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CoPilot Supported Workflows & Automations
Workflows
Tern
About
This package is for agencies that are already set up in Tern and ready to put their client communications on autopilot. Whether you have existing workflows that need to be rebuilt in Tern or you're starting from scratch, your CoPilot works with you to design and activate automations that match how your agency actually operates.
If you do not have form templates or email sequences the Library Build package is required: https://www.letslucia.com/agent/packages/266-copilot-supported-tern-library-build
The work happens across 4 phases over 1 to 2 weeks.
Phase 1: Discovery and Review
Your CoPilot reviews your existing workflows, emails, and forms, identifies what's working and what isn't, and maps out exactly what gets built. Includes a 1:1 walkthrough on how automations and workflows will work best for your team.
Deliverables:
- Clear picture of what's live, what's half-built, and what needs to be built from scratch
- Defined priorities and constraints before any build begins
Phase 2: Workflow Architecture
Your CoPilot designs your lifecycle workflows covering lead intake, planning, booking, pre-trip, and post-trip. Triggers, conditions, and timing all get defined so nothing runs out of order or creates conflicts.
Deliverables:
- Up to 15 workflows designed and mapped
- Recorded walkthroughs for team reference
Phase 3: Activation and Testing
Workflows go live in test mode first. Your CoPilot checks every trigger, validates email timing, and cleans up any forms or inputs that could break the logic before your clients ever see it.
Deliverables:
- All workflows activated and tested
- Final adjustments made before go-live
Phase 4: Final Review and Handoff
A final pass to confirm everything is stable, followed by a recorded walkthrough so you and your team know what was built and how to manage it going forward.
Deliverables:
- Confirmed stable workflows
- Recorded handoff for your team to reference anytime
Not included: contact, booking, or trip data migration; itinerary building; SOP creation; ongoing cleanup after go-live; and prolonged troubleshooting. These are available as separate projects, as needed.
Not sure if something is in or out of scope? Bring it up on the discovery call before you hire.
**Please ignore the three tiers, we've consolidated this package into one scope so Basic, Standard and Premium are exactly the same.
If you do not have form templates or email sequences the Library Build package is required: https://www.letslucia.com/agent/packages/266-copilot-supported-tern-library-build
The work happens across 4 phases over 1 to 2 weeks.
Phase 1: Discovery and Review
Your CoPilot reviews your existing workflows, emails, and forms, identifies what's working and what isn't, and maps out exactly what gets built. Includes a 1:1 walkthrough on how automations and workflows will work best for your team.
Deliverables:
- Clear picture of what's live, what's half-built, and what needs to be built from scratch
- Defined priorities and constraints before any build begins
Phase 2: Workflow Architecture
Your CoPilot designs your lifecycle workflows covering lead intake, planning, booking, pre-trip, and post-trip. Triggers, conditions, and timing all get defined so nothing runs out of order or creates conflicts.
Deliverables:
- Up to 15 workflows designed and mapped
- Recorded walkthroughs for team reference
Phase 3: Activation and Testing
Workflows go live in test mode first. Your CoPilot checks every trigger, validates email timing, and cleans up any forms or inputs that could break the logic before your clients ever see it.
Deliverables:
- All workflows activated and tested
- Final adjustments made before go-live
Phase 4: Final Review and Handoff
A final pass to confirm everything is stable, followed by a recorded walkthrough so you and your team know what was built and how to manage it going forward.
Deliverables:
- Confirmed stable workflows
- Recorded handoff for your team to reference anytime
Not included: contact, booking, or trip data migration; itinerary building; SOP creation; ongoing cleanup after go-live; and prolonged troubleshooting. These are available as separate projects, as needed.
Not sure if something is in or out of scope? Bring it up on the discovery call before you hire.
**Please ignore the three tiers, we've consolidated this package into one scope so Basic, Standard and Premium are exactly the same.
Pricing & Inclusions
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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