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8 Qualifying Questions Advisors Should Ask Before Booking Active Travel

by Sarah Milner  May 11, 2026
8 Qualifying Questions Advisors Should Ask Before Booking Active Travel

Exploring Machu Picchu on a G Adventure. Photo: G Adventures.

Active travel is rapidly emerging as an influential niche within the guided land tour industry, and as demand grows, so will the number of clients turning to travel advisors for guidance on the segment.

One of the biggest travel trends of 2026 is the rise of meaningful travel. Virtuoso’s latest research on the luxury sector pointed to an increased focus on traveling with intention. Yves Marceau, G Adventures’ vice president of product, told Travel Market Report that Gen Z and Millennials want their travel to matter—whether that’s by choosing sustainable companies or focusing on wellness activities. TMR‘s own Outlook on Expedition Cruise, 2026, found a significant increase in travelers pursuing expedition itineraries compared to 2024 and 2025, with travel advisors citing a desire for more experiential and meaningful travel as a key motivator.

Across the spectrum, travelers want to go beyond the basics and experience something that is immersive, authentic, and experiential. When it comes to guided land tours, active travel is perfectly positioned to deliver that experience: these itineraries blend cultural, social, and culinary experiences with opportunities to be physically engaged, whether that’s a walking tour of a city or kayaking through serene riverscapes.

Yet, for many, the idea of a “walking” vacation can be intimidating, despite the itinerary actually requiring a very basic level of fitness. The converse is also true: a traveler might be thrilled at the idea of cycling through France or trekking the Inca Trail without realizing how physically demanding these experiences are—or how uncomfortable camping accommodations can be.

TMR turned to the experts at some of the leading active tour operator brands for insight into what qualifying questions travel advisors should ask before booking this travel style, and how setting client expectations for active tours can make or break a trip.

1. How Active Are You in Your Everyday Life?

A great starting point to qualify clients for active itineraries is to ask about their general lifestyle: what kind of physical activities they do at work and at home, how often they get out, and for how long their participation lasts. This can provide a general baseline for their level of fitness as well as what kind of experiences the client naturally gravitates towards.

“Usually, who people are at home are who they are on vacation as well,” said Eduardo Cartaya, Global Purpose Specialist (GPS) – Northeast at G Adventures. “If they’re trekking at home and participating in even light soft adventure like cycling or light sports, they’re probably looking forward to doing that as well.”

Asking clients about their typical day can also be helpful for identifying individuals who are intimidated by the idea of “active” travel but are more than capable of enjoying a “soft adventure” itinerary. For example, a nurse who is on her feet all day may not identify as athletic, but would have no issue with the demands of an average walking trip—and, in fact, might enjoy that experience more than being stuck on a coach bus for hours a day.

“People that are comfortable walking for a couple of hours and exploring a city… can still be afraid when they see the itinerary,” explained Cartaya.

Lesli Morrison, team leader – sales & customer experience at Explore Worldwide, told TMR it’s best to ask direct questions like “how often are you active in your everyday life?” and “are you comfortable doing long walks outdoors multiple days in a row?”

“It’s definitely a fine line to walk between scaring them away and making sure they’re prepared,” she said.

2. What Did You Enjoy Most About Your Last Vacation?

Qualifying travelers for active travel isn’t just an issue of fitness—it’s also a matter of how travelers want to experience a destination. Asking clients about their past travel experiences is, generally speaking, a necessary qualifying question for planning a successful trip, but this is even more crucial for an active itinerary.

By asking a client about their past travel experiences, travel advisors can glean basic information about what that person enjoys when traveling, including pacing, group dynamics, and experiences. This is important for determining what group itineraries they would enjoy, or if they would do better to book an FIT trip.

“You’re kind of building this image of what they’re all about,” said Gaby Cecil, commercial director at Adventure by AE and Active England.

Cecil explained that the Adventure by AE itineraries are best suited for travelers drawn to shared and immersive experiences, characterizing the trips as prioritizing “movement, nature, [and] connection.”

Cartaya told TMR that being around like-minded people is a benefit of small group travel: “What binds these groups together is their common shared values.”

3. Do You Own Bike Shorts?

EF Adventures cycling tour de france
Photo: EF Adventures

When it comes to cycling trips, the gap between a casual dabbler and a hobby enthusiast can make or break a trip experience.

Not all cycling trips are created equal, and there are plenty of active itineraries centering on cycling that don’t require a high degree of athleticism. For example, Explore Worldwide’s Cycling in France – Canals and Castles of the Midi has a “leisurely” cycling grade, indicating a relaxed pace, short rides, and a generally flat terrain. On the complete opposite side of the spectrum, EF Adventures’ Tour de France collection puts travelers on the same routes as pro cyclists, challenging them to test their limits with daily rides ranging from 20 to 50 miles a day.

