Travefy is powerful. But many accounts look 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 fix

Done for you. I install a clean system inside your Travefy account, ready to use with clients.

No calls. You'll receive a screen-recorded walkthrough explaining how everything works.

Ready to use. A professional, organized foundation you can build on moving forward.

What's included

• Automation system installed. Your core automation structure, including my exclusive General Post-Booking Workflow with automated client touchpoints. This creates a consistent client experience from booking through travel.
• Client communication. Navigating Flights and Navigating Travel Insurance itinerary sections, professionally written.
• One-page landing page. A clean landing page built inside Travefy that can be used for trip information, client proposals or marketing links.
• Marketing profile setup. Your Travefy marketing profile, fully configured with your business branding, contact information and profile details.
• Client forms, ready to use. Traveler information, interest form (with Calendly embedded), post-trip feedback, passport details, emergency contact, travel preferences, proposal agreement, release of information, travel insurance acknowledgement, travel insurance waiver, trip change, trip cancellation and credit card authorization.

What's not included

The Intensive installs a system in your account. It does not rework what is already there.

• Reorganizing existing libraries
• Deleting templates
• Reviewing past itineraries
• Custom workflow design

After you check out

No calls to schedule and no back and forth. Here is exactly how it goes.

1. Check out. Pay once on this page. Your receipt lands in your inbox right away.
2. Log in. Log in to your client account. Your setup form is the first thing waiting for you.
3. Share access. Give me access to your Travefy account when the form asks for it.
4. Your setup. Completed within 7 to 10 business days of your form and account access. No calls needed.

Before you ask

What is the delivery timeline? Your Travefy system setup will be completed within 7 to 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 and the Core Client Form Bundle.

Hey, I am Mari

I have used Travefy since 2024 and I became a Travefy Brand Ambassador in 2025. Building Travefy systems for other advisors is a real part of my business. This is my own independent work. It is not official Travefy support or training.