Your Toolkit for a More Organized Business

Practical resources designed to help you implement systems with ease.

Sometimes, the hardest part of creating a new system is just knowing where to begin. I've created this collection of my favorite free templates and resources to give you that simple, practical starting point.

These are tools designed to help you streamline your operations, get organized, and create a little more breathing room in your day. Please feel free to download and use anything here that feels helpful. I hope these resources support you as you build your business.

"I was 1000% overwhelmed with TJ to the point where it sat for 6 months and I just paid to have it. I am now completely utilizing TJ for all new inquiries and it feels so great to have everything organized in one place. If you are overwhelmed and don’t know where to start, Kathy has put together a great course!"

Natalie D.

Launchpad - An Introduction to TravelJoy

This self-paced digital course is designed to empower travel advisors like you to master TravelJoy and elevate your business to new heights. In each recorded session, you will be introduced to key functionality within the program. You can put the knowledge to use providing you an immediate impact to how you run the day to day of your business. Add the premium package for $25 more and receive template content for 5 task lists and 5 emails.

100.00 USD

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"I was brand new to Traveljoy and was completely overwhelmed. This was one of the best investments I've made in my business. It was the perfect jump start to using this program!"

Britany M.

The Business Efficiency Toolkit

Staying organized and efficient isn't just a goal—it's a necessity in business today. This Toolkit is your comprehensive resource to focus on the things that will help you get shit done. Following these tried and true principles will ensure your business is focused each and every quarter on the right things leading to increased business profits.

27.00 USD

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"Kathy is extremely knowledgeable and professional to work with. I attended a webinar that she led on SOP's, which provided value and shed a light on areas I need support within my business if I want to hire people to delegate tasks to."

Kim B.

Strategize Your Success - Monthly Membership

Template "My Business Success Plan" for your organization to use going forward. 1hr call to answer your questions and get you started. Private Community for business weekday Q&A. Ask your technology, strategy, project management questions. (48hr response, Rules & Restrictions apply). Renews monthly. 3 month minimum.

127.00 USD / month

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Standard Operating Procedure Template

The SOP Template – the ultimate tool for creating clear, consistent, and organized Standard Operating Procedures for your business. This easy-to-use, customizable template helps you outline critical processes and workflows, ensuring your team stays aligned and efficient. Whether you're onboarding new employees, refining daily operations, or preparing for growth, this template is designed to simplify documentation and make procedures easy to follow.

10.00 USD

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Clarity Call SOP Template

Introducing the Clarity Call SOP Template – your go-to guide for conducting structured, efficient, and productive clarity calls with clients. This customizable template provides a step-by-step framework to ensure every call stays focused, captures key information, and sets clear action steps. Whether you're offering consultations or strategic planning sessions, this template helps you deliver a consistent, professional experience every time.

15.00 USD

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Cashflow Worksheet

Your go-to tool for simplifying and streamlining the flow of money in and out of your business. Designed with small business owners in mind, this easy-to-use template helps you track income and expenses in one clear, organized place. Say goodbye to financial guesswork and hello to peace of mind. Perfect for business owners who want to stay on top of their cash flow without being bogged down by complexity.

5.00 USD

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