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You didn't start your travel business to spend months building systems from scratch. Yet that's exactly what most advisors do — piecing together emails from old sent folders, copying tasks from spreadsheets, post-it notes all over their desk as reminders, and hoping nothing falls through the cracks. The Foundations Pack eliminates all of that. It is the complete operational backbone of a professional travel agency, built entirely in Tern and ready to load the day you purchase. Whether you are brand new or rebuilding your systems from the ground up, this is where every advisor should start — and for good reason. It's the foundation on which everything else is built.
Every item in this pack was built and refined through real client bookings, backed by a decade of active travel advising and over 20 years of experience in sales, management, and business ownership. The emails are professional yet warm, and come with custom email headers. The workflows are mapped to the way a real travel business actually operates — with multiple client touchpoints throughout the process, not only at 30, 45, and 90 days. The automations run in the background so your clients feel looked after at every stage without you having to remember every touchpoint. From the moment a new lead fills out your intake form to the day you send your welcome home message, the Foundations Pack has every step covered.
*57 Email Templates — new trip inquiry, follow-up emails, proposal emails, payment reminders, multiple touchpoint emails after booking, post-trip emails, trip cancellation emails, and more
*61 Task Templates — covering every stage of the trip process including new trip, proposal, payments, post-booking, insurance, cancellation, and more
*10 Form Templates — new trip intake, client profile, client agreement, passport details, insurance accept or decline, cancellation, welcome home survey, and more
*24 Automation Templates — new trip, proposal, payment reminders, pre-departure, in-trip check-ins, welcome home, birthday, anniversary, and more
*9 Workflow Templates — new trip, proposal in progress, trip booked, post-trip, cancellation, and three client-facing workflows
This is not just a collection of templates — it is the operating system behind a client experience that feels effortless. Stop piecing it together. Start running a business that flows.
What this pack does not include:
Destination specific information, cruise lines, theme parks, and international templates.
You didn't start your travel business to spend months building systems from scratch. Yet that's exactly what most advisors do — piecing together emails from old sent folders, copying tasks from spreadsheets, post-it notes all over their desk as reminders, and hoping nothing falls through the cracks. The Foundations Pack eliminates all of that. It is the complete operational backbone of a professional travel agency, built entirely in Tern and ready to load the day you purchase. Whether you are brand new or rebuilding your systems from the ground up, this is where every advisor should start — and for good reason. It's the foundation on which everything else is built.
Every item in this pack was built and refined through real client bookings, backed by a decade of active travel advising and over 20 years of experience in sales, management, and business ownership. The emails are professional yet warm, and come with custom email headers. The workflows are mapped to the way a real travel business actually operates — with multiple client touchpoints throughout the process, not only at 30, 45, and 90 days. The automations run in the background so your clients feel looked after at every stage without you having to remember every touchpoint. From the moment a new lead fills out your intake form to the day you send your welcome home message, the Foundations Pack has every step covered.
*57 Email Templates — new trip inquiry, follow-up emails, proposal emails, payment reminders, multiple touchpoint emails after booking, post-trip emails, trip cancellation emails, and more
*61 Task Templates — covering every stage of the trip process including new trip, proposal, payments, post-booking, insurance, cancellation, and more
*10 Form Templates — new trip intake, client profile, client agreement, passport details, insurance accept or decline, cancellation, welcome home survey, and more
*24 Automation Templates — new trip, proposal, payment reminders, pre-departure, in-trip check-ins, welcome home, birthday, anniversary, and more
*9 Workflow Templates — new trip, proposal in progress, trip booked, post-trip, cancellation, and three client-facing workflows
This is not just a collection of templates — it is the operating system behind a client experience that feels effortless. Stop piecing it together. Start running a business that flows.
What this pack does not include:
Destination specific information, cruise lines, theme parks, and international templates.
