Tern Core Setup + 2 Universal Workflows (Done-For-You)

What I’m offering

This is a done-for-you Tern setup where I build your core system directly inside your account so you leave with a clean, repeatable foundation, 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: 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
* 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 creates immediate lift by making Tern easier to run day-to-day:

* Your pipeline is organized and consistent
* Your intake is streamlined with the right forms
* Two high-impact automations remove busywork and reduce client back-and-forth:
* the “quote is ready” moment
* the “revise vs approve itinerary” moment
* You get a more professional experience for clients and fewer dropped balls for you

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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.

I don’t just “add templates”, I make sure your pipeline, forms, workflows, and tasks are connected correctly and actually function in real life. Then I train you so you can confidently run and tweak your system moving forward.

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What to expect

1. Intake: you provide basic branding/policies and confirm your quoting + itinerary process
2. Implementation: I build the setup directly in your Tern account
3. Q&A + handoff: we verify everything runs correctly, then do your training + deliver your 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). Just let me know if you want to do that.