Client Qualification Form (Fillable PDF for Travel Agents)

✈️ About This Template

Simplify your client intake process with this fillable Client Qualification Form, designed specifically for travel agents.

Collect detailed client preferences before consultations to ensure every quote and itinerary starts off strong.

Whether you specialize in cruises, resorts, or custom trips, this form keeps everything organized — no more scattered notes or missed details.

🧳 What’s Included

✅ 1 Fillable Client Qualification Form (PDF)

✅ Ready-to-use and professionally formatted

✅ Functional checkboxes and text fields

✅ Printable or digital use

💡 How to Use

1. Send the form to clients before your discovery call
2. Use during your intake session to guide the conversation
3. Save completed forms to your CRM or client folder

This form helps you look polished and organized — while saving time on every consultation.

⚙️ Details

• Format: PDF (fillable and printable)
• Editable: Logo and text fields
• License: Personal + business use for your own clients
• (Not for resale or redistribution as a template)