The Upgraded Family

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About You

The basics so I can put a name to a strategy.

Your Name

Email Address

City

State / Province

Country

How did you hear about The Upgraded Family?

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Travel Goals

Where do you want to go, and with whom?

What is your #1 dream trip or travel goal right now?

Describe Your Dream Trip

Destination(s)

Approximate Travel Dates

Number of Travelers

How flexible are you on dates / departure city?

Which departure airports are you willing to position to for the best award availability? Please list any airports you would be willing to drive or take a positioning flight to.

Are there any airports you do NOT want to fly through or depart from?

What are you prioritizing on points?

Flights Hotels Both Not sure yet

Any trips already planned or booked in the next 12 months?

Any other destinations on your radar? (Even far-future dream trips)

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Credit Cards & Points Balances

Please list each credit card individually.

Please list each credit card you currently have. Add each card separately so Lillie can get a clear picture of your current setup.

Your approximate credit score / credit rating

Which cards have you opened in the last 24 months? This is critical for Chase eligibility rules (5/24). List any personal cards opened in the last two years, even if already closed.

Have you received a signup bonus on any card you'd want to open again? Most cards require 24–48 months between bonuses. Note any you're thinking about.

Any airline or hotel loyalty status worth knowing about?

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Spend & Business

Your spend level and business situation unlock very different strategies.

Roughly how much do you put on credit cards per month?

What are your top spending categories?

Dining Groceries Gas Travel Online shopping Office/supplies Other

Do you or your spouse/partner have a business, side hustle, or any self-employment income? This includes freelancing, rentals, consulting, a sole prop — even a small one. Business cards unlock far more earning potential and don't hit your personal credit.

Yes, with an EIN Yes, but no EIN (sole prop / side hustle) No business income Not sure

Are you open to applying for cards in your spouse/partner's name to maximize bonuses?

Yes, totally open to it Maybe, depends on the card Prefer to keep it simple / separate

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Preferences & Comfort Level

So I can tailor the complexity of your strategy to what actually fits your life.

How comfortable are you juggling multiple cards and tracking credits?

Keep it dead simple Full optimizer mode

1 2 3 4 5

What cabin do you currently fly, and what's your dream?

Any airlines you love, hate, or are loyal to?

Do you currently have points with any hotel loyalty programs? Add each hotel loyalty program separately.

Any hotel brands you love or have status with?

Anything else you want me to know before our call?

You're all set.