Travel Agent Client Intake Form Template Editable Word & Google Docs Questionnaire

The single most important document in your travel planning process is a client intake form that collects everything you need up front: contact info, destination interests, dates, budget, travel style, and any accessibility or dietary needs.

✔️ 2-page fillable-style form, US Letter and A4 included

✔️ Clean, modern branded design matches the full Travel Agent Template Bundle if you want to build out your full client-facing kit later

✔️ Fully editable in Microsoft Word, Google Docs, and Apple Pages

✔️ Simple checkbox-style questions plus open fields for detail

Instant digital download.

Looking for the complete client-facing kit? Check out the full Travel Agent Template Bundle in our shop; it includes this form plus a matching itinerary, quote, invoice, and welcome packet.