Star Bound Archer Travel – Client Intake Call Outline (Short Version)

Here’s what we’ll cover during your intake call:

1. Welcome & Overview

Quick introduction, what my planning process looks like, and what you can expect on the call.

2. Traveler Details

Confirm number of travelers, ages, passport status, and any special needs.

3. Dates & Flexibility

Preferred travel dates, length of stay, and flexibility that could help with pricing.

4. Destination & Trip Vision

What kind of trip you want:

• Budget solo

• Budget family

• Luxury adults-only
  Plus the vibe: relaxation, adventure, celebration, etc.

5. Budget

Your comfortable price range so I can tailor accurate options.

6. Resort & Room Preferences

All-inclusive vs room-only, adults-only vs family-friendly, must-have amenities, and room type.

7. Activities & Extras

Excursions, relaxation time, nightlife, kids clubs, spa, celebrations, or luxury add-ons.

8. Special Requests

Food allergies, room location desires, mobility needs, or travel concerns.

9. Next Steps

I explain what happens after the call:

• Your customized travel proposal

• Pricing options

• Included perks

• How the booking process works

• Support before/during/after your trip

• You will have direct access to me anytime of the day and the duration of your trip. Great for issues that may arise on your trip. 

10. Final Questions

You can ask anything, and I confirm when your proposal will arrive.

Closing Statement

“My goal is to make your vacation stress-free, personalized, and unforgettable. I can’t wait to help you plan your perfect trip.”