The Trinity
Use this form if you plan to rotate between three cards for your purchases.
THE BASICS
Name
First Name
Last Name
Email
example@example.com
Phone Number
Don't worry - I will not call you unless you ask me to!
Format: (000) 000-0000.
YOUR CURRENT TRAVEL HABITS
What is your home airport?
With whom do you travel? - Select all that apply
I travel solo
Myself and one other person
Myself and a group of adult friends or family
Myself and family, including children
If you travel with your children, with how many children do you usually travel?
If you travel with your children, does a partner typically accompany you?
Yes
No
How often do you travel?
Less than once per year
1-2 times per year
3-5 times per year
More than 5 times per year
How often do you travel internationally?
Less than once per year
1-2 times per year
3-5 times per year
More than 5 times per year
Do you typically drive or fly to your destinations?
Drive
Fly
Either, depending on the trip
To what destinations have you traveled in the past few years?
Is there a particular destination you travel to frequently? Why?
Do you currently have TSA Precheck, Global Entry, and/or Clear
Global Entry
TSA Precheck
Clear
Global Entry and Clear
TSA Precheck and Clear
YOUR TRAVEL GOALS
How would you like your travel habits to change for the better?
To which destinations are you dreaming of traveling, and with whom?
If you had to choose, would you rather travel more frequently in economy, or less often, but in luxury?
More frequently, in economy
Less frequently, in luxury
Is there a particular airline that you prefer or use to travel most frequently?
Is there a particular hotel brand that you prefer or use to travel most frequently?
Do you prefer to stay at a hotel-like property or a private rental property?
Hotel
Private rental
If you prefer private rentals to hotels, why?
If you or other members of your family do not have Global Entry/TSA Precheck/Clear, are you interested in obtaining it for you or your family?
Yes, just for me
Yes, for me and my whole family
Not for me, but for my family
No
YOUR CURRENT AND PAST CARD USAGE
Which credit cards do you currently have open in your name, and when did you open each? (An estimate is fine, if you don't know exactly).
Which credit cards have you previously held in your name, and when was each card closed? (An estimate is fine, if you don't know exactly).
On which of these categories do you spend the most in a typical month?
Restaurants
Groceries
Gasoline
Travel
Office Supplies
Home improvement
Uber/Lyft
Please select your top three categories for your spend in a typical month.
Restaurants
Groceries
Gasoline
Travel
Office Supplies
Home improvement
Uber/Lyft
Other
Do you own a business?
Yes, a corporation or LLC
Yes, a sole proprietorship
No
What type of business is it?
How much does your business spend in a typical month?
Is there anything else you would like me to know?
My Products
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