Let’s Build a Business That Flows
Professionally built templates, workflows, automations, and operational systems created to help travel advisors deliver a more polished client experience, stay organized behind the scenes, and operate their business more efficiently.
Before You Shop
A Note on How This System Is Built
PACKS & COLLECTIONS
Every bundle inside Travel Flow Co was intentionally designed to work together seamlessly. Before exploring destination or specialty packs, here are a few important things to know so you can get the most out of your purchase.
Start with The Foundations Pack
The Foundations Pack is the core of the entire system and is highly recommended as your starting point. Every client, regardless of destination, cruise line, or resort, moves through the same essential communication and workflow process. The Foundations Pack was built to create a consistent, polished experience from inquiry to post-travel follow-up.
If you already have a strong set of core client communications and workflows in place that you’re happy with, you may not need The Foundations Pack.
Designed to Layer
Destination, cruise, and specialty bundles are designed to layer on top of The Foundations Pack, allowing you to expand and customize your workflows based on the types of trips you book most often.
No Disruption to Active Bookings
The system is intentionally structured using separate workflows for destinations, cruise lines, and theme parks rather than combining everything into one master workflow. This allows you to update and refine individual workflows without impacting every active trip already in progress inside Tern.
Built Exclusively for Tern
All templates, workflows, forms, and automations are built specifically for Tern users. An active Tern account is required before purchasing.
If purchasing integration services, temporary access to your Tern account will be required in order to complete the setup. A background check has been completed and documentation is available upon request.
A Note on Updates
Travel is always moving, and so are these packs. I provide updates on all packs and collections whenever something meaningful changes. Think booking windows, policy shifts, supplier updates, or anything that would affect how you use the templates with your clients. Updates are included with your purchase at no additional cost.
When an update is released, you'll hear about it two ways:
A notification email sent directly to buyers who have made a purchase
A post on the Travel Flow Co. Facebook page
Timing on Packs & Collections
All packs and collections are immediately available to download to your “Shared With Me” folder upon purchase. You’ll receive a purchase confirmation and link to download the Getting Started Guide. The links are located in the Getting Started Guide that you’ll have access to after your purchase.
Please note: you are not authorized to share this guide with anyone and it’s for use by the individual purchaser only.
INTEGRATATION SERVICES
The integration service takes the pack or collection you purchased and sets it up inside your Tern account. You are not handed files and left to figure it out. The work is done for you.
Each integration includes:
Full setup in your Tern account of all templates, workflows, automations, tasks, and forms from the pack or collection you purchased.
Business name and socials links updated in applicable forms and emails.
Everything configured and ready to use from the time of integration completion and client approval.
Email support throughout the process so you can ask questions as they come up.
The Complete Collection integration includes 30-day email support.
All others include 14-day support.
What’s not included:
Integration services do not include the template packs or collections. Those are purchased separately and the integration services integrates those purchased templates into your Tern account.
Integration services do not include drafting of any content about your business, what services your business offers or how your process works. All content will need to be updated by the purchaser.
Timing:
All integration services will be fulfilled within one to three weeks of purchase, depending on the integration service being purchased. Timing also depends on how many integrations that have been purchased and are on a first come, first served basis. If you have questions regarding timing, please send an email to info@travelflowco.com for timing clarification.
Expectations:
You will need to be available to answer any questions throughout the integration process in a timely manner.
You will be required to review everything prior to completion to ensure everything is set up correctly based on your processes.
Access:
I will need to log in to your Tern account to set everything up properly. This means I will need your username and password. I have a background check and will provide it upon request.
