Good morning, Kenzie. You have 6 tasks due today, 3 overdue commissions to follow up on, and the Verona Family departs for Venice in 7 days. Wang Family itinerary is 75% complete — 5 tasks remaining. One passport alert requires urgent attention.
Requires Attention

Active Trips

Salesforce + Axus

Departing This Week & Next

Salesforce
  • 1
    Verona Family — Venice
    Aman Venice · Jun 8–16 · 8 nights Advisor: Erica · Axus itinerary 90% ready
    7 Days
  • 2
    Chiporukha Family — Japan
    Park Hyatt Tokyo → Aman Kyoto · Jun 8–22 14 nights · Business JAL
    7 Days
  • 3
    Wang Family — Lake Como
    Villa d'Este · Jun 12–19 · ⚠ 75% complete Advisor: Erica · 5 tasks remaining
    11 Days
  • 4
    Selden Family — Paris
    Sep 2026 · Planning stage · Hotel TBD Fashion week trip
    Planning

Verona · Venice Itinerary

Axus
Jun 8
✓ Arrival FCO · Transfer → Aman Venice (Canal Suite confirmed)
Jun 9
✓ Private Gondola · Lunch: Locanda Cipriani (reserved)
Jun 10
⚠ Water taxi to Murano — confirmation PENDING
Jun 11
✓ Day at leisure · Spa at Aman
Jun 12–15
✓ Balance of stay — private experiences TBD
Jun 16
✓ Departure transfer arranged

Tasks & Client Profile

Asana + Salesforce

Due Today & This Week

Asana
Upload FAM Report Notes — SF Trip Opportunity
DUE TODAY KT Internal
Report on DMC + Hotel notes → R&E Agents
DUE TODAY KT
Confirm private water taxi — Aman Venice (Verona)
Due Jun 5 KT AXUS-LINKED
Send final itinerary PDF to Verona Family via Axus
Due Jun 6 LM
Wang Family: Reconfirm Villa d'Este Lakeside Suite
Due Jun 10 CH
Pre-departure review — Verona Jun 8 trip
Due Jun 7 Team Auto-generated

Verona Family — Client Profile

Salesforce
Primary Advisor
Erica Roman
Membership
R&E since 2018 · Virtuoso
Hotels
Aman, LVMH Hotels, Belmond
Airlines
Business Class · Delta / British Airways
Room Types
Suite · canal-facing preferred
Dietary
No shellfish · Gluten-free (Sara)
Seats
Aisle (Michael) · Window (Sara)
FF Numbers
Delta #DL992471 · BA #BA771234
Passport ⚠
Michael expires Aug 14, 2026
Birthdays
Sara Jun 28 · Michael Sep 12

Intelligence & Finance

AI + Salesforce
Erica's Knowledge Base — AI Search
Verona Family stayed at Aman Venice in 2019 and 2022. Sara prefers a canal-facing suite — better morning light. Michael is a light sleeper; avoid rooms near the kitchen elevator. In 2022 they booked a private gondola through the hotel concierge — highly recommended. Erica's note: pair with after-hours Peggy Guggenheim visit (contact Marco at museum for VIP access — do NOT book via third-party).

Quick Actions

Commission Tracker

Salesforce
Trip / Client
Hotel
Amount
Verona · Paris 2022 Overdue 90+ days
Ritz Paris
$1,240
Chiporukha · Japan Overdue 60 days
Four Seasons Tokyo
$980
Sebastian Hockey Overdue 45 days
Marriott Downtown
$1,120
Verona · Venice 2026 Expected post-trip
Aman Venice
$2,100
Endzweig · Seychelles Received May 2026
Four Seasons
$1,890