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Client Intake Form PDF

The document is a questionnaire designed to gather information for planning a trip, including destination preferences, desired experiences, trip duration, budget, and past travel experiences. It also requests details about guests, their ages, and any dietary requirements. The goal is to tailor the trip to the client's specific needs and priorities.

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Abhay Malik
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0% found this document useful (0 votes)
10 views4 pages

Client Intake Form PDF

The document is a questionnaire designed to gather information for planning a trip, including destination preferences, desired experiences, trip duration, budget, and past travel experiences. It also requests details about guests, their ages, and any dietary requirements. The goal is to tailor the trip to the client's specific needs and priorities.

Uploaded by

Abhay Malik
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Hi,,

Thanks for reaching out, I have a few questions to get started:

1. Where do you want to go? (If you have somewhere in mind!)

___________________________________________________________________________________________________

2. What type of experience are you looking for? (tick 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?

Birthday Anniversary Honeymoon Bucket List

Family vacation Business

Other:_____________________________________________________________________________________________

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?

$100-200 $200-400 $400-600 600+

Other:______________________________________________________________________________________________
6. What trips have really worked for you/your group previously?
(The more details the better! Tell us your favorite destinations, the activities you liked, 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?

___________________________________________________________________________________________________

___________________________________________________________________________________________________

8. How much of this trip would you like us to plan? (Tick all that apply)

Hotels Flights Activities/Touring

Restaurant Reservations/Special events

Other: ____________________________________________________________________________________________

9. What are your top three priorities for this trip?

Sightseeing Local Cuisine Shopping History Wellness

Fun for kids Romantic Spots Nature Go with the Flow!

10. Dates for travel (M/DD/YY) - Please attach a copy of your travel itinerary (flight, train, etc.)

___________________________________________________________________________________________________
___________________________________________________________________________________________________

Additionally, please provide the below information:

11. Names of all guests & ages (if children are involved):

Traveler Name Age Dietary requirements Other Allergies


(of children)

1.

2.

3.

4.

5.

6.

7.

8.

9.

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