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One platform built to book and keep the books: A Tern product launch webinar
Building your Process in Tern Part 1 Segment 4 Planning fee | Intake Call | Notetaker | Recap Email
Tern 101: Complete Travel CRM Demo - Build Proposals, Options & Client Booking Flow in One Platform
Your CRM as a second brain | Tern Q1 2026 product launch
The Fastest Way to Learn Tern (New Checklists + Search)
Tern AI Assist Launch Webinar
The Intern Introduction
Let Clients Choose Exactly What They Authorize
How to Use Tern's AI with Leslie Jantz
TERN: The Future of Positioning
How to Use Tern's AI with Jennifer Holcomb
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Last Updated: September 30, 2026
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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 ...