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Streamline Your Systems in a Week
TravelJoy
Tern
CRM Management
Client Communications
Streamline
Created by
Tori R. | Operations Advisor
5.0
About
For advisors, businesses, and teams drowning in disconnected tools and processes.
You're toggling between email, forms, Slack, your CRM, Travefy, booking tools, OTAs, and other platforms — copying and pasting, manually transferring information, and worrying that something important will slip through the cracks.
You deserve streamlined systems that work for you.
When your systems are streamlined, your client experience gets elevated, your team operates efficiently, and you reclaim your time. Instead of feeling frustrated by your backend processes, you'll feel confident and in control. You'll actually look forward to using your workflows, freeing you to focus on what you love doing most.
"Tori - this is amazing, truly!! I'm so excited for the organization and automation. I’ve slowly been going through each one and already using it with client trips and it’s great! Someone emailed me yesterday complimenting my marketing, automations and customer experience 😍"
Introducing *Streamlined Systems in One Week*
What's Included:
- Automations
- Customized Configurations and Implementation, based on your workflow
- Standardized SOPs
- Strategy Session(s)
- Task & Workflow Setup
How This Works:
1. Please get in touch to discuss your current systems and where you need support streamlining.
2. Once the project is booked, I’ll request platform access, necessary documents, and SOPs and send a link to book your strategy session.
3. 5-Day Implementation Sprint: Collaboration on SOPs and full setup across all platforms.
4. 5-Day Follow-Up Support.
Let's streamline your systems!
You're toggling between email, forms, Slack, your CRM, Travefy, booking tools, OTAs, and other platforms — copying and pasting, manually transferring information, and worrying that something important will slip through the cracks.
You deserve streamlined systems that work for you.
When your systems are streamlined, your client experience gets elevated, your team operates efficiently, and you reclaim your time. Instead of feeling frustrated by your backend processes, you'll feel confident and in control. You'll actually look forward to using your workflows, freeing you to focus on what you love doing most.
"Tori - this is amazing, truly!! I'm so excited for the organization and automation. I’ve slowly been going through each one and already using it with client trips and it’s great! Someone emailed me yesterday complimenting my marketing, automations and customer experience 😍"
Introducing *Streamlined Systems in One Week*
What's Included:
- Automations
- Customized Configurations and Implementation, based on your workflow
- Standardized SOPs
- Strategy Session(s)
- Task & Workflow Setup
How This Works:
1. Please get in touch to discuss your current systems and where you need support streamlining.
2. Once the project is booked, I’ll request platform access, necessary documents, and SOPs and send a link to book your strategy session.
3. 5-Day Implementation Sprint: Collaboration on SOPs and full setup across all platforms.
4. 5-Day Follow-Up Support.
Let's streamline your systems!
Pricing
$75
per hour
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.
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