For travel advisors like Kate, managing complex itineraries, event planning, and client communications can become overwhelming as business grows. Lucia’s CoPilots provide an ideal solution—specialized support for short-term tasks and projects that lighten the workload and ensure top-notch service. In this case, Kate shares her experience with Lucia and how it transformed her business operations, giving her time back while enhancing service quality.
Challenge: Balancing Quality and Efficiency in a Growing Business
As Kate’s travel advising business took off, her client expectations grew alongside it. From detailed packing lists to organizing high-end group trips, she found herself stretched thin, especially during peak seasons.
I wanted to maintain the quality my clients expect, but it was getting overwhelming and starting to impact my personal life. The tasks kept piling up, and I needed a way to deliver without sacrificing my own time or the quality my clients deserve.
— Kate Prasse
Solution: Turning to Lucia for Specialized Support
Kate first turned to Lucia when she needed help creating customized packing lists for clients traveling to multiple destinations. She hired a CoPilot, Carolyn, who quickly adapted to the work, even learning new tools like Canva to deliver the polished product Kate envisioned.
Carolyn was fantastic. She picked up Canva on her own and delivered everything within a week. It was exactly what I needed—and it saved me hours of work.
— Kate Prasse
From there, Kate began exploring Lucia’s other services, hiring CoPilots with expertise in group travel planning. "I watched a seminar by Annette, another CoPilot, and reached out to her because of her experience. It’s been a relief to have her help manage my most complex group trips,” she added.
How Lucia Made a Difference
By hiring CoPilots, Kate could reclaim her time and provide her clients with the customized service they expect. Here’s how Lucia’s CoPilots transformed her business:
Saving Time: Lucia CoPilots handled time-consuming tasks like creating detailed travel materials and managing event logistics, freeing Kate’s schedule for high-impact work and personal commitments.
Industry Expertise: CoPilots like Annette brought specialized skills to the table, helping Kate set the right pricing and organize trips for large groups, enhancing her service offerings.
Flexibility and Ease of Use: With CoPilots available on short notice, Kate could bring in expert help for specific tasks without long-term commitments, letting her scale her support team as needed.
Saving Time: Lucia CoPilots handled time-consuming tasks like creating detailed travel materials and managing event logistics, freeing Kate’s schedule for high-impact work and personal commitments.
Industry Expertise: CoPilots like Annette brought specialized skills to the table, helping Kate set the right pricing and organize trips for large groups, enhancing her service offerings.
Flexibility and Ease of Use: With CoPilots available on short notice, Kate could bring in expert help for specific tasks without long-term commitments, letting her scale her support team as needed.
Annette’s advice was invaluable. She helped me understand how to price my services, especially for these high-end, customized trips. It’s the kind of support I needed to keep my business moving forward.
— Kate Prasse
Results: A More Balanced and Efficient Business
With Lucia, Kate was able to scale her business efficiently and effectively. Outsourcing tasks to CoPilots helped her maintain service quality without burnout, creating a better balance between her work and personal life.
It’s allowed me to focus on what I enjoy in my business without feeling overwhelmed. Having CoPilots who understand the travel industry makes all the difference.
— Kate Prasse
Advice for Others: Start Small, Build Confidence
When asked about advice for other travel advisors considering outsourcing, Kate emphasized the importance of starting small to build trust and confidence in the process.
Treat it like a job interview—get a feel for your CoPilot and start with a small task. Once you see the quality, you’ll feel more comfortable passing off bigger projects.
— Kate Prasse
Key Takeaways
Effective Time Management: Lucia CoPilots handle detailed tasks, giving business owners their time back for strategic work and personal time.
Tailored Expertise: With CoPilots specializing in fields like group travel and customer communications, advisors gain expertise without long-term commitments.
Low-Risk Outsourcing: Lucia’s structure allows advisors to test the waters with short-term tasks, minimizing risk and maximizing flexibility.
Tailored Expertise: With CoPilots specializing in fields like group travel and customer communications, advisors gain expertise without long-term commitments.
Low-Risk Outsourcing: Lucia’s structure allows advisors to test the waters with short-term tasks, minimizing risk and maximizing flexibility.
Lucia has been a game-changer. With the support of CoPilots, I’m able to focus on my clients while maintaining a balanced lifestyle.
— Kate Prasse