Travel Advisor Client Discovery Form

Planning the perfect trip starts with understanding your client's unique needs and preferences. This Travel Advisor Client Discovery Form is designed to help travel agents, advisors, and planners gather all the essential information needed to create unforgettable, personalized travel experiences for their clients.

Whether you're planning romantic getaways, family adventures, luxury escapes, or budget-friendly explorations, this form captures everything from destination interests and travel styles to dietary requirements and accessibility needs—all in one beautiful, easy-to-complete form.

Why travel advisors choose Paperform:

Built specifically for small and medium travel businesses, Paperform lets you create on-brand discovery forms that feel as premium as the experiences you curate. The doc-style editor means you can customize every question, add your branding, and even embed stunning travel imagery to inspire your clients as they fill out the form.

Streamline your entire booking workflow:

Beyond discovery, Paperform's built-in features help you manage the full client journey. Accept deposits and payments directly through Stripe, PayPal, or Square. Use conditional logic to show relevant questions based on travel type—asking about kid-friendly activities only when clients select family travel, or luxury preferences for honeymoon trips.

Connect your form to your CRM via native integrations or Stepper to automatically create client profiles, trigger follow-up email sequences, and keep your project management tools updated. You can even use Papersign to send travel agreements and booking confirmations for eSignature, keeping everything linked to the original discovery form.

AI-powered insights for better service:

Use Paperform's AI Insights to analyze response patterns across multiple clients—identifying trending destinations, common budget ranges, and popular travel styles to inform your service offerings and marketing.

Whether you're a solo travel advisor building your business or an agency managing multiple consultants, this template gives you a professional, conversion-optimized starting point that you can customize to match your brand and process. Trusted by travel professionals worldwide, Paperform makes it easy to deliver exceptional client experiences from the very first touchpoint.