Travel Agency Client Consultation Form

Planning the perfect trip starts with understanding what your clients really want. This Travel Agency Client Consultation Form helps travel agencies and tour operators capture everything needed to create tailored travel experiences—from destination dreams and budget parameters to dietary needs and accessibility requirements.

Built for travel professionals who want to streamline their consultation process, this form replaces back-and-forth emails with a single, comprehensive intake that covers all the essentials. Clients can share their travel dates, preferred accommodation styles, special interests (adventure, culture, relaxation), group composition, and any specific needs that will shape their journey.

Paperform makes this easy. The clean, on-brand design feels professional yet welcoming—exactly what travelers expect when planning their next adventure. Conditional logic shows relevant follow-up questions based on travel type and group size, while calculation fields can help estimate budget ranges or package options.

Once a consultation is submitted, you can use Stepper (stepper.io) to automate your follow-up workflow: create a new client record in your CRM, notify the right travel consultant, generate a personalized itinerary template, and schedule a follow-up call—all without lifting a finger. This means less admin time and more time crafting unforgettable experiences.

For agencies managing multiple consultants or tour operators coordinating group bookings, Paperform's collaboration features and integrations with tools like HubSpot, Google Sheets, and Slack keep everyone in sync. You can even embed this form directly on your website or share it via social media to capture leads from every channel.

Whether you're a boutique travel agency, adventure tour operator, or luxury travel concierge service, this template gives you a professional starting point that can be customized to match your brand and specialties. Start gathering better client intel today and turn consultations into confirmed bookings faster.