LEAD INFORMATION

Travel Advisor: Cheree Scardina
Status: Did Not Book

Name: Kellie Schutzmann
Email: k.kls.schutzmann@gmail.com
Phone: (214) 507-1714
Preferred Time to Call: 9:00AM – 12:00PM
Type of Travel: Family / Multigenerational

Q: DESTINATION
Region: , Caribbean & Mexico
Travel Dates:
Number of Travelers:
Passport Books:

Q: EXPECTATIONS
Client Expectations:
Type of accommodations:
Notes on Past Travels:

Q: INVESTMENT
Investment: $3,000 – $5,000

Q: COVENANT
Quote Review Date: at

RESERVATION INFORMATION:
Group Name (If applicable):

,
Additional Details:

CLS: Sydney wanted to pass it on …

Ms. Kellie’s daughter is graduating and the pair would like to take a summer trip.
Not sure if they want a cruise or a beach all-inclusive.
Safety is a number one priority.
Would like to use American Airlines in some way because the mom has a lot of points.
The daughter Rileigh is 18 and both travelers have up-to-date passports.
No set date or length for trip

CLS: 3/22 finally got to talk .. she had been out of town…
will send quote Mon-Tues – she would not commit to a return call mtg bc she has company M-F next week and only wants a quote emailed.
Tried reaching back out to her … No reponse. She mentioned previously she is out of town often. She lives in Dallas so I can’t get a one on one, I can’t even get her to return the call.

Source: Referred by Someone – Courtney Wilkinson – Sydney Roussel’s sister

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