Back

USA & Canada Pack

Team Productivity Tools
Workflows
Tern Migration
Tern Workflows & Automations Certified
Tern
Created by Leslie J.

About

Not every great trip requires a passport — and your domestic and Canadian clients deserve the same polished, nothing-missed experience as anyone heading overseas. USA & Canada covers Hawaii, Alaska, Canada, and US domestic travel, with a fully built Rocky Mountaineer workflow. Whether you are booking a Hawaiian honeymoon, an Alaska cruise add-on, a Sedona long weekend, or a legendary rail journey through the Canadian Rockies, this pack gives you the system to deliver it professionally every single time.

A natural add-on for any advisor who wants their entire business covered — not just the international side.

*17 Email Templates — Rocky Mountaineer pro tips and packing, Hawaii dining guide, Alaska packing list, Canada entry requirements, domestic tips, items to pack, apps to download, Sedona dining guide, and more
*9 Task Templates — Rocky Mountaineer task sequence, Hawaii dining guide, Alaska packing list, and domestic trip tasks
*16 Automation Templates — Rocky Mountaineer guest portal, pro tips and packing, check-in reminder, Hawaii dining guide, Canada entry requirements and apps, domestic apps, tips, and packing
*5 Workflow Templates — Rocky Mountaineer, Hawaii, Alaska, and domestic trip workflows
Destinations Covered — Rocky Mountaineer, Hawaii, Alaska, Canada, and US domestic including Sedona

If you'd like me to fully integrate your USA & Canada Pack into your Tern account, this service is offered with the Standard package. If you'd like me to purchase and fully integrate The Foundations Pack and the USA & Canada pack, that covered in the Premium package.

What this pack does not include:
The Foundations Pack. It is highly recommended to purchase that pack and add this one on.

Pricing & Inclusions

 

$97

Basic

$494

Standard

$597

Premium
17 Email Templates — Rocky Mountaineer pro tips and packing, Hawaii dining guide, Alaska packing list, Canada entry requirements, domestic tips, items to pack, apps to download, Sedona dining guide, and more
9 Task Templates — Rocky Mountaineer task sequence, Hawaii dining guide, Alaska packing list, and domestic trip tasks
16 Automation Templates — Rocky Mountaineer guest portal, pro tips and packing, check-in reminder, Hawaii dining guide, Canada entry requirements and apps, domestic apps, tips, and packing
*5 Workflow Templates — Rocky Mountaineer, Hawaii, Alaska, and domestic trip workflows
The USA & Canada Pack Fully Integrated Into Your Tern Account (Automations and Workflows Fully Functional)
The USA & Canada Pack AND The Foundations Pack Fully Integrated Into Your Tern Account (Automations and Workflows Fully Functional)
All Templates Uploaded Directly Into Your Tern Account
All Automations Configured & Connected
All Workflows Configured & Connected
Tern Forms Buildouts
Your Business Name, Links, & Socials Added to All Templates (where applicable)
  Buy now Buy now Buy now
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.

Looking for a more custom solution?

Create a request
Other available packages