Expert setups for a smoother business.
We build your workflows, email templates and forms inside Tern or TravelJoy, connect them so they run on their own, and show you how it all works. You give us 30 minutes. We handle the rest.
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Tern
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TravelJoy
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Ready in about a week
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Built & connected for you
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Tutorials included
✦ Tern ✦ TravelJoy ✦ Ready in about a week ✦ Built & connected for you ✦ Tutorials included
Your systems, installed and ready to run.
You get a polished, professional, automated client experience without lifting a finger. We set up your workflows directly inside your CRM and customize them for how you work.
A new CRM starts as a blank slate.
You signed up because you want every client to get the same great experience without you running it all from memory. Then you logged in and saw empty workflows, no templates, and a long list of settings.
Building it out takes hours most advisors don't have. So the setup keeps sliding to next week, and your CRM ends up as an expensive address book.
We'll build it for you.
What’s Included in Your Done-For-You Setup.
Built + Connected
Client onboarding and post-trip workflows, plus three more you choose
Email templates linked to each workflow step
Inquiry, return client and profile forms
Tuned to your Business
Workflows customized to how you work
Platform settings refined for accuracy and ease
A guided walkthrough so you know exactly how to use it
Ongoing Support
Video tutorials for your new setup
Companion training library
Quarterly live group coaching
Pick the Three That Match How You Sell
Every Setup includes client onboarding and post-trip workflows. Then you choose three more:
This is the fastest way to step into a smoother, more organized, more professional business.
How it Works
1.
Choose your CRM and book.
Tern or TravelJoy, same setup. Pick your workflows and schedule your kickoff call.
2.
Spend 30 minutes with Erin.
Tell her how you work and what your clients need. That's all we need from you.
Your Setup is in Good Hands
3.
Log in to a CRM that's ready to go.
In about a week, your workflows, emails and forms are built and connected, with tutorials to show you around.
Erin Erdos is our Systems Specialist and resident Tech Nerd. She's also a working travel advisor, so she builds every setup knowing what it's like to juggle client questions, payment deadlines and follow-ups all at once.
When Tern needs an extra hand with its trainings, Erin is often the one they call. And as a longtime TravelJoy fan & user, she knows that platform just as well. Whichever CRM you use, it's getting built by someone who uses it the way you do.
Pick the Help That Fits
Done-For-You CRM Setup
$997 One Time
Your workflows, emails and forms, built and connected in Tern or TravelJoy and ready in about a week.
Onboarding, post-trip and three workflows you choose
Linked email templates and client forms
Tutorials, training library and quarterly coaching
Not on Tern or TravelJoy? Our workflow templates work in any CRM. Shop workflows
Systems Tune-Up
$197 ● 60 minutes with Erin
Already have workflows or templates that need fine-tuning? Erin reviews what you've built, connects the dots, and makes updates during your session, so you leave with fixes done instead of a longer to-do list.
One-on-one session with Erin
Live fixes in your CRM (just share your login)
A summary with key takeaways and next steps
Got Questions? We’ve Got Answers.
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Yes. You get the same workflows, emails, forms and support, built in whichever CRM you use.
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Yes. Sign up first, then we'll build everything inside your account.
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About 30 minutes for your kickoff call. We handle the building.
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Most setups are done in about a week.
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Absolutely. It's your CRM. The tutorials show you how everything is built, so you can tweak it whenever your business changes.
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If you just need things connected or polished, a Systems Tune-Up with Erin may be a better fit. You'll find it right next to the Setup in the pricing section.
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Our setups are for Tern and TravelJoy right now, but our workflow templates work anywhere. Shop workflows
Build the business you envisioned when you started.
With the right systems behind you, you can spend more time designing incredible trips and less time tinkering with tech.
We are here to help you get there.