I have spent 2 years planning trips that feel thoughtful, personal, and seamless for my clients… and (unfortunately) just as much time figuring out how to make the backend of my business run without me living inside of it 24/7. Travefy has been my home base for high-touch client communication, automated reminders, and keeping everything on track without a gazillion sticky notes.
The workflows and templates I share are regularly refined to ensure every detail is covered, thoughtful moments are remembered, and clients feel well taken care of. If you want your Travefy to feel less like “one more tool” and more like a polished, done-for-you client journey, you're in the right place.
Need help with Travefy, but want more of an educational, walkthrough where ALL of your questions are answered? A 1-on-1 training is perfect for you.
1-on-1 training calls are booked for one hour time slots ensuring we have ample time to discuss your current situation and how to improve your Travefy workflow.
Most of my clients leave these calls stunned by the power their account holds!
I don’t offer generic VA support. I specialize exclusively in Travefy, which means everything I build is designed to actually work inside your system, not sit half-finished or disconnected.
I come in and clean up what’s messy, organize what’s overwhelming, and install a structure that makes your business run smoother behind the scenes. That includes your itineraries, proposals, forms, automations, task lists, and client touchpoints. All of it built to save you time, reduce manual work, and elevate your client experience.
This isn’t coaching or theory. It’s done-for-you implementation so you can stop piecing things together and start using Travefy like a true operating system for your business.
Want your Travefy account to actually function like a system instead of a collection of random pieces?
The Travefy Systems Intensive is a done-for-you setup where I install a clean, professional structure directly inside your account. This includes workflow automation, essential client forms, itinerary guidance sections, and a polished landing page so your client experience feels consistent from proposal to travel.
After setup, you’ll receive a walkthrough showing where everything lives and how to use the system moving forward.
This is ideal for advisors who want a fully functional Travefy foundation without spending hours trying to build it themselves.
CLICK HERE to enjoy a discounted rate on your Travefy subscription.
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Open the link, copy to your library, then enjoy instant access to these wonderful tools.
Though I work hard to keep all items up-to-date, HAL may make changes to their ship info. Use this item as a starting point, but always ensure the information is accurate before sending to your clients.
This photo release form was demoed on a live webinar I hosted about Travefy forms.
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This automated task list is the perfect starting point for advisors wanting to reclaim their time. This workflow was demoed on a live automations webinar if you have questions about implementing it.
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Though I work hard to keep all items up-to-date, Hyatt may make changes to their hotel info. Use this item as a starting point, but always ensure the information is accurate before sending to your clients.
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Though I work hard to keep all items up-to-date, Secrets may make changes to their hotel info. Use this item as a starting point, but always ensure the information is accurate before sending to your clients.