Custom FIT Workflow
For TERN
$247

This workflow is similar to the Vacation Package Workflow BUT it has some extra tasks to remind you of the things that need to be done for a trip with a lot of moving parts and there are a couple of different email templates as well.

What's Included?

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


What kind of emails are we talking about?

Invitation to schedule a discovery call

Welcome & Best Practices  (fee + no fee)

What is a DMC?

Your Trip is being planned

Quick Follow Up

 Request for payment 

 Trip Confirmed 

Insurance prompt

 Flight Access 

Communication during your trip

 Paid-In-Full  

Visa Requirements

Request for air info (when booked on own)

60 Days Pre-Trip  

Money Matters 

30 Days Pre-Trip

Final Documents

Bon Voyage 

Flight Check-In Reminder

Welcome Home

Supplier/DMC Thanks & Feedback

3 months post-trip

6 months post-trip

1 year post-trip

PLUS:  An inquiry form, task list, and your automations already in place!

AND...some bonus templates:

Passport Info Request

Permission to cancel booking

Canceled vacation booking

Request for payment:  Hotel/Air Package

Request for payment:  Hotel/Air Package with CANADA

Polite decline (destination not in your wheelhouse)

Polite decline (unrealistic budget)

Polite Decline (at capacity)

Polite Decline (too last minute)


Take a look at an overview of the client journey and how the templates are used (hover and scroll):

✭✭✭✭✭
"...the templates are golden. I feel like I hit the jackpot at Vegas"

-J. Brown

✭✭✭✭✭
"When they arrived it made so much more sense about making notes about things we say repeatedly. I can see how they will be such time savers. I don’t know how much time I waste thinking what am I going to say in a message"

-S. Currie

✭✭✭✭✭
"You have just changed my life"

-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
  • 1xCustom FIT Workflow for Tern CV$247
    -+

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.

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I understand that I have purchased these templates for my own personal use and that I cannot share or redistribute them in any way without express permission from Travel Biz Boss. I also understand that, due to the digital nature of this product, refunds are not offered.
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Due to the digital nature of this product, refunds are not offered.

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