OPTIMIZE
Elevate & Expand
THE CHALLENGE
You didn’t come this far to stay where you are.
Your business is working but you know it can be more.
You’ve got a solid client base. Your brand has traction. But deep down, you know you're leaving opportunity on the table.
Maybe you're still too involved in the day-to-day. Maybe your client experience doesn’t match the level of service you know you could deliver. Or maybe you’re ready to elevate into the luxury space but don’t have the strategy to pull it off.
You’re not stuck. You’re just ready for more.
It’s not about doing more. It’s about doing it better.
OPTIMIZE is the third phase of The Optimization Path™ built for travel advisors who are ready to lead, scale, and step into their next level.
We focus on elevated client experience, high level branding, advanced sales strategy, and the systems that support true scale. Whether you want to grow your team, shift into the luxury space, or simply make your business feel more premium. This is where we dial everything in.
This isn’t about hustle It’s about refinement
Here’s What Becomes
Clear
🔴 Your Brand Finally Reflects Your Value
We refine your message, positioning, and visual identity so clients know exactly who you are, what you offer, and why you're worth it, before you even get on the call.
🔴 Your Client Experience Feels Elevated—Start to Finish
We upgrade every step of your process so it feels seamless, thoughtful, and premium because the service you deliver should match the way you’re positioned.
🔴 Your Pricing Matches the Level You’re Operating At
We eliminate the guesswork and emotion around your pricing. You’ll walk away with a structure that protects your time and reflects the real value you bring.
🔴 You’re No Longer the Bottleneck
We identify where your involvement is critical and where it’s holding your business back. Then we put the right systems and support in place so you can focus on the work only you can do.
🔴 You Start Thinking Like a CEO, Not a Technician
You’ll stop reacting to the business and start running it with intention through visioning, planning, and learning how to delegate with clarity and confidence.
🔴 Your Growth Feels Aligned Not Forced
Whether you want to move into luxury, grow a team, or simply create more space in your life, we align your business with the life you actually want and build around that.
What’s Included in Optimize
🔴 8 x 60 Minute Private Coaching Sessions
Deep dive sessions focused on refining strategy, elevating brand, and building a business model designed to grow with you not weigh you down.
🔴 Client Experience & Service Audit
We walk through your entire service flow from inquiry to post-trip to identify where the experience can be tightened, elevated, or reimagined for a more premium feel.
🔴 Brand Positioning & Messaging Review
We sharpen your voice, clarify your positioning, and make sure every piece of your brand, from your bio to your proposals, speaks to the level of client you want to serve.
🔴 Scalable Offer Suite & Pricing Strategy
We design or refine a service structure that supports growth, reflects your value, and helps you stop customizing everything for everyone.
🔴 Growth Mapping Session
We explore what scaling looks like for you whether that’s hiring, launching something new, moving into luxury, or creating more life balance and build a path that fits.
🔴 CEO Tools for Planning & Delegation
We shift your habits and systems to support leadership level thinking, using strategic planning tools, time structures, and SOP development to move you out of task mode.
🔴 Private SPACES Access Between Sessions
You’ll have direct access for quick questions, feedback, and accountability throughout the process because momentum doesn’t happen in isolation.
🔴 Premium Template Pack
Includes: Luxury Client Journey Map, Brand Voice Guide, Scalable Offer Builder, Pricing Refresh Worksheet, and Sample SOP Templates.
OPTIMIZE: Sharpen, Scale, & Lead Like a Pro
($5,800 Standard Pricing)
OR
3 Monthly Payments of $1,500
🟢 Ten private coaching sessions designed to elevate & scale your business.
🟢 Personalized audit & refinement of your client experience, brand, & systems.
🟢 Pricing strategy, offer alignment, and time management.
🟢 Ongoing SPACES support for decision making, mindset, & strategy.
🟢 Final growth map & certificate to close your Optimization Path™.
$4400.00 Introductory Price
✅ Optimize is for you if:
You’re already booking consistently and have a strong referral base
You’re ready to elevate your brand and move into a higher value client space
You’re tired of being involved in every detail and want smarter systems or support
You’re craving structure, clarity, and a business that runs like it’s supposed to
You want to grow but only if it aligns with your life and leadership style
You know there’s more in you and you’re ready to build for that version of yourself
Is OPTIMIZE Right for You?
❌ SPARK isn’t For you if:
You’re still trying to stabilize your systems or pricing
You haven’t built consistent client flow or brand traction yet
You’re looking for a step-by-step starter roadmap
You want surface level tweaks but not the deeper work behind long term transformation
Not quite ready for Optimize?
Not quite ready for OPTIMIZE?
That’s not a problem it just means you’re right on time for a different kind of growth.
If you’re still figuring out where you fit in this industry, start with KICKSTART our guided path for launching your travel business with clarity, tools, and expert support.
If you’ve launched but feel stuck or scattered, begin with SPARK a strategic reset designed to help you reconnect with your purpose and rebuild your foundation with intention.
If your business is moving but your systems, pricing, or backend are holding you back, STRUCTURE is your next step where we stabilize what’s working and streamline what’s not.
Wherever you are, there’s a path built for you.
Ready to Step Into What’s Next?
You didn’t build this business to stay stuck in the weeds. You built it to grow. To lead. To live differently.
OPTIMIZE is where we refine what’s working, remove what’s not, and build the kind of business that reflects exactly who you’ve become.
Elevated. Intentional. Unapologetically aligned.
If you’re ready to stop managing and start leading this is your moment.
Let’s make what’s next your best yet.
Let’s Build What Matters
You don’t need another training vendor. You need a strategic partner who sees the potential in your people and knows how to unlock it.
Whether you’re ready to elevate your leaders, build a culture people want to belong to or just start a real conversation about what’s possible, we’re here.