Katie
Detail oriented, process driven and intentional professional
Katie
Detail oriented, process driven and intentional professional
About
Hi, I'm Katie. Welcome to my refreshed Lucia profile! With the launch of my own LLC, the back office needed an update so here we are. My portfolio has reviews and example projects.

Professional Background
Since joining Lucia in February 2023, I've been impressed by the growth and caliber of travel industry professionals on both the CoPilot and Agent sides. My diverse background spans sales, operations, and market research across various industries, including travel and technology.

As a former Travel Advisor, I can assist with:
- Virtual administration
- Destination research
- Itinerary creation
- Copywriting
- Marketing
- Technical Proficiencies

Organization & Tech Consulting*
*Please note, the hourly rate for consulting will vary depending upon the scope of your project.

My Approach
I offer flexible collaboration tailored to your specific needs. My organizational skills enable me to assist advisors and small businesses in establishing efficient processes that enhance their operational understanding. My goal is to equip you with the necessary tools to run your business effectively, whether we utilize your existing platforms or explore new options together.

Areas of Expertise
- Process Development:Clarify and document your sales and customer service processes, simplifying contractor hiring and training.
- Organizational Optimization: Identify the approach that suits your unique thinking style and create a tailored process.
- Technology: Identify technology to support your business and organizational style.

Reach out to discuss how we can work together to take your travel business to the next level.
$60/hour
New York
she / her / hers
Open to ongoing, long term, and short term work
Last active a day ago

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Skills
Admin
Asana
Axus
Canva
Client Communications
Competitive Market Research
Concierge Services
Copywriting
CRM Management
Destination Research
HubSpot
Inbox Management
Itinerary Building
Mailchimp
Marketing
Organization
Sales
SION
Standard Operating Procedures (SOP) Development
Supplier Relations
Tern
Tess CRM
Training Manuals
Travefy
TravelJoy
UMapped
We Travel
Workflows
Work history
Tern Workflow & Automations Set Up
$394.98
No feedback provided
March 3, 2025 – April 21, 2025
Create welcome guide
$279.00
No feedback provided
January 11, 2025 – February 26, 2025
Tern template set up and automations (already purchased from Tique and want to use that as a base)
$400.00
No feedback provided
January 8, 2025 – February 6, 2025
Japan Shinkansen timetable research and pricing by Smart-ex 0 due by Tuesday Jan 28 at 5PM EST
$140.00
No feedback provided
January 25, 2025 – January 28, 2025
Fun Facts
πŸ’¬
Describe yourself in five words
Considerate, organized, curious, logical, and a little nerdy
πŸ’­
Best piece of advice
Trust your gut
πŸ§‘πŸΌβ€πŸ’Ό
First job
Cashier
🌎
Favorite destination
Japan
🍽
Favorite food
This is always changing...I do love a good bisque.
πŸ—Ί
Bucket list destinations
Following the tennis grandslams in one year, and searching for the Northern Lights
🏨
Favorite hotel
Hoshinoya Tokyo
✈️
Favorite airline
Swiss Air
⭐
Hobbies
Yoga, walking, reading, paddleboarding