
Workflow
For TERN
$247
This workflow is my pride & joy and also the most ROBUST of the bunch.


Emails, forms, tasks, and automations loaded directly into your Tern account within 24 hours. NO copying & pasting.
Video Tutorial showing you how to use the workflow in Tern.
This is MY workflow laid out exactly the way I use it
Onboarding, planning, booked trip, and post-trip workflows


Invitation to schedule a discovery call
Welcome & Best Practices (fee + no fee)
Your Trip is being planned
Cruise Quote
Quick Follow Up
Request for payment
Request for Payment:CRUISE W/CANADA
Cruise Confirmed (by cruise line)
Initial Insurance prompt
Final Insurance prompt
Paid-In-Full (by cruise line)
Visa Requirements
Enter your bullet points here..
Request for air info (when booked on own)
180 Days Pre-Cruise (mass market & prem/lux)
60 Days Pre-Cruise
Money Matters
30 Days Pre-Trip
Onboard Booking Prompt (mass market & prem/lux)
Final Cruise Documents
Bon Voyage
Welcome Home
3 months post-trip
6 months post-trip
1 year post-trip
Enter your bullet points here..
*Each cruise line comes with one email to send out after you process the deposit and one to send out after you process the final payment. They include links & tips specific to that cruise line so that your clients will be fully prepared.
AMA
Avalon
Carnival
Celebrity
Disney Cruise Line
Holland America
MSC
Norwegian
Oceania
Enter your bullet points here..
Princess
Regent
Royal Caribbean
Seabourn
Silversea
Uniworld
Viking
Virgin Voyages
+ more to come, including embarkation tips!
Enter your bullet points here..
PLUS: An inquiry form, task list, and your automations already in place!
AND...some bonus templates:
Group Cruise Planning Tips
Passport Info Request
Permission to cancel booking
Canceled cruise booking
Request for payment: Hotel/Air Package
Request for payment: Hotel/Air Package with CANADA
Enter your bullet points here..
Polite decline (destination not in your wheelhouse)
Polite decline (unrealistic budget)
Polite Decline (at capacity)
Polite Decline (too last minute)
Enter your bullet points here..


-J. Brown
-S. Currie
-L. Maggiore

You have chosen the Coastal Vibes style, so your email headers will look similar to this example (this actual email may not be in the package you have chosen).
- Total payment
- 1xCruise Workflow for Tern CV$247-+
- Discount
- Shipping$0
- Sales tax$0
- Total
- Today's payment
- Cruise Workflow for Tern CV$0
- Discount
- Shipping$0
- Sales tax$0
- Total
- Future payments
- $247
- Discount$0
- Shipping$0
- Sales tax$0
- Future amount
$0 - Today's payment:
$0 - Today's payment
-
$0
All prices in USD
PLEASE NOTE!
You MUST add the email address associated with your Tern account in order for your templates to be delivered to your account.
Contact information
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Due to the digital nature of this product, refunds are not offered.
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