Travel Client Intake Form
Share your trip details, priorities, style, and investment range so I can tailor recommendations.
Full 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
*
Email
Phone
Text Message
Which travel arrangements would you like me to coordinate for your trip?
Flights
Hotel/Resort
Cruise or Charter
All Inclusive Resort
Rental Car
Private Transfers
Tours & Excursions
Dining Reservations
Travel Insurance
Special Celebrations
OTHER
Do you have any preferred travel brands? (Optional) Examples: Cruise Lines (Viking, Celebrity, Royal Caribbean, Carnival), Hotels/Resorts (Hilton, Marriott, Hyatt, Boutique Hotels, Four Seasons), Airlines (Delta, Southwest, United), Rental Cars (Enterprise, National), or any other favorites.
Are there any travel brands you'd prefer to avoid? (Optional)Examples: cruise lines, airlines, hotels, resorts, or rental car companies.
Where would you like to go?
*
Desired Travel Dates
*
-
Month
-
Day
Year
Date
Flexible with Travel Dates? If Yes please explain below.
Number of Travelers
*
How many Adults & How many Children?
Number of Children and age AT TIME OF TRAVEL (This is requested with hotels, resorts and cruise lines when booking)
Occasion
*
Please Select
Vacation
Honeymoon
Anniversary
Family Trip
Birthday
Friends Getaway
Just Because
Other
What are your top priorities for this trip? (Select all that apply)
*
Exceptional accommodations
Great food & drinks
Relaxation
Adventure
Culture & history
Unique experiences
Value for the money
Family-friendly activities
Adults-only
Luxury service
Private experiences
Wellness & spa
Are there any destinations, landmarks, restaurants, experiences, or activities you'd like me to include in your itinerary?
How would you describe your travel style?
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I prefer everything taken care of
I like a balance of planned and free time
I enjoy exploring on my own
I’m not sure—I’d love recommendations
What investment range is comfortable for this vacation? (Excluding flights unless otherwise noted)
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Under $2,500 per person
$2,500–$5,000 per person
$5,000–$10,000 per person
$10,000+ per person
I’d like recommendations first
Please include Estimated Flight Price range below along with preferred cabin class, Seat Preference and Airline Preference. Please include multiple options for Airline options if flexible.
Tell me more about your dream trip: What would make this trip unforgettable? Have you traveled anywhere you absolutely loved? Is there anything you definitely want to avoid? Anything else you’d like me to know before we connect?
Where are you in your planning process?
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Just starting to explore ideas
Comparing a few options
Ready to book soon
I already have a quote and would like another opinion
✨ Thank you! Your travel story has officially begun. I'm honored you've trusted me with your vacation planning. I personally review every questionnaire and never rely on automated itineraries or one-size-fits-all recommendations. Within the next 1–2 business days, I'll reach out to discuss your trip and start designing an experience that's uniquely yours. Until then, happy dreaming! — Lindsey
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