New Client Itinerary Questionnaire

We are thrilled to welcome you as our new client.

To ensure that we create a truly personalized and unforgettable travel experience for you, we kindly ask you to take a few moments to fill out our New Client Itinerary Questionnaire.

Your input will help us better understand your preferences, interests, and unique travel desires. By providing us with this information, you allow us to tailor every aspect of your journey to exceed your expectations.

Thank you for entrusting your travel plans to us. We look forward to creating unforgettable memories together!

"*" indicates required fields

THE BASICS

Name*

First Last

Email*

Enter Email Confirm Email

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Could you provide the full names (first and last) as well as date of birth for each one in your trip?*

Have you already booked time off?*

Yes

Have you already booked flights?*

Yes

Do you have a budget in mind?*

could you also share if the budget is per night, in total, and includes flights?

When would you like to get this booked by?*

Please note that we are not able to guarantee pricing and availability unless you can commit right away.

What is the purpose of this trip?*

any celebrations such as wedding anniversary, birthdays, etc.

How many nights do you prefer to stay at each stop on the trip?*

1 -2 nights max. in each stop, see as much as possible

3 -4 nights max. in each stop, time to really get to know the destinations

+5 nights, 1 – 2 destinations

Please describe any travel restrictions of anyone in your group*

Fear of small planes / prop planes

Helicopter must be twin engine

Fear of boats or water

Fear of heights

Not comfortable with helicopters

Gets carsick or seasick easily

Allergic to animals (horses, wildlife etc.)

Other, list below

Anything else that's not listed above

INTERESTS & PASSIONS

Please select a maximum of 5 that apply to this trip*

Architecture and Design

Photography

Fashion

Theater / Broadway

Jazz / Blues / Country / Rock music

Literature

Geology / Volcanoes

Astronomy

Wellness

Giving back / local charity

History

Religion

Local indigenous cultures

Wines and spirits

Visual art / Modern art

Film

Antiques / Local crafts

Opera or Classic Music

Classical or modern dance

Wildlife / Conservation

Paleontology (dinosaurs)

Sports

Politics and human rights

Business and technology

Archaeology

Pop culture

Adventure

ACCOMMODATIONS

Could you share one or two of your most favorite hotels or resorts you've ever stayed?*

Please select the preferred hotel style (maximum of two)*

Major five-star brands (Four Seasons, Ritz, Mandarin Oriental etc.)

Five-star boutique brands (Montage, Auberge, Aman, Relais & Châteaux)

Other luxury brands (Hyatt, Marriott, InterContinental)

Lifestyle brands (Thompson, 1 Hotels, Pendry, Andaz)

Independent bed and breakfast

Alternative accommodations (Glamp camp, treehouse, cabin, yurt)

Please select the preferred décor style of accommodation*

Ultra-modern

Traditional / Classic

Contemporary

Fit with the indigenous culture of the area

Could you share your preferred room configuration?*

for instance connecting rooms or all together in a suite. Bedding configuration such as 2 double beds or King bedding.

TOUR & EXPERIENCES

Please select how you would like to experience a destination?*

On your own most of the time

One half-day overview tour in each destination and then on own

Full days of touring on most days

Don’t like guides, but want unique in-destination experiences

Please select your preferred touring style*

Private guide of private tour just for us

Open to small group tours with other guests

Like to be on tour with others, meet other people

Please select your preferred sightseeing style*

Get a general overview of the destination and major site

See every major site in the book

Relax with a bit of sightseeing and activities when possible

Just relax – no activities

Inside immersion of the destination

Activities you would like to experience on this trip*

Mountain Biking

Kayaking

Boat tours

Horseback riding

ATV / UTV tours

Hiking / Walking

Diving

Snorkeling

Golf

City tours

Art and Culture

Concerts

Wine tours

Foodie Experiences

Ski / Winter activities

City Biking

Rafting

Surf classes

Jeep tours

Helicopter Tour

Trekking / Climbing

Yoga

Sports

Wildlife

Shopping

Museums

What is the activity level of the least fit person?*

Wheelchair assistance

Walk with assistance of cane/walker

Okay with small, short distances of 10 minutes or less

Okay with 1 – 4 hours of leisurely, continuous walking/hiking with stops along the way

Okay with strenuous, half-day hikes with some elevation

Okay with full-day hikes with intense elevation

Would you like us to include guide gratuity for your guides on this trip?*

Yes

Does anyone within your travel party have any special needs?*

for instance mobility issues or allergies

TRANSPORTATION

How many hours maximum driving in one day or you comfortable with?*

What is your preferred transportation style?*

Rent a car and drive yourself

Airport transfers and specialty car rental at hotel

Always driven by guide / chauffeur throughout the trip

Take Uber / Taxis in major cities

Use public transport in major cities

MISCELLANEOUS

Have you worked with a Travel Advisor before?*

Yes

How did you hear about me or the Sophibee website?*

Please note that we require a one-time non-refundable $250 planning fee upfront for itineraries (not for hotel-only bookings)*

Yes, we do require a full itinerary

No, this is a hotel-only booking

Anything else you wish to share with us?

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Comments

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New Client Itinerary Questionnaire

THE BASICS

INTERESTS & PASSIONS

ACCOMMODATIONS

TOUR & EXPERIENCES

TRANSPORTATION

MISCELLANEOUS

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THE BASICS

INTERESTS & PASSIONS

ACCOMMODATIONS

TOUR & EXPERIENCES

TRANSPORTATION

MISCELLANEOUS

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