“I'm never going to outsource being ‘that person’ for my clients.”
— Jen Jackson
The Challenge: Managing It All
“It’s amazing as a travel agent just how many little things there are to manage.” — Jen Jackson
Jen was juggling numerous tasks, from logistics to client preparation—a part of her job that she wanted to keep high-touch and personal. While she enjoyed some aspects of the administrative work, like creating Travefy itineraries, she recognized that these tasks took her away from being present and available for her clients.
“I am constantly trying to figure out how I can maintain great service for my clients while becoming more efficient on the back end.”
With multiple trips on the horizon, including three 14-day itineraries to build simultaneously, Jen realized she needed support to deliver the exceptional service her clients deserved.
Jen was juggling numerous tasks, from logistics to client preparation—a part of her job that she wanted to keep high-touch and personal. While she enjoyed some aspects of the administrative work, like creating Travefy itineraries, she recognized that these tasks took her away from being present and available for her clients.
“I am constantly trying to figure out how I can maintain great service for my clients while becoming more efficient on the back end.”
With multiple trips on the horizon, including three 14-day itineraries to build simultaneously, Jen realized she needed support to deliver the exceptional service her clients deserved.
The Solution: Lucia's CoPilots
Lucia’s platform was a game-changer. Jen quickly found experienced CoPilots who could handle the time-consuming tasks of inputting itineraries into Travefy and managing data in TravelJoy.
She had three key requirements: “I was looking for someone with good ratings, experience with Travefy, and a reasonable hourly rate. I’ve been thrilled to get high-quality work this way.”
Jen found that communication with her CoPilots was clear and efficient from the start: “I want us to get really well-aligned before the work ever starts, and I've had no issues with that.”
One of Jen’s biggest realizations was how easily projects could be completed by investing a bit of time upfront: “I know that spending 20 minutes to write a detailed scope saves a lot of back and forth and shortens project time.”
She had three key requirements: “I was looking for someone with good ratings, experience with Travefy, and a reasonable hourly rate. I’ve been thrilled to get high-quality work this way.”
Jen found that communication with her CoPilots was clear and efficient from the start: “I want us to get really well-aligned before the work ever starts, and I've had no issues with that.”
One of Jen’s biggest realizations was how easily projects could be completed by investing a bit of time upfront: “I know that spending 20 minutes to write a detailed scope saves a lot of back and forth and shortens project time.”
The Outcome: More Time for High-Touch Service
With Lucia handling the administrative side, Jen now has more freedom to focus on her strengths and provide the personalized, high-touch service her clients expect.
The Bonus: Learning New Techniques
Working with CoPilots didn’t just free up Jen’s time—it also introduced her to new techniques and more efficient ways to use the systems she already had in place.
“Lucia frees you up to be more creative rather than administrative, more service-oriented versus handling the administrative piece.”
Jen’s Advice to Other Business Owners
Jen understands the initial discomfort of bringing in outside help, but her experience has been overwhelmingly positive.
“I totally get the nervousness, but it definitely pays off. Your time is better spent reviewing an itinerary than creating it from scratch.”
“I totally get the nervousness, but it definitely pays off. Your time is better spent reviewing an itinerary than creating it from scratch.”
“I've found the whole process with Lucia to be super painless. I was nervous when I started, but it’s been so worth it.”