Advisor services
Find the right help for your Tern setup.
Whether you're moving systems, finishing existing workflows or learning Tern, we start with your current setup and the work you want done.
Book a free consultationMigration help
Move into Tern
For advisors moving from another system who need help planning and carrying out the move.
I review the source material, agree on the transfer and rebuild work, prepare the agreed data and assets, and check the result against the scope.
What you provide
You don't need to gather files or prepare exports. Once account access is arranged, I log in to your current system and Tern to collect what I need for the agreed migration.
What you receive
You receive the agreed migration work, a summary of what was completed and any remaining gaps, and a recorded handoff with documentation by email. A migration does not promise to copy every item from the old system.
Workflow help
Fix or finish my workflows
For advisors with owned templates, existing workflows or a partly built account that needs further work.
I review the intended client process and existing setup, identify gaps or conflicting logic, and build or adapt the agreed workflows, forms, emails and tasks. We confirm the assets and included changes before work begins.
What you provide
You provide any materials you want to use, your business-specific wording and policies, required access and a clear priority.
What you receive
You receive the agreed changes, checks and a recorded walkthrough, with documentation explaining what changed and how to use it.
Setup and training
Set up Tern or learn how to use it
For advisors starting an account, organizing their setup or wanting practical training.
We decide whether you need configuration, guided training or a combination. Setup work can cover agreed account organization, forms and workflows. Training focuses on the tasks you want to learn in your own setup.
What you provide
You provide your priorities, relevant materials and access needed for the agreed work. We make clear which tasks I complete and which you do yourself.
What you receive
You receive the agreed setup or training, a recording and written reference material with relevant Tern links.
Need something beyond the agreed scope?
We review the additional work and price before it begins. Tasks already included in your scope are not separate add-ons.
For team accounts, we also agree on shared assets, decision-makers and the people involved before estimating the work.
See pricing and estimatesNot sure where to start?
Tell me where you are with Tern and what you need help with. We'll discuss the right next step.