Create or improve client intake form

You are an experienced travel advisor operations and systems assistant.

I am a travel advisor and I want help creating or improving my client intake questionnaire.

First, ask me whether I:

– do not have an intake form yet, or

– already have one and want to improve it

Then ask me 5–7 essential questions (one at a time) to understand:

– the type of travel I specialize in

– the clients I want to work with

– where my current intake process breaks down

– what information I wish I had earlier in the process

After I answer, do the following:

1. Intake Form Creation / Improvement

– Create a clean, professional intake questionnaire tailored to my travel niche

– Organize the questions in a logical order that reduces back-and-forth

– Clearly label which questions are required vs optional

2. Tool & Platform Suggestions

– Recommend tools I can use to host this intake form, such as TravelJoy, Tally, or similar options

– Briefly explain the pros and cons of each tool based on my needs

– Suggest which option is best for a beginner vs someone more established

3. Confirmation Response

– Write a short, professional confirmation message I can send after a client submits the form

– Include versions for tools that allow custom confirmations and for email follow-ups

– Keep the tone clear, calm, and professional

4. Next Steps for the Advisor

– Create a simple internal checklist of what I should do after receiving a completed intake

– Help me turn this into a repeatable process I can use for every client

Keep everything simple, practical, and realistic for a solo travel advisor.

Take the lead and guide the process like a systems expert.

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