Charter bus intake that captures passenger count and route up front
Every enquiry captures passenger count, pickup and drop-off locations, and trip date before it reaches your team, along with the trip itinerary your dispatcher needs to quote accurately.
The exact intake your charter bus leads complete
This is the real 7-question guided intake for Charter Bus — the same flow your customers finish before you ever pick up the phone.
What a qualified charter bus lead should tell you
Group ground transportation booked for a defined trip on a chartered motorcoach, sized to the passenger count and covering the pickup, drop-off, and route the shipper specifies.
- Trip Charter Bus
- About How Many Passengers
- Have Specific Pickup And
- Trip Scheduled Take Place
- Authorized Book And Confirm
- Amenities On Bus
- General Route Or Distance
The questions your team needs answered
Every charter bus intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of trip do you need the charter bus for? | Segments the lead so you can route, price, and prioritize it correctly. |
| About how many passengers need to be transported? | Passenger count directly determines fleet size and revenue potential, so each tier is weighted differently rather than treated as a single yes/no filter. |
| Do you have specific pickup and drop-off locations already identified? | Knowing exact pickup and drop-off locations lets a route be quoted immediately, so confirmed locations score higher than an enquiry still finalizing logistics. |
| When is the trip scheduled to take place? | Trip timing separates near-term charters that need a bus assigned this week from speculative planning-ahead enquiries with no fixed date. |
| Are you authorized to book and confirm this transportation on behalf of the group? | Booking authorization affects who your sales team should actually be negotiating with, independent of how strong the trip details are. |
| What amenities do you need on the bus? | Amenity needs like wheelchair accessibility narrow down which vehicles in the fleet can even be assigned to the trip. |
| What is the general route or distance for this trip? | Captures the detail in the client’s own words so you’re briefed before the first call. |
How Cliont scores charter bus leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 20
- 20 to 40
- 40 to 60
- Over 60 (multiple buses)
- Have Specific Pickup And: yes
- Within a week
See the lead your team receives
Charter Bus Lead – Corporate Off-Site
From first click to qualified lead
Follow owners and general contractors through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for charter bus workflows
| Cliont capability | Charter Bus application |
|---|---|
| Weighted multiple-choice scoring | Passenger count tiers (under 20 through over 60) are scored individually so a full-size charter and a small shuttle request are never treated as equal priority. |
| Conditional flagging on qualifying questions | A 'no' on booking authorization doesn't disqualify the lead — it flags the enquiry so your team knows to confirm the real decision-maker before quoting. |
| Free-text field capture | The general route/distance field is stored as-is on the lead record so dispatch can immediately assess feasibility without a callback just to get the route. |
| Multi-select amenity routing | Wheelchair accessibility and onboard restroom selections can be used to filter which vehicles in your fleet are even eligible for the job before you reply. |
Common charter bus lead scenarios
Corporate off-site next week
40 to 60 passengers, a round trip with locations already confirmed, and travel within a week — this combination hits every high-value signal and should route straight to a rep.
Multi-day tour planned far out
A group of under 20 booking a multi-day trip with no fixed date yet still qualifies, but the intake flags it as a longer sales cycle rather than an urgent dispatch.
Large conference needing multiple buses
Over 60 passengers requiring multiple buses is a strong value signal, but if pickup and drop-off locations aren't set yet, the lead needs a follow-up call before it can be quoted.
Wedding planner without booking authority
A small round-trip group where the person filling out the form can't confirm the booking still gets captured, but the intake surfaces the authorization gap so you loop in the actual decision-maker early.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More passenger transportation intake templates
Charter Bus lead-intake FAQs
How does the intake account for differences in group size?
The passenger count question breaks trips into tiers from under 20 to over 60, and each tier carries its own weight so a 40-to-60-passenger charter scores differently than a small under-20 group.
What happens if the person submitting the form can't actually confirm the booking?
The authorization question is scored separately from trip details, so a lead can still be captured and qualified on trip logistics while being flagged for follow-up with whoever can actually sign off.
Can the intake tell a one-off charter apart from a recurring shuttle request?
Yes — the trip type question separates one-way, round trip, multi-day, and recurring/scheduled service, so a request that's really a recurring shuttle can be routed differently than a single event charter.
Does the form ask about wheelchair accessibility or other onboard needs?
Yes, the amenities question covers Wi-Fi, onboard restroom, luggage storage, and wheelchair accessibility, so your dispatcher knows fleet requirements before assigning a bus.
What if the shipper doesn't have exact pickup and drop-off addresses yet?
The intake still accepts the lead, but a 'no' on confirmed locations scores lower than a 'yes,' so incomplete-route enquiries can be prioritized behind trips that are ready to quote immediately.
How is trip timing weighted against other signals?
Trips scheduled within a week score highest, tapering down through the one-to-three-month and undated planning-ahead tiers, so time-sensitive charters surface before speculative ones.
Turn charter bus visitors into qualified projects
Give every charter bus visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.