Turning Trip Data Into Profit — How Adventure Smarter Made It Happen
Industry: Travel & Hospitality | Employees : Small team (under 10) | Use case: Unified trip tracking, analytics, and business operations
A Mount Juliet travel advisor spent years sensing what she sold most but never able to prove it. Kat Morga moved Adventure Smarter off Asana and Google Sheets into one ClickUp workspace, where logging every trip end-to-end finally turned gut feel into numbers she can market from.
No credit card.
"I moved my whole business into ClickUp —
tasks, trip data, client forms — and started logging every trip end to end. Now, instead of guessing what I sell most, I can say 32% of our business is Italy and market from there."
Kat Morga, Owner & Lead Travel Advisor, Adventure Smarter
How Kat put a number on her best business
2 tools → 1 workspace
Every trip logged end-to-end
Inquiry to final payment, no gaps
1 unprofitable channel cut
Before ClickUp : The spreadsheet math that never added up
Before ClickUp, Kat chased her business across two tools that never spoke to each other. Asana carried the reminders — process payroll, log the miles, post to Facebook — while every trip detail lived in Google Sheets.
There she tried to build the formulas that would turn entries into real percentages, and there she kept hitting a wall. She's an advisor, not a spreadsheet engineer. So the questions she cared about most — which trips paid off, where the best leads came from — stayed hunches she couldn't prove.
After ClickUp : Every trip logged, every number in reach
Now the whole business lives in one ClickUp workspace. Kat replaced Asana and her Google Sheets with a workbook built for travel advisors, and she logs every trip end-to-end: inquiry, scheduled call, payment, and the days between. Lists sort and filter by traveler type; process lists roll up by year.
The math runs itself, so she markets from proof — she cut a networking group that wasn't paying off and leans into her most profitable trips. For a solo advisor, that focus is the difference between busy and profitable.
Q: What's something your team built in ClickUp that you're secretly proud of?
A: "Our process lists that roll up by year of travel. It sounds simple, but being able to see each year of trips stacked up and compare them is the thing I'm secretly proud of."
Kat Morga, Owner & Lead Travel Advisor, Adventure Smarter
About Adventure Smarter
