Client Intake Form
First Name
*
Last Name
*
Email
*
Address
Street Address
Address 2
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone #
*
Departure Date (this can be flexible)
-
Month
-
Day
Year
Date
Return Date (this can be flexible)
-
Month
-
Day
Year
Date
Are your dates flexible?
Yes
No
Where will you be departing from?
What type of experience are you looking for?
Beach
City
Nature
Mountains
Adventure / Off the beaten path
Party
Food and wine
Local culture
Kid friendly
multi-City
Wellness/Rest + Relaxation
All-inclusive
Other
Do you/your group prefer to tour:
Private experiences
Group experiences
Independent exploration
What best describes your hotel preference?
Meh, just a place to rest my head, if it’s comfortable then I’m good
Luxury at it’s finest (4 and 5 star)
Wellness Inspired
eco-Focused
Boutique
Private Villa/Home *please note: while I have access to an incredible selection of villas and private homes through trusted partner networks, I am not able to assist with bookings made through Airbnb or VRBO.
All-Inclusive
Other
What Hotels have you stayed in before that you/your group have loved?
Do you have any hotel must-have's?
Spa
Pool
on-Site Bar
On-Site Restaurant
Room Service
Workout Facility
Other
How long do you have for this trip?
What trips have really worked for you/your group previously?
What is the reason for this trip?
Birthday
Anniversary
Honeymoon
Bucket List
Family Vacation
Business
Bach/Bachelorette
Other
MY SERVICES
I can assist with anything from booking hotels or room block or help in arranging a complete itinerary (think transfers, activities, tours, reservations, etc.) *Please see the services section of the website Once I have the full details about your trip, I will then be able to provide a personalized quote.
MY SERVICES
I can assist with anything from booking hotels or room block or help in arranging a complete itinerary (think transfers, activities, tours, reservations, etc.) *Please see the services section of the website Once I have the full details about your trip, I will then be able to provide a personalized quote.
How much of this trip would you like me to plan?
Hotels
Event room blocks only (think: wedding, conference, etc)
Flights *$100 fee per ticket / I am not able to assist in bookings that involve airline points or those made through credit card reward portals like AMEX.
Activities/Touring
Restaurants
Reservations/Special Events
Other
What are your top three priorities for this trip
Wellness
Sightseeing
Local cuisine
Shopping
History
Fun for kids
Romantic Spots
Nature
Go with the flow!
Beach
Culinary class/es
Culture
Family
Nightlife
Spa
Other
Have you already made any sort of arrangements for this trip? (i.e. flights, hotels, etc booked) If so, please describe below:
What is your preferred mode of transportation?
Private transfers
Rental Car
Trains
Other
To help me better understand your budget, what would you like to spend per room per night on a hotel?
$100 - 200
$200 - 400
$400 - 600
$600 +
What is your overall approximate budget for all travelers (EXCLUDING flights)?
Under $8,000
8,000-10,000
10,000-15,000
15,000-25,000
25,000 +
Any additional information about your budget that you think would be helpful?
Number of Traveling Adults:
Number of Traveling kids:
Names of all travelers, their ages, their birthday, any dietary restrictions, and any allergies or additional notes (if you do not have all of the information yet, fill out what you can):
JUST A HEADS UP:Some of the proposals I share may come as a packaged rate without individual line-by-line pricing. This is because certain partners I work with offer special bundled rates that include private contracts or local vendor perks. It helps keep things smooth and streamlined—and protects those valuable relationships. By moving forward, you acknowledge and understand that full itemized pricing may not always be available.
*
Yes, I understand and agree to move forward
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