Client Intake Form
Kyla Doucet, Travel Advisor
Hello,
Thanks for reaching out. I am so excited to help plan your trip! I have a few questions to get started:
Contact info:
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
1 Where do you want to go (If you have somewhere in mind)
2. What type of experience(s) are you interested in? (Check all that apply):
Beach
City
Nature
Mountains
Skiing
Adventure
Cultural
Kid Friendly
Multi-City
Wellness
All Inclusive
Other
3. Is there a special reason for this trip?
4. How long do you have for this trip?
5. To help me better understand your budget, what would you like to spend per night on a hotel?
6. What trips have really worked for your group previously (The more details, the better! Tell me your favorite destinations, the activities you enjoyed most, how you felt in these places, what you liked most - food/culture/the people etc)
7. What hotels have you stayed in before that you have loved the most?
8. How much of this trip would you like me to plan? (Check all that apply)
Hotels
Flights
Itinerary (Activities/Touring)
Restaurant Reservations/Special Events
9. What are your top priorities for this trip? (Check all that apply)
Sightseeing
Local Cuisine
Shopping
History
Wellness/Spa
Fun For Kids
Romantic Spots
Nature
Go with the flow/ Try something new!
10. Dates for travel:
-
Month
-
Day
Year
Date
Please attach a copy of your travel itinerary (flight, train, etc.) if already booked:
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Additionally, please provide the below information:
11. Names of all guests, if children are involved, please list ages, and dietary requirements & allergies (where applicable):
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