
For TERN
$247
This is a 3-in1 workflow for resort packages (it's geared toward all-inclusive resorts but can be used for any resort package)
It has some emails specifically for Mexico, Jamaica, and DR. I recommend duplicating the workflow and editing to match each destination so you can set it and forget it.


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
Quick Follow Up
Request for payment
Trip Confirmed (separately for DR, Mexico & Jamaica)
Insurance prompt
Flight Access
Communication during your trip
Paid-In-Full
Enter your bullet points here..
60 Days Pre-Trip
Money Matters (separately for DR, Mexico & Jamaica)
30 Days Pre-Trip
Final Documents
Bon Voyage (separately for DR, Mexico & Jamaica)
Flight Check-In Reminder
Welcome Home
3 months post-trip
6 months post-trip
1 year post-trip
Enter your bullet points here..
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
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)
Packing Tips Fun & Sun
Enter your bullet points here..


Take a look at an overview of the client journey and how the templates are used (hover and scroll):
-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
- 1xResort Package Workflow for Tern CV$247-+
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- Total
- Today's payment
- Resort Package 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
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$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.
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Due to the digital nature of this product, refunds are not offered.
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