SYSTEMS & WORKFLOWS FOR TRAVEL ADVISORS
Stop piecing it together.
Start running a business that flows.
Travel Flow Co provides travel advisors with professionally built templates, workflows, automations, and integration services designed to create a more streamlined, polished, and scalable business inside Tern.
Built from the real operational systems behind a top-producing luxury travel agency.
Emails
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Tasks
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Forms
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Automations
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Workflows
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Emails ● Tasks ● Forms ● Automations ● Workflows ●
FOR THE TRAVEL ADVISOR WHO’S DONE PIECING IT TOGETHER
You didn’t get into travel to build systems.
You got into travel to deliver memorable vacation experiences for your clients.
The backend of your business should support your growth, not consume your time.
No Clear
Processes
Forms in one place, emails in another, task lists living in your head and on sticky notes. Every booking feels like starting from scratch.
Inconsistent Client Experiences
Some clients get the white-glove version. Others get whatever you remembered to send. That's a workflow problem.
Overwhelmed In Tern
You know Tern can transform your business. You just don’t have weeks to spend building every workflow, automation, and client process from scratch.
No Room to Scale
You can't take on more bookings, hire help, or take a real vacation when everything lives in your head.
More touchpoints, real impact.
Most travel advisor automations stop at generic reminders sent 30, 60, or 90 days before departure.
Travel Flow Co was built differently.
Our workflows are designed to create consistent touchpoints throughout the entire client experience, from the initial inquiry through post-travel follow-up. The result is a more polished client journey that feels thoughtful, organized, and high-touch without requiring you to manually manage every step behind the scenes.
Exceptional client experiences are built through consistency, communication, and connection at every stage of the journey.
Inquiry → Consultation → Proposal → Booking → Final Payment → Pre-Travel → Departure → In-Travel → Welcome Home → Referral Request
WHITE-GLOVE UPGRADE
Skip the setup. Let us handle it for you.
Purchase your bundle, then add the Tern Integration Service for a professionally implemented setup experience. We’ll install and configure your tasks, forms, emails, automations, and workflow templates directly inside your Tern account so everything is connected properly and ready to use without the stress of figuring it all out yourself.
WHY TRAVEL FLOW CO
Built by an advisor. For advisors.
Every task, form, email, automation, and workflow inside Travel Flow Co has been refined within a working luxury travel agency, used on real client trips, and tested through real-world bookings and operations.
This isn’t theory, and it isn’t a generic template pack built for downloads alone. These are the actual systems behind a successful travel business, designed to help advisors create a more streamlined backend, deliver a more polished client experience, and operate more efficiently inside Tern.
Structure. Systems. Sanity.