Let's start with the basics
Tell us a little about yourself and your business so we can tailor our recommendations to your situation.
👤 Contact Information
🏢 Your Business
📊 Credit Profile
This helps us recommend cards you're likely to be approved for. We never pull your credit or share this information.
Cards you already have
List your current business (and personal) credit cards. Don't worry if you don't know all the details — fill in what you know.
💳 Current Credit Cards
📋 Card Satisfaction
Where does the money go?
Enter your average monthly spend by category across all business cards combined. Estimates are totally fine — this is the most important part of your audit.
💰 Monthly Business Spend by Category
| Category | Monthly $ (avg) |
|---|---|
Travel (flights, hotels) | |
Dining & Restaurants | |
Advertising (Meta, Google, etc.) | |
Software & Subscriptions (SaaS) | |
Office Supplies & Equipment | |
Shipping & Freight | |
Contractors / Freelancers | |
Gas & Vehicle / Fleet | |
Medical / Healthcare | |
Materials / Inventory / COGS | |
Telecom / Internet / Utilities | |
Other / Miscellaneous |
💳 How Are You Currently Paying?
Where do you want to go?
This is the fun part. Tell us about your travel dreams and habits so we can match your points strategy to what actually matters to you.
🌍 Travel Goals — Select All That Apply
✈️ Travel Habits
👪 Who Travels With You?
Almost there — a few final details
Help us understand your goals for this engagement and how best to work with you.
🎯 What Are You Looking For?
📞 Scheduling Your Audit Call
📝 Anything Else?
You're headed to Paradise!
Your intake form has been submitted. We've received everything we need to review your spend and card setup before your audit call.
What happens next:
- You'll receive a confirmation email within a few minutes
- We'll review your spend profile and identify your biggest opportunities
- You'll get a Calendly link to book your 30-minute audit call
- On the call, you'll receive 2–3 personalized card recommendations with the math showing exactly how much more you could be earning
- If you're ready to book a trip, we'll discuss your dream destination and build a points redemption plan
Questions in the meantime? Email hello@milestoparadise.com