Regardless, travel advisors should qualify their clients for any itinerary that involves riding a bike several days in a row. Morrison told TMR that advisors can ask their clients if they own bike shorts—if they don’t, they likely aren’t prepared for the reality of how uncomfortable it can be to spend hours on a bike, day after day.

4. Have You Traveled to High Altitudes Before?

Several adventure tour operators offer hiking and trekking itineraries that involve higher elevations. Backroads, Explore Worldwide, G Adventures, and Intrepid Travel all offer several trekking trips that involve covering long distances at high altitudes, such as the Annapurna Circuit Trek in Nepal and the Inca Trail Express in Peru.

Cartaya stressed that it’s important that travelers know what to expect when trekking at higher elevations. He suggests advisors ask their clients how they are affected by high altitudes because travelers sometimes underestimate the challenges of thinner air, the weather, and multiple of days at altitude.

“The climate is a little bit more challenging. It has higher altitudes… there could be a number of other factors that come into play, not just the physical exertion,” he explained. “So much of travel is expectation.”

Cecil echoed this sentiment, stressing how important it is that clients understand mountain itineraries—even those in the U.K.—involve being at a higher elevation.

5. Do You Prefer Structure or Flexibility in Your Daily Itinerary?

Explore Worldwide Hikers Amalfi Coast
Hikers on the Amalfi Coast. Photo: Explore Worldwide

Group travel can be a fantastic option for travelers who want to share their experience with like-minded individuals; however, these itineraries—active or not—are highly structured and regimented. Asking clients, “Do you prefer structure or flexibility?” can help determine if they would enjoy the pace of a group journey or if they would do better in a private or self-guided trip.

“The first question I always ask is, ‘Do you like daily structured activities or do you like some essence of flexibility?'” said Cecil. “That’s a good starting point—to know whether or not they’re a right fit for a group tour… I always love to make sure that they feel comfortable knowing what a group tour is all about, because it is a structured itinerary.”

6. What Are Your Expectations for Comfort and Service?

Tackling the iconic Inca Trail might look spectacular on social media, but not everyone can—or wants to—sleep comfortably in a campground.

Cartaya said travel advisors should ask clients how important the accommodations are, and what level of service they want when they travel. That includes whether or not they are comfortable handling their own luggage, carrying their own gear, and navigating destinations where the infrastructure is less developed than at home.

“Beyond just the trek itself or the cycling or the whitewater rafting, think about the destination and how hospitable that destination is,” he said.

Even for the Adventure by AE trips—which generally skew gentler than G Adventures and Explore Worldwide—travel advisors need to set expectations for facilities.

For clients who want both an active adventure during the day and some rest and relaxation at night, G Adventures offers the Geluxe collection.

“I still like the adventure, I still like the immersion, I still like the cycling and the soft adventure… but I am getting a little bit older. I need a little bit more comfort when I travel,” said Cartaya.

7. What Are Your Goals for This Trip?

People have different reasons for booking travel. For some, they are driven to visit a bucket-list experience, while for others, the journey itself is as important as the destination.

Asking clients what their goals are for travel can provide insight into what they prioritize. This is a particularly good option for any clients who have limited experience traveling, or for whom this booking represents their first major travel investment.

Morrison suggested travel advisors ask clients, “What are you most looking forward to about this trip?” This will reveal if the primary motivator for booking is the activity itself and/or the challenge, or if the traveler cares more about immersing themselves in the destination’s culture, learning about its history, or sampling the local cuisine.

“Once [you’ve] built on whether or not this person is the right fit for this travel style, ask about preferences: ‘Do you want to walk in mountains, coastlines, [or] through villages?'” suggested Cecil. Someone who wants to walk through pastoral country or quaint villages likely has different travel goals than those who are attracted to trekking on uneven coastal paths or traversing the higher altitudes of mountains.

8. How Remote Are You Comfortable Being?

Morrison suggested advisors take the time to establish expectations with their clients about the destination and the level of accommodations available.

“It’s more of that physical exertion with the mental part of it,” she said. “Some of the regions don’t offer those nicer hotels… You’re limited to the accommodation, so it’s not going to be as nice.”

Even if clients are comfortable with a lower level of service—for example, carrying their own luggage—that doesn’t mean that they will be okay being in areas without cell service or limited infrastructure. In addition to asking about accommodations and service levels, it’s a good idea to set client expectations for the daily activities, which, for some itineraries, could involve going to remote areas.

Cecil recommends asking clients, “Do you want to be remote or with limited infrastructure?” She explained that for some, not having access to bathroom facilities and being outdoors all day could be a deal-breaker.

  
  
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