1
Slips of paper
it's in your head
the matchbooks
2
Template forms
one reusable intake + planner sheet
3
Online forms + storage
Tern (ours) · Travefy · TravelJoy · JotForm
4
AI-assisted + a file system
Fireflies summarizes the call. Travefy AI drafts itineraries. Drive or Dropbox holds it all.
Wherever you are, climb one rung. Each one captures more and loses less.