Travel Operations Cleanup Audit

Stop Running Your Travel Business From Your Inbox, Memory, and Scattered Spreadsheets

Get a clear, expert review of your sales, planning, handoff, and backend operations — so you know exactly what is broken, what to fix first, and how to create smoother systems without hiring a full-time operations manager.

$1,750 USD · Fixed-scope audit · Limited spots available each month

What You’ll Walk Away With

By the end of the audit, you will have:

A clear picture of where your sales, planning, and backend operations are breaking down
A prioritized list of what to fix first, so you are not wasting time on low-impact changes
A practical roadmap for improving your current systems without switching tools unnecessarily
Clearer handoffs between sales, planning, admin, and operations
Recommendations for where templates, SOPs, automations, or software improvements would reduce manual work
A calmer, more structured way to manage inquiries, bookings, trip details, client communication, and team responsibilities

This Audit Is for You If…

Leads are slipping through the cracks because follow-up depends on memory or manual reminders
Every trip, client, or inquiry gets managed a little differently
Your team asks the same questions repeatedly because there is no clear process
Important details live in email threads, spreadsheets, sticky notes, or one person’s head
You have software, but it is not giving you the clarity or consistency you hoped for
You want to delegate more, but your workflows are not documented clearly enough
You know your backend is slowing you down, but you are not sure what to fix first

You do not need more random tech advice. You need a clear, prioritized diagnosis of how your business actually runs — and what needs to change first.

This Is Not Another Generic Strategy Call

Most business owners do not need more vague advice. They need someone to look directly at how the business is actually operating and say:

⚠️ This is where leads are getting stuck

⚠️ This is where your team is duplicating work

⚠️ This is where your software is being underused

⚠️ This is where you need a template, SOP, automation, or clearer owner

⚠️ This is what should wait until later

This audit is designed to give you practical, prioritized clarity — not a pile of ideas you do not have time to sort through.

$1,750 USD · Fixed-scope audit · Limited spots available each month

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 50+ 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

1. Pre-Audit Intake + Systems Snapshot

Before we meet, you’ll complete a detailed intake form so I can understand your current tools, workflows, team structure, pain points, and biggest operational bottlenecks.

2. Guided Operations Review

We’ll review your key backend workflows together, including:
- Lead capture and inquiry follow-up
- Sales process and quote/proposal flow
- Trip planning and confirmation process
- Sales-to-operations handoffs
- Client onboarding and communication
- Supplier coordination
- Internal task management
- File sharing, templates, SOPs, and team responsibilities
- Current software and automation opportunities

3. Diagnostic Playbook

You’ll receive a written audit that identifies:
- Where work is getting duplicated
- Where details are falling through the cracks
- Which processes need clearer ownership
- Which tasks could be templated, automated, or simplified
- Which systems are working well enough to keep
- Which changes would create the biggest operational improvement

4. Prioritized 90-Day Cleanup Roadmap

You’ll receive a clear action plan organized by priority:

Quick wins
High-impact fixes
Process and SOP improvements
Software or automation opportunities
Longer-term improvements to consider later

This gives you a practical sequence instead of a giant overwhelming list.

5. Final Review Call

We’ll walk through the findings together so you know exactly what to tackle first, what can wait, and how to move forward without overcomplicating your systems.
14 days of clarification support by email, limited to questions about the audit recommendations.

Unlock Your Travel Business Audit for just $1,750 USD!

$1,750 USD · Fixed-scope audit · Limited spots available each month

Hi, I'm Katie!

I help travel business owners clean up the messy backend systems that quietly slow down sales, planning, communication, and team handoffs.

With 20 years of experience in travel and tourism operations, plus specialized training in online business management, I’ve worked behind the scenes of travel companies that are trying to grow without letting every inquiry, booking, trip detail, or team responsibility live in someone’s inbox.

My strength is seeing how the whole business fits together: sales workflows, CRM structure, client communication, trip planning, SOPs, software, automation, and team responsibilities.

This audit is designed to give you the kind of operational clarity most business owners are too close to the business to see on their own.

Ready to Get Started?

Your next steps couldn't be simpler:

Step 1: Book Your Audit
Secure your audit with payment, schedule your first 2-hour consultation, and complete the intake form so I can understand your business, tools, workflows, and current pain points.

Step 2: Review Your Current Operations (2 x 2 hour calls)
We’ll walk through your sales, planning, handoff, and backend workflows so I can see where things are working, where they are breaking down, and where your systems need more structure.

Step 3: Receive Your Diagnostic Playbook
You’ll receive a written audit with workflow observations, friction points, missed opportunities, and prioritized recommendations.

Step 4: Review the Roadmap
We’ll meet for a final review call to walk through the recommendations, clarify priorities, and identify the best next steps.

$1,750 USD · Fixed-scope audit · Limited spots available each month

What Others Are Saying

This Audit Is Not a Fit If…

You want someone to take over daily admin or ongoing operations
You are looking for open-ended hourly support
You are not willing to share how your current systems actually work
You want a full software implementation included in the audit price
You are not prepared to make decisions or prioritize operational improvements after the audit
Your team is greater than 5 people and you have complex workflows (multiple destinations, FIT/custom etc.) > See our Travel System Transformation Package.

This audit is best for owners and managers who want expert clarity, a practical roadmap, and a smarter way to improve their backend without committing to a large implementation project upfront.

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.