I am not ready for a full build. Where do I start?

A 147 dollar Readiness Audit. It scores your account against the eight systems and gives you the priority fixes, and credits toward a build within 30 days.

TERN Setup for Modern Travel Advisors

You built the agency. I build the engine that runs it.

Your TERN account configured end to end. Tags, workflows, email templates, forms, and payment architecture, delivered in 48 to 72 hours from one 30-minute intake call.

A service of Suga-et-Luna LLCBuilt by an advisor who configured her own account

View Packages

app.tern.setup / route-ready-build

Route Ready

Contacts
Workflows
Templates
Forms
Payments
Tags

Trip Workflow

Lead to Booking

Inquiry received

Auto-tag · Discovery email

Live

Discovery call booked

Scheduler · reminder set

Live

Planning fee collected

Stripe · trip-type neutral

Live

Email Library

Written in your voice

Community welcomeLoaded

Inquiry responseLoaded

Planning fee deliveryLoaded

Pre-travel (trip-type neutral)Loaded

Welcome homeLoaded

Payment Architecture

Schedules + commission

Deposit schedule3 reminders active

Group: per-traveler invoicingConfigured

Split payments / cabinsTested

Commission trackingHidden from client

Tag Library

Named for how you work

Luxury FITCruiseGroupHoneymoonRepeat clientHot leadConsent: emailSupplier: VirtuosoBudget tier

Delivered in

48–72 hrs

Free Audit Giveaway

Win 1 of 5 free TERN Readiness Audits.

I'm giving away 5 full TERN Readiness Audits to founding advisors, a $147 value each. Enter by July 29. I draw 5 winners at random on July 30, score each winner's live account against the eight systems, and hand them a ranked list of fixes. No purchase necessary.

Days

Hours

Minutes

Seconds

Until entries close. No purchase necessary. Five winners drawn at random on July 30 and notified by email.

You're in the draw.

I draw the 5 winners on July 30 and email everyone who entered. Good luck, and check your inbox.

Entries are closed.

I'm drawing the 5 winners now. Want the full audit anyway? See the $147 Readiness Audit.

What You Receive

Every system your TERN account needs. None it does not.

Built from a 30-minute intake call. Loaded, tested, and verified inside your account before delivery.

The Eight Systems a complete TERN account needs

Complete Tag Library

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.

Contact Workflows

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.

Trip Workflows

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.

Email Templates

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.

Three Client Forms

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.

Itinerary Templates

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 Architecture

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.

AI Assist Orientation

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.

How It Works

Three steps. 72 hours. Fully operational.

Day One

The Intake Call

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.

Days One to Two

The Build

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.

Days Two to Three

Delivery

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.

Interactive

How ready is your TERN account?

5 quick questions. See where your account stands, then get pointed to the fastest fix. No email required.

↻ Retake

Compare

Which path is right for you?

Five ways in, from a $27 starter to a full done-for-you build. Find where you fit, then jump to it.

Offering	From	What it is	Who does the work	Best if
AI Prompt Pack	$27	TERN AI prompts, ready to paste	You	You just want AI shortcuts
Commission + Host Clarity Kit	$47	Commission and host-agency, explained	You	Payouts or accreditation confuse you
Template Library	$147	30 emails, 5 workflows, task lists	You	You want the copy, not the build
Readiness Audit	$147	Scored review of your account	Guided	You're unsure where you stand
Share-Code Workflows	$197	Import ready-made workflows	You import	You're comfortable inside TERN
Standard Setup	$997	Your full account built for you	I do it	You want it handled in 48 to 72 hrs
Luxury Setup	$1,497	Standard plus groups and cruise	I do it	You run groups or cruises

Scroll to compare →

Investment

Two options. One outcome.

Most Complete

Standard Setup

$997

Full implementation · 48–72 hrs

Complete tag library, all categories
Two contact workflows with auto-apply
Lead and post-booking trip workflows
Six email templates written in your voice
Three client-facing forms with thank-you pages
FIT and cruise itinerary templates
Payment architecture configured
AI Assist orientation document
Confirmation report and 15-min walkthrough
One round of revisions within seven days

Pay, Standard Setup $997

Payment collected after intake form review and fit confirmation.

Group Travel Specialists

Luxury Setup

$1,497

Everything in Standard, plus group

Everything in Standard Setup
Group trip Sub-Trips model configured
Individual invoicing per traveler built and tested
Self-Service Signup landing page built
Second intake call for group workflow requirements
Group-level payment authorization tested end to end

Pay, Luxury Setup $1,497

Payment collected after intake form review and fit confirmation.

Add to any build

A Launch Page, built once.

A single, polished page to point clients to, your services, your story, and a direct line to book you. Designed and delivered alongside your TERN setup as a one-time build. No retainers, no monthly fees, nothing to maintain.

Quoted on your call

Scoped to your pages and content

For the Build

These apply to the full TERN build above, not the audit, the template library, or a migration call. Here is what the build needs from you, and who it is right for.

What You Need

Before we begin.

