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A la carte Tern Builds/Support
Workflows
Forms
Tern
CRM Management
Email Sequences
Created by
Sterling F
About
A la carte Tern Builds (Pick what you need)
Basic / Standard / Premium (Choose the level that fits)
What I’m offering
This is a pick-and-choose menu of Tern assets and workflow builds for travel advisors who don’t want a full setup, just the specific pieces that will save time and create a more consistent client experience.
Everything is built to be practical, easy to use, and designed for travel-advisor workflows (not generic CRM theory).
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Basic Tier: Forms (starting at $49)
Best for: Advisors who want to streamline intake, reduce back-and-forth, and keep client details organized.
What you get:
*A single Tern form built for your needs (starting at $49)
Examples: Cancellation/Change Request, trip request, traveler details add-on, simple client preference form, etc.
Value created:
* Faster info collection
* Fewer missing details
* A more professional, consistent intake process
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Standard Tier: Email Templates Package (starting at $199)
Best for: Advisors who want a polished email set they can start using immediately.
What you get:
* A supplier-based email template package (starting at $199)
* Templates are delivered as-is with placeholders (names, dates, payment links, etc.)
* You can tweak wording anytime inside Tern
Value created:
* Stop writing the same emails over and over
* More consistent client communication
* Faster response times and cleaner delivery
Important note: These templates come as-is. If you want them rewritten to match your exact voice/policies, copy customization is available as an add-on.
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Premium Tier: Supplier Package Workflow (starting at $249)
Best for: Advisors who want a supplier-specific workflow system that runs key steps at the right time.
What you get (starting at $249):
A complete Supplier Package workflow bundle that includes:
* Email templates (as-is) with placeholders
* Tasks + timing (what to do and when)
* Automations/workflow logic that triggers the right steps automatically
* Tags + structure that keep everything organized
* Optional supplier-specific form (only if needed)
Available Supplier Packages (current):
* Cruises (most major cruise lines)
* Disneyland
* Disney World
* Universal (Hollywood and/or Orlando)
* All-Inclusive Resorts (select workflows for common all-inclusive trip suppliers with more to come)
Value created:
* Less admin work
* Fewer missed follow-ups and steps
* A repeatable process by trip type (so you’re not rebuilding every time)
---
DFY Install Add-on (optional)
Want me to install what you purchase directly into your Tern account?
*DFY install add-on: +$150–$300 (depends on what you purchased and complexity)
---
Copy customization (optional)
Email templates are delivered as-is (with placeholders), and you can edit anytime.
If you want me to tailor wording to your exact voice and policies:
*Copy customization: $100/hr (or per-email pricing when applicable)
---
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.
---
What to expect
1. Choose a tier (Basic / Standard / Premium) and tell me what you need
2. Provide any basics (branding info, policies/links, supplier focus)
3. Receive the asset(s) with a clear install/use guide
4. Add DFY install if you want everything implemented in your account
Basic / Standard / Premium (Choose the level that fits)
What I’m offering
This is a pick-and-choose menu of Tern assets and workflow builds for travel advisors who don’t want a full setup, just the specific pieces that will save time and create a more consistent client experience.
Everything is built to be practical, easy to use, and designed for travel-advisor workflows (not generic CRM theory).
---
Basic Tier: Forms (starting at $49)
Best for: Advisors who want to streamline intake, reduce back-and-forth, and keep client details organized.
What you get:
*A single Tern form built for your needs (starting at $49)
Examples: Cancellation/Change Request, trip request, traveler details add-on, simple client preference form, etc.
Value created:
* Faster info collection
* Fewer missing details
* A more professional, consistent intake process
---
Standard Tier: Email Templates Package (starting at $199)
Best for: Advisors who want a polished email set they can start using immediately.
What you get:
* A supplier-based email template package (starting at $199)
* Templates are delivered as-is with placeholders (names, dates, payment links, etc.)
* You can tweak wording anytime inside Tern
Value created:
* Stop writing the same emails over and over
* More consistent client communication
* Faster response times and cleaner delivery
Important note: These templates come as-is. If you want them rewritten to match your exact voice/policies, copy customization is available as an add-on.
---
Premium Tier: Supplier Package Workflow (starting at $249)
Best for: Advisors who want a supplier-specific workflow system that runs key steps at the right time.
What you get (starting at $249):
A complete Supplier Package workflow bundle that includes:
* Email templates (as-is) with placeholders
* Tasks + timing (what to do and when)
* Automations/workflow logic that triggers the right steps automatically
* Tags + structure that keep everything organized
* Optional supplier-specific form (only if needed)
Available Supplier Packages (current):
* Cruises (most major cruise lines)
* Disneyland
* Disney World
* Universal (Hollywood and/or Orlando)
* All-Inclusive Resorts (select workflows for common all-inclusive trip suppliers with more to come)
Value created:
* Less admin work
* Fewer missed follow-ups and steps
* A repeatable process by trip type (so you’re not rebuilding every time)
---
DFY Install Add-on (optional)
Want me to install what you purchase directly into your Tern account?
*DFY install add-on: +$150–$300 (depends on what you purchased and complexity)
---
Copy customization (optional)
Email templates are delivered as-is (with placeholders), and you can edit anytime.
If you want me to tailor wording to your exact voice and policies:
*Copy customization: $100/hr (or per-email pricing when applicable)
---
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.
---
What to expect
1. Choose a tier (Basic / Standard / Premium) and tell me what you need
2. Provide any basics (branding info, policies/links, supplier focus)
3. Receive the asset(s) with a clear install/use guide
4. Add DFY install if you want everything implemented in your account
Pricing & Inclusions
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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