Describe your trips and clients. Makeform turns the brief into a travel questionnaire form for dates, destinations, traveler details, interests, accommodation preferences, and budget.
Send client answers to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a client scenario, tailor the details, or send the prompt into the Makeform builder. The structure is an example, not a live result.
Audience
Travel advisors planning custom vacations
Format
Multi-step questionnaire with conditional destination details
Prompt size
361 chars
Example form structure
Multi-step questionnaire with conditional destination details
Travelers, ages, and home airport
Preferred dates and flexibility
Interests and ideal trip pace
Accommodation and room preferences
Total budget range and inclusions
Suggested routing tags
New inquiry
Dates flexible
Ready for consultation
Ask for a comfortable total budget range and what it should include; a number without flights, rooms, activities, or fees is hard to plan against.
Step 1
Qualify
travelers, timing, readiness, and budget
Step 2
Discover
pace, interests, comfort, and constraints
Step 3
Prioritize
must-haves, tradeoffs, and decision makers
Step 4
Plan
route a complete brief into consultation
Better client discovery
Separate a destination wish list from the dates, spending comfort, needs, and priorities that shape a proposal.
Show honeymoon, group, cruise, or retreat questions only when relevant.
Prioritize location, flight comfort, hotels, activities, privacy, and pace.
Keep dates, travelers, budget, needs, and consultation timing together.
Flexible trip intake
Start with the closest scenario, then edit its terminology, ranges, destinations, and follow-ups.
Capture who is traveling, where they might go, when they can leave, and how they want each day to feel.
Surface shared priorities, non-negotiables, room preferences, special moments, and comfort tradeoffs.
Estimate traveler counts, origin cities, room configurations, shared activities, and organizer deadlines.
Add meeting spaces, transfers, dietary needs, billing contacts, approvals, and proposal requirements.
Questionnaire workflow
Build a logical sequence that feels easy for the client and gives the planner specific next steps.
Name the trips you plan and information required before consultation.
Set useful budget bands, date flexibility choices, traveler age groups, destination regions, and follow-ups for selected trip types.
Send the questionnaire with your booking link or inquiry reply so the advisor can review priorities before speaking with the client.
Send responses to the right advisor, flag missing essentials, and use the collected brief to structure research and follow-up questions.
Questionnaire vs email vs generic intake
Keep inspirational answers beside the practical details needed to scope a trip.
Field guide
Understand feasibility and taste without asking clients to design the itinerary.
Traveler profile
Party composition, origin airports, room relationships, and mobility considerations shape routing, accommodation, and activities.
Dates and flexibility
Ask for earliest departure, latest return, ideal length, and why dates matter. A date range reveals flexibility.
Travel style
Destinations do not define the experience. Capture pace, interests, independence, downtime, nightlife, and comfort moving between locations.
Comfort preferences
Ask about room setup, property scale, neighborhood, amenities, cabin preference, and ground transportation instead of relying on star ratings.
Needs and boundaries
Let clients describe accessibility, mobility, dietary, sensory, and other needs in their own words; confirm details later.
Budget and priorities
Ask for a range, currency, inclusions, and ranked priorities to reveal preferred spending and acceptable tradeoffs.
Related tools
Build related inquiry, reservation, and checklist workflows.
Capture a shorter first inquiry before sending the full questionnaire.
Open toolCreate a broader onboarding form for agency relationships and contacts.
Open toolCollect booking selections after the discovery and proposal stages.
Open toolGather stay dates, room preferences, and guest details for reservations.
Open toolFAQ
Practical answers for travel agents and trip planners preparing for client discovery.
A travel questionnaire form collects traveler, date, destination, style, accommodation, transportation, needs, budget, and priority details before research or a discovery call.
Ask who is traveling, origins, dates, trip length, destinations, pace, interests, comfort preferences, accessibility or dietary needs, budget scope, must-haves, and decision makers.
Offer ranges in the client's currency and mark them total or per person. Define whether flights, lodging, activities, transport, and planning fees are included, then collect spending priorities.
Yes. Reveal room configurations for groups, celebration details for honeymoons, meeting spaces for retreats, or cabin preferences for cruises.
Focus on details that change feasibility or recommendations. Group travelers, dates, style, stay, needs, and budget; hide irrelevant prompts with conditional sections.
Yes. Let clients describe mobility, accessibility, dietary, allergy, sensory, or other needs. Confirm relevant details and arrangements during follow-up.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and use the questionnaire freely. The paid tier only removes the Makeform badge.
Review missing essentials, assign the inquiry, and prepare follow-up questions. Send data to Google Sheets, Slack, or Zapier and invite the client to consult.
Start with a useful client brief.
