Live Alerts 2 passports expiring within 60 days 3 commissions overdue — $3,340 5 Asana tasks overdue Wang Family departs in 7 days Sara Verona birthday: June 28

Verona Family

Primary: Michael & Sara Verona · 2 adults, 2 children · Member since 2018
Business Class Preferred Aman / LVMH Hotels No shellfish · GF (Sara) Advisor: Erica
AI Insight — Erica's Knowledge Base
The Verona Family has stayed at Aman Venice twice (2019, 2022). Sara prefers a canal-facing suite. In 2022 they requested a private gondola through the hotel concierge — highly rated. Note: Michael is a light sleeper; avoid rooms near the kitchen. Erica recommends: "Book the Canal Suite and pair with a private Peggy Guggenheim after-hours visit."

Active & Past Trips

Salesforce
Venice · June 8–16, 2026
Aman Venice · 8 nights
upcoming
Amalfi Coast · August 2026
Inquiring
planning
Paris · September 2022
Ritz Paris · 5 nights
past

Open Tasks

Asana
Confirm private water taxi — Aman Venice
Due Jun 5 Kenzie
Send final itinerary PDF via Axus
Due Jun 6 Lauren
Reconfirm Peggy Guggenheim visit
Due Jun 7 Caroline

Client Preferences

Salesforce
Preferred Hotels
Aman, LVMH, Belmond
Airlines
Business · Delta / BA
Room Types
Suite, canal-facing
Dietary
No shellfish, GF (Sara)
Car Service
VIP meet & greet
Passport
Michael exp. Aug 14

Itinerary — Venice 2026

Axus
Last synced: Jun 1, 9:02 AM
Jun 8
✓ Arrival · Transfer → Aman Venice (Canal Suite)
Jun 9
✓ Private Gondola · Locanda Cipriani lunch
Jun 10
⚠ Murano water taxi — PENDING
Jun 11–15
✓ Balance of stay at Aman
Jun 16
✓ Departure transfer

Full Itinerary

Axus
Last synced: Jun 1, 9:02 AM

All Tasks

Asana

Commissions & Invoicing

Salesforce
Trip / Status
Hotel
Amount
Lifetime revenue: $18,420 · Outstanding: $1,240

Knowledge Base — Verona Family

AI Indexed

Synced from Salesforce notes + manual entries