Travel Systems Transformation Package

Introducing the Travel Systems Transformation Package —a comprehensive solution designed to revolutionize your travel organization’s daily operations. This package is designed to deliver an unparalleled transformation in how your business approaches process efficiency and operational excellence.

Say goodbye to anxiety and cognitive overload, and say hello to predictable systems. With clearly defined SOPs and optimized workflows, your team will benefit from smoother, more coordinated operations.

Our approach is tailored to assist travel businesses in navigating operational chaos and transforming it into streamlined, predictable processes while making effective use of software and automation. We bring a practical and industry-centric perspective to ensure efficiency and effectiveness in your operations.

If You're Struggling With:

Streamlining your processes
Making your team more efficient
Identifying where to add automation to your workflows
Feeling like everything is manual
Running a quickly growing business and DO NOT have the time to make SOPs

Then it's Time to Transform Your Travel Systems

Increased Efficiency

By streamlining processes and eliminating unnecessary steps or manual tasks, your business will experience a boost in operational efficiency, saving both time and resources. Do more with the same team!

Streamlined Operations

With clearly defined processes and optimized workflows, saved as SOPs, your team will benefit from smoother, more coordinated operations. Everyone is on the same page!

Ready to Support Business Growth

Our recommendations and process enhancements are designed to be scalable, ensuring that your systems can adapt and grow alongside your business.

What's Included

2-hour Kick-off Call to review your current tools and workflows, uncover pain points, and set the roadmap
1:1 Team Interviews (for you and your VA) to gather insight into your day-to-day needs, issues and ID opportunities to save you both time
Full Process Audit of your sales and operations systems to identify bottlenecks, duplication, and missed opportunities done over 2 x 2 hour calls.
Process Mapping (current → future state), so we can clearly visualize where the gaps and opportunities lie as well as inform where changes should be made
Strategic Recommendations – a clearly prioritized list of improvements across tools, automations, and processes to inform workflow changes
Workflow Change Management - implementation support within existing software to put recommendations in place. This includes guiding an existing team member or helping directly configure things like your CRM sales pipelines, building automations, optimize your ClickUp workspace, build electronic intake forms, set up email templates, etc. This does not include new software setup.
SOP Development – 25 custom, step-by-step Standard Operating Procedures tailored to your NEW workflows
Weekly Support Calls – 10 weekly x 90 min check in calls to review project status, approve changes, review next steps etc.
1-hour Follow-Up Call - to check in post-implementation (ideally 1 month after we wrap up), answer questions, and guide next steps

Pricing

Starter Transformation

Team of 5 or fewer

$3,295 USD x 3 months

Growth Transformation

Team of 6-10

$4,995 USD x 3 months

Enterprise Transformation

Team of 10-15

$6,595 USD x 3 months

Are Your Ready to Transform Your Business Processes?

Book a call with us to discuss the project - timeline, team size and number of processes to be reviewed.

Sample of 25 SOPs

Trip Operations Master SOP w/ timeline
How to Create Trip Budgets
How to Make Trip Reservations (Book Accommodations, Guides etc.)
How to make client final itineraries
How to gather and share Pax Info
How to Prepare Tour Briefs for Guides
How to Complete Trip Reports
Steps to Cancel a Tour with local suppliers
Steps to Make Changes to a Tour
How to support clients while on trip
How to support guides while on trip
How to manage supplier relationships and negotiations
How to create trip profitability reports
Sales Process Master SOP w/ timeline
How the sales pipeline works + automations in place
Working with Deals in the CRM
How to do sales calls (including call script)
How to manage client communications throughout the sales process
How to create payable booking forms/ invoices (take deposits)
How to hand off to operations (FIT businesses)
Supporting Clients Post-Trip: How to handle and respond to feedback, reviews, and complaints.
How to handle client cancellations and refunds
How to collect final balances
How to collect guest waivers
How to gather reviews & testimonials

Hi there, I'm Katie!

With a passion for processes, over 15 years working in travel & tourism business backends and a certification as an Online Business Manager, I am dedicated to supporting businesses to become more organized and efficient.

Drawing on my extensive knowledge of software, expertise in productivity, and automation, I am driven to empower my clients to take control of their business’s digital processes.

It brings me joy to watch businesses transition from reactive and unorganized to proactive, calm planners. Ready to take your business systems to the next level?

Let’s do this, together!

70% Faster Onboarding for New Staff

Process audit and SOP creation for a luxury FIT travel brand resulted in growing their team 3x in 1 year and reduced staff training time from 9 months down to 3 months.

This scale-up resulted in 40% revenue growth YOY and continues to serve them towards their 8-figure revenue goal. goal.

Empowered Staff to Make Decisions

Conducting a process audit and creating SOPs for a luxury group travel company has led to the development of a comprehensive set of operations manuals and SOPs. These resources enable team members to work more efficiently and effectively while empowering them to contribute at a higher level through well-defined decision-making structures and guidelines.

What Others Are Saying

F.A.Q.'s

How long is this package?

This package is designed to be 3 months in duration to allow for capture, creation, refinement and team adoption.

Who is this Travel Systems Transformation Package for?

Business owners who are ready to streamline and improve their custom journey processes (booking> post trip) to enhance team efficiency. You are ready to invest money, time and team effort towards making the day to day workload smoother and improving the overall customer experience.

What is your refund policy?

This is a non-refundable investment. I aim to provide personalized consulting services to help you grow your business. In accepting one of the limited number of places I have available, you acknowledge I am committing my time and resources to you. For this reason, if you decide to withdraw from your consultation/ workshop/ program, I will not offer a refund. I trust you to make a wise and thoughtful decision.

What do I have to do to prepare?

You will need to ensure you and your team have capacity to support this process. Team members will need to be available for about 4-5 hours throughout the process for interviews, SOP capture and training. Owners/managers will need to be available for about double that plus be available to answer questions via email along the way.