Planning Form – cruxandcairn.com

Getting Started

Let’s begin with your contact

Your email address *

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Section 1 of 4

The Basics

Why are you traveling? *

Family vacation

Babymoon

Anniversary / milestone

Honeymoon

Group / friends trip

Multi-generational

Birthday celebration

Just because

Other

Please select an option.

Tell me about everyone traveling — names, relationship to you, and ages. *

Include ages for all children — it affects room configurations, activity options, and airline seating.

Please answer this question.

When are you looking to travel? *

Give your ideal dates and any flexibility — e.g. “First two weeks of July, could shift by a few days either way.”

Please answer this question.

How long do you want the trip to be? *

Please answer this question.

What kind of environment are you drawn to? *

Don’t overthink it — pick anything that sounds appealing for this trip.

Please select at least one option.

Do you have a destination in mind, or are you open to suggestions? *

Could be as specific as “Mountain Lodge in Yellowstone” or as broad as “somewhere warm in Europe.” If fully open, tell us what kind of experience you’re after.

Please answer this question.

Section 2 of 4

Preferences & Priorities

How much do you want pre-planned vs. left open? *

Plan everything — full itinerary please

Key reservations only — I’ll figure out the rest

Just the hotel — we like to wander

Please select an option.

Is there anything that would make this trip truly special? *

A milestone, a surprise, something you’ve always wanted to experience — anything you want me to keep in mind.

Please answer this question.

When it comes to accommodation, what matters most? *

Pick your top 3.

Location above everything

Suite / room size

Pool or beach access

Spa on property

Exceptional restaurants

Kid amenities / club

Privacy & seclusion

Iconic / design property

All-inclusive simplicity

Please select up to 3 options.

Section 3 of 4

Budget & Logistics

What’s your hotel budget for the trip? *

Under $1,000

$1,000–$2,500

$2,500–$5,000

$5,000–$10,000

$10,000–$15,000

$15,000–$25,000

$25,000+

Flexible for the right trip

Please select an option.

What’s your approximate flight budget? *

A rough number is fine — and if you’d like help maximizing airline points or miles, just let me know!

Please answer this question.

How do you prefer to fly? *

First class always

Business class for long haul

Premium economy

Economy is fine

Points / miles wherever possible

Shortest route regardless of cabin

Please select an option.

Airline or hotel loyalty programs we should know about? *

E.g., Delta Diamond, Marriott Bonvoy Platinum, Amex Platinum. We’ll work around your status and points where it makes sense.

Please answer this question.

Any restrictions, health considerations, or accessibility needs? (optional)

Dietary requirements, mobility considerations, pregnancy, medical needs, fear of flying — anything that affects planning. All information is kept strictly confidential.

Section 4 of 4 — The fun part

Destination & Style

What does your ideal trip feel like? *

Pick everything that applies.

Total relaxation / do nothing

Active & adventurous

Cultural immersion

Food & wine focused

Spa & wellness

Kid-friendly activities

Romantic / adult-focused

Mix of everything

Please select at least one option.

Any destinations you absolutely don’t want, or have recently done? *

Please answer this question.

Tell me about your last 3 vacations — where did you go, and what did you love or not love? *

This is one of the most useful questions on the form. Patterns in what you’ve loved (and hated) tell me more than any destination preference ever could.

Please answer this question.

What’s your favorite hotel you’ve ever stayed in, and why did it stand out? *

Please answer this question.

Anything I missed? (optional)

Last chance to add context, flag a concern, or tell me something the form didn’t ask.

✦

You’re all set — let’s plan something remarkable.

I’ve received your questionnaire and will be in touch within 24–48 hours to schedule our call and start building your trip.

Thank you! We’ll be in touch soon to set up a planning call.

You’re all set — let’s plan something remarkable.