Hi, I’m Katie.

Running a travel business can be incredibly fulfilling—but also fast-paced and all-consuming. I specialize in helping solo advisors and boutique agencies create space: space to breathe, grow, and elevate their operations without burnout.

Since joining Lucia in early 2023, I’ve been energized by the thriving community of agents and CoPilots here. My career path spans sales, systems, and market research across tech, travel, and wellness—so I approach every project with a mix of strategy and soul.

My Approach
I believe in flexible, thoughtful collaboration. Whether you're starting from scratch or refining what’s already working, I help bring clarity and efficiency to the back end of your business—so you can focus on what you do best.


Services Include:
- Tern CRM Setup & Optimization
- Custom Workflow Design & Automations
- Contact & Booking Imports / Database Clean-up
- Email Templates & Client Communication Flows
- 1:1 Systems Training
- CRM Setup & Optimization for various platforms including TravelJoy, TESS, etc.
-Tech Stack Evaluation & Recommendations
- Creation of Standard Operating Procedures (SOPs)
- Destination Research Support
Rates vary by project scope—reach out for a custom quote.

Interested in wellness content for your client? Take a look at the Wellness Email Sequence package below.

If you’re ready to streamline, simplify, and scale—I'd love to chat. Let’s design the back office that supports your big travel business dreams.