September 20th: Offsite Reflections, new itinerary, and more!

September 20th: Offsite Reflections, new itinerary, and more!

Welcome back to another episode of *Flight Path*! If this is your first time tuning in, be sure to hit *subscribe* to stay updated with everything Tern. In this week's episode, David, Molly, and Brad dive into a packed agenda, covering Tern's recent offsite, exciting product updates, and a sneak peek at what's coming next. Episode Highlights: 1. Offsite Recap and Key Takeaways (00:22) - Intentional Growth: The team reflects on their recent offsite in Detroit, discussing the importance of focused, intentional growth without spreading the team too thin. Molly shares her relief and excitement about how strategic decisions were made, ensuring that Tern stays on pace with innovation while maintaining focus. - Future Bets: David highlights the many “industry-changing” ideas discussed during the offsite, and how they had to prioritize just a few for the next 6-12 months, with a promise of more to come over the next few years. 2. Product Updates: New Itinerary Features (14:22) - New Itinerary Design: Brad walks listeners through Tern’s updated itinerary design, including the new *vertical list view*, which cleans up the appearance by removing empty placeholders for better user experience. No more distracting gray boxes! - Optional Day Display: Learn how you can choose whether or not to display empty days on your itineraries, giving you more flexibility to showcase what matters most to your clients. 3. Week in Review (07:24) - Email Collaboration: Molly gives an update on the first release of Tern’s email collaboration tool, which allows team members to view all emails related to a trip—even if they’re not the trip owner. Expect the ability to send emails as well in the next iteration! - Hiring and Growth: The team discusses Tern’s hiring efforts, sharing how energizing it’s been to talk to potential candidates, many of whom have heard about Tern through advisors. 4. The Week Ahead (23:57) - Historical Data Import for Agencies: Molly shares that Tern is working on a feature to allow agencies to import historical data, ensuring a seamless transition from other systems. - Upcoming Strategic Focus: Brad teases the ongoing work to prepare for Tern's exciting developments in groups, as well as deeper enhancements in how Tern handles additional info blocks on itineraries. 5. Fun Moment - Brad’s Basement Blunder (22:00) - The lights go out on Brad as his parents accidentally turn off the power while he's recording the podcast in their basement. The team has a good laugh and rolls with it! Upcoming Features: - Email Collaboration - Sending Emails: Stay tuned for next week's release, where team members will be able to send emails related to trips, not just view them. - Roadmap Sneak Peek: In a future episode, the team plans to share a high-level preview of Tern’s roadmap, offering insights into what to expect in the months ahead. Thanks for tuning in, and we’ll see you next Friday!

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