Communication Templates That
Finding the perfect combination of resources and technology can be the difference between a good client experience and a great client experience. That is why we have collaborated with the creators of Tern to bring you a workflow designed to help you make the most of the software & streamline your booking process.
Define Your Boundaires
Close More Sales
Elevate Your processes
Build Business Balance
Finding the perfect combination of resources and technology can be the difference between a good client experience and a great client experience. That is why we have collaborated with the creators of Tern to bring you a workflow designed to help you make the most of the software & streamline your booking process.
Templates To Help You...
Finding the perfect combination of resources and technology can be the difference between a good client experience and a great client experience. That is why we have collaborated with the creators of Tern to bring you a workflow designed to help you make the most of the software & streamline your booking process.
We have something to say to the advisor who keeps saying “there has to be an easier way” when it comes to trying to use multiple platforms to create itineraries, communicate with clients, and calculate commissions.
there is!
We’ve Partnered with Tern to create a seamless solution for every step of your client experience From Inquiry Through Your Client’s (Happy) Return Home.
You Didn’t Become Your Own Boss To Be Managed By Your Inbox.
If you’ve ever struggled to respond to clients, document all the details, verify accurate information, while also trying to maintain some semblance of a personal life… you don’t need a miracle. You need a great system!
There’s a better way to do business. We know because we created it out of desperation.
Imagine what your business could look like if...
You had all of the email and form templates you need to effortlessly manage your communication with clients.
You had a client process roadmap that empowers your clients while simultaneously protecting your boundaries.
You are able to book more clients because you have an organized back-end system for managing your clients.
You are able to hire help or bring on new agents because you have a streamlined system.
You have a book of happy clients who enthusiastically refer more clients to you because they loved their experience.
You could get it all done in less time and FINALLY take a well-deserved vacation.
introducing...
The Client Communication Templates for Tern
The roadmap to an elevated client experience that transforms your business into a well-oiled machine, all while allowing your clients to feel personally catered to at every turn (or should we say Tern).
With an aesthetically pleasing itinerary creation platform, financial tracking, a built-in call scheduler, and NOW automated workflows and client communication…this platform can revolutionize your entire business.
Each canned email is designed save you precious time while clearly communicating your process, expectations, and boundaries throughout every step of the booking process. All you have to do is adjust the verbiage to your brand’s tone and upload them into your Tern account.
43 canned email templates
These forms are battle-tested through our team’s combined 10+ years in the travel industry! Gather precious client details and protect your business with forms like passport details, updated flight details, concierge requests, a welcome home survey, and more!
16 client form templates
Tired of small details falling through the cracks? These templates come with a New Lead Workflow & Booked Trip Workflow that infuse the power of conditional automations so you can feel relaxed knowing that each detail of the booking process is clear and organized for each and every one of your travel clients!
2 client Workflow templates
The key to keeping yourself organized in the booking process? Thorough and detailed task templates! Our Client Communication Templates include 33 individual task templates that will be used to create the two workflows mentioned above!
33 task templates
Automations allow us to give each client a high-touch booking experience, without feeling like a slave to your computer or phone. This bundle of templates include 6 recommended automation templates that work alongside Tern to streamline your travel business and keep your clients happy.
6 Automation Templates
Our "What To Do When" & "How We Work" Guides are including in this template bundle! These supporting client experience documents are designed to empower clients & educate them on your process. These are designed in Canva and meant to be sent along with your workflow!
Supporting Client Documents
ready to invest?
Purchase the templates trusted by 700+ travel advisors around the world!
tique x tern templates
$257
+ TIQUE's recommended workflow
+ Editable emails templates in google
+ Optional service add-on's
Already purchased a TIQUE workflow but ready to make the switch to Tern? Send us an email at operations@tiquehq.com with a screenshot confirming your active Tern account and our team will send you the updated workflow documents, on the house!
Are you ready to save time and “wow” your clients?
The Tern client communication templates
Frequently Asked Questions
What if I already purchased the tique workflow but want to switch to tern?
If you have already purchased either the TravelJoy or general version of our TIQUE workflow but are interested in migrating your CRM to Tern, simply send us an email at operations@tiquehq.com with screenshot proof of your active Tern subscription. We will then confirm your workflow purchase in our system and send you a copy of the updated Tern workflow, on the house!
will you implement my workflow for me?
Yes, we will be offering a Tern Setup Service, but only to the clients with an active Tern account who purchased our Client Communication Templates. Once you complete your purchase, we have a secret menu of workflow support services for our clients to take advantage of! It’s giving Starbucks secret menu vibes 🤫
how long do i have access to these templates?
Forever! Once you complete your purchase you will be sent an email with access links to all of your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a little update - you will receive the updated version for no additional charge.
what happens after I purchase?
Once you purchase either the Tern templates, you will receive an email with a link to access all of your new documents and templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc.
is there a payment plan available for these templates?
Due to the smaller investment and digital nature of this product, we do not offer a payment plan for our Client Communication Templates at this point in time.
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