Advisor Services
Pick the path that fits where you are.
Services are organized by your situation — not by product names first. Use this page to find your starting point. Use Pricing for full numbers and purchase links.
Situation 1
New to Tern
If you are staring at a blank or messy Tern account, the first step is getting the foundation safe enough to trust. That means the right statuses, the right trigger logic, the right core forms, and a clean starting structure.
Situation 2
Existing assets that are not usable
Already bought templates from another provider or your host? Have workflows sitting in Tern that are almost right but not actually usable? Workflow Rehab is built to fix, reconnect, and adapt what you already have.
Lead offer
Workflow Rehab
Lite $175 · Standard $295 · Extended $445 — Make existing workflows, automations, and templates actually work.
See tiers and detailsSituation 3
Moving from another tool
Migration Support is available by consultation. TruAccel helps bring your contacts, trips, forms, emails, and setup foundations into Tern where possible, and rebuilds or reconfigures what does not transfer cleanly.
Lead offer
Migration Support
Consultation-led. Coming from TravelJoy, Travefy, HubSpot, spreadsheets, or any other system.
See migration scopeSituation 4
Phased-budget progress
TruAccel Flex Hours let you buy focused work time now, make progress in phases, and add more later as budget allows. Hours are ideal when you know what you want worked on but want to break the cost into stages.
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 are best when the outcome is clear — fixed scope, less budget uncertainty, fewer "should we keep going?" decisions, and 30 days of All-Access included by default.
Common Add-Ons
If you bought templates from another provider or your host, three standard paths are available: install, personalization, or adaptation. These can be priced as fixed add-ons or handled through Flex Hours depending on the broader engagement.
Install
We install the templates you already own into your Tern account.
Personalization
We swap placeholders, links, policies, and tone so they fit your business.
Adaptation
We restructure templates so the logic actually works the way you sell.
Extra workflow expansion
For buyers who need more coverage than the package includes.
Migration prep / CSV mapping
When cleanup work is needed before import or rebuild.
See Pricing for add-on rates and scope rules.
What happens after the consult
Book a free consultation so we can scope the right starting path.
Pay for the recommended package or Flex Hours bucket.
Receive a welcome email with your kickoff link and pre-kickoff questionnaire.
Move into implementation with clear status updates.
Get handoff and 30 days of All-Access continuity included with every package.
Services FAQ
Not sure which path fits?
Book a free consultation and we'll recommend either a package or a Flex Hours work plan.
All-Access stays the continuity layer after the initial work is done.