Echevarria Travel Client Assessment Form

Echevarria Travel Personalized Travel Assessment
Thank you for contacting me to help with your vacation. I can't wait to talk with you about your ideas. After the questionnaire is completed we will have a phone conversation or appointment to review and confirm details. A few thoughts:
- Completing the travel assessment helps me gather initial traveler details, gain an understanding of your trip goals, and make travel suggestions based on what matters to you.
- I am not a travel discounter, I seek to find the best value to you based on your travel needs.
- I only use suppliers that I know and trust to take care of my clients.
- I offer a service that takes care of you; providing research, reservation and other trip details, personal document delivery, etc.
- I am your advocate and 24/7 contact while you are traveling.
I am honored to help you with your travels. Just complete the travel questionnaire and we can get started!
About Me/Us (Please complete for all travelers.)
Full Name *

First Name Last Name
Birth Date *

Month Day Year Date Picker Icon
Full Name

First Name Last Name
Birth Date

Month Day Year Date Picker Icon
List total number of travelers
If children are traveling, please list all ages at time of travel
Wedding or Anniversary Date

Month Day Year Date Picker Icon

Address *

Street Address
Street Address Line 2
City	State / Province
Postal / Zip Code	Country

Phone Number *

Area Code Phone Number
E-mail *
The date I would like to start traveling: *
The date I would like to return: *
Flexible dates? (1-2 days before or after the above.)

Yes No
Preferred Destination or description of preferred vacation location: *
Is Anyone 65 years+ (Senior Discounts, may apply)? Yes or No and which traveler
Military Personal (Discounts May Apply)

Active Retired
Questions About Your Travel Likes and Dislike
How are you used to traveling? Example: Cruise Ship, Escorted Group, Train
What are some of your past vacation likes and dislikes?
What is the best travel experience you’ve ever had? Why?
Tell me about your last vacations How did you get there and where did you stay?
Please answer the following questions based on your opinions/expectations/desires regarding this trip. This is not a test, just a tool to help me select the best location for you.

When choosing a hotel or destination, I/We usually:
Expect luxury accommodations and great services such as concierge, butler services, spa services. These are important to me/us.

Yes No
Select a location/room type with a fantastic view.

Yes No
How do you want this vacation to be different from others you have been on?
Questions about Experience Expectations
What do you like about your chosen destination?
What have you been dreaming of doing on this vacation?
My/Our Favorite Activities (please select all that apply.)

Large ship cruises Small Ship cruises River cruises Reading a good book uninterrupted Hiking/Nature treks Photography/sightseeing Scuba diving/snorkeling Museums/cultural visits Exploring local culture Dancing/nightlife/clubs and bars Spa treatments/massage Golf Extreme outdoor adventure i.e., skydiving/rafting/zip lining/parasailing Boating/kayaking/catamaran Studying/attending lectures Attending concerts and live performances Shopping Relaxing poolside or on the beach Fishing/hunting Cooking/culinary classes/wine tastings/vineyard tours Guided group exploration of area or region Independent touring experiences
Are you looking for a more intimate experience or would you prefer more action and nightlife?
Would you like me to arrange transfers for you and your guests to and from the airport?
Please add any physical limitations, assistance requests or food allergies of which I should be aware.
Can I put together a list of excursions for you to review? I’d love to help arrange one for your trip.
Estimated Vacation Budget (or range.) I know this is hard to answer sometimes. Please answer with your best guess. Also remember, if you book your travel at least 6 months in advance, we can offer you payment options. *
Questions about Dining

These questions are very important when traveling, and very often overlooked. So, we want to make sure you can eat what you like, and make sure if there are any religious dietary, food allergies, or just don't like something. Please let us know. We love to try new things when traveling.
Is room service important to you?
What are your favorite foods?
Do you like the idea of being able to eat and drink as much as you want for one price?
When you’re at home, what restaurants do you frequent when dining out?
Passport Information and Traveling Outside the USA
I/We have a passport.

Yes No
Note: For destinations outside of the United States or US Territories we will request a photocopy of your passport photo page showing Passport number, Name, Date of Birth, Issue Date, Issue Place, Expiration Date, Place of Birth.
Terms and Conditions
I agree to terms and conditions form once, we agree upon travel arrangements, which will be sent to you prior to making deposit on your travel services. *

I Agree
Thank you for taking the time to complete this questionnaire. I will review the answers and give you a call to discuss before researching or if you prefer a video chat via zoom or skype, please advise, as long as you have a computer with video chatting options, and send you an email on how to communicate. If you would prefer to answer these questions over the phone or in person, please let me know. You may contact me by phone at 407-910-6469 at reservations@echevarriatravel.com.

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Echevarria Travel Personalized Travel Assessment