My Travel Buddy — Client Discovery Form

ABOUT YOU

Let's start with the basics — who I'll be curating this trip for

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Full Name *

Preferred Name What should I call you?

WhatsApp Number *

Email Address For sending documents

Age

Passport Country * Important for visa planning

How did you hear about My Travel Buddy?

Instagram Facebook WhatsApp referral A friend recommended Google search LinkedIn

Have you travelled internationally before? *

No — this will be my first trip Yes — a few times (2–5 trips) Yes — fairly regularly (6–10 trips) Yes — I travel frequently (10+ trips)

If yes — where have you travelled to? Any countries you've visited — helps me understand your experience level

How would you describe yourself as a traveller? * Tick all that apply

First-timer — I need lots of guidance Explorer — I like trying new things Comfort seeker — familiar and safe Adventure hunter — the wilder the better Culture lover — history, temples, museums Foodie — food is the whole point Beach person — sun, sea, relax Luxury traveller — quality over everything Budget smart — great experience, best value Photographer — everything is a photo opportunity

YOUR TRAVEL COMPANIONS

Who's coming along — this shapes everything about how I plan

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Who will be travelling with you? *

Just me — solo trip Me + partner / spouse Me + best friend(s) Girls' group Me + family (with children) Me + family (adults only) Mixed group of friends A group (Buddy Pack interest)

Total Travellers

Number of Adults

Number of Children

Children's ages Age makes a huge difference to activities and accommodation choices

Can you briefly describe your travel companions?

e.g. "My partner loves history and hates beaches" or "My friends are adventurous foodies in their 30s" — the more I know, the better I can balance everyone's interests.

YOUR TRIP

The basics — dates, destination, and the nature of the trip

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What type of trip is this? * Tick all that apply

Milestone & Life Stage

Honeymoon Babymoon Pre-bump trip Milestone birthday (30/40/50) Graduation trip Retirement trip First solo trip Anniversary New Year's Eve destination

Girls & Women

All-girls group trip Bachelorette / Hen trip Mother-daughter trip Sisters' trip Cousins' trip Galentine's trip Burnout recovery / solo luxury Girls' birthday trip

Friends & Family

Families with kids Multi-gen family trip Couples trip Group of friends All-singles trip Best friends reunion

Wellness & Purpose

Spiritual pilgrimage Yoga & meditation Ayurveda & spa Digital detox Slow travel

Experience-Based

Food & culinary tour Shopping trip Saree & textile shopping Fashion & luxury shopping History & heritage Wildlife safari Northern Lights Hiking & trekking Island hopping Photography trip Diving & water sports Volunteer travel

Other — please specify:

Do you have a destination in mind? *

Yes — I know exactly where I want to go I have a few ideas but I'm flexible I'm completely open — suggest something perfect for me I want to go back somewhere I've loved before

Destination(s) you have in mind Or describe the type of place — e.g. "European city", "tropical beach", "spiritual destination"

Approximate Travel Dates

Trip Duration

How flexible are your travel dates? *

Fixed — I have specific dates I cannot change Slightly flexible — within a week or two Very flexible — best price/season wins Just tell me when to go — I'll arrange leave

DESTINATION FAMILIARITY

Have you been before? What to skip, what to repeat, who's experiencing it fresh

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This section only applies if you have a destination in mind. If you're completely open to suggestions, feel free to skip ahead — I'll take care of this in our conversation.

Have you (or your travel companions) visited this destination before? *

No — none of us have been. Completely new to all of us. Yes — I have, but others in the group have not Yes — some of us have, others haven't Yes — all of us have been before Not sure yet — destination not finalised

If yes — how many times have you visited, and how recently?

Once — a while ago Once — fairly recently 2–3 times over the years Many times — I know it well I've been frequently — often for work

What did you do or see on your previous visit(s)? Tell me as much or as little as you remember — even rough notes help me avoid duplicating your experience

From your previous visit — what would you like to SKIP this time?

