What is your preferred method of communication?

Phone

Have you worked with a travel advisor before?*

Yes!

I'm a first timer!

Standard Booking Services

What kind of vibe are you looking for?

Accommodation preferences

Best accommodations

Basic accommodations: clean, safe, well-located

Small, cozy hotel (more boutique)

Large property with on-site dining & amenities

Touring style

Guided tours

Just the tickets/ no guide

Private tours

Tour priorities

Authentic, immersive experiences

Just the highlights/main attractions

Budget priorities

Best experience for the money

Lowest price

Flight preferences

Easiest flight schedule

Lowest cost flights

Preferred airline flights only

Where are you in the planning process?

Just getting started.

I have some ideas, but need help with research and planning.

I know just what I want, but need help finalizing the details.

Other

Do you want travel protection included in the package?*

Yes

Not yet?

Are there any hotel (or cruise ship) features or amenities that you would prefer to ( or must) have?

What is the price range you are comfortable with (total for all travelers)?*

Is there anything else I should know about your price range?

What activities are you interested in?

Will you be using an Amex Platinum or Centurion card (for possible extra perks)?

Yes

I work with many wholesalers who offer package prices, which are great because you will usually pay significantly less than booking the accommodations, flights, and transportation separately. The payment schedules are often more flexible as well.

It is important to note that the rules can be different for these contracted rates so if you have status with an airline or hotel brand and/or are looking to accrue points, I need to know so that we can discuss your priorities.

Which is more important?

Best Price

Loyalty program status/ accruing points

Loyalty Programs

Add loyalty program

Totally optional questions, to help me get to know you so that I can offer the best options. Answer some, none or all!

On scale of 1-10, 1 being total hermit crab and 10 being social butterfly, where do you fall?

You're splurging on a night out on the town. Which do you choose:

Traditional Steakhouse

Funky Sushi Concept

Chic New Restaurant in Town

Other

What trip would you take if you won the lottery (or struck oil)?

What other trips do you hope to take in the next 2-3 years?

What was your favorite vacation? What made it your favorite?

What was your least favorite destination/vacation? Feel free to elaborate...

What movie makes you want to travel? Feel free to list as many as you can think of...

Let's get started!

What type of trip are you interested in?

Top priorities for your trip

Questions for the trip

Package Pricing/Loyalty Programs

Totally optional questions, to help me get to know you so that I can offer the best options. Answer some, none or all!