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Client / Program Intake Form
Please complete the following form as thoroughly as possible and someone on our Insider Expeditions team will reach out to you with next steps!
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Today's Date
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Client Name
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Your answer
How did you hear about us?
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Your answer
Desired Program Date(s)
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Your answer
Desired Program Location(s)
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Your answer
Goal of Program
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Your answer
What are the program "Must Haves"?
Your answer
Desired Min Guest Count
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Your answer
Desired Max Guest Count
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Your answer
General vibe of the program
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Your answer
Who is the target audience?
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Your answer
What is the desired price range for travelers? What needs to be included in the package price?
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Your answer
What is client's total budget?
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Your answer
What services would you like Insider Expeditions to provide?
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Trip Ideation / Brainstorming
Itinerary Planning & Execution
Website Creation & Registrations
Guest Services & Communication
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Age Restrictions (children, etc)
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Your answer
Marketing: Are we responsible? If yes, how do we market to this audience?
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Your answer
Client Primary Point(s) of Contact (Phone Number and Email)
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Your answer
Do you need us to include any client staff in trip cost? If so, how many?
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Your answer
Important Dates for Client (Approved Designs, Website Complete & Approved, Campaign Launch, Guest Registration Closed by Date, etc.)
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Your answer
Anything else we should know to make this trip spectacular?
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Your answer
Additional Notes & Comments
Your answer
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