Transform Your Travel Business with Custom Tern Workflow Automation

Are you spending hours every week sending the same emails to clients — booking confirmations, final payment reminders, travel prep tips, and post-trip follow-ups?

What if those emails were already written, beautifully branded, and automatically sent to your clients at exactly the right time?

That’s where I come in.

I specialize in helping travel advisors build seamless client communication systems inside Tern that elevate the client experience while dramatically reducing the time you spend on manual emails.

The result is a travel business that feels organized, professional, and scalable — without sacrificing the personal touch your clients expect.

What I Help You Create

I design fully customized client communication workflows that guide your travelers from the moment they book until long after they return home.

Your workflows may include:

• Booking confirmation emails
• Final payment reminders
• Travel insurance reminders
• Visa and passport guidance
• Shore excursion planning emails
• Pre-departure travel preparation
• Bon Voyage messages
• Welcome home follow-ups
• Future travel inspiration emails

Every touchpoint is thoughtfully designed so your clients always feel informed, cared for, and supported.

Fully Branded, Professional Email Templates

Your automated emails will reflect your brand and professionalism.

Each workflow includes:

✔ Custom email headers
✔ Your logo, colors, and fonts
✔ Clean, modern formatting
✔ Consistent brand voice throughout the client journey

Your clients receive emails that feel intentional, polished, and personal — not automated.

Custom Travel Guides & Client Resources

I also help advisors create destination guides and preparation resources that enhance the overall client experience.

These may include:

• Cruise preparation guides
• Destination guides
• Packing tips and travel advice
• Cultural insights
• Shore excursion recommendations

These resources position you as a trusted travel expert rather than just someone who books trips.

My Process

My process is collaborative and designed around your unique travel business.

Detailed questionnaire to map your current workflow

Discovery consultation to understand your suppliers and booking patterns

Brand voice assessment to align messaging with your style

Workflow design and template creation

Client review and refinement

Implementation inside Tern

Hands-on training so you can manage workflows independently

The Results

Travel advisors who implement structured workflows typically report:

✔ Saving 5–10 hours per week on routine communications
✔ Fewer repetitive client questions
✔ More organized booking processes
✔ Increased client satisfaction and repeat bookings
✔ A more professional and elevated brand presence

Automation allows you to maintain luxury-level service without burnout.

Why Advisors Choose to Work With Me

Most travel advisors know they should automate their communication — but building workflows from scratch can feel overwhelming.

I simplify the process and create systems that allow you to:

• Spend less time writing emails
• Provide a better client experience
• Stay organized across multiple bookings
• Grow your travel business with confidence

If you're ready to save time, streamline your processes, and elevate your client experience, I would love to help you build a workflow system that supports the way you run your business.