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New Client Intake

Hi there! Thanks so much for reaching out — I'm excited to help you get your trip planned. A few questions below will help me get to know your travel style so what I put together actually feels like your trip, not a generic one. The more detail you give me, the better — there's no such thing as too much here.

Full Name

Email

Phone Number

How did you hear about me?

Where do you want to go?

What type of experience are you looking for?

Is there a special reason for this trip?

When are you looking to go?

Are your dates locked in, or is there some flexibility?

A
B
C

Are you looking for help with something specific — like just a hotel or a flight — or would you like me to fully design and plan this trip for you?

A
B

What trips have really worked for you/your group previously?

What hotels have you stayed in before that you've loved?

What are your top three priorities for this trip?

What's your pace on a trip?

A
B
C

Are early mornings okay if a flight or train requires it?

A
B
C

How much do you enjoy walking day-to-day on a trip?

Please attach a copy of your travel itinerary, if flights or trains are already booked

Does everyone traveling have a passport valid at least 6 months past your return date?

A
B
C

Names and ages of all travelers

Any dietary requirements or allergies we should know about?

What's the best way to reach you, and how quickly should you expect to hear back from me?