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Tern Workflow & Automation

Standard Operating Procedures (SOP) Development
Workflows
Tern
Group Travel

About

What I'm Offering:
This service optimizes your Tern platform, leveraging its powerful built-in CRM, itinerary builder, and automation features to streamline your group trip processes. I'll meticulously configure and apply Tern's native automations, creating complete, integrated workflows for your key business operations, including a dedicated landing page template and compelling drip campaign copy to attract and nurture your group leads.

How This Package Creates Value for You:
This package transforms Tern into a finely tuned machine, specifically optimized for your group travel business, extending its reach into client acquisition and nurturing.

Basic: You'll ensure your Tern templates are professionally branded and perfectly structured for group content, enhancing client presentation and streamlining initial data capture. This makes your first impression count and sets you up for efficient planning.

Standard: I will configure Tern's powerful native automation to handle repetitive tasks for your groups. Imagine automated payment reminders sending themselves, tasks being assigned instantly, or pre-departure emails flowing without your constant intervention. This significantly reduces manual effort, improves consistency, and ensures critical actions are never missed.

Platinum: This is your bespoke Tern command center, elevated and expanded. I will design and implement three complete, integrated workflows within Tern, chosen by you, (e.g., Lead Nurturing, Client Onboarding, Post-Trip Engagement). This includes configuring unlimited Tern automations (within reason for these workflows), optimizing custom fields for precise data capture, and providing a ready-to-use landing page template and persuasive drip campaign copy designed to attract and convert group leads. This unleashes Tern's full power, providing unparalleled efficiency for your complex group operations and a direct path to more bookings.

Why You Should Work With Me:
My extensive experience isn't just about knowing Tern's features; it's about understanding how to strategically apply them to the unique demands of group travel, and how to build comprehensive, interconnected processes. I’ve personally configured Tern for 10+ group trips, streamlining lead-to-booking processes that reduced advisor workload by 70%. I know how to maximize Tern's native automations to save you countless hours and streamline your client journey from initial interest to post-trip follow-up. You're getting an expert who can transform Tern into a central nervous system for your group business, driving both efficiency and growth.

Pricing & Inclusions

 

$200

Basic

$500

Standard

$750

Premium
Review & optimization of 3 existing Tern itinerary/proposal templates for group content
Setup of custom forms/questionnaires for group member data
Guidance on best practices for Tern's group features
Creation & implementation of up to 3 Tern automation rules
Setup of custom fields within Tern's CRM for group tracking
Configuration of basic commission tracking for 1 group supplier type
Brief (30-min) virtual training on new automations
3 complete, integrated workflows within Tern (chosen by client)
Unlimited Tern automation rules (within reason for chosen workflows)
1 landing page template for lead capture or group promotion (within Tern or specified tool)
drip campaign copy for lead nurturing or client engagement (up to 5 emails per workflow)
1-hour comprehensive training & ongoing best practices support for Tern & new workflows
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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.

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