Client discovery form - Pearl & Salt Travel

PERSONAL INFORMATION

Pronouns

Examples: she/her/hers, he/him/his, or they/them/theirs

Full Name

First

Last

Preferred Name and pronunciation

Please enter your preferred name and its pronunciation. If you have a preferred Title, please add it here.

Email

Please double check that your email is accurate.

Phone

Please provide country code if outside of U.S. (e.g. +44)

Birthday

You must be 18 years or older, otherwise the consent of an adult is needed.

Enter other important dates (like wedding anniversary, retirement…)

Please include the Event name and date of event

What is your industry/profession?

What inspired you to consider Pearl & Salt for your upcoming journey?

What services are you interested in?

Salt package
Pearl package
Other services (select to provide details below)

See package details here

If you selected "Other services" from the options above, please fill this field

Please provide more information for services needed.

TRAVELER INFORMATION

How many travelers will be on this trip?

Ages of travelers included in trip at time of travel, will include?

Select all that apply

Do any travelers need special accommodations?

Where are you looking to travel?

Share your thoughts and desires

What are your preferred travel dates?

Are your dates flexible?

Yes
No

Departure city and airport

Please also indicate alternate airports for consideration

Are there any food allergies and dietary restrictions

This applies to all parties traveling

Flight info - Known Traveler # (Global Entry, TSA Pre or NEXUS)

Loyalty program memberships - hotels, car rentals, airlines, cruises, etc.

Please include the Loyalty reward program/company name and ID numbers

If traveling internationally, does everyone in your party have a passport that will be valid for at least 6 months after the planned end date of your trip?

Yes
No (please provide details below)

If you responded No to the above question, please include additional information. We may be able to assist.

If a traveling party's passport is expiring before 6 months after the planned trip end date, please enter details including Passport issue country and date of expiration

TRAVEL EXPERIENCE

Our itinerary design and planning covers everything, from where you stay to private guides. What sets us apart is how we bring everything together to make your journey seamless and unforgettable. Planning ahead gives us the time to make your custom travel itinerary truly exceptional.

Are you traveling for a special occasion?

Please include details

What type of trip are you looking to experience?

Please select all that apply

If you selected "Other services" from the options above, please fill this field

Please include details for what type of experience you want

What’s the ideal vibe of the trip?

Please select all that apply

If you selected "Other services" from the options above, please fill this field

Please include details for what type of vibe you want

What types of activities are you interested in?

Select all that apply

If you selected "Other services" from the options above, please fill this field

Please include details for what activities you are interested in

Room preferences

Please fill only if you have a preference. Room preferences are subject to availability.

Flight information (if available)

If you require air booking assistance for this trip, please enter your preferred flight type.

What best describes your hotel/accommodation style preference?

Boutique
Modern/Contemporary
Classic/Traditional
Private Villa/Residence

Please note that we work exclusively with luxury properties, private villa partners and exclusive use retreats only. We do not book any accommodations through AirBnB, VRBO or similar platforms.

ADDITIONAL DETAILS

The beauty is in the details...

All inclusive, what is your desired total investment for this trip? (in USD)

To curate an unparalleled travel experience, we partner exclusively with the world's finest luxury hotels, private villas, and bespoke service providers. Our personalized itineraries offer exceptional accommodations, private guided explorations, and seamless transportation. Please note that our bespoke itineraries begin at $500 per room, per night, for two guests. Pricing is tailored to each destination and influenced by a range of factors.

We primarily communicate via email, offering the discretion and efficiency our clients prefer. For those who value a more personal touch, we also accommodate video and phone calls. Please inform us of your preferred method of communication.

I prefer phone calls
I prefer text messages
I prefer video conferencing
I prefer to not be involved in the planning process, just send me final details
I’m flexible on communication

Have we considered all your desires for this journey? Please share any additional preferences, requirements, or specific interests that will elevate your experience.

Please share any dietary preferences, accessibility needs, or special interests we should accommodate.

Do you have any travel credit you would like to use during this trip?

Please include details such as hotel name and credit amount. P.S. we might not be able to make bookings on your behalf with applicable credits and points.

Referral code

Every now and then, we run referral specials. If you have a referral code, please enter it here.

Referrer's name and email

For whomever referred you to get their reward, we need their name and email to contact them appropriately, otherwise the reward will be forfeited.

How did you hear about us?

STATEMENTS & ACKNOWLEDGEMENTS

Statement of Transparency

I consent to the statement of transparency

At Pearl & Salt, we are committed to providing our clients with honest, reliable, and unbiased travel advice. Transparency is at the core of our values, and we believe that trust is the foundation of a successful relationship with our clients. To ensure you feel confident in the services we offer, we uphold the following principles: 1. Honest Recommendations: Our travel recommendations are based on extensive research, personal experience, and client feedback. We prioritize your preferences and needs, ensuring that our advice is tailored specifically to you. We do not promote or favor any destination, service, or product due to external incentives. 2. Disclosure of Partnerships: We maintain partnerships with various travel providers, including hotels, and tour operators. While these partnerships may allow us to offer exclusive deals and offers, our primary focus is always on providing you with the best options for your travel plans.

Fee Structure Acknowledgement

I understand that Pearl & Salt consultants charge a fee for services.

Pearl & Salt operates as a private luxury travel firm. Our commitment to quality is reflected in our clear and straightforward fee-based approach, where we prioritize personalized, high-touch service for each traveler. All fees for our services are communicated transparently following an initial discovery call. Your specific fees will be transparently presented by your advisor following an initial discovery call. These fees are distinct from any trip costs and will only apply if you decide to proceed with working with us. Please note that additional fees may be applicable for requests with a departure date within 45 days or 60 days of holiday travel. Your advisor will advise of you this further.

Privacy Policy and other Principles

I consent to the personal information provided being collected via this form

1. Privacy Policy: This form collects your name, email, phone number and other personal information so that we may communicate with you and provide services. Please check our Privacy Policy [https://www.pearlandsalt.com/privacy-policy/] to see our data practices including how we protect your submitted data. 2. Client-Centric Approach: Your satisfaction is our top priority. We are dedicated to understanding your travel goals and providing advice that aligns with your expectations. We encourage open communication and are always available to answer any questions or concerns you may have. 3. Feedback and Accountability: We welcome and value feedback from our clients. It helps us improve our services and maintain the high standards of transparency we are committed to.

By submitting this form, you consent to joining our mailing list. This enables us to send you subsequent emails to follow up on your travel plans.

I consent to receiving communication from Pearl & Salt using the information provided in this form