Getting Started: Advisors Information

Complete this section prior to engaging the client.


Customer Information :

Complete this section prior to engaging the client. Enter these customer information questions from the initial Supervisor 1st. Interview Questionnaire.


Agency Questions:


Customer Preferences :

Interests, Attractions & Activities


Accommodations :

About your hotel(s). Has your hotel been booked already?
(Enter up to four hotels)


Check all that describe their accommodation preferences, only use if we suggest accommodations.


*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.


***End of Interview***