Packages, Flex Hours, and continuity for Tern.
Packages are best when the outcome is clear. TruAccel Flex Hours are for advisors who want to make progress in phases and add more work later as budget allows. Purchased hours do not guarantee every priority will be completed in the selected bucket.
Need help choosing the right path? See Services
Service package
Tern Foundation Reset
Get your Tern foundation safe enough to build on.
One-time
Included
- Core status ladder installation or cleanup
- Planning / Booked buffer stages installed
- Core tags added or normalized
- Core naming standards applied
- Every Trip baseline workflow family loaded
- Core forms connected
- Shared links / placeholders inserted
- QA on one sample trip
- Short video handoff
- 30 days of All-Access included
Not included
- Full workflow-family build
- Migration from another CRM
- Broad cleanup of unrelated third-party systems
- Custom email writing
Service package
Workflow Rehab
Make existing workflows, automations, and templates actually work. Already bought templates from another provider or your host? We can adapt them in Tern.
Lite
1 workflow
- Links / placeholders / policy swaps
- Trigger timing cleanup
- Reconnecting simple forms / tasks / emails
- QA on one sample trip
- Short Loom handoff
Standard
Up to 3 workflows
- Everything in Lite
- Moderate restructuring
- Deeper reconnect work
- "What Changed" handoff doc
Extended
Up to 5 workflows
- Everything in Standard
- Heavier logic correction
- 20-minute walkthrough / handoff
If the scope exceeds 5 workflows, 2 unrelated template sets, or includes major foundation issues, consider Launch Build or Migration instead.
Service package
Tern Launch Build
Get a usable Tern operating system faster with one workflow family installed, connected, and tested.
One-time
Included
- Everything in Foundation Reset
- One workflow family installed
- Up to 5 workflows live
- Related automations / forms / tasks / emails connected
- Placeholder / policy / link personalization
- QA on one sample trip
- One 20–30 minute handoff
- 30 days of All-Access included
Phased budget
TruAccel Flex Hours
TruAccel Flex Hours let you buy focused work time now, make progress in phases, and add more later as budget allows.
How Flex Hours work
- Required free consultation before purchase.
- Hours buy progress, not guaranteed completion.
- One project lane to start; multiple lanes only after re-scope.
- All work counts in 15-minute increments — meetings, Looms, QA, messaging, and live build work.
- Buckets roll for 30 days from purchase date; future-dated buckets use scheduled start date.
- Custom 2-hour starter blocks available after a consultation.
Packages still include fixed scope, less budget uncertainty, fewer "should we keep going?" decisions, and 30 days of All-Access by default.
Service package
Migration Support
Move into Tern with a scoped plan for cleanup, imports, rebuilds, and handoff.
Consultation-led
Typical lite migrations: $650–$900
Larger migrations: $1,050+
Can include
- Migration review call
- Import plan
- CSV cleanup map
- Contact import support
- Forms / emails brought over where practical
- Foundation install
- One workflow family rebuild
- Loom handoff
- 30 days of All-Access included
Not included
- Perfect 1:1 recreation of the old CRM
- Moving literally everything
- Broad historical reconstruction
Every service package includes 30 days of All-Access continuity.
Continuity layer
All-Access
Keep your Tern system current after setup with shared updates and release guidance.
All-Access
or $390/yr with annual billing
Included for 30 days with every service package
- Updated shared assets inside Tern
- Release notes and guidance on what changed
- Future track access
- System continuity after setup
After the included 30 days, All-Access auto-converts to $39/month unless canceled. You keep the workflows, forms, emails, and settings built in your own Tern account.
Join All-AccessMonthly plans can be cancelled any time. Annual plans run for the full term.
Agency / Host Agency
Agency or host agency inquiry
If you are exploring Tern setup or standardization for a team, reach out to learn more about the best-fit rollout path.
Book Agency CallService packages are paid in full upfront. No refunds once work begins. Scope changes require a new quote. See FAQ for billing, renewal, and scope details.
Backend Tern configuration and enablement only. No itinerary building, booking travel, inbox management, or day to day client communication.
TruAccel is not official Tern customer support. For product issues, contact Tern support.