New Host-Sub Controls and Group Trip Signup Fixes
Flight Path by Tern21 Marras 2025

New Host-Sub Controls and Group Trip Signup Fixes

Episode Overview: In this episode, the Tern team recaps a packed week leading into the upcoming December webinar. David Shull (CEO and Co Founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) dive into advisor training moments from the Cancun retreat, major improvements to agency contact ownership, new group trip signup enhancements, and fresh reporting filters that make sales insights cleaner. From behind the scenes of product architecture to Thanksgiving plans and annual strategy prep, it’s a lively look at how Tern is leveling up for advisors. Plus, a hint at Molly’s secret feature challenge for the webinar.

Episode Topics:

(00:01) Welcome and Episode Kickoff The team sets the stage for the pre Thanksgiving episode and previews the big December webinar.

(00:50) Brad’s Advisor Retreat and Integration Progress Brad shares highlights from live advisor training in Cancun and updates on booking flow integrations.

(03:17) Molly’s Annual Planning Deep Dive Molly walks through early 2026 planning, user conversations, and progress on agency structure architecture.

(05:15) David’s New Orleans Site Visit David recounts his first event site visit and previews how Tern is leveling up the 2026 user conference.

(09:24) What We Shipped: Agency Contact Ownership Molly explains new contact management controls that support different agency models and protect key relationships.

(14:19) Quality of Life Updates with Brad Brad shares improvements to the group trip signup flow, task contact shortcuts, and fixes to scheduling emails.

(19:03) Sales Reports and New Filters Molly announces a new filter to exclude noncommissionable bookings from reporting views.

(20:02) Looking Ahead: Webinar Prep and Holiday Chaos The team previews Thanksgiving plans, leadership offsite sessions, and final pushes toward the December webinar.

Show Highlights: Better agency tools that honor different contact ownership models Clearer group trip signup flow that reduces traveler confusion New reporting filters for cleaner, commission focused sales insights Fun behind the scenes previews of annual planning and webinar prep


Jaksot(82)

Offsite, Onboarding, and What’s Next for Advisors

Offsite, Onboarding, and What’s Next for Advisors

In this episode, David, Molly, and Brad reflect on a packed week at Tern. From in-person team bonding to product rollouts and user empathy exercises, they share what’s new, what’s coming, and how it a...

18 Heinä 202536min

Multi-Contact Forms, Mobile Upgrades, and Transparency at Tern

Multi-Contact Forms, Mobile Upgrades, and Transparency at Tern

In this episode of the Flight Path Podcast, Tern CEO David Shull is joined by Molly Johnson (Head of Product) and Brad Turner (Head of Design) for a transparent and action-packed recap of the week in ...

11 Heinä 202534min

More Folders, Restoring Trips, and a Q3 Preview

More Folders, Restoring Trips, and a Q3 Preview

Happy 4th of July from the Flight Path crew! In this week's episode, David (Tern’s CEO), Molly (Head of Product), and Brad (Head of Design) are celebrating summer—and the avalanche of new features, up...

4 Heinä 202540min

Email Template Folders, Groups, Updates, and More!

Email Template Folders, Groups, Updates, and More!

In this final June episode of Flight Path, the Tern team (David, Molly, and Brad) dive into a transformative week at Tern HQ—and it’s a big one. From team expansion to user conference planning, this e...

27 Kesä 202532min

Flexible dates, magic links and more improvements

Flexible dates, magic links and more improvements

In this week’s early edition of Flight Path, the Tern team is back with a packed episode recorded just before the Juneteenth holiday. David (CEO), Molly (Head of Product), and Brad (Head of Design) re...

20 Kesä 202540min

Tern Acquires Lucia + Flexible Dates, Subfolders & More

Tern Acquires Lucia + Flexible Dates, Subfolders & More

Welcome back to Flight Path, your weekly behind-the-scenes look at what we’re building at Tern! This week is packed with major news, impactful product updates, and a special guest interview you won’t ...

13 Kesä 202544min

 Occupancy Pricing, Mobile Upgrades, and Real-Time User Feedback

Occupancy Pricing, Mobile Upgrades, and Real-Time User Feedback

In this week’s episode of Flight Path, David, Molly, and Brad pull back the curtain on the latest behind-the-scenes progress at Tern. From a milestone host agency partnership to significant product up...

6 Kesä 202531min

From Pricing to Bookings: Inside Tern’s Evolution

From Pricing to Bookings: Inside Tern’s Evolution

Welcome back to Flight Path! This week; David, Molly, and Brad — unpack a packed week of updates, team reflections, and product evolution. Coming off Memorial Day and a week at ASTA, the team brings f...

30 Touko 202534min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rss-startup-ministerio
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-rentotapaus
rss-sisalto-kuntoon
rss-porssipodi
sijoituspodi
rss-lain-elamaa
rss-rikasta-elamaa
rss-tuottava-ja-hyvinvoiva-pk-yritys
rss-asiakaskokemusklubi