Listen "Email Template Folders, Groups, Updates, and More!"
Episode Synopsis
In this final June episode of Flight Path, the Tern team (David, Molly, and Brad) dive into a transformative week at Tern HQ—and it’s a big one. From team expansion to user conference planning, this episode is packed with behind-the-scenes updates and future-facing product features.00:00 – Welcome & Week in ReviewDavid, Molly, and Brad reflect on a week filled with new hires and big ambitions.How Tern is building new cross-functional capabilities (AI efficiency, education, and training).03:45 – Growing the Team & Expanding VisionHow team additions like Gal and Karina are shaping Tern’s strategy for scale.Canadian expansion and TICO compliance updates after a trip to Toronto.05:54 – The User Conference Deep Dive Why Tern’s first-ever user conference (on a cruise!) is shaping up to be unlike anything else in the industry.How advisors will co-build features live with engineers (yes, in real-time).From business workshops to hands-on tooling sessions, Tern wants attendees to leave with actual progress.10:14 – Unlocking Group GrowthTern will spotlight advisors like Walter who scaled from $300k → $4M in group sales.Pairing real business strategy with tool walk-throughs, including AI, automations, and landing page design.12:26 – Conference Signup InfoInterested in joining? Head to tern.travel and click "Conference" in the top nav.Or email David directly at [email protected] for more info.13:16 – Product Updates: Folders, Groups & Click-SavingFolders for email templates are here (350 created in 2 days!).Form and task template folders launching next.Sub-trip status updates are now editable in-line from the overview screen.Cleaner pricing displays now eliminate confusion when client selections are incomplete.15:45 – New Group Exports + Real-Time WinsExport traveler lists with sub-trip mapping—critical for supplier manifests and wedding groups.This update landed during a conference demo, solving two live advisor pain points.20:54 – Editor Update (Yes, Finally!)The long-awaited block editor replacement is nearly done.End of July = no more block editor for activities.Email editor improvements will follow soon after.23:40 – Agency Commission ToolsTotal payout summaries are now available—no more manual math.Loved by agency owners and advisors alike.24:59 – Mobile App Glow-Up Coming A new series of Traveler app improvements kicks off next week.Expect crisper design, better doc access, easier navigation between past/upcoming trips, and more.Advisor mobile web experience is next in line for polish.29:02 – Forms ReimaginedContact forms will soon support collecting details for multiple travelers at once.Less repetition. Better UX. Major time-saver—especially for families and group bookings.30:59 – What’s Next?With a doubling of R&D and a maturing team, Tern is entering a new phase of parallel progress.User conference, mobile upgrades, and deeper partnerships are just the beginning of what’s coming in H2.
More episodes of the podcast Flight Path by Tern
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