Back
%20(7).png)
DIY Tern Set-up Call
Workflows
Forms
Tern
Created by
Megan C
About
Feeling stuck with Tern—or not sure where to begin?
My DIY Tern Set-up Call is designed to help you move forward with clarity. In this 45-minute one-on-one session, we’ll walk through your current setup (or start fresh), giving you the tools and insight to confidently take the reins.
What we’ll cover:
- A strategy to migrate from your current system (if applicable)
- How to structure your workflows in a way that feels intuitive and streamlined
- Tips for creating beautiful, branded forms your clients will love
- Suggestions for automations that simplify your client journey
- Honest answers to any Tern questions you have
You’ll also receive a personalized follow-up email with a recap and key resources, so you can revisit it all at your own pace.
This isn’t just a tech lesson: it’s a creative strategy session tailored to the way you work. You’ll walk away with a game plan you actually feel excited to build out.
Let’s make Tern work for you!
My DIY Tern Set-up Call is designed to help you move forward with clarity. In this 45-minute one-on-one session, we’ll walk through your current setup (or start fresh), giving you the tools and insight to confidently take the reins.
What we’ll cover:
- A strategy to migrate from your current system (if applicable)
- How to structure your workflows in a way that feels intuitive and streamlined
- Tips for creating beautiful, branded forms your clients will love
- Suggestions for automations that simplify your client journey
- Honest answers to any Tern questions you have
You’ll also receive a personalized follow-up email with a recap and key resources, so you can revisit it all at your own pace.
This isn’t just a tech lesson: it’s a creative strategy session tailored to the way you work. You’ll walk away with a game plan you actually feel excited to build out.
Let’s make Tern work for you!
Pricing & Inclusions
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.
%20(2).png)
