Know which executive travel leads are worth booking call time
Ask who the trip is for, when it needs to happen, and whether the requester can actually approve the spend, then collect authorization documentation before you hold flight or hotel inventory that never converts.
The exact intake your executive travel leads complete
This is the real 7-question guided intake for Executive Travel — the same flow your customers finish before you ever pick up the phone.
What a qualified executive travel lead should tell you
Coordinating high-touch travel arrangements for executives, senior staff, or their clients, including flights, hotels, ground transport, and itinerary logistics, gated by who has authority to book and approve cost.
- Booking This Executive Travel
- This Trip Primarily
- Trip Expected Take Place
- Authorized Make Bookings And
- This Trip Involve International
- Company Have Existing Travel
- Many Travelers Be Included
The questions your team needs answered
Every executive travel intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who are you booking this executive travel for? | Knowing whether the requester is booking for themselves, an executive, a group, or a client determines who the itinerary needs to be built around and who confirms final details. |
| What does this trip primarily require? | Segments the lead so you can route, price, and prioritize it correctly. |
| When is the trip expected to take place? | Trip timing is the primary urgency signal, weighted heavily for within-a-week requests so near-term bookings get attention before inventory is held on a trip that stalls. |
| Are you authorized to make bookings and approve costs for this trip? | Booking authority confirms whether the person can commit spend right now, which prevents holding flight or hotel inventory for a request that still needs approval. |
| Does this trip involve international travel? | International travel changes documentation and lead-time needs, so this answer determines whether passport or visa checks should be requested. |
| Does your company have existing travel policies or preferred vendors to follow? | Existing travel policies or preferred vendors affect which suppliers can be used, so this flags whether a lead needs to be matched against company constraints before booking. |
| How many travelers need to be included in this trip? | Traveler count separates a single-executive booking from a multi-traveler group, which changes the complexity and staffing needed to fulfill the request. |
How Cliont scores executive travel leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 1 week
- Within 1 month
- 1-3 months away
- More than 3 months away
- Authorized Make Bookings And: yes
See the lead your team receives
Executive Travel 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 executive travel workflows
| Cliont capability | Executive Travel application |
|---|---|
| Weighted urgency scoring | Trip timing answers are weighted from 10 points for within-a-week requests down to 2 for unset dates, so near-term executive trips surface above ones still in the planning stage. |
| Authorization gating | The yes/no question on booking and cost approval authority carries its own weight, letting you separate leads ready for immediate action from ones that still need an approver identified. |
| Conditional document requests | When a requester confirms international travel, the intake can prompt for passport or ID documentation instead of asking every domestic trip for the same paperwork. |
| Structured trip scope capture | The multi-choice trip requirements question sorts leads by whether they need flights, hotel, ground transport, itinerary planning, or event coordination, so requests route to the right specialist. |
Common executive travel lead scenarios
EA booking last-minute executive flight
An assistant requests travel within the next week and confirms booking authority, so the intake surfaces this as a high-value, time-sensitive lead ahead of anything with unset dates.
Multi-traveler offsite or client delegation
The requester selects a group of six or more travelers with full itinerary and meeting coordination needs, flagging a more complex booking than a single-traveler trip.
Requester without cost approval
Someone submits a request but answers no to having authorization to book and approve costs, so the lead is captured but weighted lower until an authorized approver is identified.
International trip under company policy
The traveler is going abroad and the company has existing preferred vendors, so the intake flags both the international travel answer and policy compliance for the routed lead.
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
Executive Travel lead-intake FAQs
Can the intake tell us who is actually traveling versus who is submitting the request?
Yes. The first question distinguishes whether the requester is booking for themselves, an executive or colleague, a group, or a client of their company, so your team knows immediately who the trip is for.
What happens if the person filling out the form can't approve costs?
The intake asks directly whether the requester is authorized to book and approve costs. If not, the lead is still captured but scored lower than one from an authorized approver, so you can chase down the right person before committing inventory.
Does the intake capture whether this is an international trip?
Yes, international travel is a dedicated yes/no question, which lets you route those requests for any additional documentation or lead time they require.
How does the intake handle group bookings versus a single executive?
Traveler count is captured as one, two to five, or six or more, alongside whether this is for a single person or a group, so multi-traveler requests are visibly distinct from a single executive's trip.
Will the intake check for our existing travel policy or preferred vendors?
It asks whether the company has existing travel policies or preferred vendors to follow, so leads that need to be matched against policy constraints are flagged before you start sourcing options.
What trip components does the form ask about upfront?
Requesters select what the trip needs from flights, hotel accommodations, ground transportation, full itinerary planning, and meeting or event coordination, so you know the scope before the booking call.
Turn executive travel visitors into qualified events
Give every executive travel visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.