Client Intake/General Inquiry Form

Traveler's Name

Email Address

State of Residence

Where would you like to travel?

When would you like to travel?

If trip is for multiple destinations, please provide information on how long you would like to stay in each.

Preferred Duration of Trip

Are your dates flexible?

Please choose only one option.

Yes

No

Do you require flights?

Please choose only one option.

Yes

No

Optional

If yes, what airport will you be flying from?

How many travelers?

Optional

If traveling with children, please provide their ages at the time of travel.

What is your vacation budget?

A rough estimate is fine. This is also not set in stone. I ask this question to get a feel for what you are expecting of this trip. If you have any additional comments in regards to budget, please mention them in the "anything else you would like me to know" field.

Please choose only one option.

$1,500 to $2,500

$2,500 to $5,000

$5,000 to $10,000

$10,000 to $20,000

$20,000 to $30,000

$30,000 to $50,000

$50,000 or more

What are your accommodation preferences?

Please choose only one option.

Economy

Moderate

Luxury

Boutique

Optional

If you selected "luxury" above, please tell me more about what "luxury" means to you.

Examples: Four Seasons? Private guides? Drivers? Michelin star restaurants? Private jet? There are no wrong answers to this, but it is another way for me to get to know your preferences.

Optional

Are you and your entire traveling party vaccinated against Covid-19?

For International inquiries you must answer this question.

Why do we ask? While the global pandemic is under control in the United States, many other countries are still requiring Covid vaccinations or other Covid-related protocols.

Please choose only one option.

Yes

No

Are you interested in purchasing trip insurance/protection?

I highly recommend the purchase of insurance in order to protect your investment.

Please choose only one option.

Yes

No

Optional

Please describe anything else you would like to me to know.

If you are new to working with Perfect Course Travel, I would like to introduce you to the latest technology I am implementing for my clients. Travefy is an innovative way for me to share your custom proposals and itineraries with you. When you inquire about a trip, I will be sending you a proposal through Travefy. Once you have confirmed your trip plans, I will create a private travel portal for you to access. This is where you will find all of your trip plans, important documents & information, and the ability to chat with me about your trip. This portal is private and will only be available to you or any individual you would like to share your trip information with. The portal will show you your day-by-day itinerary (if applicable), and will have a section at the bottom called "important documents and information." In this section is where all of your booking invoices and other documents will be included.

I would also like to invite you to view your Itinerary on the Trip Plans mobile app, which allows you to message me in regards to your specific trip, and allows you access to your trip info while you are traveling.

For more information, please visit https://travefy.com/traveler-app