ShaneWebGuy Travel & Tour Guide Intake Form
1. Basic Information
Full Name
[ __________________________________ ]
Email Address
[ __________________________________ ]
Phone (optional)
[ __________________________________ ]
City & Country of Residence
[ __________________________________ ]
Citizenship / Passport Country
[ __________________________________ ]
Languages spoken
☐ English ☐ Spanish ☐ French ☐ German ☐ Italian ☐ Portuguese ☐ Mandarin ☐ Japanese ☐ Korean ☐ Arabic
☐ Other: [ __________________________ ]
Visa(s) status
◯ Currently hold visa(s)
◯ Will need visa(s)
◯ Not sure
Visa details (country + expiration date)
[ __________________________________ ]
2. Trip Overview
Primary destination(s) (if known)
[ __________________________________ ]
Desired travel dates
◯ Fixed ◯ Somewhat flexible ◯ Very flexible
Preferred travel date range
Start date [ __________________ ]
End date [ __________________ ]
Preferred trip length
◯ 3–5 days ◯ 6–10 days ◯ 10–14 days ◯ 2+ weeks ◯ Not sure
Number of travelers
[ __________________________________ ]
Who are you traveling with
☐ Solo ☐ Partner ☐ Family ☐ Friends ☐ Kids ☐ Seniors
3. Purposes of the Trip
(select all that apply)
☐ Leisure / vacation
☐ General travel & exploration
☐ Long stay or slow travel
☐ Digital nomad / remote work
☐ Scouting for future retirement
☐ Partial retirement planning
☐ Permanent relocation / retirement
☐ Visiting friends or family
☐ Dating / social exploration
☐ Other: [ __________________________ ]
If exploring long-term living
☐ Cost of living ☐ Healthcare ☐ Safety & lifestyle ☐ Housing ☐ Visa feasibility ☐ Expat community
4. Destination Environment, Region & Infrastructure
Preferred region(s)
☐ Europe ☐ Asia ☐ North America ☐ South America ☐ Africa ☐ Middle East ☐ Islands ☐ No preference
Countries of interest
[ __________________________________ ]
Countries or regions to avoid
[ __________________________________ ]
Preferred destination type
☐ Major cities ☐ Medium cities ☐ Small towns ☐ Rural ☐ Coastal ☐ Mountain / remote
Overall environment preference
◯ City-focused ◯ Mixed ◯ Quieter areas
Crowd preference
◯ Lively ◯ Moderate ◯ Fewer crowds
Importance of modern infrastructure
◯ Very important ◯ Somewhat ◯ Not important
Comfort with less-developed areas
◯ Very comfortable ◯ Somewhat ◯ Prefer developed
Dealbreakers
[ __________________________________ ]
5. Budget
Total trip budget (per person)
◯ Under $1,000 ◯ $1,000–$2,000 ◯ $2,000–$3,500 ◯ $3,500–$5,000 ◯ $5,000+ ◯ Not sure
Average daily budget (all-in)
◯ Under $75 ◯ $75–$125 ◯ $125–$200 ◯ $200–$300 ◯ $300+ ◯ Not sure
Budget mindset
◯ Lowest cost ◯ Best value ◯ Comfort over cost
6. What Matters Most (rank 1–5)
Saving money [ ___ ]
Shorter travel time [ ___ ]
Fewer connections [ ___ ]
Comfort & ease [ ___ ]
Overall experience [ ___ ]
7. Time vs Cost Tradeoff
Preference
◯ Cheapest even if long
◯ Pay more to save time
◯ Show both
◯ Your recommendation
Max travel hours per journey
[ __________________________________ ]
8. Travel Stress & Connections
Long travel days
◯ Avoid ◯ Sometimes ◯ Fine
Multiple connections
◯ Avoid ◯ Acceptable ◯ No issue
Red-eye flights
◯ Avoid ◯ Sometimes ◯ Fine
9. Weather & Climate
Preferred temperature
◯ Cool ◯ Mild ◯ Warm ◯ Flexible
Dislikes
☐ Cold ☐ Hot ☐ Both ☐ Neither
Rain / humidity tolerance
◯ Avoid ◯ Occasional ◯ Doesn’t matter
Flexible dates for better weather
◯ Yes ◯ Somewhat ◯ No
10. Activities & Physical Exertion
Interests
☐ Museums ☐ History ☐ Food ☐ Nature ☐ Beaches ☐ Walkable cities
