Tern CRM set up

I’m a travel advisor and agency owner looking for a virtual assistant experienced with TERN CRM to help clean up, organize, and fully set up my system for 2026 travel.

Scope of Work
• Enter all 2026 trips into TERN CRM
• Review existing trips to determine:
• Which trips already have workflows assigned
• Which trips are missing workflows
• Which trips do not require workflows
• Create and assign workflow email sequences for each applicable trip
• Ensure workflows are organized, labeled clearly, and applied correctly
• Help identify any gaps or inconsistencies in the current setup

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What I’m Looking For
• Direct experience with TERN CRM (required)
• Background in the travel industry (travel advisor, agency VA, or similar)
• Familiarity with:
• Pre-departure email workflows
• Trip timelines (deposit, final payment, check-in, embarkation, etc.)
• Client-facing communication standards in travel
• Strong attention to detail and organization
• Ability to work independently and ask clarifying questions when needed
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Important Notes
• This role is focused on CRM setup and workflows, not social media or marketing
• Limited access will be provided — no full system or billing access
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Project Details
• One-time project to get everything set up for 2026
• Opportunity for ongoing VA support if it’s a good fit
• Hourly

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To Apply, Please Include
• Your experience with TERN CRM (specific examples preferred)
• Your background in the travel industry
• Confirmation that you can audit existing workflows before creating new ones
• Your availability and preferred working structure