Delivered in 48 to 72 hours. Every email template written in your brand voice. Complete workflows, forms, and tag architecture — built from a single 30-minute call and handed back ready to run.
View PackagesTestimonials from our first three engagements — coming soon. Founder Rate spots still available.
Built from a 30-minute intake call. Loaded, tested, and verified inside your account before delivery.
Every tag your business needs across booking status, source, trip type, budget, timing, life stage, supplier, and communication consent — named for how you work, not how a template assumes you do.
Two automated sequences — one for community leads, one for active inquiries — triggered by the right tags at the right moment. Each fires the correct email without manual intervention.
Lead workflow covering inquiry through planning fee collection. Post-booking workflow covering traveler documents through welcome home. All tasks, timing, and notifications configured and tested.
Every client-facing email written in your brand voice — not adapted from generic copy. Community welcome, inquiry response, kickoff, planning fee delivery, proposal delivery, and welcome home. Loaded directly into your TERN library.
Community lead capture with thank-you page. Trip inquiry form with Discovery Call scheduler embedded on confirmation. Traveler profile form for post-booking document collection. All built and linked.
One FIT trip template with all content blocks configured. One cruise plus land template in correct build sequence. One group trip template with Sub-Trips, Group Settings, and Self-Service Signup landing page.
Payment schedules configured for each trip type. Payments Workflow activated with all three reminder automations. Commission tracking built into every booking type and hidden from client view.
A one-page reference showing you exactly how to use TERN's three AI features — import from PDF or URL, Draft Destination Guide, and per-activity field population — saving 30 to 45 minutes per booking from day one.
30 minutes. You tell me your niche, your voice, your fee structure, your suppliers, and how your client journey works. I take notes. You prepare nothing.
I configure your entire TERN account using everything from the intake call. Emails written in your voice. Tags named for your business. Workflows sequenced for your model.
You receive a full confirmation report covering every item built and verified, plus a 15-minute walkthrough. Everything is live, tested, and operational before I close the file.
Payment collected after intake form review and fit confirmation.
Payment collected after intake form review and fit confirmation.
Payment collected after intake form review and fit confirmation.
Complete this before your intake call. The more specific your answers, the more precisely the build reflects your business. Takes approximately 10 minutes.
This Agreement is entered into between Suga-et-Luna LLC, a Louisiana limited liability company ("Provider"), and the individual or entity identified in the intake form ("Client"). TERN setup services are delivered under Provider's operating brand, DBA Route Ready Agency. This Agreement governs the TERN CRM setup services described herein.
Provider agrees to configure Client's TERN CRM account as specified in the package selected at the time of purchase. Scope is determined by the package tier — Founder Rate, Standard Setup, or Luxury Setup — and the details provided in the intake questionnaire and 30-minute intake call.
Deliverables include the items listed in the selected package description at the time of purchase. Work beyond the stated scope requires a separate written agreement and additional payment.
Provider does not guarantee any specific business outcome, revenue result, or commission income as a result of the setup. The system is built correctly; results depend entirely on Client's own sales and advisory activity.
Payment is due in full before work begins. Provider will not access Client's TERN account or begin any build activity until payment is confirmed received.
All fees are non-refundable once work has commenced. In the event Provider is unable to complete the work due to factors within Provider's control, a prorated refund will be issued for work not yet completed.
Accepted payment methods are communicated at the time of engagement. Provider reserves the right to suspend or terminate the engagement if payment disputes arise after work has commenced.
Client agrees to provide the following before the intake call:
Delays caused by Client's failure to provide required information may extend the delivery timeline. Provider is not responsible for delivery delays caused by Client unresponsiveness.
Provider will access Client's TERN account solely for the purpose of completing the agreed scope of work. Provider will not access, store, export, or share any client personal data, financial records, or booking information beyond what is necessary to configure the TERN system.
Provider will not access Client's payment processors, host agency platforms, booking systems, or any system outside of TERN unless explicitly authorized in writing by Client for a specific purpose.
Provider does not store Client's TERN login credentials. Access is provided by Client for the duration of the build only and revoked at Client's discretion upon delivery.
All automation work performed inside Client's TERN account is executed using AI-assisted tools. Provider maintains oversight and quality review of all AI-executed tasks before delivery.
Standard and Luxury packages include one round of revisions within seven calendar days of delivery. Revisions are limited to corrections and adjustments to the agreed scope of work. Requests that expand the original scope are treated as new work and quoted separately.
The Founder Rate package includes one round of revisions within seven calendar days of delivery under the same terms.
Revision requests submitted after the seven-day window are not covered under this Agreement and will be quoted as additional work.
TERN is a third-party platform. Provider makes no representations regarding TERN's continued availability, feature set, pricing, or terms of service. Provider is not responsible for any changes TERN makes to its platform after delivery that affect the functionality of the systems built under this Agreement.
Provider is not responsible for TERN platform outages, bugs, or errors that occur after delivery.
If TERN changes a feature during the active build period in a way that prevents completion of the agreed scope, Provider will notify Client immediately and propose an alternative approach or a partial refund for undeliverable items.
Provider's total liability under this Agreement is limited to the amount paid by Client for the services. Provider is not liable for any indirect, incidental, consequential, or punitive damages arising from the use or inability to use the systems built under this Agreement.
Client is responsible for reviewing all configured workflows, emails, and automations before going live with real clients. Provider recommends testing all systems with a dummy contact before applying to active client records.
Both parties agree to keep confidential any proprietary business information shared during the engagement. Provider will not share Client's business strategy, client base, pricing, or supplier relationships with any third party.
Founder Rate clients grant Provider permission to reference the engagement as a case study and to include anonymized workflow examples in marketing materials. No client names, contact lists, or specific business data will be disclosed without explicit written consent.
This Agreement is governed by the laws of the State of Louisiana, where Suga-et-Luna LLC is organized and operating. Any disputes arising from this Agreement will be resolved through good-faith negotiation first. If negotiation fails, disputes will be submitted to binding arbitration in Louisiana.
This Agreement, together with the selected package description and completed intake questionnaire, constitutes the entire agreement between the parties. It supersedes all prior communications, proposals, or representations. Modifications must be in writing and signed by both parties.