☐ Festivals ☐ Guided ☐ Self-guided ☐ Relaxation
Activities to avoid
[ __________________________________ ]
Physical activity level
◯ Very active ◯ Moderate ◯ Low ◯ Mobility limited
Mobility needs
[ __________________________________ ]
11. Food Preferences
Dietary needs
☐ None ☐ Vegetarian ☐ Vegan ☐ Halal ☐ Kosher
☐ Allergies: [ __________________________ ]
Local food comfort
◯ Love trying anything ◯ Selective ◯ Prefer familiar
12. Language & Culture
English availability comfort
◯ Very ◯ Manageable ◯ Prefer English-friendly
Cultural difference comfort
◯ Very ◯ Somewhat ◯ Prefer familiar
13. Safety & Health
Safety importance
◯ Extremely ◯ Important ◯ Flexible
Comfort traveling to
Less touristy ◯ Yes ◯ Maybe ◯ No
Developing ◯ Yes ◯ Maybe ◯ No
Limited infrastructure ◯ Yes ◯ Maybe ◯ No
Health considerations
☐ Heat ☐ Cold ☐ Altitude ☐ Motion sickness ☐ Medical access ☐ None
14. Travel Experience
Experience level
◯ First-time ◯ Some ◯ Very experienced
Preference
◯ New countries ◯ Familiar ◯ Mix
Visa paperwork tolerance
◯ Prefer visa-free ◯ Simple OK ◯ Complex OK
15. Social & Relationship Preferences (Optional)
Social importance
◯ Very ◯ Somewhat ◯ Not important
Interest type
◯ Social ◯ Dating ◯ Both ◯ Neither
Additional context
[ __________________________________ ]
16. Accommodation Type & Layout
Accommodation type
◯ Hotel ◯ Apartment ◯ House ◯ Airbnb ◯ Combo ◯ No preference
Bedrooms [ ___ ]
Beds [ ___ ]
Bathrooms [ ___ ]
Sleeping preference
☐ Separate ☐ Shared ☐ Mix
Privacy importance
◯ High ◯ Medium ◯ Low
17. Accommodation Amenities
Important amenities
☐ Wi-Fi ☐ AC ☐ Heating ☐ Private bath ☐ Elevator ☐ Quiet
☐ Pool ☐ Gym ☐ Spa ☐ Kitchen ☐ Washer ☐ Workspace
☐ Balcony ☐ View ☐ Walkable ☐ Parking
Amenities to avoid
[ __________________________________ ]
18. Trip Pace
◯ Packed ◯ Balanced ◯ Relaxed
19. Past Travel Experience
Loved
[ __________________________________ ]
Want to avoid
[ __________________________________ ]
20. Planning Style
◯ One best option
◯ 2–3 options
◯ Cost vs time
◯ Step-by-step
21. Additional Information
Anything else
[ __________________________________ ]
Dealbreakers
[ __________________________________ ]
22. Airline, Miles & Loyalty
Collect miles
◯ Yes ◯ No ◯ Not sure
Programs
☐ American ☐ United ☐ Delta ☐ Alaska ☐ JetBlue ☐ Southwest
☐ Star Alliance ☐ Oneworld ☐ SkyTeam
☐ Other: [ __________________________ ]
Preferred airlines
[ __________________________________ ]
Use miles
◯ Yes ◯ Maybe ◯ No
Cabin
◯ Economy ◯ Premium ◯ Business ◯ First ◯ Flexible
Seat preference
☐ Aisle ☐ Window ☐ Extra legroom
Departure airport
[ __________________________________ ]
Arrival airport
[ __________________________________ ]
23. Technology Comfort
Tech comfort level
◯ Very ◯ Moderate ◯ Limited ◯ Minimal
Comfortable using
☐ Airline apps ☐ QR tickets ☐ Maps ☐ Ride-hailing ☐ Translation ☐ eSIM
Trip info preference
◯ Digital ◯ Written ◯ Step-by-step ◯ Mixed
24. Mobile Phone & Connectivity
Phone type
◯ iPhone ◯ Android ◯ Other
SIM support
◯ Physical ◯ eSIM ◯ Both ◯ Not sure
Unlocked phone
◯ Yes ◯ No ◯ Not sure
Data setup
◯ Local SIM ◯ eSIM ◯ Roaming ◯ Wi-Fi only
25. Vaccination & Entry Health
Comfort with vaccine requirements
◯ Yes ◯ Maybe ◯ Prefer to avoid
Vaccinations (if known)
☐ Yellow fever ☐ Hep A ☐ Hep B ☐ Typhoid ☐ Tetanus ☐ MMR
☐ Other: [ __________________________ ]
Willing to obtain vaccines
◯ Yes ◯ Maybe ◯ No
Documentation available
◯ Yes ◯ No ◯ Not sure
Concerns
__________________________________