NameGetting Started: Advisors Information Complete this section prior to engaging the client. First name * Interview date * Advisor first name Last name * Interview start time * Advisor (interviewer) last name * Can we text you? * Yes No Advisor email * Customer Information : Complete this section prior to engaging the client. Enter these customer information questions from the initial Supervisor 1st. Interview Questionnaire. First Name * Last Name * Email Address * Cell phone * City * State * Zip Code How did you hear about us? * Agent Social Media Family Friend website Media What do you already know about our services? Agency Questions: Presently with a travel agent? * Yes No Agency Agency phone number City State Zip code Agent name Agent Phone number Agent Email Customer Preferences : What do you absolutely want to see and do on this trip? Describe some of your past vacation likes and dislikes? Tell me about your last 3 vacations. Which one was special? Why? How do you want this vacation to be different? What vacation activities are important? Describe your overall vision of how this would be perfect ? What is the best travel experience you have ever had? Why? Where did you stay? What do you like about your selected destination? What have you been dreaming of doing on this vacation? How would you prefer to spend your vacation? Do you prefer an intimate experience or more adventure and nightlife? What kind of attire would you like for the evening? If Nightlife, do you want it at your resort or off premises? Would you like to rent a car or prefer to be driven? Can you drive a manual transmission? Yes No Interests, Attractions & Activities What kind of attractions (if any) would you like to see? What kind of outdoor activities (if any) are you interested in? Sailing Boating Beach Water Sports Windsurfing Snorkeling Scuba Golf Tennis Adventure activities Hiking Zip lining Rafting Horseback riding Biking Spoil yourself! Shopping Spas Beauty Appointments Luxury Personal Experience Massages Other Dining & Entertainment Fine Dining Eating Local Specialties & Cuisine Cuisine Cooking Classes Wine Tasting Beer Tours Pub Craw Night Life Accommodations :About your hotel(s). Has your hotel been booked already? (Enter up to four hotels) Name of hotel (1) Hotel (1) dates (arrive) Hotel (1) dates (depart) Hotel city . (1) Hotel country. (1) Hotel (1) transportation: How are you getting there? Name of hotel (2) Hotel (2) dates (arrive) Hotel (2) dates (depart) Hotel city . (2) Hotel country. (2) Hotel (2) transportation: How are you getting there? Name of hotel (3) Hotel (3) dates (arrive) Hotel (3) dates (depart) Hotel city . (3) Hotel country. (3) Hotel (3) transportation: How are you getting there? Name of hotel (4) Hotel (4) dates (arrive) Hotel (4) dates (depart) Hotel city . (4) Hotel country. (4) Hotel (4) transportation: How are you getting there? Have you considered your expected budget for the hotel portion of your trip? Check all that describe their accommodation preferences, only use if we suggest accommodations. Preferred type of accommodation Check all that apply 3-4-star hotels 5-star hotels Short-term rentals like Airbnb Bed and breakfasts or small inns Villas or castles Local emersion or farmhouses We like medium-sized hotels with a great location that have some amenities buffet breakfast and WiFi5-star hotels We expect luxurious accommodations room service a large room spacious bathroom We like to get to know the owners and mingle with other guests A hotel familiar to us as possible We like the comfort of chain hotels that build points require theatre or Opera tickets or is there any area where you’d like to splurge Would you like fine dining Pacing: ___ activity(s) in AM. 1 2 3 Pacing: ___ activity(s) in PM. 1 2 3 Do you want to go from your last activity of the day to dinner? Or would you prefer to go to the hotel before you go out for the evening? YES NO Would you rather... Check all that apply. A mix of sightseeing and lounging each day. Entire time for relaxation with no set scheduled. See top 2-3 attractions in each destination. Organized, pre-planned activities so that each day is spent maximizing the experience and doing as much as possible. Getting up, having a leisurely breakfast, one activity in the morning, have lunch, one scheduled activity in the afternoon. Then back to the hotel for relaxation. Then go out for dinner. Constantly busy with activities. No rest breaks. Get to do and see as much as possible. Wining and Dining the entire time without a hint of restraint, selecting the topnotch activities and getting the most from each day and night. On the days you choose to spend on the property, list percentage of time for each: Getting up early, going for a hike/walk/gym/yoga around the area, having breakfast, embarking on an activity or going for a self or organized tour of the sites and then dining somewhere notable. Waking up whenever, getting breakfast however you feel suits best, spending the morning lounging and reading followed by lunch and then set out for either physical or cultural activity in the afternoon, returning to the hotel, go for dinner then a late night activity Sleeping in, ordering room service to your terrace/balcony, pool or beach and lazing the day away Enjoying the property’s scenery and on-site activities (including tennis, golf and Spa) then having dinner at gourmet restaurant. Additional Interview Notes*Closing Details - Discussion*I believe I have the basic information to start building your itinerary. We will now go through the process of contacting our local associates to provide the activities currently at your destinations. I will be working on your behalf, doing research and within a week, provide you with a preliminary itinerary for our discussion. You have been great in providing your preferences. Do you have any questions? ***End of Interview*** Time to Complete this Interview? Please tell us how many minutes this interview took for you to complete (total).