Plan Your Trip | Wingman Concierge

1. Contact Information

Full Name *

Email *

Phone

Preferred Contact

Best Time to Reach You

2. Who’s Traveling

Number of Travelers *

Ages / Age Ranges

Relationship

Special needs, mobility, dietary, or medical considerations

Celebrating anything?

3. Trip Basics

Preferred Start Date *

Preferred End Date *

Number of Nights

Flexible by ± ___ days?

Departure City / Airport

Destination ideas or regions * (or “open to suggestions”)

Hard constraints (school, work, events)?

4. The Experience You Want

Overall vibe (check all that apply)

Relaxed / slow Active / adventurous Cultural immersion Luxury & comfort Romantic Family-friendly Food-focused Mix of several

Daily pace

Slow — few plans, downtime Moderate — balanced Full days — maximize experiences

What would make this trip a success for you?

Must-do experiences or moments

Anything you want to avoid?

5. Interests & Style

Food preferences or must-try experiences

Past trips you loved (and why)

6. Flights, Hotels/Lodging & Ground Transport

Airline preference

Prefer United Any major airline Open / best option Not required Other

Cabin

Economy Premium economy Business if value is good Business / first preferred Not required Other

Hotels / lodging style

Marriott preferred Other major brands Boutique / independent Luxury resort All-inclusive Villa / private home Pet friendly Not required Other

Ground transportation

Yes, need a rental car Drive ourselves / personal car Prefer private transfers / car service Mix of both Not required Other

Preferred vehicle type (if driving or renting)

Economy / compact Full-size / midsize SUV / crossover Luxury / premium Minivan / larger group Not required Other

Travel insurance

Yes, please include / quote insurance I already have coverage Not required Discuss options later Other

Must-haves in hotels / lodging

Loyalty programs or status to use

7. Budget & Priorities

Approximate budget per person (or total)

Where should we invest most? (check all that apply)

Flights Hotels / lodging Experiences / tours Dining Convenience / logistics Not required Other

8. How We Work Together

How involved do you want to be?

Full concierge — surprise me Collaborative — options & feedback I have a clear vision — refine it Not required Other

Ideal next step

9. Anything Else

Existing bookings or points to work around?

How did you hear about Wingman Concierge?

Anything else that would help me design the right experience?