DONE-FOR-YOU TERN SETUP
Ready to use Tern to deliver an exceptional client experience with EASE?
“Tern” every client into a lifelong client
(heh!)
Tern is a revolutionary new tool for travel advisors, so you know I HAD to dive right in to see how it can work best for us. This service is for you if:
You don’t have time to learn the back end of a new platform because business is booming!
You would rather spend your time creating incredible experiences for your clients than to put on your IT hat
You just want things to be EASY for once
When I am done, you will always look like the professional you are by delivering the modern booking experience your clients expect…in just a few clicks.
The #1 way to build a business full of repeat and referral clients is to deliver an exceptional client experience (every time).
Workflows, tasks, & automations, oh my!
You’ve committed to Tern because you know it will change your business (and give you more time for life) but you are overwhelmed by the blank slate you have before you.
IMAGINE if I set it up for you?
I will load all of the email & workflow templates AND (more importantly) I will connect them so that you can fully or semi-automate everything possible, and make sure your reminders show up for you when you need them.
While it is important that you understand how Tern works, I know that the initial setup can be too much, especially when the travel inquiries are rolling in. I'll make sure you know how to execute everything I load so you don’t have to worry about the back end.
What’s Included?
Workflows
Everyone gets the Client Onboarding & Post-Trip Follow Up Workflows PLUS Choose 3 more:
Cruise
All-Inclusive Package
Custom FIT
Simple Vacation Package
Honeymoon
Disney (WDW only)
Email Templates
We will load all of the email templates that correspond to the workflows you have chosen (some have more than others but it's important for you to focus on what you sell).
These will be linked in your workflows and it will be your choice whether you would like us to fully automate or set up a reminder for you to send them manually.
Forms
Inquiry form for each of the workflows you have chosen
General inquiry (if you wish)
Return client inquiry that is shorter and acknowledges your client's loyalty
Profile form (including passport information)
BONUS
BONUS
Live Quarterly Coaching Session
We will work together on updating and refining, and I’ll be there to answer your questions
What’s not included:
Terms and conditions (or editing yours). Please have your T&Cs and Client Agreement (if you use one) ready before we begin.
Evaluating your current workflows and templates and combining them with mine. This requires a lot more time. If this is what you are looking for, we can work together on an hourly basis. Please email me at hello@travelbizboss.com to inquire.
Custom email template writing. Once my templates are loaded you will be able to edit them as you wish.
Importing your customer list. Tern can assist you with this if you export your client list into a CSV document.
Data entry, such as inputting your client trip info into the system. You can hire a VA inexpensively to do this for you.
1:1 Tern training. I will provide you with tutorial videos and answer your follow-up questions regarding the execution of the systems I have loaded for you, but I am unable to offer 1:1 training.
If you have questions about these, please get in touch so we can make sure it’s a good fit before you purchase the setup.
Getting started is as easy as 123…
Purchase the setup package HERE. You will get instant access to my calendar to schedule our consultation.
We’ll meet for 30 minutes to chat about your business and client experience.
Leave it with me and I’ll have you set up in about a week.
I will set up your Tern so that you can accomplish a LOT in just a few clicks.
Onboarding new clients so they know exactly what to do and what comes next
Providing an excellent and consistent booking experience with fully automated or semi-automated email templates
Covering your butt with prefilled advisories and informational links
Loading entire workflows/task lists quickly so that you never miss a step
You'll be able to do these things from anywhere at any time (as long as you have an internet connection, of course).
It's been on your to-do list forever, but it can be checked off in about a week*
As soon as you purchase the setup you'll have immediate access to my calendar so you can schedule your consultation call. I just need about 30 minutes of your time and then...leave it with me.
In about a week your client experience will be set up in Tern and you'll have recorded tutorials that you can reference any time you need a refresher.
*Typical turnaround time is 7-10 days (mostly 7)!