Running Your Travel Business Shouldn’t Feel Overwhelming

Between managing inquiries, following up with clients, and keeping track of bookings, do you ever feel like there just aren’t enough hours in the day? What if you had a system that handled it all for you?

Comprehensive Workflow Setup

Tern has revolutionized the travel industry with their CRM software. Our team is here to take things to the next level by ensuring you have the proper processes and automations for success. Our Tern CRM Setup is all about making your business run smoothly with a hassle-free, "Done-For-You" approach. No need to stress over configurations or complicated system setups. We take care of the heavy lifting so you can focus on what you do best — selling travel!

  • CRM System Customization

  • Task & deadline reminders to keep you organized

  • Automation of repetitive tasks to save you valuable time

  • Pre-designed email templates to streamline communications

  • Personal Tern Workflow Handbook

  • Registration forms added directly into your Tern Forms section

  • Exclusive discount off Travel Legal Templates & Waivers

What Does “Done-For-You” Really Mean?

When we say we’ll take care of everything, we mean it!

We understand that every travel business is unique. TARC's Tern CRM Set Up is designed specifically for travel advisors, with an easy setup that eliminates the guesswork.

A "done-for-you" setup means everything is fully customized for you—no tech headaches, no time wasted. We handle the system, automations, and emails so you can focus on growing your travel busines

Think of this as your business game-changer. We’ll set up your Tern CRM to handle all the moving pieces—so as long as you use it, you can stay organized, impress your clients, and never miss another follow-up opportunity.
LET US DO IT FOR YOU!

Our Workflow Process

Collaboration & Strategy, Framework & Design, Implementation & Take-Off

  • Collaboration & Strategy

    Once you have signed up for the service, you will be given a 30-45 minute collaboration schedule to strategize your Business Workflow. During this call, we will determine the task list that is applicable to the type of service your business provides.

  • Framework & Design

    With the workflow and task lists we have developed, we will begin to customize your CRM. We’ll start by compiling templates, forms & questionnaires, email banner designs, etc. - so that you can get a better look at how everything fits together.

  • Implementation & Take-Off

    We will then start implementing the structure to your Tern account and we'll do a couple of tests to make sure everything is accurate before preparing to hand it all back over to you. We'll also provide you with our TERN Workflow Handbook.

Not Ready for Tern CRM Customization?

We get it—jumping into a fully customized CRM might feel like a big step. If you're not ready for that just yet, it's no problem! We've created a "Do-It-Yourself" solution with ready-to-use email templates designed for travel advisors to help you enhance client your client touchpoints and communications!

  • Travel Industry Resources

    Tern Template Library by TARC

    Unlock instant access to do-it-yourself customizable email templates for effective client communication. Streamline your outreach and enhance engagement with our ready-to-use template library.

    3 Lessons $299.00
    Tern Template Library by TARC

Missing Deadlines?!

-Streamline your workflows
-Keep track of quotes & trips
-Save time with automation
-Store your information on PCI compliant systems and more!

READY TO GET STARTED? - $799

What is a CRM?

Customer Relationship Manager

A Customer Relationship Manager, also known as a CRM, is a technological system used to manage your company's database, relationships, and interactions with prospective leads and clients. A CRM helps agencies stay organized while tracking specific workflows at each stage of the sales process. The CRM system also connects agents to their clients in an effort to streamline their processes/procedures while organizing their database to improve profitability.

What can I use my CRM for?

These are just a few things your CRM can do for you!

  • Sales Cycle

    One of the most important tools of a CRM is tracking leads and clients at each step of the sales cycle. By quickly seeing where clients are at in the sales cycle, agents can easily follow-up with them to better build/maintain the relationship.

  • Maintaing Databases

    A business is only as strong as its customer database. By using a CRM, agents can easily access their client's information and segment them based on preferences, locations, and much more. Proper database maintenance will also help with marketing and sales.

  • Automating Processes

    Ever wonder how big corporations stay in contact with their customers from the minute they reach out until they get back home? It's by using a CRM to automate their processes and having email touchpoints that are sent out along the way. You can do this too!

Ready to get started?

Setup your CRM to work for you!

Our team is dedicated to helping create awe-inspiring client experiences that build trust & authority, nurture your client's decision-making process, and encourage client loyalty.

You deserve a break, let us help.
READY TO GET STARTED? - $799
Ready to get started?

Our goal is to provide a VIP experience for your clients

A fully customized experience, specifically designed in Tern, for your travel business

  • Client Onboarding

    Use a framework that guides new clients through a personalized onboarding process, so they feel comfortable and confident about who they are working with.

  • Automated Touchpoints

    Creating an experience that is both convenient and consistent by using email templates for automated touchpoints throughout the planning process.

