Qualify corporate travel program leads before you hold inventory
Ask whether the request is for a company account, how many employees travel monthly, and whether a written travel policy already exists, then route qualified accounts straight to your CRM instead of chasing exploratory inquiries.
The exact intake your corporate travel program leads complete
This is the real 6-question guided intake for Corporate Travel Program — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate travel program lead should tell you
An ongoing arrangement covering how a company's employees book flights and hotels, what policy rules apply, and who supports travelers, built around actual monthly travel volume rather than a single trip.
- Setting Up Travel Arrangements
- About How Many Employees
- Company Already Have Written
- These Help With
- Would Like Corporate Travel
- Employees Book Travel Through
The questions your team needs answered
Every corporate travel program intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you setting up travel arrangements on behalf of a company or organization? | This confirms the request is a corporate account rather than a personal traveler, and it carries the highest weight in the scoring model. |
| About how many employees travel for business in a typical month? | Monthly traveler count is the primary volume signal used to size the account and prioritize larger programs for a booking call. |
| Does your company already have a written travel policy in place? | Whether a written policy already exists tells you if the work is a new build or a refresh, changing the scope of the first call. |
| Which of these do you need help with? | The selected service mix shows whether the lead needs a single service or a full program, letting you prepare the right call agenda. |
| When would you like the corporate travel program to be in place? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do employees currently book travel through multiple different tools or vendors? | Fragmentation across multiple booking tools points to a consolidation project rather than a simple new-account setup. |
How Cliont scores corporate travel program leads
Every answer is weighted automatically — no manual review required.
Value signals
- Setting Up Travel Arrangements: yes
- 1-5
- 6-20
- 21-50
- More than 50
- Not sure
Disqualifiers
- Not sure yet
See the lead your team receives
Corporate Travel Program Lead
From first click to qualified lead
Follow hosts and planners 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 event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for corporate travel program workflows
| Cliont capability | Corporate Travel Program application |
|---|---|
| Weighted lead scoring | Company-account confirmation and monthly traveler count carry the highest weights, so a 50-plus-traveler enterprise account with no existing policy scores well above a 1-5 traveler request. |
| Multi-choice service capture | The 'which of these do you need help with' question lets a lead flag policy setup, expense coordination, and traveler support together, so the CRM record reflects the full program scope, not just a booking request. |
| Automated CRM routing | Once a lead confirms it's a company account with a defined traveler count, the record routes to your CRM instead of sitting in a shared inbox behind personal travel inquiries. |
| Timeline segmentation | Requesters who select 'just exploring options' can be routed to nurture sequences separately from those needing a program in place within one to three months. |
Common corporate travel program lead scenarios
Company with no travel policy yet
The requester confirms they're booking on behalf of an organization but hasn't set up a written travel policy, signaling a ground-up program build rather than a quick booking request.
Small team, low monthly volume
1-5 employees travel monthly, which scores lower than larger accounts and helps you decide whether a full program setup or lighter-touch booking support fits better.
Multiple vendors, fragmented booking
Employees currently book through several different tools, pointing to consolidation work rather than a simple new-account setup.
Large enterprise exploring options
More than 50 travelers per month but the requester selects 'just exploring options' for timeline, so the lead needs nurturing rather than an immediate booking call.
Bundled service request
The requester selects flight and hotel booking alongside policy setup and traveler support in the same intake, indicating a broader program need rather than a single service ask.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
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 corporate travel intake templates
Corporate Travel Program lead-intake FAQs
Does the intake ask how many employees travel each month?
Yes, the intake captures monthly business traveler count in bands from 1-5 up to more than 50, which is one of the strongest signals in the scoring model.
Can we tell if a lead already has a travel policy?
The intake includes a direct yes/no question on whether a written travel policy already exists, so you can distinguish new program builds from policy refreshes.
How do you separate personal travel inquiries from corporate accounts?
The first question confirms whether the requester is arranging travel on behalf of a company, and a 'yes' answer carries the highest weight in the scoring model.
What if the company needs more than just booking help?
The multi-choice service question lets requesters select flight and hotel booking, policy setup, expense tracking coordination, traveler support, and group or event travel together, so you see the full scope before the call.
How does the intake handle leads who are still fragmented across vendors?
A dedicated yes/no question asks whether employees currently book through multiple different tools or vendors, flagging consolidation opportunities distinct from simple new bookings.
Is timeline captured for program rollout?
Yes, requesters select a timeframe ranging from as soon as possible to just exploring options, which helps you prioritize the booking call queue.
How does this differ from the Business Trip Booking intake?
This subservice qualifies ongoing program setup, including policy status and vendor fragmentation, while Business Trip Booking is scoped to individual trip requests rather than program-level decisions.
Turn corporate travel program visitors into qualified events
Give every corporate travel program visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.