Travel Operations Mini-Audit

Unlock Efficiency, Eliminate Chaos: A Custom Audit of Your Travel Business Workflow

If your backend feels messy, your sales and planning processes are inconsistent, or things keep falling through the cracks, this consultation is for you. Whether you're still managing trips via email and spreadsheets or you've got a tech stack that isn’t working quite right, this audit will give you the clarity and structure your business needs.

If You're Struggling With:

Leads going cold because follow-ups are inconsistent or missed
Wasting hours on repetitive tasks that could be automated
Trips getting planned in different ways by different team members
Sales and operations feeling disconnected or out of sync
Managing everything through your inbox and scattered spreadsheets
Constantly reinventing the wheel instead of using templates or systems
Not knowing what tools or software will actually make things easier
Feeling like your business has grown faster than your systems can handle

Then it’s time to stop spinning your wheels and finally get clarity on what’s working, what’s not, and how to optimize your operations using the tools and team you already trust.

Clarity That Drives Action

Pinpoint exactly where your business processes are breaking down.
Through guided audit calls and a written step-by-step review, you'll gain visibility into what’s working, what’s not, and what changes will make the biggest impact—using your current tools and team.

Proven Expertise, Practical Fixes

You don’t need more tools—you need smarter systems.
With insights drawn from working with over 40+ travel companies, you’ll get customized, actionable recommendations designed to reduce friction, improve handoffs, and boost efficiency across sales, planning, and operations.

Time Back, Chaos Gone

Free yourself from the mental load of messy back-end ops.
When your systems run smoothly, you can stop micromanaging, trust your team, and focus on growth—not putting out fires. This audit helps you move from reactive to strategic.

What's Included

Two Process Review Calls (2 x 2-hour live sessions)

We’ll walk through your business operations together, screen sharing in real time to uncover gaps, redundancies, and opportunities to streamline or add automation.

Call 1: Kickoff + Sales Cycle & Trip Planning Review

Review of: Lead-to-client sales workflow, Trip scoping and confirmation, Sales>Ops handoffs

Call 2: Backend Operations Review

Review of: Client onboarding, Supplier coordination, Internal tools and workflows, Admin tasks, email comms, file sharing

✔️ Screen sharing by you, guided by prompts
✔️ Session recordings and call transcripts for future reference

Your Diagnostic Playbook & Action Plan

You'll receive a clear, written breakdown of your key workflows—highlighting friction points, inefficiencies, and where your current systems are holding you back. Alongside this, you’ll get a concise set of strategic recommendations: quick wins, medium-term process improvements, and forward-looking ideas to optimize your operations using the tools and team you already have.

Unlock Your Travel Business Audit for just $995 USD!

Hi there, I'm Katie!

With a passion for processes and 20 years working in travel & tourism business backends plus training in Online Business Management, 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!

Ready to Get Started?

Your next steps couldn't be simpler:

Step 1: Book Your Audit
Secure your spot and you’ll be redirected to schedule your first 2-hour consultation.

Step 2: First Consultation Call (2 hours)
We’ll meet on Google Meet, where you’ll screen share your current systems and walk me through your sales, planning, and internal workflows. We’ll discuss what’s working, what’s not, and where things feel clunky or time-consuming.

Step 3: Mini Audit Delivery
Within one week, you’ll receive a written mini-audit: a clear, step-by-step breakdown of your key workflows, annotated with inefficiencies, process gaps, and improvement suggestions.

Step 4: Second Consultation Call (2 hours)
We’ll take a deeper look at your backend operations—onboarding, client comms, supplier coordination, and internal task flow. Again, you’ll screen share and I’ll guide you through the review.

Step 5: Final Audit & Recommendations
You’ll receive a second mini-audit plus a concise summary of tailored recommendations: immediate fixes, mid-term process enhancements, and long-term strategies aligned with your current tools and team structure.

💡Optional Add-On: Post-Consult Support – $500.00 USD

Step 6: 1-Hour Review Call
We’ll go through the findings together, prioritize action items, and ensure you know exactly what to tackle first.

Step 7: 30 Days of Support
You’ll have unlimited email access for one month to ask follow-up questions, clarify processes, or get feedback as you begin implementing the changes.

What Others Are Saying

The Result

From cluttered chaos to operational clarity.

You’ll walk away with a deep understanding of your systems, a clear improvement plan, and real solutions you can implement immediately—plus peace of mind knowing you’re no longer “winging it” behind the scenes.

Limited Spots Available

This is a high-touch consultation and only a limited number of audits are available each month.

F.A.Q.'s

How much time do I get 1:1 with Katie?

Total is 4 hours. We spend 2 hours together to start reviewing the first half of your workflows. We then spend another 2 hours together doing the second half of your workflows. If you add the Post Audit Support, you get another 1 hour to review the audit and 30 days of email support.

Who is this Travel Operations Audit for?

This audit is designed for travel business owners, tour operators, and operations leads who:

- Are juggling client bookings, trip planning, and supplier coordination with no clear systems

- Rely on email threads, spreadsheets, and team memory to manage trips

- Have adopted software (like CRMs or project tools) but aren’t using it to its full potential

- Feel like they’re constantly “putting out fires” instead of proactively managing growth

- Want to delegate more, but don’t have clear workflows to hand off

- Know things could run more smoothly—but aren’t sure where to start

Whether you’re scaling up, burning out, or just tired of making it work with duct-taped processes, this audit gives you clarity, structure, and a real plan for improving your operations—without switching platforms or hiring a full-time ops lead.

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 complete my intake form to provide me with the background needed to prepare. Be ready to share your current workflow and softwares as well as give clear descriptions of issues/pain points in how you're currently doing things day-to-day.