Hi, I’m Katie. My background is varied with experience in sales, operations, and market research in industries ranging from travel to technology. We can work together in a variety of ways depending on your needs. My strength in organization allows me to help advisors and small businesses to establish a set of processes which can in turn create efficiencies and a better understanding of their business. My goal is to provide you with the processes and documentation to run your business effectively. We can work with the platforms you already use or I can suggest options if technology is not your strong suit.

Please feel free to contact me to explore various packages to help you run your business.

• Process - do you understand your sales and customer service processes? Are they documented? Documentation can make it easier to hire contractors without you taking your time to train them.
• Organization - everyone thinks a little bit differently. Let’s discuss the approach that works for you and create a process that will work for you.
• Research - what are consumers looking for in travel or from working with a travel advisor?
• Technology - what tools are available to support your business in a way that you can use and doesn’t feel like more work?
• Strategy - Are you thinking about changing the way you do business?

In addition to Business Operations projects, I have worked as a Travel Advisor which means I can also help as a virtual admin or with destination research, itinerary creation, copywriting and marketing. I’m proficient in Canva, TravelJoy, Travefy, WeTravel, MS Office, Google Suite (incl forms), Mailchimp, HubSpot, and Survey Monkey. If I am not familiar, I enjoy trying to figure it out.