Aurum Travel Consulting — Client Intake Form
Aurum Travel Consulting

Client Intake Form

Exceptional Travel · Elevated Service
Every journey Aurum designs is deeply personal. Complete this form as fully as you can — the more you share, the better I can curate an experience that is distinctly yours. There are no wrong answers and no such thing as too much detail.
01 Contact Information
Full Name *
Email Address *
Phone Number
Preferred Pronoun
How Did You Hear About Aurum?
Preferred Contact Method
02 Service Interest
I am interested in
Have you worked with a travel advisor before?
If yes — what was missing?
03 Your Trip
Destination(s) in Mind
Travel Dates / Ideal Timeframe
Dates Flexible?
Who Is Traveling? (Names / Relationship)
Total Travelers
Special Occasion?
Other:
04 Trip Type & Travel Style
Type of Trip (select all that apply)
Travel Style (select all that apply)
Describe Your Ideal Trip — What Does It Look and Feel Like?
Must-Haves / Non-Negotiables
Absolute No-Gos (destinations, activities, accommodation types, etc.)
Itinerary Preference
05 Budget & Accommodation
Budget Level
Estimated Per-Person Budget
$
Trip Length
Preferred Lodging
Nightly Budget Per Room
$
Must-Have Amenities
06 Flights
Help Booking Flights?
Departing From (Airport / City)
Class Preference
07 Activities & Dining
Top Must-Do Experiences / Activities
Dining Preferences & Cuisine Interests
Dietary Restrictions / Allergies
Celebrations — Tell Me About It (if applicable)
08 Your Travel Profile

Help me understand how you travel overall — not just for this trip.

Trips Per Year
Who Typically Travels With You?
Annual Travel Investment (All Trips Combined)
Destinations You Love or Have on Your Bucket List
09 Final Thoughts
I'll Know This Trip Was a Success When...
What Would Make This Experience Feel Truly Exceptional?
Anything Else I Should Know? (Past travel experiences, concerns, wishes, anything at all)
Client Signature
Print Name
Date

By signing, you confirm the information provided is accurate and consent to Aurum Travel Consulting storing this form for planning purposes.

You will receive a response within 24–48 hours. · aurumtravel.co

Thank you — your intake form has been received. Expect to hear from Aurum Travel within 24–48 hours.
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Aurum Travel Consulting  ·  aurumtravel.co  ·  hello@aurumtravel.co  ·  (888) 904-8154
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Exceptional Travel. Elevated Service.