Travel businesses manage an unusual amount of detail.
So no, it's not just you. Every trip includes timelines, suppliers, client communication, payments, documents, and follow-ups. And this is on top of all the day-to-day details just having a business requires.
Without a clear system, those details often live across multiple tools — email, spreadsheets, CRM platforms, and personal notes.
I design operational systems for travel advisors and boutique agencies.
My work focuses on one thing: helping travel businesses organize how trips, clients, and internal workflows move through their operations.
Most of the systems I build live inside ClickUp, where everything can be structured in one workspace.
The goal is simple: a system that reflects how your business actually runs.
Hi! I'm Sarah.
Turns out, I’m really good at taking, “I know I wrote that down somewhere” and turning it into systems and workspaces you actually enjoy using.
But, for most people, systems aren’t something that come naturally.
Which is exactly why you end up:
Operations have always been the way my brain works.
Keeping track of trip details, client notes, and deadlines across multiple tools
Relying on memory to remember what needs to happen next
Spending time searching for information that should already have a clear place
Over the last few years, I’ve realized the bottleneck isn’t your to-do list — it’s everything that never makes it onto one.
Over the last few years, I’ve realized the bottleneck isn’t your to-do list — it’s everything that never makes it onto one.
It’s time to stop avoiding systems and find the one that works for you.
1. Discovery Call
We review how trips, clients, and tasks currently move through your business and identify where operations are slowing things down
5. Tour & Training
You receive a walkthrough and documentation so the system is clear and easy to use.
3. System Design
I design the workflows your travel business actually needs — from inquiry through post-trip follow-up.
4. ClickUp Build
Your trips, client processes, dashboards, and workflows are structured inside one workspace.
2. Questionnaire & Planning
You share your current setup, ClickUp frustrations, and what you want your system to do.
I use this to map the priorities + structure for your ClickUp.
6. Ongoing Support
You have follow-up support to refine workflows and ensure everything runs smoothly.
Let’s make your systems work harder than you do.
Operation: “Get it Together” is now underway
If your travel business feels harder to manage than it should, the issue is often the system behind it.
During a discovery call, we’ll review how trips currently move through your business, where things are slowing down, and whether a structured operational system would help.
You’ll leave the conversation with a clearer understanding of what’s happening behind the scenes — and what the next step could look like.