FREE TERN WORKFLOW
Your clients deserve to hear from you before, during, and after their trip. You should not have to remember every single touchpoint manually.
Get a free Tern workflow that keeps trip statuses moving and helps you create timely, personal check-ins without adding another reminder to your to-do list.
By signing up, you agree to receive email updates from Booked & Beyond.
You care deeply about your clients. The issue is not your intention. It is trying to carry every client touchpoint in your head while running the rest of your business.
Status updates, departure emails, and welcome-home messages can easily get buried under everything else you are managing.
You want each client to feel seen, but writing every touchpoint from scratch does not scale with a growing book of business.
Testimonials, referrals, future trips, and return-client conversations are easier to capture when the follow-up actually happens.
WHAT'S INSIDE
This free workflow is a real look at what happens when automation supports your service instead of making it feel generic.
Automatic trip status updates at 30 days out, departure day and return.
A Bon Voyage email scheduled for 2 days prior to departure.
AI-drafted Arrival Check-in and Welcome Home emails for your review before they send.
A short 'How did we do?' survey built to surface testimonials, referrals and next-trip conversations.
Your choice of an AI-agent version or a traditional workflow version.
No complicated setup project. No blank page. Just a useful first step toward a more consistent client journey.
Enter your details below so we know where to send your free workflow.
Within 24 hours, it will appear in your Tern Library under Workflows, then Shared with me.
Review the workflow, choose your version, and start creating better-timed client touchpoints.
Stop relying on memory to deliver the client experience you want to be known for.
Request your free Tern workflow now and see how
Booked & Beyond makes thoughtful follow-up easier to deliver consistently.