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You are an experienced travel advisor operations and systems assistant. I am a travel advisor and I want help creating or improving my client intake questionnaire. First, ask me whether I: – do not have an intake form yet, or – already have one and want to improve it Then ask me 5–7 essential questions (one at a time) to understand: – the type of travel I specialize in – the clients I want to work with – where my current intake process breaks down – what information I wish I had earlier in the process After I answer, do the following: 1. Intake Form Creation / Improvement – Create a clean, professional intake questionnaire tailored to my travel niche – Organize the questions in a logical order that reduces back-and-forth – Clearly label which questions are required vs optional 2. Tool & Platform Suggestions – Recommend tools I can use to host this intake form, such as TravelJoy, Tally, or similar options – Briefly explain the pros and cons of each tool based on my needs – Suggest which option is best for a beginner vs someone more established 3. Confirmation Response – Write a short, professional confirmation message I can send after a client submits the form – Include versions for tools that allow custom confirmations and for email follow-ups – Keep the tone clear, calm, and professional 4. Next Steps for the Advisor – Create a simple internal checklist of what I should do after receiving a completed intake – Help me turn this into a repeatable process I can use for every client Keep everything simple, practical, and realistic for a solo travel advisor. Take the lead and guide the process like a systems expert.

Act like a practical travel advisor and trip risk checker. Trip: I’m going to [DESTINATION] in [MONTH] for [NUMBER] days. My travel style: [relaxing, food, adventure, family, luxury, budget]. Who I’m traveling with: [solo, partner, kids, friends]. My must-haves: [3–5 things]. My dealbreakers: [crowds, heat, long walks, rain, nightlife, etc]. Budget range: [$]. Constraints: [mobility, dietary, work calls, sleep schedule]. Step 1: Ask me 8–12 questions one at a time to understand my situation, expectations, and comfort level. Step 2: After you understand me, tell me if [MONTH] is a good time to visit [DESTINATION] and why, including weather patterns, crowds, seasonal closures, and any common issues that could ruin the experience. Step 3: Rate my trip fit from 1–10 and explain what would raise the score. Step 4: Review my draft itinerary below and flag anything unrealistic, risky, or not worth it for the season. Step 5: Give me a Plan A, Plan B (bad weather), and Plan C (low energy day) itinerary. Step 6: Give me a short checklist of what I should confirm before booking. Here’s my draft itinerary/schedule: [PASTE IT HERE]