  • Workflows & Tasks

    Automatically add workflows and task lists with prewritten advisor-facing notes and resource links to keep track of important dates and deadlines for each client.

What is really included?

Email Templates ($299 value)

Our team is committed to helping you be more successful by providing email templates that are specifically designed to fit the type of trips your travel business will encounter. We'll link these to your TERN Travel  account, and it's entirely up to you whether you'd like us to automate them or not. To browse our templates, feel free to download our complimentary Client Email Template Checklist or check out our Tern Template Library by TARC and Agency Workflow Templates.

Business Task Lists

We understand the importance of having custom task lists for your type of business, so we are here to help. Our team of experts will design tailored task lists, based on different types of trips. Each TERN CRM Setup comes with over 100 email templates and forms that are designed to meet the needs of your business. We strive to provide the highest-quality materials and services to ensure that your business is successful.

Forms & Questionnaires

Our forms and questionnaires are created with a specific purpose in mind: to gather targeted data from your clients. We provide form templates that you can customize to fit your business needs.

Payment Reminders & Invoicing

Automate your invoicing process with custom reminders and notifications whenever a client authorizes their payment. We understand how crucial it is to remember important details and deadlines, so we put this feature in place to ensure you don't get overwhelmed. In addition, we will provide confirmation and invoice templates that are custom to your business branding.

Template Creatives

We will include and email template header for each  of your emails.

Legal Template Discount

We will automate your client tasks, including Terms & Conditions, credit card authorization forms, travel protection waivers, and more. At TARC, we have partnered with Laurence D. Gore & Associates to provide customizable legal templates for your travel business. For purchasing our TERN Travel CRM Setup package, you will receive an exclusive discount for the Travel Legal Template package. For more information, please feel free to contact attorney Laurence D. Gore or browse the site at: www.travellegaltemplates.com.

Tern Subscription

By purchasing our done-for-you Tern CRM Setup, you will be working with the TARC team to curate and personalize your Tern CRM. The Tern CRM Subscription is not included with this cost - it is something you will need to purchase and pay for separately, directly through Tern. We cannot complete the CRM Setup without you having a subscription.

Frequently Asked Questions

All the FAQ's!

  • Will my Tern CRM license be included in the Tern CRM Setup?

    No. You must purchase your Tern license separately. You can find more information directly on their website at: https://www.tern.travel

  • Do I need to pay extra for templates, automations, or integrations?

    No extra cost! Everything is included in the setup package – email templates, automations, task lists, and workflows. There are no hidden fees or additional purchases required.

  • Will you import my client list or trip data?

    TERN can assist you with importing your client lists. Trip data usually needs to be entered manually, but you may want to consider hiring an assistant or a virtual assistant (VA) to do the Data Entry for you. For more information about VA’s, you can visit our BLOG POST.

  • Are legal templates, waivers, and terms & conditions included?

    At TARC, we have partnered with Laurence D. Gore & Associates to provide customizable legal templates for your travel business. For purchasing our TERN Travel CRM Setup package, you will receive an exclusive discount for the Travel Legal Template package. For more information, please feel free to contact attorney Laurence D. Gore or browse the site at: www.travellegaltemplates.com.

  • How many rounds of revisions will I get with this service?

    This service includes 1 round of revisions for your Comprehensive Workflow Set Up. This includes modifying or adding a Task List, Email Template, Automation, Form/Questionnaire, Payment Reminders, Invoicing, and Brand Creatives (Email Header, Packing List, Client Welcome Email, etc). If you require additional revisions, a fee will be added to your invoice.

  • Can I request changes on the email header/footer?

    Definitely! You will get to request 1 round of revisions on your email designs before we implement them to your TERN account! You can also update your headers/footers personally in TERN. Our templates come with a custom pink or blue banner image to compliment your brand. If you would like to customize the banner images or if you have your own templates, we can add those for an additional fee.

  • Are templates customizable?

    Yes! You can customize every template we provide right inside your TERN account! You will have full rights and access to all of the templates provided in your account.

  • How long will the entire process take?

    We estimate an average of 3-5 weeks from the time of purchase until we deliver the final product. We work diligently to ensure that your system is customized to your business, and that takes time. If you need us to expedite the build out process, please let us know during our Discovery Call -- additional fees may apply.

*Please note that TARC does not endorse or recommend any specific travel related resources. Each agency, advisor, supplier, and/or user must do their own research and make a decision to access/purchase resources based on their own findings. All sales are final. TARC does not own or manage many of the resources provided on our site, so please look into them before signing up or purchasing them. Keep in mind that you are accessing and using these resources at your own risk.