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!

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(93)

Commission Reconciliation Just Got a Whole Lot Simpler

Commission Reconciliation Just Got a Whole Lot Simpler

Episode Overview:David, Molly, and Brad are back with a packed episode covering the biggest AI chat upgrades to date, a major new agency back-office feature, and a meaningful update to groups. This we...

26 Kesä 30min

Agency Payout Rules That Actually Fit How You Work

Agency Payout Rules That Actually Fit How You Work

Episode Overview:Brad Turner (Head of Design) and Molly Johnson (Head of Product) host this week's episode, joined by Spencer, one of Tern's lead engineers on AI. With David traveling back from a team...

19 Kesä 42min

What Agentic AI Actually Does for Your Advisory Business

What Agentic AI Actually Does for Your Advisory Business

Episode Overview: Fresh off their biggest webinar yet, David Shull, Molly Johnson, and Brad Turner sit down for the behind-the-scenes debrief. This episode unpacks what didn't get enough airtime durin...

12 Kesä 42min

We Redesigned the Itinerary (And Shipped 6 AI Updates)

We Redesigned the Itinerary (And Shipped 6 AI Updates)

Episode Overview: David Shull, Molly Johnson, and Brad Turner recap a packed pre-webinar week on Flight Path. The team walks through a full itinerary redesign with new header layouts and font options,...

5 Kesä 45min

Plan the Surprise Your Client Will Never See Coming

Plan the Surprise Your Client Will Never See Coming

Episode Overview: David, Molly, and Brad are back with a packed episode recorded live from the ASTA conference in San Diego. David joins on four hours of sleep after a booth that stopped fellow exhibi...

29 Touko 31min

Tern's AI Guides You Through Your Work

Tern's AI Guides You Through Your Work

Episode Overview:David Shull, Molly Johnson, and Brad Turner cover a week of meaningful AI chat improvements. The biggest change: instead of typing answers back into the chat, advisors can now pick fr...

22 Touko 37min

Your AI Assistant Now Lives Where You Work

Your AI Assistant Now Lives Where You Work

Episode Overview: David Shull, Molly Johnson, and Brad Turner cover a packed week. AI chat gets its own home in the navigation with new capabilities to search cruise templates, build comparison breakd...

15 Touko 43min

AI That Matches Clients to Supplier Deals

AI That Matches Clients to Supplier Deals

Episode Overview: David Shull, Molly Johnson, and Brad Turner had a week that felt bigger than most. A host agency came back after 14 months to demo their full workflow in Tern, and the before-and-aft...

8 Touko 38min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
mimmit-sijoittaa
rss-rahapodi
rahapuhetta
rss-karon-grilli
ostan-asuntoja-podcast
asuntoasiaa-paivakirjat
inderespodi
oppimisen-psykologia
rss-inderes
herrasmieshakkerit
rss-sami-miettinen-neuvottelija
hyva-paha-johtaminen
rss-rahamania
rss-porssipuhetta
rss-bisnesta-bebeja
rss-myynti-ei-ole-kirosana
rss-talouden-jaljilla