Points Strategy Intake | The Upgraded Family Let's Build YourPoints Strategy Answer these questions before our call and we'll hit the ground running — no wasted time, just a real plan tailored to you. ✈ 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? 🗺 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? Choose one Very flexible — open to multiple airports & dates Somewhat flexible — a week or two of wiggle room Not very flexible — specific dates required 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) 💳 Current Cards & Points This is the most important section — the more detail, the better. List every credit card you currently have open Include card name and who is the primary cardholder (you or spouse/partner). Don't worry about getting every detail perfect — just what you remember. 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. Do you have any existing points balances? Program name and rough balance — even a guess is helpful. 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? 💰 Spend & Business Your spend level and business situation unlock very different strategies. Roughly how much do you put on credit cards per month? Select a range Under $3,000/month $3,000–$5,000/month $5,000–$10,000/month $10,000–$20,000/month $20,000–$50,000/month $50,000+/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 ⚙ 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? Currently fly… Economy Premium Economy Business Class First Class Mix — depends on trip Dream would be… Premium Economy Business Class First Class / Private Suites Any airlines you love, hate, or are loyal to? Any hotel brands you love or have status with? Anything else you want me to know before our call? Your answers go straight to Lillie. She'll review before the call so you hit the ground running.No spam, ever. Send My Answers → Something went wrong sending your form. Please try again, or email Lillie directly. ✨ You're all set. Lillie will review your answers before your call.Get ready — you're about to earn a lot of points.
