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Onboarding For Nexion Agents
TICO Certified
Nexion
Tern Workflows & Automations Certified
Tern
Training and Development
Created by
Rose P
About
Tern Foundations:
- Navigate Tern confidently and help advisors find what they need
- Explain how migrated data shows up in the platform
- Build trips, create templates, and manage task checklists
- Walk clients through forms, contacts, and CRM basics
- Handle payment schedules, bookings, and commission tracking
- Navigate Tern confidently and help advisors find what they need
- Explain how migrated data shows up in the platform
- Build trips, create templates, and manage task checklists
- Walk clients through forms, contacts, and CRM basics
- Handle payment schedules, bookings, and commission tracking
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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