Getting Started with Lucia as a TPI Advisor
What is Lucia?
Lucia is a freelancer marketplace designed for travel advisors and agencies. It connects you with experienced CoPilots who can help with tasks like itinerary planning, administrative support, and transferring your data into Tern. Each CoPilot has a profile with hourly rates and service packages that match different needs. Lucia typically adds a 20% service fee at checkout, but this fee is discounted for TPI advisors who register through Tern’s partnership link.
Who is eligible for the Lucia discount? TPI advisors who are moving to Tern are eligible for Lucia’s discounted service fees. When you register for Lucia through Tern’s partnership link, the service fee is waived, so you only pay the hourly rate or package price listed on a CoPilot’s profile. No discount code is needed; the discount is applied automatically.
How does the discount work?
Normally, Lucia adds a 20% service fee to each CoPilot’s hourly rate or package. With this partnership, the service fee discount is automatically applied at checkout, so you only pay the rate listed on the CoPilot’s profile.
Do I need to enter a discount code?
No, the discount is automatically applied when you register through Lucia’s TPI partnership link.
What is a CoPilot?
On Lucia, the term "CoPilot" is used to describe a freelancer. These are the vetted freelance professional specializing in the travel industry.
Already a Lucia Customer?
If you’re already a Lucia customer and would like to apply the discount, simply reach out to Lucia support at [email protected] and we will update your account.
Getting Started with Lucia
Step 1: Create an account on Lucia
Visit Lucia’s TPI partnership page and create a free account. Your discount will be automatically applied at checkout when you hire a CoPilot. You must use this link to create an account in order to get the discounted rate.
Step 2: Book a Demo (Optional)
If you would like help choosing the right CoPilot, schedule a demo with the team. They will guide you through the process and help you find the best CoPilot for your business.
Step 3: Select a CoPilot
Browse Lucia’s marketplace and choose a CoPilot who best fits your needs. CoPilots can assist with transferring data into Tern, planning itineraries, providing administrative support, and more.
How Lucia CoPilots Can Assist Within Tern
Lucia CoPilots can provide a wide range of support to make your transition to Tern as smooth as possible:
Data Migration: Transfer your existing itineraries, traveler records, and other important data into your new Tern account.
Itinerary Building: Utilize Tern's itinerary builder to create stunning proposals with integrated option blocks, approvals, and credit card authorization for a streamlined experience.
CRM Management: Set up and manage your client relationships using Tern's CRM tools, including smart forms, automations, and integrated email to streamline your workflows.
Administrative Support: Handle day-to-day tasks such as managing traveler records, trip documentation, and other administrative duties, allowing you to focus on serving your clients.
Commission Tracking: Assist in reconciling commissions and tracking payments using Tern's one-click reporting features to ensure you don't miss any unclaimed commissions.
Group Travel Management: Help manage group trips by creating and managing group itineraries, collecting signups, and automatically generating customized itineraries for each client.
Bonus Support Suggestions:
In addition to supporting your use of Tern, Lucia CoPilots can also assist with a wide range of other business needs, including:
Out-of-Office Coverage: Maintain excellent client service when you’re unavailable by covering emails and urgent requests.
Social Media Marketing: Develop and implement a social media strategy, including content creation and scheduling.
Email Marketing: Plan, build, and deploy email marketing campaigns to keep your audience engaged.
Business Development Strategy: Provide strategic insights to help you identify new opportunities and grow your business.
Concierge Support: Offer personalized service to clients, helping them with booking assistance, special requests, and more.
Important Note on Pricing
The rates you see on a CoPilot’s profile, whether hourly or packaged services, are the final prices you will pay. Lucia’s 20% service fee is automatically discounted at checkout, so there are no additional fees to worry about.
Need Help?
If you have questions about the Tern onboarding, please contact Tern Support at [email protected]. For questions related to Lucia or CoPilots, reach out to [email protected] or visit Lucia’s website for more information.