I'll help you transform Tern into your automated client‑delivery operating system, built, organized, and easy to run.

Tern Quickstart (DIY + Coach)

What I’m offering

This is a guided Tern build where we set up your account together so you leave with a working, automated operating system, without you having to figure it out alone.

What is included in every tier:

*Trip stages / pipeline set up in Tern (so every trip follows the same structure)
*2–3 core forms installed and connected (Inquiry/Trip Request, Traveler Profile, T&Cs/Acknowledgements, Cancellation Request)
*60–90 minute training + handoff session
*Handoff Kit you can reference anytime: handbook + short walkthrough videos + checklist

Then we add your chosen Supplier Package(s) which include: a pre-built workflow systems that include the emails, tasks, automations, tags, and workflow logic so your process runs at the right time, every time.

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What is a “Supplier Package”?

A Supplier Package is a complete workflow bundle that includes:

*Email templates for that exact supplier with placeholders (names, dates, payment links, etc.)
*Tasks + timing (what to do and when)
*Automations that trigger the right steps automatically
*Tags that keep everything organized
*Workflow(s) that tie everything together cleanly

*Important: Email templates are delivered as-is (you can edit/tweak them anytime inside Tern). If you want me to customize the wording to match your voice, that’s available as an add-on.

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Available Supplier Packages (current)

You can choose from:

*Cruises (most major cruise lines)
*Disneyland
*Disney World
*Universal (Hollywood and/or Orlando)
*All-Inclusive Resorts (select workflows for common all-inclusive suppliers, more to come)

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How this creates value for you

You’ll save time and reduce stress by turning Tern into a system that:

* Responds to leads faster and more consistently
* Collects the right info upfront (less back-and-forth)
* Keeps trips organized with clear stages, tasks, and reminders
* Automates key moments so you’re not rebuilding your process every trip
* Creates a more consistent, professional client experience

The end result is less admin work, fewer dropped balls, and more time spent selling and serving clients.

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Why work with me?

Most advisors don’t need “more tools", they need a repeatable operating system inside Tern that fits how they actually run trips.

These packages are built around:

* Real-world travel advisor workflows that have been tested and proven (not generic CRM theory)
* Supplier-based automation so each trip type runs smoothly
* A productized approach that keeps setup clear, efficient, and usable

You’re not just getting templates, you’re getting guided implementation so everything is connected correctly and actually works in your account.

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What to expect

1. Intake + package selection: choose your Supplier Package(s) and share basic brand/policy info
2. Guided implementation: I'll share step-by-step videos to build in your account
3. Q&A + handoff: I walk you through setup, we verify everything runs correctly, then you get training + the handbook/videos/checklist

Timeline depends on your responsiveness and how many Supplier Packages you choose, but the goal is always, leave with a system you can run immediately.

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Optional add-ons

* Copy customization (rewrite templates to match your voice)
* Additional Supplier Packages beyond your tier
* Additional forms/templates/workflow enhancements
* Ongoing training, coaching or support