Things you've already done and don't need to repeat, experiences that didn't live up to expectations, or places that simply didn't resonate with you.

Is there anything from a previous visit you'd love to REPEAT?

Sometimes you find a restaurant you want to go back to, a spot that felt magical, or an experience you want someone else in your group to have for the first time. Tell me — I'll make sure it's in the plan.

Is anyone in your group visiting this destination for the first time? * This is important — first-timers need the classics. Returning visitors need something fresh. I need to balance both.

Yes — everyone is visiting for the first time Yes — some in the group are first-timers (others have been) No — everyone has been before Not applicable — destination not yet decided

If some have been and some haven't — who is the first-timer? e.g. "My husband has been many times for work but Rivan and I have never been" — this helps me know whose experience to prioritise for the must-sees

Any places or experiences you've heard about and specifically want to include this time? Things on your wish list for this destination — even if you're not sure they're possible

THE EXPERIENCE

What this trip should feel like — the most important section of the whole form

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In one sentence — what do you want to FEEL on this trip? *

e.g. "Free and adventurous for the first time in years" · "Romantic and slow — just the two of us" · "Excited and treated like royalty" — be honest, don't overthink it.

What are your TOP 3 priorities for this trip? * Choose your top 3

Relaxation & doing nothing Experiencing local food & cuisine History, culture & heritage Adventure & outdoor activities Luxury & being pampered Photography & beautiful scenery Shopping & fashion Spiritual experience Wildlife & nature Nightlife & entertainment Meeting people & socialising Learning something new Wellness & healing Romance & couple time Family bonding Getting lost & exploring freely

What is your ideal trip PACE? *

Daily pace:

Very slow — 1–2 things/day Moderate — 2–3 things, breathing space Active — full days, see everything Intense — maximise every hour

Itinerary style:

Fully planned — tell me exactly where to be Structured but flexible Loose framework — just the highlights Minimal planning — I'll freestyle

What MUST this trip include? Activities, experiences, or places that are non-negotiable for you

What do you absolutely NOT want on this trip?

e.g. "No long bus rides", "no hostels", "no extreme heat", "no crowded tourist traps" — this is extremely helpful!

Physical comfort or mobility considerations?

No limitations — fully mobile and active Prefer not to walk long distances Mobility / accessibility requirements Not comfortable in extreme heat Avoid high altitudes — altitude sickness Afraid of heights Medical condition relevant to travel Pregnant — please plan accordingly

FOOD & DIETARY

So I can include the right restaurants and flag any important needs

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Dietary requirements? * Tick all that apply

No restrictions — I eat everything! Vegetarian Vegan Halal only Gluten-free / Coeliac No pork No beef No seafood / shellfish Nut allergy Lactose intolerant / dairy-free

How adventurous is your food palate? *

Very safe — stick to familiar food Moderate — try local in nice restaurants Adventurous — street food, try anything Extreme — the more unusual the better

Is food and dining a major focus of this trip?

Not particularly — just practical meals I enjoy good food but it's not the focus Yes — great restaurants matter a lot to me YES — food IS the trip. I want the best of everything

ACCOMMODATION

Where you sleep sets the tone for the whole trip

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What type of accommodation do you prefer? * Tick all that apply

Luxury 5-star hotel Boutique / design hotel Heritage / palace hotel Mid-range comfortable (3–4 star) Private villa with pool Serviced apartment / Airbnb Eco-lodge / nature resort Wellness / spa resort Traditional stay (riad, ryokan, houseboat) I don't mind — suggest what suits the trip

What accommodation features matter most to you? Tick your top priorities

Private pool (non-negotiable) Stunning views (sea, mountain, city) Central location near attractions Quiet / peaceful — away from noise Instagram-worthy / beautiful design Great breakfast included Spa facilities on-site Family rooms / connecting rooms Strong WiFi Kitchen / cooking facilities

Would you like at least one "wow" accommodation on this trip?

Yes — at least one truly special night is important Yes — I'd love suggestions but budget-dependent Not necessary — I prefer consistency throughout Surprise me!

