CLIENT QUESTIONNAIRE – Planet Kelli

Welcome to PlanetKelli! In order to send you off in style, according to your wishes and dreams, please take a few moments to share a bit about yourself with me.

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Where are we escaping to?

Special Occasion or “Just Broadening my horizons!”?

What is the occasion?

What are your travel dates?

The Formalities

Full Name as on Passport

First Middle Last

Date of Birth

Full Name(s) & DOB of any Additional Travelers as on Passport

First Name

Middle Name

Last Name

Date of Birth

Email*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Mobile Phone

Home Phone, work or other number you care to list

Who referred you or how did you hear about me?

The Good Stuff

Where have you been lately?

Where did you stay?

What types of accommodations are you most comfortable staying in and be specific if you can?

For example do you prefer small boutique hotels or large resorts? An example of a boutique hotel could be 50 rooms or less and large resort 100 rooms or more.

Do you prefer 5 star or 4 star? A general example but not limited to would be a Ritz Carlton and Four Seasons (5 stars) or Sheraton and Marriott (4 stars).

Do you prefer to be in the City, Beach, Mountains or all of the above?

Do you prefer contemporary or traditional Hotel Décor & Style?

The Fun Stuff

What do you like to do on vacation?

Do you prefer private or group tours?

What activities do you enjoy?

What are your hobbies?

What is your favorite food?

Do you drink wine or spirits?

Tell Me More…

Is there anything else I should know about you or what you do which would help me plan the perfect experience?

The Bottom Line

Do you know your target budget and if so what is that? And do you have a maximum ceiling on budget?

Are there any food allergies or restrictions?

Global Entry Number if Applicable?

TSA Number?

Would you like flight Options as well?

Airline Preference?

Phone

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