Client Intake

I · Personal Information

Tell Us About You

Full Name

Business Name (if applicable)

Mobile Number

Email Address

Home City & State

Instagram Handle (Optional)

Preferred Contact Method

Phone Call Text Message Email

Best Time to Reach You

Morning (8am–12pm) Afternoon (12pm–5pm) Evening (5pm–9pm)

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II · Your Visit

Tell Us About Your Trip

Arrival Date

Departure Date

Number of Adults

Number of Children & Ages

Preferred Accommodation Name & Address (if known)

Accommodation Type

Hotel or Resort Private Villa Vacation Rental Not Yet Booked

What Brings You Here?

Tell us about your occasion

★ Approximate Trip Investment Budget

This helps us tailor the perfect experience — no commitment required.

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III · Services of Interest

What Can We Arrange?

Accommodations

Hotel & Resort Booking (we find & book the perfect property) Private Villa or Vacation Rental (fully managed) Room Upgrades, Amenities & Welcome Gifts

Accommodations Notes

Transportation

Airport Transfer — One Way Airport Transfer — Round Trip Private Chauffeur — Half Day (4 hrs) Private Chauffeur — Full Day (8 hrs) Helicopter Charter / Tour Golf Cart or Beach Buggy Rental

Transportation Notes

Dining

Restaurant Reservations (priority seating & VIP setup if required) Private In-Villa Chef — Dinner (up to 8 guests) Private In-Villa Chef — Breakfast & Brunch Full-Day Chef Experience (breakfast, lunch & dinner) Catered Poolside or Beach Spread Custom Charcuterie, Cakes & Welcome Baskets

Dining Notes

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IV · Services Continued

Water, Wellness & Events

Boat & Water

Pontoon Boat Rental — Half Day (4 hrs) Pontoon Boat Rental — Full Day (8 hrs) Private Yacht Charter — Full Day with Captain Sunset Cruise with Champagne (up to 8 guests) Jet Ski Rentals Parasailing Paddleboard or Kayak Rentals Fishing Charter — Deep Sea or Bay

Boat & Water Notes

Wellness & Beauty

In-Room Massage — Solo (60 or 90 min) In-Room Couples Massage (90 min) Full Spa Day — Massage, Facial & Body Wrap Mobile Hair & Makeup (in-villa) IV Therapy & Recovery Private Yoga or Pilates Session Full Wellness Retreat Day — Yoga, Massage, Chef & IV

Wellness Notes

Events & Entertainment

Birthday or Anniversary Décor Setup (balloons, florals, cake) Surprise Room or Villa Setup Beach Bonfire & S'mores Experience (up to 20 guests) Private DJ & Sound Setup Full Private Event — DJ, Lighting, Catering & Production Fireworks Experience Kids Party Setup & Entertainment Other (describe in notes)

Events Notes

Photography & Media

Beach Family Portrait Session (1 hr, digital gallery) Couples Session — Sunset or Golden Hour Proposal Photography (covert setup + 2 hrs coverage) Proposal Photography + Video Package Drone Aerial Photography or Video Full Content Creation Day — Reels, Drone & Photos (6 hrs) Newborn or Maternity Beach Session

Photography Notes

Any Additional Requests, Ideas, or Special Needs?

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V · Lifestyle & Preferences

Your Ideal Experience

Dietary Preferences

Allergy or Dietary Details

Your Ideal Vibe

Relaxed & Laid-Back Romantic & Intimate Active & Adventurous Social & Lively Family-Centered Mix of Everything

Favorite Cuisines

Anything You Dislike?

Surprises, Gestures, or VIP Touches You Love

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VI · Your Schedule & Pacing

How Do You Like Your Days?

How Structured Would You Like Your Itinerary?

Fully Planned — every day mapped out, hour by hour Lightly Structured — key activities scheduled, rest is flexible Spontaneous — we want options, not a schedule Mixed — some days planned, some completely open

Preferred Pace

Slow & Restful Balanced — Mix of Activity & Downtime Packed & Action-Filled Different Each Day

Any Anchor Events With Fixed Dates or Times?

Schedule Notes

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VII · Your Consultation

How Shall We Connect?

How Would You Like to Connect?

Phone Call Video Call (Zoom or FaceTime) In-Person Email Exchange

Preferred Days

Preferred Times

Any Questions Before We Begin?

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VIII · Membership & Investment

Your Service Level

Service Tier

Essential · Seasonal Access — $1,500 Premium · Annual Access — $3,500 Ultra VIP · White-Glove Annual — $7,500 Not Sure — Please Guide Me

Preferred Billing

All-Inclusive Trip Package À La Carte Per Service Combination Membership / Retainer

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IX · Past Concierge Experience

Help Us Understand You Better

Have You Used a Concierge Before?

Yes No — First Time Yes, But Never Like This

What Did You Love About Past Experiences?

What Could Have Been Elevated?

What Would Make This Trip Absolutely Unforgettable?

By submitting this form, you confirm the accuracy of your information and agree to our service terms, cancellation policy, and confidentiality agreement. A full copy will be provided upon confirmation.

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Thank You