Confidential · For Ivone Only

Project Discovery Intake

Acosta Curated Travel

A note from Brandon

Thanks for talking through this with me, and for the additional note you sent over afterward. That context is already reflected in a few of the observations below. If any question feels like something we already covered, feel free to note that briefly and move on, no need to repeat yourself. What stood out most is that the client facing side of your business is working well. It is the research, and turning that research into a proposal, that is costing you time. This form is just to make sure I have the full picture before I put anything together. Ten to fifteen minutes, and the more specific you can be, the better.

1Answer the questions below as specifically as you can.

2Click Submit at the bottom when you are done.

3Brandon reviews your responses and follows up within 2 to 3 business days.

▶Identity Confirmation

To confirm your identity and ensure your responses reach the right place, please enter your email address.

This is the email address Brandon has on file for you. Your responses will be tied to this address.

✦

Before We Get Into the Questions

Here is what I captured from our conversation. Please read through these and let me know in the notes field below each one if anything needs to be corrected or clarified. If everything looks right, you can leave the notes blank.

--You mentioned supplier research, matching the right product to each client, is the piece that takes the most time in your business.

--You have roughly 150 notes from your recent travel conference that are not yet organized by supplier or schedule.

--You mentioned your last newsletter went out in February, and social media has fallen behind.

--You are currently working on 7 active proposals, with October travelers needing final prep on a 30 day runway.

--You said staying boutique and solo, without adding staff, is a real priority for you, not a temporary phase.

--In your email, you mentioned that once you decide what to propose, building the itinerary with price points and a detailed proposal, including a Loom video, is its own step that takes time. You also mentioned wanting a way to capture and reuse information you have already prepared on specific suppliers, such as Virgin Voyages, Celebrity, and RCCL, instead of rebuilding it each time.

1Your Business

Describe your business in two or three sentences. What do you do, who do you serve, and how long have you been doing it?

2The Problem

In your own words, what is the main problem or challenge you are bringing to this conversation? What is not working?

Be as honest and specific as you can. There are no wrong answers here.

What is this problem actually costing you -- in time, revenue, missed opportunity, or daily energy?

Specific numbers are helpful if you have them, but a rough sense works too.

3What You've Tried

What have you already tried to solve this? If you have hired outside help before, how did that go?

4Where You're Headed

If this engagement went perfectly, what does your business look like 90 days from now? What is different?

5Your Current Setup

Walk me through the tools and systems you currently use to run your business -- scheduling, communication, email, CRM, anything relevant.

Don't worry if it feels basic. Just describe what you actually use.

Who else is involved in decisions about your business -- partners, team members, a spouse? Who else would need to be part of a conversation like this?

6Timeline

Is there a specific deadline, event, or milestone driving your timeline right now?

7Anything Else

Is there anything else we should know -- context, constraints, concerns, or something you did not get to say in our conversation?

A Few More Questions

Based on our conversation, these are specific to your situation.

If you had to put a number on it, about how many hours a week does supplier and destination research take you in a normal month, outside of conference season?

A rough estimate is fine.

Of everything you have researched, whether at a conference or for a past client, how much of it do you ever go back and reuse versus researching again from scratch?

Has the time research takes ever caused you to lose a booking, miss a deadline, or turn down a client? If so, walk me through what happened.

Where does the social media and newsletter piece rank for you right now against the research and organization problem? Something you want addressed in the same breath, or a separate thing for later?

Roughly how many trips or clients do you work across in a given year?

Your responses go directly to Brandon. This form is confidential and not shared with anyone else.