Running your travel business shouldn’t feel overwhelming. Between managing inquiries, following up with clients, and keeping track of bookings, do you ever feel like there just aren’t enough hours in the day? What if you had a system that handled it all for you? Tern has revolutionized the travel industry with their CRM software. Our team is here to take things to the next level by ensuring you have the proper processes and automations for success. Our Tern CRM Setup is all about making your business run smoothly with a hassle-free, "Done-For-You" approach. No need to stress over configurations or complicated system setups. We take care of the heavy lifting so you can focus on what you do best — selling travel!

So, what does “Done-For-You” really mean? When we say we’ll take care of everything, we mean it! We understand that every travel business is unique. TARC's Tern CRM Set Up is designed specifically for travel advisors, with an easy setup that eliminates the guesswork. A "done-for-you" setup means everything is fully customized for you—no tech headaches, no time wasted. We handle the system, automations, and emails so you can focus on growing your travel business. Think of this as your business game-changer. We’ll set up your Tern CRM to handle all the moving pieces, so as long as you use it, you can stay organized, impress your clients, and never miss another follow-up opportunity.

Our Process: Collaboration & Strategy, Framework & Design, Implementation & Take-Off

Collaboration & Strategy-
Once you have signed up for the service, you will be given a 30-45 minute collaboration schedule to strategize your Business Workflow. During this call, we will determine the task list that is applicable to the type of service your business provides.

Framework & Design-
With the workflow and task lists we have developed, we will begin to customize your CRM. We’ll start by compiling templates, forms & questionnaires, email banner designs, etc. - so that you can get a better look at how everything fits together.

Implementation & Take-Off-
We will then start implementing the structure to your Tern account and we'll do a couple of tests to make sure everything is accurate before preparing to hand it all back over to you. We'll also provide you with our TERN Workflow Handbook.

Missing Deadlines?! It's time to:
-Streamline your workflows
-Keep track of quotes & trips
-Save time with automation
-Store your information on PCI compliant systems and more!

Ready to get started?
Our team is dedicated to helping create awe-inspiring client experiences that build trust & authority, nurture your client's decision-making process, and encourage client loyalty. You deserve a break, let us help!