Whether you are new to Tern, transitioning from another system, or trying to make better use of an existing account, personalized coaching can help you create a setup that supports how you actually operate your travel business.

Sessions are tailored to your experience, business model, current account setup, and immediate priorities. Rather than following a generic curriculum, we will focus on the areas where you need support and work through them together in your own Tern account.

Topics may include:

Reviewing business and account settings
Organizing your CRM, contacts, opportunities, and trips
Preparing for a contact import
Creating and organizing forms and questionnaires
Building email and activity templates
Structuring your Tern library
Understanding workflows, tasks, and automations
Setting up client onboarding and post-trip processes
Creating itineraries and proposals
Managing service fees within your client process
Reviewing an existing Tern account and identifying improvement opportunities
Developing a prioritized setup or implementation plan
Answering everyday Tern questions and troubleshooting issues

My coaching approach is collaborative and hands-on. In most sessions, you will share your screen and complete the work in your own Tern account while I provide instruction, recommendations, and real-time support. This allows you to learn how your account works and develop the skills to manage it independently.

I use Tern in my own travel agency and understand how its tools connect to the practical, day-to-day work of managing clients and trips. I also draw on more than 20 years of business operations and process-improvement experience and an MBA to help you think beyond individual features and build processes that support your broader business.

This is a coaching service. You will remain responsible for decisions about your business, maintaining your Tern account, and completing work outside our scheduled sessions.

Not included:

Done-for-you account configuration or implementation
Data cleaning, data entry, or contact importing
Historical trip or booking migration
Custom forms, emails, workflows, or templates created outside the session
Creation or revision of legal agreements or terms and conditions
Detailed technical SOPs or training manuals
Work performed outside scheduled sessions unless discussed and approved separately
A guaranteed complete Tern implementation within a specific number of hours

If you are unsure where to begin, your first session can be used to review your current account, identify your most important priorities, and develop a practical plan for moving forward.