Resort Package Workflow
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.

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)

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  

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

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)

Packing Tips Fun & Sun


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 Modern Classic 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 MC$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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