Client Consultation | Cruise Vacation

Client Name

Destination | Are you set on this destination?

Travel Dates | Are these dates flexible?

TRIP OVERVIEW

Tell me a little about the cruise trip you're envisioning.

How do you want to feel while you are there?

What inspired this trip?

What is it about this destination that caught your attention?

Is this trip to celebrate a special occasion?

If yes: When is the occasion, and are any surprises or special plans involved?

TRAVELERS

Any mobility concerns? Food allergies or dietary restrictions? Any medical concerns I should consider while planning?

Who's going with you on this cruise? [ Total # of Travelers - # Adults / # Children ]

Primary Traveler - Full Name + Gender + Age + Mobility + Allergies/Dietary Needs

Age at the time of travel

Guest #2 - Full Name + Gender + Age + Mobility + Allergies/Dietary Needs

Age at the time of travel

Guest #3 - Full Name + Gender + Age + Mobility + Allergies/Dietary Needs

Age at the time of travel

Guest #4 - Full Name + Gender + Age + Mobility + Allergies/Dietary Needs

Age at the time of travel

Who will be making the final travel decisions?

TRAVEL HISTORY

This will help me know where you've been, what you've enjoyed or disliked. What to do to avoid past mistakes, identify preferences and constraints, enhance safety and provide better support.

Have you visited this destination before?

If yes: What did you enjoy most? What would you repeat or do differently?

Have you cruised before? If so, tell me about a cruise you loved—and anything from a past cruise that didn't work for you.

What made it memorable? and What disappointed you?

Are there any cruise lines or ships you've sailed before that you loved—or would rather avoid?

Example: Love Royal Caribbean, and will definitely avoid Carnival

TRAVEL STYLE & VIBE

High-Energy & Fun — lots happening, entertainment, activities, lively atmosphere

Relaxed & Laid-Back — pool time, casual days, no pressure to do everything

Upscale & Refined — elevated dining, service, sophisticated atmosphere

Romantic & Intimate — couples-focused, quieter spaces, special experiences

Family-Focused — activities and entertainment that work across ages

Adventure & Destination-Focused — ports and experiences are a major part of the trip

Cultural & Immersive — local culture, history, food and meaningful port experiences

Social & Entertainment-Focused — shows, nightlife, live music, bars, activities

A Mix of Everything — a little relaxation, entertainment, activities and exploring

Do you prefer a slower pace or seeing as much as possible?

Especially for port-heavy itineraries

How active or relaxed do you want the trip to feel?

Relevant to both onboard life and excursions.

Do you enjoy iconic attractions, hidden gems, or a balance of both?

Very useful for shore excursions.

When choosing a cruise, what matters more to you—the ship experience, the itinerary and ports, or a balance of both?

ACCOMMODATION PREFERENCES

How many staterooms will you need?

Are there any stateroom features that are non-negotiable?

Example: Balcony. Absolutely no interior. Must be higher deck floor. No back ship.

Do you have a preferred location on the ship?

FOOD & DINING

Do you prefer a set dining time or more flexibility with when you eat?

TRAVEL RHYTHM & EXPERIENCES

How do you like your mornings on vacation?

How structured would you like your itinerary to feel?

Structured — Most days are planned in advance, with scheduled activities, tours, dining, and transportation. You prefer knowing what you're doing each day.

Semi-Structured — A balance of planned experiences and free time. Key activities are scheduled, but there is still room to relax, explore, or make spontaneous plans.

Flexible — You prefer minimal scheduling and plenty of open time to decide what you feel like doing once you're there.

How comfortable are you with experiencing local culture?

What types of shore excursions appeal to you most?

Example: beach, cultural, sightseeing, food, adventure, wildlife, private tours, active experiences.

Is there anything you'd absolutely like to avoid?

Example: long hikes, museums, crowds, nightlife, water activities, tourist-heavy areas, etc.

Any bucket list experiences you want to check off?

BUDGET & LOGISTICS

Overall Budget Range

What total budget would you like me to keep in mind for the trip, including the cruise fare, transportation, excursions, dining, gratuities, and other anticipated travel expenses?

Are you looking for a luxury, mid-range, or budget-friendly experience?

5 stars, 4 stars, or 3 stars and below

Priorities & Flexibility

Which parts of your trip are you willing to splurge on, and where would you prefer to save?

Example: splurge on cruise (stateroom) accommodations and save on excursions.

If I find an exceptional option that is slightly over budget, would you like to hear about it?

Payment Preferences

Would you like to pay in full upfront or spread payments over time?

Do you have any travel points, miles, vouchers or loyalty cards you’d like to use towards this trip / cruise?

If yes: provide name and membership #

Comfort Zone for Spending

What’s the maximum you’d feel comfortable spending without second thoughts?

Logistics

What’s your passport status?

Most countries require that your passport be valid for at least six months beyond your travel date to avoid entry issues.

Are there any types of transportation you enjoy—or prefer to avoid?

Example: Boats, ferries, trains, small planes, long road trips, mountain roads, public transportation, private transfers, or extensive walking.

Will you be booking your own flights, or would you like flight recommendations as part of your trip planning?

If flight recommendation is required: "Are you open to arriving at the embarkation city at least one day before the cruise and leaving one day after? and What are your flight preferences?"

Would you like me to include travel protection options with your proposal?

Yes

Travel protection isn't just about cancellations—depending on the plan, it can also help with things like medical emergencies, trip delays, lost baggage, and other unexpected travel disruptions. I can include options so you can decide what feels right for you.

EMOTIONAL DISCOVERY

What would make this trip feel truly successful for you?

Is there anything that would make this trip feel incomplete if it didn't happen?

TIMING

Once I find the right option for your trip, how soon would you be ready to book and put down a deposit?

FINAL NOTES

Additional Advisor Notes (internal field)