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.
Working as a project based virtual assistant, I assist travel professionals with their Travefy stuckpoints. Whether you are just getting started and want your account setup OR you are an established advisor with more complex needs, I am happy to assist.
To get started, schedule a brief complimentary consultation. This ensure we are both on the same page with your project scope. After the call, you will have an option to hire me should you want to proceed.
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!
Agency trainings are perfect for agency owners who want their entire team trained on Travefy. My goal is to make Travefy as easy as possible, ensuring all agents are able to maximize the software investment.
There are several modes for agency trainings including seminars, monthly live calls, and/or in-person events. To set up an agency training, first start with a complimentary consultation.
During our consultation, we will discuss your team's needs and the best plan of action for your team's success.
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 ship info. Use this item as a starting point, but always ensure the information is accurate before sending to your clients.
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500 Westover Dr #31730 Sanford, NC 27330
Travefy templates launching soon!