“For me, Lucia has been very useful because I'm a big believer in outsourcing whatever you can outsource. So when I have something that I know, I have the budget to outsource and it's a task that will get done quickly. I'm very quick to outsource it.”
— Duncan Greenfield-Turk, Global Travel Moments
Overview
Duncan Greenfield-Turk, owner of Global Travel Moments, is a firm believer in outsourcing. Recognizing it as a strategic way to maximize efficiency, free up valuable time, and ultimately increase overall profitability, he is quick to delegate the necessary tasks. So, when a specific project involving CRM data management became too time-consuming, Duncan turned to Lucia, a service he had long been aware of, to find the right CoPilot to step in.
The Challenge
“In this instance, I was not on top of my numbers, and if you don't know your numbers, you don't know your business.”
— Greenfield-Turk
Duncan had recently taken on a project that exploded his business—but he had fallen behind on organizing the back-end data that allowed him to track his business properly.
Seeing the value in delegation, he saw this as the perfect opportunity to outsource his work:
Seeing the value in delegation, he saw this as the perfect opportunity to outsource his work:
“I recognized that there was an opportunity to pay someone who knew how to do the CRM quickly. And just basically say, right, here's the spreadsheet.”
— Greenfield-Turk
From a business standpoint, Duncan weighed his options: “I look into my business now at how do I make the most bang for my buck? And where can I then earn more money if I have free time to be able to do something else?”
For Duncan, having an “outsource mentality” is essential to staying focused on what matters most:
For Duncan, having an “outsource mentality” is essential to staying focused on what matters most:
“Many people get bogged down in the little things. So having that outsource mentality is key to being able to do that.”
— Greenfield-Turk
The Solution
Duncan connected with Briana, a Lucia CoPilot, who immediately stood out.
“She understood what it was that I was looking for and asked qualifying questions to ensure that what she did was what I needed.”
— Greenfield-Turk
With a very specific task and scope in mind, Duncan found the right match in Briana, who was highly skilled in the software his business used. Duncan was so impressed that he continues to rely on her for ongoing support. Whether he needs a couple of extra hours here or there, Briana has been flexible and responsive, saving him valuable time and energy.
Results: A Clean CRM and Reliable Support
“Having access to a resource that could lead to more permanent hours if the business grows the way that I hope it does, is peace of mind.”
— Greenfield-Turk
Renewed Focus: With his CRM up to date, Duncan now has a clear overview of his business operations, allowing him to stay organized, maintain control, and plan his next strategic moves.
Peace of Mind: Lucia’s model provides him with trusted freelancers he can rely on for various needs, adapting as those needs evolve. He knows that whenever he requires support, he has a reliable source to turn to.
Longterm Value: Outsourcing routine tasks allows Duncan to concentrate on where his skills add the most value, ultimately saving both time and money.
Peace of Mind: Lucia’s model provides him with trusted freelancers he can rely on for various needs, adapting as those needs evolve. He knows that whenever he requires support, he has a reliable source to turn to.
Longterm Value: Outsourcing routine tasks allows Duncan to concentrate on where his skills add the most value, ultimately saving both time and money.
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