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Travel Questionnaire Template

A free travel questionnaire for travel agents and advisors. Clients share where, when, who and their budget, and lead mode shows which trips to plan first.

Use template

Customize the pages and design to fit your needs.

Let's plan your trip.

Tell us where, when and how you like to travel in about three minutes.

About this template

Learn each client's destination ideas, dates, group, budget, travel style and must haves before the first call. Lead mode marks clients with near dates and a solid budget as hot leads.

Common uses

  • Travel agents and advisors
  • Honeymoon and group trip planners
  • Tour operators taking custom requests

Key features

  • Dates, group and budget
  • Travel style and must haves
  • Hot lead tagging

What this template asks

  1. What's your name?

    Short Text

  2. What's your email address?

    Email

  3. What's your phone number?

    Phone

  4. Where would you like to go?

    Short Text

  5. What kind of trip is it?

    Single Choice · Family vacation, Honeymoon or anniversary, Group trip, Cruise, Adventure, Business

  6. When would you like to travel?

    Single Choice · Within 3 months, 3 to 6 months, 6 to 12 months, Not sure yet

  7. How many people are traveling?

    Number

  8. What's your budget per person?

    Single Choice · Under $1,500, $1,500 to $3,000, $3,000 to $6,000, Over $6,000

  9. Where would you like to stay?

    Single Choice · Resort, Boutique hotel, Vacation rental, Cruise ship, No preference

  10. What would make this trip perfect?

    Long Text · Optional

  11. Have you booked anything yet?

    Single Choice · Nothing yet, Flights only, Some hotels or tours

How to use this template

  1. Copy it

    Select Use template and a copy opens in your workspace as an unpublished draft.

  2. Make it yours

    Edit any question or answer, choose a theme, and add your logo.

  3. Share it

    Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.

Frequently asked questions

What should a travel questionnaire ask clients?

Destination ideas, dates, who's going, budget per person, the kind of trip, where they like to stay and their must haves.

How does lead mode help travel agents?

Trips within 6 months and budgets of $3,000 or more per person are tagged as good signs, so ready clients show as hot leads.

Can clients book a call after the questionnaire?

Yes. Add a Calendly or Cal.com question so clients pick a planning call time right after they answer.

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