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TERN - Setting up Automations and WorkFlows
Tern
Tess CRM
Created by
Corey G
About
Custom TERN Automations & Workflows Designed to Save You Time and Simplify Your Business
Whether you’re brand new to TERN, have been using it for a while but haven’t fully explored its automation and workflow features, or simply want to optimize your current setup—I’m here to help.
This package is designed to assist you in leveraging TERN’s powerful tools to simplify your day-to-day tasks and enhance efficiency. From basic automations that can be manually added to individual trips, to more advanced workflows that auto-apply based on triggers, I’ll work with you to create solutions that align with your unique business needs.
Need something general that supports your entire process? Or something more specific—like automations tailored for a group trip, a preferred cruise line, or a particular client type? I’ve got you covered.
We’ll start with a conversation to clearly define your goals, preferences, and how you want things to work. Then, I’ll build custom automations and workflows that are intuitive, effective, and ready to go—so you can spend less time clicking and more time connecting with your clients.
Whether you’re brand new to TERN, have been using it for a while but haven’t fully explored its automation and workflow features, or simply want to optimize your current setup—I’m here to help.
This package is designed to assist you in leveraging TERN’s powerful tools to simplify your day-to-day tasks and enhance efficiency. From basic automations that can be manually added to individual trips, to more advanced workflows that auto-apply based on triggers, I’ll work with you to create solutions that align with your unique business needs.
Need something general that supports your entire process? Or something more specific—like automations tailored for a group trip, a preferred cruise line, or a particular client type? I’ve got you covered.
We’ll start with a conversation to clearly define your goals, preferences, and how you want things to work. Then, I’ll build custom automations and workflows that are intuitive, effective, and ready to go—so you can spend less time clicking and more time connecting with your clients.
Pricing
$40
per hour
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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