Introducing Tern Notetaker

Summary

This is a quick demo for advisors who are interested in a brief overview of the Every advisor has a list of things they know would grow their business but never have time for. Proactive outreach. Personalized ... Most agencies still close their books by hand: chasing supplier statements, matching them to bookings line by line, then rebuilding ... This section covers transitioning from the initial client contact to the intake call, including how to handle planning fees and setting ... Ready to streamline your travel business? Watch this complete You know that feeling when a client tells you everything you need to know about their dream trip, and you're nodding along, ... Episode Overview: In this episode, the The Intern is a podcast for the people running travel businesses. We're Abby Klein, Grace Van Hollebeke, and Katie Williams, and ... Prompts from Leslie's session: 1. Testimonials Open a client's trip, then: "Review this client's welcome home form, emails, and trip ... Modern mobility depends on location, but GPS is fragile. Signals can be blocked, jammed, or spoofed, causing lost routes, ... Jennifer's Prompts: 1. Audit a trip for mistakes Audit this trip end to end and flag anything that looks wrong or incomplete. Compare ...