Stop Babysitting Emails.

Start Building Your Business.

With workflows built to save time, impress clients, and put more profit in your pocket.

Exclusive Offer for TPI Advisors:

  • 20% off all workflows

  • $100 off Done-for-You Setups.

You didn’t get into travel to rewrite emails all day.

  • More time to sell and serve clients

  • Every client touchpoint looking polished and professional

  • Fewer tasks slipping through the cracks

  • A business that runs smoother (and more profitably)

Workflows take the repeatable parts of your client journey (inquiries, reminders, confirmations, follow-ups) and automate them inside your CRM.

Exclusive TPI Perks

Because membership should have its privileges.

As a TPI agent, you’ve got insider access. That means special pricing on the same powerful systems hundreds of advisors already use to streamline their business.

  • 20% off any workflow in the shop

  • $100 off Done-for-You setups (our team sets it up inside your CRM so you don’t have to lift a finger)

Seamless Setup

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Immediate Impact

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Seamless Setup * Immediate Impact *

Our workflows are designed to fit right into Tern, TravelJoy, or Travefy with no coding, no tech headaches. Once you load them, the automations run quietly in the background, keeping your client journey on track.

Here’s how simple it is:

Pick Your Workflow

Choose the system that matches your client journey, from first inquiry to final follow-up.

Plug It Into Your CRM

Setup is straightforward, or let us handle it for you with the Done-for-You option.

Emails send. Tasks remind. Clients are impressed. You get back time to focus on growing sales.

Watch It Work

Choose your path: Learn it or launch it.

Every workflow is a complete client journey system built to save you time, impress your clients, and keep your business running smoothly. Inside, you’ll find:

  • Customizable email templates for inquiries, confirmations, reminders, and follow-ups

  • Automated task lists to keep bookings on track from start to finish

  • Built-in requests for passports, visas, air info, and payments

  • Pre-cruise communications (180, 60, and 30 days out)

  • Onboard booking prompts and final document delivery

  • Post-trip touchpoints (Bon Voyage, Welcome Home, 3-, 6-, and 12-month check-ins)

  • Special workflows for groups and cancellations

 You don’t have to piece it all together. It’s already done for you. Just load it into your CRM, and you’re ready to roll. (or we’ll do it for you!)

  • The way you tell your story online can make all the difference

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  • Maybe you want to launch a business

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  • Maybe you want to turn a hobby into something more

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  • Maybe you have a creative project to share with the world

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Your Shortcut to a Smoother Business

With your TPI discount, you’ll get:

  • 20% off workflows that save time and make money

  • $100 off Done-for-You setups (the fastest way to launch automation)

This offer is exclusive to TPI agents. Don’t leave hours on the table. Let your CRM do the heavy lifting while you focus on clients and sales.

Got Questions? We’ve Got Answers.

  • Nope. Workflows are designed for everyday advisors. If you’d rather not touch the setup, the Done-for-You option has you covered.

  •  Tern, TravelJoy, and Travefy (the same ones already discounted for TPI agents.)

  • Most advisors start saving time and delighting clients within the first week.

  • Each workflow is a complete client journey system. You’ll get customizable email templates, automated task lists, checklists, cruise line–specific workflows, and bonus resources like port guides, proposals, and newsletters. Everything is organized to plug right into your CRM so it just… works.

Ready to Work Smarter (Not Harder)?

You’ve already got the clients. You’ve already got the CRM.

Now it’s time to let workflows do the background work so you can focus on what you do best: selling travel and serving clients.

As a TPI agent, you get exclusive savings:

  • 20% off workflows

  • $100 off Done-for-You setups

Your future self (the one with more time, more bookings, and less stress) will thank you.