Travefy Systems Intensive
Designed for travel advisors who want a clean, professional Travefy system without spending hours trying to build it themselves.
Most travel advisors know Travefy is powerful.
But many accounts end up looking like this:
- forms scattered everywhere
- inconsistent client communication
- workflows not being used
- client pages that don’t feel polished
The result? More manual work, more repetitive typing, and a client experience that doesn’t fully reflect the level of service you provide.
The Travefy Systems Intensive solves that.
Instead of trying to figure everything out on your own, I install a clean system inside your Travefy account so you can immediately start using it with clients.
This is not coaching or consulting.
It’s a done-for-you setup designed to give you a professional, organized foundation you can build on moving forward.
What’s Included
Automation System Installed
Your core automation structure will be installed, including my exclusive General Post-Booking Workflow with automated client touchpoints
This creates a consistent client experience from booking through travel.
Client Communication System
Professionally written itinerary sections are installed so you’re not rewriting the same explanations repeatedly.
Includes:
- Navigating Flights
- Navigating Travel Insurance
These help prepare clients for common travel questions before they even ask.
One-Page Travefy Landing Page
You’ll receive a clean landing page built inside Travefy that can be used for:
- trip information
- client proposals
- marketing links
Travefy Marketing Profile Setup
Your Travefy marketing profile will be fully configured so your client-facing pages include:
- business branding
- contact information
- profile details
This ensures a more polished and professional client experience.
Proposal Quality Control Checklist
Your setup also includes the Proposal Quality Control Checklist, designed to help ensure nothing is missed before sending itineraries to clients.
Essential Client Forms Installed
The following forms will be installed and ready to use:
- Lead Intake Form (without Calendly embedded)
- Client Information Form
- Passport Details Form
- Emergency Contact Information Form
- Travel Preferences Form
- Travel Insurance Acknowledgement Form
- Proposal Agreement Form
- Travel Insurance Waiver Form
- Trip Change Form
- Trip Cancellation Form
- Interest Form (with Calendly embedded)
- Release of Information Form
- Credit Card Authorization Form
TSI Client Exclusive Offer
As a Travefy Systems Intensive client, you get 15% off my: Travefy Website Design (Done For You)
This is where I build your full client-facing experience inside Travefy so everything feels cohesive, professional, and easy for your clients to move through.
- No templates
- No figuring it out yourself
- Built directly inside your account, aligned with your system
What This Intensive Does NOT Include
To keep this service streamlined and predictable, the intensive does not include:
- reorganizing existing Travefy libraries
- deleting existing templates
- reviewing past itineraries
- custom workflow design
The goal is to install a clean, ready-to-use system you can begin using immediately.
Frequently Asked Questions
What is the delivery timeline?
Your Travefy system setup will be completed within 7–10 business days after your intake form and account access are received.
Do I need to schedule a call?
No calls are required. Once your setup is complete, you’ll receive a screen-recorded walkthrough explaining how everything works.
What happens after I purchase?
After checkout, you’ll receive instructions to complete a setup form and provide temporary access to your Travefy account so installation can begin.
Which Travefy templates are included?
- General automated post-booking task list
- Navigating Flights
- Navigating Travel Insurance
- Proposal Quality Control Task List
- Core Client Form Bundle