Tern Core Setup + 2 Universal Workflows (DIY + Coach)

What I’m offering

This is a guided build where we set up your Tern foundation together so you leave with a clean, repeatable system, without needing supplier-specific packages yet.

Included:

*Trip stages / pipeline setup (so every trip follows a consistent structure)
*2–3 core forms installed and connected:
* Inquiry / Trip Request
* Traveler Profile
* Terms & Conditions / Acknowledgements
* 2 universal workflows (built to work for any trip type):

1. Quote Ready: automatically emails your client that their quote is ready and tells them where to access it
2. Approve vs Revise Itinerary: sends an email confirming you received their revisions (and you’ll get to work) or thanks them for approving; includes the right internal tasks for you as the advisor
*30–60 minute training + handoff session
*A Handoff Kit you can reference anytime: handbook + short walkthrough videos + checklist

*Templates note: Emails included in the workflows are delivered as-is with placeholders. You can tweak them anytime in Tern. Copy customization is available as a paid add-on.

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How this creates value for you

This package turns Tern into a usable operating system fast:

* A clean pipeline so you stop reinventing stages for every trip
* Forms that reduce back-and-forth and keep you organized
* Two key automations that create consistency at the most common “bottleneck” moments:

* When a quote is ready
* When itinerary revisions/approval come in
* Less admin work, fewer missed follow-ups, and a more professional client experience

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Why work with Me

Most advisors don’t need “more tools”, they need a repeatable system that works inside Tern.

Real-world travel advisor workflows that have been tested and proven (not generic CRM theory) and focuses on setting up the pieces that drive adoption: pipeline + forms + practical automation + training.

You won’t just receive templates—you’ll get guided implementation so everything is connected correctly and actually works in your account.

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What to expect

1. Intake: you share basic branding/policies and confirm how you quote + deliver itineraries
2. Guided implementation: I'll share step-by-step videos to build in your account
3. Q&A + handoff: we verify everything runs correctly, then you get training + the handbook/videos/checklist

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Important note about Supplier Packages

This “Core Only” offer does not include supplier packages. If you want supplier-specific automation later (Cruises, Disneyland, Disney World, Universal, All-Inclusives), you can upgrade to **Advisor Quickstart** (upgrade credit applies within a limited time window).