About
Growth rarely follows a straight line—and having a steady, knowledgeable partner in your corner makes all the difference. This ongoing partnership gives you continued support, optimization, and a trusted point of contact as your agency evolves.

Project Overview
Each month includes a set number of hours dedicated to your agency—whether that’s onboarding new advisors, refining workflows, troubleshooting, or simply having an expert to think things through with. It’s the calm, consistent support that lets you keep moving forward with confidence.

What’s Included
• A set number of dedicated support hours each month
• Ongoing workflow and automation refinement
• New-advisor onboarding support as your team grows
• A standing point of contact for questions and guidance

Who This Is For
Growing agencies that want consistent, reliable Tern support without managing it all alone.