Client Intake Form

CLIENT INTAKE FORM
Welcome!
Hi, I'm very excited to plan your next adventure! To ensure I have all the information I need to best help you, please take a few moments to fill out the form below. Thank you!
Client Information
First NameLast Name
EMAIL
example@example.com
PHONE NUMBER
Please enter a valid phone number.
1. Where do you want to go?
2. What type of experience are you looking for? (Check all that apply)

NatureCulturalOutdoor AdventureWellnessMulti-CityAll-inclusiveLuxuryGroup TravelOther
Please specify
3. Is there a special reason/occasion for this trip?

BirthdayAnniversaryHoneymoonBucket listFamily VacationBusiness TripOther
Please specify
4. Duration for this trip?
provide specific dates if possible
5. To help me better understand your budget, what would you like to spend per night on a hotel?

$100-$200$200-$400$400-600$600+No limit, it’s all about the experience
6. What trips have really worked for you/your group previously?(the more details the better! Tell us your favorite destinations, the activities you liked, how you felt in these places, what you liked most - food/culture/the people)
7. Any favorite hotels/resorts? and why?
8. How much of this trip would you like us to plan? (Check all that apply)

HotelsFlightsActivities/toursRestaurant ReservationsSpecial eventsOther
9. What services are you looking for?

The Perfect StayThe Itinerary PackageThe Sustainable WanderlustThe Voyager CollectiveThe Prestige EscapeNot sure yet
10. How did you hear about us?

ReferralInstagramFacebookGoogleForaOther
11. If you were referred, who can we thank?
12. Any particular request for this trip?
13. If you’ve already made reservations/bookings for this trip, please provide more information and dates for travel
For multiple-city travel, please input MM/DD/YY-MM/DD/YY for each destination above otherwise select the travel dates below.
Travel Duration
Also, please attach a copy of your travel itinerary (hotel, flight, train, etc.)

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Lastly, please provide the following names, ages, dietary restrictions and allergies of guests traveling.
Should be Empty:

CLIENT INTAKE FORM