Hi, I’m Katie. With the launch of my own LLC, it was time for a little back-office refresh—so here we are. Read on to find reviews, sample projects, and a peek into how I support fellow travel professionals.

Running a travel business is rewarding, but let’s be honest—it can also be overwhelming. My mission is to help solo advisors and boutique agencies carve out the space to breathe, reset, and grow (without the burnout). Since joining Lucia in February 2023, I’ve been continually inspired by the talent and momentum on both the CoPilot and Agent sides of the platform.

With a background that bridges sales, operations, and market research across travel, tech, and beyond, I bring a well-rounded, practical perspective to every project.

How I Work
I offer flexible, collaborative support tailored to your unique needs. Whether you’re building from scratch or streamlining what you already have, I’ll help you create sustainable systems and processes that actually make your business easier to run.

Support Services Include:
- Tern CRM Setup & Optimization including: Workflow & Automation Design; Database Clean-Up & Import (Contacts & Bookings); Email Templates & Communication Flows; 1:1 training
- Systems Evaluation & Recommendations
- SOP Development for Business Operations
- Destination Research

Curious how we can partner to grow your business with more ease? I’d love to hear from you! My hourly consulting rates can vary by project scope—let’s talk through what you need.