Rose P | Travel Advisor | Lucia CoPilot | Tern Specialist | Nexion Agent

Hi, I’m Rose — founder of R Travel Pal, TICO-certified Travel Advisor, ACTA-certified Travel Professional, and a Tern Certified Bird based in Burlington, Ontario. I combine my passion for travel with a strong background in technology, administration, and CRM systems to create seamless travel experiences and efficient backend support for both clients and travel professionals.

What sets me apart is my ability to blend personalized travel planning with operational expertise. Whether I’m designing a multigenerational family vacation, coordinating a group getaway, or helping advisors optimize their Tern workflows, I bring organization, attention to detail, and a calm, solution-focused approach to every project.

Why Work With Me
Personalized Travel Expertise

I specialize in creating thoughtfully curated travel experiences tailored to each client’s unique needs and travel style, including:

All-inclusive vacations
River and ocean cruises
Multigenerational family travel
Women’s and men’s group travel
Wine-focused getaways
Stress-free senior travel
Fully coordinated trips for busy families

From destination research to final itinerary delivery, every detail is managed with care. Using Tern CRM, I create beautifully organized itineraries that keep all travel information accessible in one easy-to-use place.

With firsthand travel experience throughout Canada, the United States, Jamaica, Fiji, Turks & Caicos, and the Dominican Republic, I provide practical insight, trusted recommendations, and real-world knowledge that helps clients travel confidently.

Tern CRM & Administrative Support

Beyond trip planning, I support travel advisors and agencies with high-level administrative and technical assistance. As a Tern Specialist, I help streamline systems, improve efficiency, and simplify day-to-day operations.

My support services include:

Navigate Tern confidently and help advisors with find what they need
Trip building and itinerary management
Explain how migrated data shows up in the platform
Booking and payment management
Data migration and CRM setup
Walk clients through forms, contacts, and CRM basics
Workflow design and automation
Proposal and invoice creation (Tern & CBO)
Troubleshooting and backend system support
Process improvement and operational organization
Build and organize email, task, and activity templates in the Library
Create smart forms that automatically populate trips and contacts
Design multi-step workflows with triggers, conditions, and actions
Troubleshoot common workflow issues and edge cases
Guide agencies through workflow strategy and best practices

My background in technology and software support allows me to bridge the gap between systems and real-world travel operations, making complex processes feel simple and manageable.

My Approach

I believe great travel experiences start with strong communication, organization, and trust. My process is designed to feel collaborative, supportive, and stress-free from beginning to end.

Listen & Plan

I take the time to understand your goals, preferences, and priorities.

Execute

I manage every detail with precision and care.

Communicate

I keep you informed every step of the way and adapt to your preferred communication style — email, phone, or video.

The CoPilot RoseP Difference

CoPilot RoseP and Let’s Lucia are built on connection, organization, and creating seamless experiences for both travelers and travel professionals. Whether you’re planning a meaningful getaway, coordinating complex group travel, or looking for expert Tern support behind the scenes, I bring a unique blend of travel expertise, technical knowledge, and personalized service to every experience.

My goal is simple: to make travel and business operations feel effortless, organized, and fully supported from start to finish.

Let’s create something smooth, stress-free, and unforgettable together.