Level-Up Mentorship Intake Form

To make the most of our time together, please complete this form at least 48 hours before your first scheduled appointment. This will help me tailor the session to your specific needs.

📌 Important: If this form is not submitted on time, your session may be rescheduled.

First name

Last name

Email

Phone

Travel Agency Name

How long have you been in the travel industry?

0-6 months

6 months - 1 year

1-3 years

4+ years

Do you have a website? If so, please provide the link.

What are your biggest struggles when it comes to running your travel business? (Select all that apply)

Attracting & booking clients

Marketing & social media strategy

Pricing & profitability

Streamlining processes & automation

Finding the right suppliers & partnerships

Client communication & retention

Are you currently using a CRM or any automation tools?

Yes, I have a system in place

No, I need help setting one up

I have one, but I’m not using it effectively

What are your top 3 short-term goals for your business in the next 3-6 months?

What is your long-term vision for your travel business? (Where do you see your business in 1-3 years?)

Do you have a defined niche or target audience?

Yes, I have a clear niche

Somewhat, but I need help refining it

No, I need guidance finding my niche

How are you currently marketing your travel business? (Check all that apply)

What social media platforms do you use consistently for your business?

What is your current booking process from client inquiry to final payment? (Briefly describe the steps you take.)

Do you have standard templates or automation set up for emails, invoices, or proposals?

How much time per week can you realistically commit to implementing the strategies we discuss?

Less than 5 hours

5-10 hours

10-20 hours

20+ hours

What do you expect to gain from this mentorship program?

Are you open to constructive feedback and making necessary changes to grow your business?

Yes, I’m ready to take action

I’m open, but I might need some guidance

I struggle with change but want to improve

What type of support or accountability do you feel helps you the most (check-ins, structured tasks, group discussions, etc.)?

I understand that this mentorship program is a collaborative effort and that my results depend on my commitment and implementation of the strategies provided.