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Travel Planning Intake Form

Basic Information

What is Your Full Name?

*

What is Your Email Address?

*

Preferred Method of Communication

*

A

Email

B

Phone

C

Text

What type of trip are you planning?

*

Relaxation/beach

Adventure

Culture/Sightseeing

Romance/Honeymoon/Anniversary

Family Travel

Cruise

Other

Desired destination(s) or region (If you’re open, let me know)

*

Desired Travel Dates

*

A

Exact Dates

B

Flexible with a range

C

Not sure yet

Length of Trip

*

A

Weekend Getaway

B

4-7 days

C

7-10 days

D

10+ Days

Number of Travelers

*

Children (ages, if applicable)

*

Budget & Investment

*

A

Under $3,000

B

$3,000 - $5,000

C

$5,000 - $8,000

D

$8,000 - $12,000

E

$12,000+

Budget Priority

*

A

Best Overall Value

B

Comfort & Quality

C

Unique Experiences

D

Stress-free Planning

E

Flexible Options

Travel Style

*

A

Laid-back & Relaxed

B

Balanced

C

Fast Paced

D

Luxury & elevated

E

Simple & Practical

Accomadation Preferences

*

Boutique Hotels

Luxury Resorts

All-inclusive

Vacation Rentals

Cruises

Room Preferences

*

Standard

Ocean View

Suite

Seperate Beds

King Beds

Experiences You'd Love

*

Didn't Enjoy

*

Have you worked with a travel advisor before?

*

A

Yes

B

No

Level of Support?

*

A

Full Planning & Booking

B

Help narrowing choices

C

Booking & logistics only

Booking Timeline

*

A

Asap

B

1-2 weeks

C

Within a month

D

Just exploring

Anything else?

*

How did you hear about me?

*