for multiple groups, seamless information flow management between platforms, team training, and priority troubleshooting.
How this package creates value for you:
Unleash ultimate efficiency & peace of mind: Stop reactively fighting fires and start proactively building a bulletproof, scalable operational foundation for your entire business.
Sustain explosive growth: Handle more group trips without increasing your own overwhelm or hiring full-time staff.
Continuously optimize for profitability: I'll leverage data and best practices to ensure your systems are always performing at peak, maximizing conversions and revenue.
Always cutting-edge: Your systems will evolve with your business and the platforms, keeping you ahead of the curve.
Your strategic thought partner: Gain a dedicated expert who understands your unique challenges and is actively working to solve them, allowing you to focus on high-level strategy and client acquisition.
Why you should work with me:
This isn't just a service; it's a direct extension of my own highly successful operational strategy. I'm not only teaching you; I'm actively doing the work alongside you, applying the very insights and meticulous execution that led to my multiple sold-out tours.
If you're serious about scaling your group travel business with an ironclad, stress-free operational backbone, having me as your Executive Workflow Architect is the smartest investment you'll make. I'm here to ensure your growth is seamless, powerful, and utterly unstoppable.
My Group Trip Workflow Blueprint is your strategic answer. Drawing directly from the meticulous systems that powered my six sold-out tours, I'll show you how to master the coordination between Tern for client management and Trello for internal project mastery. This isn't just about using tools; it's about orchestrating them to create a seamless, profitable, and professional experience for every single group trip you launch.
Tier 1: โ๏ธ Basic - The "Initial Setup & Sync"
What I'm offering:
This package is your essential starting point, providing a clear foundational blueprint to kick off your next group trip with organized efficiency. We'll set up the core elements you need in Tern and Trello to ensure you launch with clarity, not chaos. You'll get a strategic roadmap, custom Trello project board template, essential Tern group setup with forms, and guidance for your landing page strategy and crucial information handoffs between Tern and Trello.
How this package creates value for you:
Stop overwhelm before it starts: You'll have a clear path from day one, eliminating guesswork and stress.
Save time & prevent costly mistakes: Get setup right the first time, avoiding the endless hours of trying to "figure it out" or correcting errors down the line.
Professionalize your launch: Present a polished front to potential travelers from the very first interaction.
Build a solid foundation: This package ensures your core systems in Tern and Trello are correctly established to support future growth.
Why you should work with me:
You're not just getting templates; you're getting a personalized strategic guide from someone who's actually done it. I've built and refined these very systems to achieve my own sold-out tours. I know precisely how to set up Tern for client flows and Trello for internal tasks so they work for you, even without direct integration. This is your chance to learn my proven method and lay an impeccable groundwork for your next group success.
Tier 2: ๐ท Standard - The "End-to-End Workflow Build"
What I'm offering:
This is your comprehensive, done-for-you (or done-with-you) solution for one specific group trip. I'll build out the entire seamless ecosystem across Tern and Trello, from lead capture to post-trip follow-up. This includes advanced Tern automation (client journey, emails, payments), a fully loaded Trello operational hub, a high-converting Tern landing page, custom communication templates, a strategic coordination playbook, and a hands-on walkthrough to ensure you're fluent in your new system.
How this package creates value for you:
Transform chaos into a well-oiled machine: Experience unparalleled efficiency for your entire group trip, freeing you from manual bottlenecks.
Maximize conversions & client experience: Automated communications and a seamless booking flow mean more committed travelers and delighted clients.
Save hundreds of hours: Stop juggling spreadsheets and countless tabs. This system runs itself, giving you precious time back to focus on sales and relationships.
Scalable success: While built for one trip, this meticulous system provides a robust, repeatable blueprint you can adapt for all future group tours.
Eliminate missed details: Every step, every task, every client touchpoint is accounted for, ensuring nothing falls through the cracks.
Why you should work with me:
This package is where my signature methodology truly shines. I don't just know Tern and Trello; I know how to orchestrate them for maximum impact in group travel. I'm applying the exact same meticulous, automated, and coordinated strategies that resulted in my own six sold-out tours. You're getting an expert-built, battle-tested system tailored to your group trip, ensuring you're not just efficient, but wildly successful. This is about implementing proven results.
Tier 3: ๐ Premium - The "Multi-Trip Operational Powerhouse"
What I'm offering:
This is your ultimate ongoing strategic partnership. You'll have my dedicated expertise on retainer to continuously optimize and manage your Tern and Trello systems across ALL your group trips. This proactive, hands-on support includes ongoing workflow refinement, advanced automation building, Tern landing page optimization, Trello system evolution for multiple groups, seamless information flow management between platforms, team training, and priority troubleshooting.
How this package creates value for you:
Unleash ultimate efficiency & peace of mind: Stop reactively fighting fires and start proactively building a bulletproof, scalable operational foundation for your entire business.
Sustain explosive growth: Handle more group trips without increasing your own overwhelm or hiring full-time staff.
Continuously optimize for profitability: I'll leverage data and best practices to ensure your systems are always performing at peak, maximizing conversions and revenue.
Always cutting-edge: Your systems will evolve with your business and the platforms, keeping you ahead of the curve.
Your strategic thought partner: Gain a dedicated expert who understands your unique challenges and is actively working to solve them, allowing you to focus on high-level strategy and client acquisition.
Why you should work with me:
This isn't just a service; it's a direct extension of my own highly successful operational strategy. I'm not only teaching you; I'm actively doing the work alongside you, applying the very insights and meticulous execution that led to my multiple sold-out tours.
If you're serious about scaling your group travel business with an ironclad, stress-free operational backbone, having me as your Executive Workflow Architect is the smartest investment you'll make. I'm here to ensure your growth is seamless, powerful, and utterly unstoppable.
Pricing & Inclusions
$250Basic
|
$750Standard
|
$1200Premium
|
|
---|---|---|---|
Strategic Blueprint/Audit Call (90 min) | Ongoing | ||
Custom Trello Project Board (template) | Ongoing | ||
Tern Group Creation & Form Setup | Ongoing | ||
Landing Page Strategy & Content Prompts | Ongoing | ||
Handover Protocol / Sync Guide | Ongoing | ||
Comprehensive Tern Client Journey Automation | Ongoing | ||
High-Converting Tern Landing Page Development | Ongoing | ||
Advanced Trello Operational Hub | Ongoing | ||
Custom Client Communication Templates | Ongoing | ||
Strategic Coordination Playbook | Ongoing | ||
Guided Implementation / Walkthrough Session (2-Hr) | Ongoing | ||
Pre-Call System Assessment (Proactive) | |||
Dedicated Monthly Strategic Support | 15-20 Hrs/Mo | ||
Proactive Workflow Optimization (All Trips) | |||
Advanced Tern Automation & Reporting | |||
Trello System Evolution (Multi-Trip) | |||
Seamless Information Flow Management | |||
Team Training & Best Practices / SOPs | |||
Priority Troubleshooting & 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.