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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Episoder(98)

Building The Ledger Behind Your Bookings

Building The Ledger Behind Your Bookings

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Katie Williams (COO) recap this week's agency owner webinar and dig into why Tern is building its own general ledger and payment...

7 Aug 26s

Back to Basics Is Shipping the Fixes You Asked For

Back to Basics Is Shipping the Fixes You Asked For

Episode OverviewDavid Shull (CEO, Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) open Flight Path's first full week of the Back to Basics campaign, the product push spa...

31 Jul 32min

Trip Statuses Now Update Themselves Automatically

Trip Statuses Now Update Themselves Automatically

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a stacked update week: trips can now automatically move between statuses like travelin...

24 Jul 41min

Group Trip Edits Can Now Sync to Every Subtrip

Group Trip Edits Can Now Sync to Every Subtrip

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover Tern's biggest group trips update yet: changes made to a group itinerary can now push down to...

17 Jul 41min

Agency Back Office Update Adds a Whole New Payroll Cycle

Agency Back Office Update Adds a Whole New Payroll Cycle

Episode OverviewTern co-founder David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner catch up after a July 4th break. The episode centers on Tern's overhauled agency back office:...

10 Jul 41min

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 Jun 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 Jun 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 Jun 42min

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