An active TERN account, any plan level
A Stripe account connected to TERN or willingness to set one up before delivery
A scheduling tool, TERN's native Nylas scheduler or Calendly
Your business name, email, phone, and address as you want them displayed to clients
Your Discovery Call booking link
30 minutes for the intake call, nothing to prepare in advance

Honest Fit Check

This is not for you if.

You are not yet on TERN, get the account first, then come back
You want a generic template rather than something built for your specific niche
You are not charging a planning fee or do not intend to
You expect the system to replace the relationship work, it will not
You are unwilling to provide temporary account access for the build

Not Ready for the Full Build

Start with an audit.

Already on TERN but not sure it is working as hard as it should? A TERN Readiness Audit scores your account against the eight systems a complete setup requires, so you know exactly where the gaps are and what to fix first.

TERN Readiness Audit

Guided 30-minute review · scored report within one business day

$147

A guided 30-minute walkthrough of your live TERN account
Every category scored, tags, workflows, email templates, forms, itineraries, payments, and AI Assist
A written report with your overall readiness level and the gaps that matter
Your top five priority fixes, ranked by impact
A clear picture of what a full build would change

The full $147 is credited toward your setup when you book a build within 30 days. The audit becomes your deposit.

How it works: reserve your audit below, pay the $147, then pick your call time on the very next screen. Payment first, booking right after.

Book Your Audit, $147

Switch to TERN

Already on another platform? Bring it all with you.

TERN imports your contacts, relationships, loyalty numbers, trip history, and bookings natively. I handle the export, the mapping, and the rebuild, so you move to TERN without losing a thing or rekeying a single client.

We move you fromTravelJoy·Travefy·Dubsado·HoneyBook·Spreadsheets

Scroll for all 3 →

Cleanest Start

Fresh Start

Quoted on your call

Build + your core contacts

Complete TERN setup, the full Standard build
Your active contacts exported and imported clean
Names, emails, phones, and addresses mapped correctly
Duplicate check and basic data hygiene
Confirmation report and walkthrough

Book a Migration Call

Most Complete

Full Migration

Quoted on your call

Everything, brought across

Everything in Fresh Start
Client relationships and household links preserved
Loyalty programs and numbers carried over
Historical trips imported for continuity
Field-by-field mapping from your old platform

Book a Migration Call

By Quote

White-Glove

Quoted on your call

Complex or high-volume books

Everything in Full Migration
Bookings and supplier records brought across
Custom field mapping for non-standard data
White-glove QA on every imported record
Scoped and quoted to your exact account

Book a Scoping Call

How the switch works: I scope your current platform, export and reshape your data, import it into a freshly built TERN account, then we QA every record together before you go live. Coming from TravelJoy, Travefy, Dubsado, HoneyBook, or a spreadsheet, each one has a clean path across.

Already on TERN but buried in a mess you cannot sort through? That is fixable too. Whether it is tidying up what is there or rebuilding from the ground up, we will sort out exactly what you need on the call.

Done-For-You Workflows

Skip the build. Import the system.

A step up from the Library: not just the emails, but the workflows that send them, built clean and brand-free, ready to drop into your own TERN account. Take the front half, the back half, or the whole engine at a saving.

Instant delivery. Your share code lands in your inbox seconds after checkout.

What runs itself, your TERN account working stage by stage

Scroll for all 3 →

Lead → Booked

Lead-to-Booking

$197

One-time · yours to keep

Turn inquiries into booked trips without lifting a finger twice. The front half of a working TERN system, the workflows that catch a lead, carry them to a booked trip, and handle the money.

New Lead, greets every inquiry and moves them toward a real conversation
Booked Client Onboarding, turns a “yes” into an organized, reassured client
Payments, the payment-due reminders you keep meaning to set up

Best for advisors who lose time, or leads, in the gap between inquiry and booking.

Get Package A, $197

By purchasing, you agree to the Product License. Delivered to your inbox after checkout.

Booked → Rebooked

Trip & Retention

$197

One-time · yours to keep

Be present from “you’re booked” to “let’s do it again.” The back half, the workflows that carry a client through their trip and keep the relationship warm long after they’re home, so the next booking comes to you.

Pre/Post-Travel, the right touch at the right moment, from pre-departure through welcome-home
Nurture, stays gently in touch so past clients become repeat clients

Best for advisors with great clients they never quite follow up with.

Get Package B, $197

Trip-type neutral, ready for any journey. By purchasing, you agree to the Product License. Delivered to your inbox after checkout.

Everything · Save $97

Complete System

$297

One-time · save $97 vs. A + B apart

The whole engine, every workflow, plus the words. All five workflows, front to back, plus the full 30-email catalog. The complete content system most advisors spend months trying to build, delivered in an afternoon.

All five workflows, New Lead, Booked Onboarding, Payments, Pre/Post-Travel, Nurture
The full 30-email catalog, every touchpoint, written and ready
One coherent system, not five loose pieces

Best for advisors who want the entire system in place, now.

Get the Complete System, $297

By purchasing, you agree to the Product License. Delivered to your inbox after checkout.

Groups & Cruises

Built for groups, cruises, and retreats.

