Travel concierge intake that captures budget and approver up front
Every enquiry captures the trip type, planned start date, and who is approving bookings and payments, plus passport copies and existing confirmations, before a visit is ever scheduled.
The exact intake your travel concierge leads complete
This is the real 6-question guided intake for Travel Concierge — the same flow your customers finish before you ever pick up the phone.
What a qualified travel concierge lead should tell you
Coordination of trip logistics such as flights, lodging, itineraries, and ground transportation on behalf of an individual, family, or group, based on trip type, travel dates, and who has final say on bookings.
- Trip Help
- Help Arranging This Trip
- Trip Scheduled Begin
- Already Have Set Travel
- Person Who Will Approve
- Many Travelers Be Included
The questions your team needs answered
Every travel concierge intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of trip do you need help planning? | Trip type sets the baseline scope, since a special event or family trip typically needs more coordination than a solo leisure booking. |
| What do you need help arranging for this trip? | Selecting full end-to-end trip planning carries the highest weight in the catalog, marking the widest scope of work versus a single flight or lodging request. |
| When is your trip scheduled to begin? | A trip starting within two weeks or a month signals a household ready to book soon, versus one with no fixed date who is still deciding. |
| Do you already have a set travel budget in mind? | Already having a budget set means less back-and-forth before a proposal can be finalized. |
| Are you the person who will approve final bookings and payments? | Knowing whether the requester can approve final bookings and payments determines if a second decision-maker needs to be looped in before any spend is confirmed. |
| How many travelers need to be included in the planning? | Traveler count changes the coordination workload, since planning for more than six people is a different job than planning for one. |
How Cliont scores travel concierge leads
Every answer is weighted automatically — no manual review required.
Value signals
- Leisure vacation
- Business trip
- Family or group trip
- Special event travel (wedding, celebration)
- Flights
- Lodging
Disqualifiers
- Not sure yet
See the lead your team receives
Travel Concierge Lead
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for travel concierge workflows
| Cliont capability | Travel Concierge application |
|---|---|
| Conditional routing | When the requester answers no to being the final approver, Cliont can flag the lead for a two-party follow-up instead of sending it straight to booking. |
| Weighted scoring | Full end-to-end trip planning and a trip starting within two weeks push a lead's score up automatically, ahead of vaguer requests marked 'Not sure yet' or 'More than 3 months away'. |
| Document collection | Passport copies and existing booking confirmations are gathered upfront so the concierge isn't chasing paperwork after the household has already been contacted. |
| Multi-select intake fields | The arrangements-needed question lets households check flights, lodging, itinerary, and ground transportation together, so the concierge sees the full scope in one submission rather than piecing it together over email. |
| CRM delivery | Qualified trips arrive in the CRM with trip type, dates, and traveler count attached, so the concierge can prioritize which enquiries to visit first. |
Common travel concierge lead scenarios
Last-minute leisure trip
A household needs full end-to-end trip planning for a leisure vacation starting within two weeks, so the intake flags it as time-sensitive and budget-aware from the first answer.
Assistant booking for someone else
A personal assistant fills out the form for a business trip but answers no to being the final approver, signaling the concierge needs a second sign-off before confirming any spend.
Large family group trip
More than six travelers need coordinated itinerary and activity planning, which changes the scope and staffing the concierge should quote versus a solo traveler enquiry.
Wedding travel with a set budget
A special event trip already has a defined budget and needs flights, lodging, and ground transport arranged together, making it a faster path to a firm proposal.
Early-stage, no fixed plans yet
The requester selects 'Not sure yet' for trip type and has no fixed date, which the intake surfaces separately from booking-ready enquiries so a visit isn't scheduled prematurely.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 personal assistant and concierge intake templates
View all personal assistant and concierge intake templates →
Travel Concierge lead-intake FAQs
How does the intake separate a booking-ready trip from someone just browsing options?
The trip start date question distinguishes travel beginning within two weeks or a month from requests with no fixed date, and combined with whether a budget is already set, that pairing shows how close the household is to committing.
What happens if the person completing the form isn't the one approving payment?
The intake asks directly whether the requester approves final bookings and payments, so when an assistant fills it out on someone else's behalf, that answer is captured before any quote or visit is scheduled.
Can the form handle group and family trips with several travelers?
Yes, the traveler count question captures anywhere from a solo trip up to more than six people, so the concierge knows the coordination scope before responding.
How are requests for full end-to-end trip planning treated differently?
Full end-to-end trip planning carries the highest weight among the arrangement options, since it represents the broadest scope of work compared to booking just flights or lodging alone.
What travel documents does the intake collect before a visit?
Households can be prompted to upload passport or ID copies for each traveler and any existing flight or hotel confirmations, so the concierge has the paperwork on hand ahead of the first conversation.
How is this different from the intake for Corporate Concierge or Lifestyle Concierge requests?
Travel Concierge intake is built around trip type, dates, and traveler count rather than the recurring lifestyle or workplace tasks those sibling subservices cover, so the scoring reflects travel-specific commitment instead.
Turn travel concierge visitors into qualified jobs
Give every travel concierge visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.