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 advisor, 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 current CRM or system 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
Timed client communications (pre boarding, onboard booking prompts, post-trip check-ins)
Special workflows for groups and cancellations
Versions that fit right into your CRM, plus flexible “anywhere” versions you can use in any system
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!)
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 advisors. 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.
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Nope. Workflows are designed for everyday advisors. If you’d rather not touch the setup, the Done-for-You option has you covered.
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Our workflows are fully built for Tern and TravelJoy. Travefy is coming SOON! If you’re using another system, you can use our flexible “Anywhere” versions that are easy to copy, paste, and customize.
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Most advisors start saving time and delighting clients within the first week.
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Each workflow is a complete client journey system. You’ll get customizable email templates, forms, automated task lists, checklists, cruise line–specific emails (if you get the cruise workflow), and bonus resources. Everything is organized to plug right into your CRM so it just… works.
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 advisor, 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.