PRACTICALITIES

Budget, flights, visa, and the logistics that make the trip happen

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Approximate total budget for the trip? * Per person in LKR — including flights, hotels, experiences, and daily spending. Excluding My Travel Buddy planning fee.

Under LKR 300,000 per person LKR 300,000 – 500,000 per person LKR 500,000 – 800,000 per person LKR 800,000 – 1,200,000 per person LKR 1,200,000 – 2,000,000 per person Over LKR 2,000,000 per person Flexible — show me options across ranges

How would you describe your spending style on holiday? *

Budget-conscious — best experience, lowest cost Value-focused — quality matters, but I'm careful Comfortable — I spend what makes the trip right Generous — I don't penny-pinch on experiences Luxury — I want the best and I'll pay for it

Where are you happy to spend more? Tick all that apply

Accommodation — I want to sleep well Flights — comfort on long-hauls Food & dining — great restaurants Experiences & activities Shopping budget Spa & wellness Balance across all equally

Flight preference *

Economy class is fine Premium economy preferred Business class if budget allows Business class — non-negotiable for long-haul No preference — best value for money

Preferred airline (if any)

Frequent Flyer Programme

Do you require visa assistance? *

Yes — I need help with the full visa application Yes — just a document checklist and guidance I'm not sure if I need a visa — please advise No — I already have the required visa(s) Visa-free destination — no visa needed

Do you have travel insurance?

Yes — already sorted No — I'd like guidance on what to get Not sure what I need — please advise I'll sort it myself — just remind me

CONNECTIVITY & COMFORT

Small but important details that make the trip run smoothly

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How connected do you want to be on this trip? *

Fully connected — I need data everywhere Connected for navigation and WhatsApp is enough Minimal — I want a partial digital detox Complete digital detox — don't prioritise WiFi

Do you need any of the following arranged?

Airport transfer on arrival Airport transfer on departure Local SIM card or eSIM guidance Travel adapter for destination Wheelchair or accessibility support Child safety seat for transfers None of the above

How do you prefer I communicate with you during planning? *

WhatsApp messages (quick and casual) WhatsApp voice notes WhatsApp voice / video call Email (formal and documented) Mix of WhatsApp + email

How quickly do you typically respond to messages?

Very quickly — I'm always on my phone Usually same day Within 1–2 days I'm slow to respond — please be patient! I need to check with my partner/group first

PAST EXPERIENCES & INSPIRATION

What you've loved, what disappointed, and what inspires you

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What is the BEST trip you've ever taken — and what made it special?

Even if it was simple, what made it memorable? The hotel, the food, the people, the pace, a specific moment? This is pure gold for me as a curator.

Has any trip ever disappointed you — and why?

Bad experiences are just as useful to know. Too rushed? Wrong hotel? Crowds ruined it? Wrong season? I want to make sure I never repeat what went wrong for you.

Is there a destination or experience you've always dreamed of? Your bucket list — even if it seems impossible right now

Any travel influencers, blogs, or Instagram accounts that inspire your travel style? This helps me understand your aesthetic and vibe

ANYTHING ELSE

Your space — anything you want me to know that I haven't asked

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Is there anything else you'd like me to know?

Special occasions to celebrate, surprises to arrange, concerns you have, things particularly important to you — anything at all. Don't hold back.

Interested in any add-ons? Tick to signal interest — no commitment yet

Visa Wingwoman — full visa assistance Trip monitoring while travelling Daily check-in & updates while travelling Emergency support package Express delivery (itinerary within 5 days) Restaurant reservation assistance Saree/shopping guide for India/Bali Buddy Pack group trip interest

How soon would you like your proposal? *

Within the week — I'm ready to go Within 2 weeks is fine Within the month — no rush Just exploring for now — no urgency

You're all done! 🌸

Thank you for taking the time to fill this in so carefully. I read every single word and will be in touch within 2 business days. I can't wait to start building your trip.

My Travel Buddy · +94 776 633 101 · pavani@mytravelbuddy.lk