Client Consultation | Resort Vacation

Client Name

Destination | Are you set on this destination?

Travel Dates | Are these dates flexible?

TRIP OVERVIEW

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

How do you want to feel when you get 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 trip? [ 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?

Tell me about a trip you loved — and one that didn’t work for you.

What made your favorite trip so memorable? What disappointed you about the other trip?

Are there any hotels, resorts, or travel brands you've stayed with before that you absolutely loved—or ones you'd rather avoid?

Example: Love Four Seasons, definitely avoid Days Inn

TRAVEL STYLE & VIBE

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

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

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

ACCOMMODATION PREFERENCES

When it comes to your accommodations, what are your absolute must-haves or preferred amenities?

Example: Adults-only, beachfront, spa, butler, walkability, swim-up room, rooftop bar, golf, great food, kids club, golf, etc

Would you rather stay in one property or split your stay between multiple locations?

Is the hotel itself part of the experience, or simply a comfortable place to sleep?

FOOD & DINING

What kind of dining experiences do you usually enjoy while traveling?

Example: Fine dining, local restaurants, casual dining, street food, chef-driven experiences, room service, hidden gems, food markets, or a mix of everything.

Are there any food or beverage experiences you'd love to include during this trip?

Example: Cooking classes, wine tastings, food tours, private dining experiences, chef's tables, local markets, brewery or distillery tours, afternoon tea, sunset dinners, or anything else on your wish list.

Would you rather discover local restaurants or enjoy the convenience of dining at your resort?

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?

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

Do you have a total budget in mind for your trip, including flights, accommodations, activities, and meals?

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 hotel accommodations and experiences, save on flights and miscellaneous.

If we find an amazing experience slightly above 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?

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: "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)