The group layer for your TERN account, sub-trips, per-traveler invoicing, and the cadence that keeps a full sailing or retreat as organized as a single booking. Take it on its own, or bundled with the complete workflow system at a saving.

Group & Cruise

Groups, Cruises & Retreats

$497

One-time · yours to keep

The group layer, built to install yourself. Sub-trip architecture, per-traveler tracking and invoicing, and the payment and communication cadence that keeps a 40-cabin sailing or a 30-person retreat as organized as a single booking.

Group Booking Workflow, carries a group from hold to final payment
Per-traveler invoicing & authorizations, everyone pays their own way, cleanly
Cruise & retreat itinerary templates + signup form, ready to personalize in your voice

Best for advisors running group departures, cruises, or retreats who want them run like a system, not a spreadsheet.

Get Group & Cruise, $497

By purchasing, you agree to the Product License. Delivered to your inbox after checkout.

Group & Cruise + Complete · Save $97

Group & Cruise + Complete System

$697

One-time · save $97 vs. bought apart

The group build plus the whole engine. Everything in Group & Cruise, bundled with all five core workflows and the full 30-email catalog, for an advisor who runs groups and wants the rest of their TERN system handled too.

Everything in Group & Cruise, the full group and cruise layer
All five core workflows plus the 30-email catalog
One coherent system, front to back, groups included

Best for advisors who run groups and want their entire TERN system in place, now.

Get the Bundle, $697

By purchasing, you agree to the Product License. Delivered to your inbox after checkout.

Do It Yourself

The TERN Template Library.

Setting up TERN yourself? Skip the blank page. Thirty client email templates, five workflow sequences, and trip-type task lists, written to drop straight into your account and personalize in your own voice.

Instant delivery. Download links arrive by email the moment you pay.

The TERN Template Library

30 emails · 5 workflows · 4 task lists · instant delivery

$147

30 client email templates across seven stages, inquiry to rebook
Five ready-to-build workflow sequences that tie the templates together
Four task lists, including cruise and all-inclusive add-ons
A personalization key so every word becomes unmistakably yours
Delivered as a personalized PDF plus an editable working copy

A single-user license for your own business, yours to use across every client, not to resell or share.

By purchasing, you agree to the Product License. Delivered to your inbox automatically after checkout.

Buy the Library, $147

TERN AI Prompt Pack

14 prompts · guardrails · instant PDF

$27

14 ready-to-run prompts across itineraries, landing pages, emails, workflows, and FAQs
Written source-bound, the AI won't invent prices, inclusions, or trip details
A six-rule guardrail sheet so every result is safe to send
Works with TERN's AI Assist, paste, swap the details, run

A single-user license for your own business, yours to use across every client, not to resell or share.

By purchasing, you agree to the Product License. Delivered to your inbox automatically after checkout.

Get the Prompt Pack, $27

TERN Commission + Host Agency Clarity Kit

Independent vs host · accreditation · payouts · instant PDF

$47

Independent vs host booking, explained in plain language
Accreditation and host-agency setup checklist
Commission reconciliation and payout workflows
Support scripts and a quick-reference scenario guide
Current as of July 2026, delivered as an instant PDF

A single-user license for your own business, yours to use across every client, not to resell or share.

By purchasing, you agree to the Product License. Delivered to your inbox automatically after checkout.

Get the Clarity Kit, $47

Free

Not ready yet? Grade your own account.

Get The Eight Systems Readiness Checklist, the same framework I audit against. Check what's built, see what's missing, and keep it. No cost.

Check your inbox.

Or grab it right now:

Download the checklist

Questions

The honest answers.

Temporary access to your TERN account and 30 minutes for one intake call. Nothing to prepare in advance.

48 to 72 hours from your intake call. You get a confirmation report of everything built and a 15-minute walkthrough.

Your existing account, any plan level. Nothing to migrate or rebuild from scratch, unless you are coming from another platform, in which case see the migration options above.

A $147 Readiness Audit. I score your account against the eight systems and hand you the priority fixes, ranked by impact. It credits toward a build within 30 days.

Yes. The Luxury tier builds group sub-trips, per-traveler invoicing, split payments, and a self-service signup page, all tested end to end. You can also import just those workflows as a share code.

Advisors who enjoy configuring software themselves, or who are not charging a planning fee. The system supports the relationship work, it does not replace it.

Prefer to talk first?

Book a 30-minute call.

No pitch. Tell me where your TERN account is stuck and I'll point you to the fastest fix, whether that's the $27 pack, an audit, or a full build.

You built the agency. I build the engine that runs it.

Win 1 of 5 free TERN Readiness Audits.

Every system your TERN account needs. None it does not.

Three steps. 72 hours. Fully operational.

How ready is your TERN account?

Which path is right for you?

Two options. One outcome.

Before we begin.

This is not for you if.

Start with an audit.

Already on another platform? Bring it all with you.

Skip the build. Import the system.

Built for groups, cruises, and retreats.

The TERN Template Library.

The honest answers.

Book a 30-minute call.

Tell me how you work.