Client Interview & Intake Form Deskpad

Got a request from a new client and unsure where to start? Interview your potential client to learn what they value most when they travel and gather their information. 

This pad is 8.5" x 11". 50 pages per pad, double-sided.

Get to know your prospective client better!

Use the Client Inquiry Form to ask travel-specific questions to your potential client, and get to know their travel style. This will help you determine if this traveler is the right fit to work with you and your agency. 

If you determine you would like to proceed and work with this traveler, continue on to the Client Intake Form. Conveniently located on the backside of the Inquiry Form, the Intake Form allows you to gather your new client's personal and travel-related information. 

Check out our helpful guide for this deskpad here!