Discovery Call Questionnaire Account Manager InfoAccount Manager Name(Required)Discovery Call Date(Required) MM slash DD slash YYYY Client Contact InfoGroup Leader's Name(Required) First Last Group Leader's Phone Number(Required)Group Leader's Email(Required) Group NameHow did client found us?Group InfoIs there a special event or reason the group is attending or celebrating?(Required) Yes No NA What is the special event the group is attending or celebrating?What type of group is the group?(Required) Vacation Heritage Reunion Sports Schools or University Music Religious Spiritual Organization Government or Legal NA Other How many people are in the group?(Required) Less than 6 6-10 10-20 20-30 Other What's the average age range? (Take your best guess)(Required) 18-24 25-34 35-44 45-54 55-64 65+ NA Will there be any children joining the trip? Yes No Not sure Does the group need any travel accommodations or accessibilities?(Required) Yes No What are the travel accommodations or accessibilities the group needs?How old are the kids (best guest)Group Info NotesTrip InfoWhere do they want to travel to? (Country/City)(Required)Any must see spots, landmarks or activities they would like to visit or try?(Required)Where is the groups start location?(Required)Do they want help with booking Air?(Required) Yes No NA Is everyone starting from the same location?(Required) Yes No NA What other location will people be leaving from?Logistics InfoWhat's the duration of the trip? (How many days/nights?)(Required)Do they have a budget for the trip?(Required) Yes No What's the group's budget?What budget range do you think they are leaning towards? Shoe String Economical Flexible Luxury Does the client have a particular date in mind?(Required)Are they flexible with the dates?(Required) Yes No Do they have a timeline with the trip?(Required) Yes No NA What is their timeline for the trip?Do they have any questions or concerns about the trip or while traveling?Logistics Info Notes
