Custom Vacation Discovery Profile
This questionnaire helps me understand your travel style, priorities, and expectations so I can design a vacation that truly fits your goals. There are no right or wrong answers — the more detail you provide, the better I can tailor your trip. Please complete this form as thoroughly as possible so I can recommend the destinations, hotels, and experiences that best match what you're looking for.
Client & Traveler Information
Primary Contact Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method
Call
Text
Email
Total Number of Travelers
Names and Ages of All Travelers
Example: Tom (47), Laura (45), Lizzy (14), Kevin (10)
Who is this trip primarily for?
Adults only
Couple / Romantic
Adults with children/teens
Multi-generational group
Friends traveling together
Solo traveler
Other
Is this trip for a special occasion?
No
Birthday
Anniversary
Honeymoon
Engagement
Graduation
Family reunion
Other
Tell me more about the celebration
Who is celebrating, what are you celebrating, and are there any specific dates or details I should know about?
Tell Me About Your Trip
Do you know where you want to go?
I know exactly where
I have a few ideas
I'm open to recommendations
Please describe your ideas or vision for this trip.
Travel Timing
Preferred Travel Dates
This can be specific dates, a general timeframe (for example, early March 2026), or even a season such as a fall trip or summer vacation.
How flexible are your travel dates?
Firm
A few days flexible
A week flexible
Very flexible
Preferred Trip Length
3-4 nights
5-6 nights
7 nights
8-10 nights
11-14 nights
2+ weeks
Not sure
Destination Direction
Do you have a destination in mind?
Yes
A few ideas
No, open to recommendations
Which destinations are you considering?
What types of destinations interest you?
Beach
Major city
Nature / National parks
Mountains
Europe / International
US destinations
Theme parks
Adventure destinations
Multi-city itinerary
Scenic countryside
Open to suggestions
Other
Are there specific destinations under consideration?
Are there any destinations you wish to avoid?
Trip Goals
What is the main goal of this trip?
Relax and unwind
Celebrate a special occasion
Spend quality time with others
Explore and sightsee
Adventure / Activities
Mix of relaxation and activities
Other
Which experiences are most important to you?
Beautiful scenery
Cultural experiences
Local food / Restaurants
Museums / History
Outdoor activities
Unique experiences
Shopping
Nightlife
Family-friendly activities
Romantic experiences
Other
Have you taken a similar trip before?
*
No, first time
Yes, once
Yes, several times
If yes, where did you go and what did you enjoy most?
Travel Style & Pace
Preferred pace for this trip
Mostly relaxation
Balanced mix
Full itinerary / Busy days
Comfort with traveling between destinations
Stay in one location
Two destinations
Multi-city itinerary
Open to recommendations
Typical daily style
Early risers
Slow starters
Mix of both
Trip structure preference
Mostly planned itinerary
Some highlights with free time
Mostly flexible / Unplanned
Accommodation Preferences
Preferred accommodation types
Hotel
Resort
Boutique hotel
Vacation rental
Cabin / Lodge
Unique stays
Open to recommendations
Other
Preferred property size
Large with amenities
Medium
Small / Boutique
No preference
Preferred location
Central / Walkable
Quiet / Secluded
Scenic / Nature-focused
No preference
Budget & Investment Comfort
What is your comfortable nightly investment for accommodations (per room)?
Under $200
$200-$400
$400-$700
$700+
Not sure
What matters most when choosing accommodations?
Best value
Balance of value and experience
Best possible experience
Not sure
Are you open to upgrades if available?
Yes
Maybe
No
Flights & Transportation
Would you like assistance arranging flights?
Yes
No
Not sure
Preferred departure airport
Alternate nearby airports
Preferred departure times
Morning
Afternoon
Evening
No preference
Planning Scope
What would you like help planning? (Select all that apply)
Hotels / Accommodations
Flights
Tours / Activities
Restaurant reservations
Transportation between cities
Full itinerary planning
Just accommodations
Deal Breakers
What would ruin this trip for you? (Deal breakers, dislikes, or must-avoid situations)
Walking comfort level
Love walking and exploring
Moderate walking is fine
Prefer limited walking
Do any travelers have mobility concerns or accessibility needs I should know about?
No
Yes
Please share any mobility concerns or special accommodations needed.
This might include difficulty with stairs, the need for accessible rooms, mobility aids, or anything else that would help me plan the trip more comfortably for you.
Decision Style
How would you like recommendations presented?
*
One best-fit option
Two strong options
A few options to compare
How involved do you want to be in the decision process?
*
Trust my advisor to guide me
I like reviewing details
Very hands-on
If I could get ONE thing absolutely right for this trip, what should it be?
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