M&M Planning Travel Intake Form

1
Where's your destination?
2
What is the total cost you would like to spend on this trip?
Can give range like between 1,000 to 3,000
3
Depart
Date
Month
Day
Year
4
Return
Date
Month
Day
Year
5
Are these dates flexible?
Yes
No
6
Do you have a valid passport?
Yes
No
7
What are we booking?
Cruise
Car Rental
Flight
Vacation Packages
8
Any Special Accommodations or must have Amenities for your stay?
Yes, please list in next box.
No
9
Type in info from last question if you choice yes. If you choice no move to next question!
10
What would you like the trip to feel like?
Relaxed and easy going
Family fun and full of activities
Adventurous and exploring the local area/ cultural submersion
11
Departure airport of choice
12
How many travelers?
Up to 10
13
Type of lodging requested
Hotel
Hostel
Cabin
Beach home
All Incluesive Resorts
14
Any Special needs travelers?
Yes
No
15
Do you want travel Insurance? ( Highly recommended by agent due to covid risks in travel!)
Yes
No
16
Celebrating a special occasion?
EX: Birthday, Anniversary, Graduation
17
How involved would you like your agent to be in the travel planning process?
Plan everything for us with in our budget with out us seeing options.
Work with us by sending us options for us to preview to help find the right fit
Book the trip for us in the end but allow us to research on our own by sending us trip resources to plan with
18
Would you like a detailed trip ititentary/ schedule planned by Mrs.M&M sent with you in your package ( this is preferred for bigger group trips to help planning be nade a bit easier.)
Yes
No
19
Please insert here the following information about yourself the ages of any children that may be traveling with you on this trip: Full Names, Preferred Email Address, Preferred Phone Number, Date of Birth.(PLEASE PLACE ANY PROMO CODES GIVEN TO YOU BY M&M PLANNING FOR DISCOUNTS IN THIS AREA UNDER YOUR PRESONAL INFORMATION.)
20
If i have missed anything important please list here:
Add any additional here questions, concerns, etc,,.
21
Typically agents charge a discovery fee for looking at quotes ( 30 dollars plus.) At M&M Planning we are so dedicated to saving you money that we will allow you to decide how much you would like to give for a one-time discovery fee for your quote. Write the number you would like to pay for the work we will put in to gather all your trip information. Then an email will be sent to discuss payment options later!So yes you can choice to put 0 here if that's what you can afford but please be mindful that if you do not choice to book with us we will not recieve any money for the work we have performed for you. So we ask you to please care for us the same way we want to care for you!
22
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