Free worksheet

The Client Intake Questionnaire

The exact questions to ask before you price a single night — so you plan the right trip the first time and stop losing hours to guesswork.

• 48 discovery questions across 8 sections
• Budget language that avoids the awkward money talk
• A red-flag checklist for clients who will not book
• Print it, or copy it straight into your intake form

Who it's for: Advisors who keep re-quoting because the brief keeps changing.