
For Tern
$247
This is the perfect workflow for simple vacation packages (single-destination or escorted tours).
It is the base of most of the workflows so it's a great place to start and you can use it to build more workflows as your business grows.


Emails, forms, tasks, and automations loaded directly into your Tern account within 24 hours. NO copying & pasting.
Video tutorials showing you how to load and 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
Insurance prompt
Flight Access
Communication during your trip
Paid-In-Full
Enter your bullet points here..
60 Days Pre-Trip
Pre-Vacation Money Tips
30 Days Pre-Trip
Final Documents
Bon Voyage
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)
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 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
- 1xVacation Package Workflow for Tern MC$247-+
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- Vacation Package Workflow for Tern MC$0
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- $247
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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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