Request edit access
New Client Questionnaire

Hi there — I’m so glad you’re here.

Before we work together, I’d love to get a quick sense of your travel goals and preferences to make sure I’m the right advisor to support you. This form isn’t just about where you want to go — it’s about how you like to travel, how much you want to be involved, and how I can best help you.

This isn’t a booking request — it’s a “let’s see if we align” conversation starter.

Please answer as openly as you can — short answers are welcome. If it feels like a good fit, I’ll follow up to schedule a free discovery call.

Let’s get into it 🌍

Section 1: You & Your Travel Goals
What’s your name?
 *
What's your email address? *
Where are you based?
 *
Where are you dreaming of going next?
 *
Rough dates or time of year for this trip?
 *
What kind of trip is this? (ex: celebration, sabbatical, solo recharge, etc.)
 *
Section 2: Your Travel Style

What are 3 words you'd want your trip to feel like? 

(Ex. relaxing, inspiring, slow-paced)

Any must‑haves (non‑negotiables) for this trip? (Ex: Must be near the ocean, private pool, no long drives, etc.)

What’s your estimated total budget for the trip (excluding flights)?

 *

What’s most important to you when working with a travel advisor? (Select up to 2)

 *
Required

How involved do you want to be in the planning process?

 *
Section 3: Fit Check (Yes, the boundaries section)

Have you worked with a travel advisor before? If yes, what did you love (or not love) about the experience?

 *

Do you feel comfortable investing in professional travel planning to save you time, energy, and stress?

 *

Which describes your expectation for advisor support during the trip?

 *

What’s prompting you to reach out for help with this trip right now?  (Ex. timing, stress, a special occasion, decision fatigue)

 Is there anything I should know to help tailor the experience to you? (Accessibility needs, non-negotiables, etc.)

☑️ Please confirm the following before submitting:

 *
Required
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. - Terms of Service - Privacy Policy

Does this form look suspicious? Report

Google Forms