Choose the right starting point for your Tern setup.
Choose the starting point that matches your Tern situation. Then either buy the right package or book a free call to confirm fit.
Or go straight to Pricing
Choose your path
Where are you starting?
Pick the situation that matches yours to jump to the right section.
New to Tern
Start here if your Tern account is not set up, the backend still feels unorganized, or you need the foundation cleaned up before anything else goes in.
What this includes
Fix My Tern Setup
Start here if you already have workflows, templates, or a partly built Tern account, but the links, placeholders, trigger timing, forms, emails, or tasks are not actually working together.
Common result: Links, placeholders, policies, timing, and reconnect work are cleaned up so the setup becomes usable again.
Build My Tern System
Start here if you want more than a clean foundation. This package is for advisors who want one real workflow family installed, connected, personalized, and tested so they can start working inside Tern sooner.
What this includes
Moving to Tern
Start here if you are moving from another CRM or a more manual process stack and need help planning imports, cleanup, rebuilds, and handoff.
What this can include
After purchase
What happens next
Pay in full upfront.
Book kickoff using the calendar link on the thank-you page and in the welcome email.
Complete the questionnaire before kickoff once it is live.
Implementation and QA happen behind the scenes.
Receive the handoff plus 30 days of The TruAccel Vault.
After the included 30 days, The TruAccel Vault auto-converts to $39 / month unless canceled.
Keep it current with The TruAccel Vault
After your account is live, The TruAccel Vault becomes the continuity layer. It gives you updated shared assets, release notes, and clear guidance on what changed and what to do next.
Every direct service package includes 30 days of The TruAccel Vault.
Agency or host agency?
If you are exploring Tern setup or standardization for a team, reach out to learn more about the best-fit rollout path.