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Tern Library & Workflow Buildout
Tern Migration
Tern
Created by
Jennifer S
About
A well-structured Tern account is the foundation of an agency that runs smoothly, delivers exceptional service, and scales with confidence. This project provides a complete setup of your agency’s Tern library, workflows, and operational framework—built with your business model, team structure, and client experience at the forefront.
Project Overview
This service is designed to give new agencies a ready-to-run Tern system, built with clarity, efficiency, and long-term growth in mind. Over the course of your setup, we will organize your agency’s core assets, build custom workflows, and create a streamlined library that supports both advisors and clients from day one.
Project Overview
This service is designed to give new agencies a ready-to-run Tern system, built with clarity, efficiency, and long-term growth in mind. Over the course of your setup, we will organize your agency’s core assets, build custom workflows, and create a streamlined library that supports both advisors and clients from day one.
Pricing
$40
per hour
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.
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