Know which conference travel leads are worth a booking call
Guests tell you traveler count, which pieces need coordinating — flights, hotel lodging, ground transportation, or conference registration — and who holds approval to book, plus any travel policy documents, so Cliont scores the request before you hold inventory that never converts.
The exact intake your meeting and conference travel leads complete
This is the real 6-question guided intake for Meeting and Conference Travel — the same flow your customers finish before you ever pick up the phone.
What a qualified meeting and conference travel lead should tell you
Coordinated travel booking for employees attending a business meeting or conference, covering flights, lodging, ground transportation, and conference registration logistics for one traveler or a full group.
- Many Travelers Be Booked
- This Booking Include
- Meeting Or Conference Take
- Have Authority Approve And
- This Trip Follow Specific
- Destination City Or Region
The questions your team needs answered
Every meeting and conference travel intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many travelers need to be booked for this event? | Group size directly scales inventory risk, so this answer sets the base weight before anything else is known. |
| What does this booking need to include? | The selected booking components tell your team exactly what to source instead of assuming flights or ground transport are needed. |
| When does the meeting or conference take place? | Knowing whether the event is imminent or dates are still open helps sequence which requests get worked first without holding inventory prematurely. |
| Do you have authority to approve and book this travel? | A weight of 10 for yes versus 3 for no separates a decision-maker's request from a proxy submission that still needs sign-off. |
| Does this trip need to follow a specific company travel policy? | A yes here means the booking needs a policy check before confirming, which changes how quickly your team can commit inventory. |
| What is the destination city or region for this trip? | The destination lets agents check city-specific hotel and flight availability before deciding whether to hold anything at all. |
How Cliont scores meeting and conference travel leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1 traveler
- 2 to 5 travelers
- 6 to 20 travelers
- More than 20 travelers
- Have Authority Approve And: yes
See the lead your team receives
Meeting and Conference 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 meeting and conference travel workflows
| Cliont capability | Meeting And Conference Travel application |
|---|---|
| Weighted single-choice scoring | Traveler count tiers push group bookings of 6 to 20 or more than 20 attendees into higher-priority queues automatically. |
| Yes/no gating logic | The approval authority answer (weight 10 for yes, 3 for no) flags requests from assistants or coordinators for confirmation before you hold a room block or fare. |
| Multi-select field capture | Booking inclusion choices — flights, hotel lodging, ground transportation, conference registration coordination — tell your ops team exactly what to search rather than guess. |
| Free-text destination capture | The destination question routes straight to your CRM so agents can check city-specific availability before an inventory hold is placed. |
Common meeting and conference travel lead scenarios
Large group conference trip
A request for 6 to 20 or more than 20 travelers needing flights, hotel lodging, ground transportation, and conference registration coordination scores at the top weight since the inventory hold is largest.
Solo traveler, single flight
One traveler with a narrower set of booking needs still confirms approval authority before your team commits a room or fare on their behalf.
Booking requested by an assistant
The submitter answers no to holding approval authority, which carries a lower weight than a yes, flagging the lead for confirmation with the actual decision-maker before a hold goes in.
Dates and destination undecided
The event date is marked as not set yet and the destination field is still open, so the intake captures traveler count and booking inclusions now so ops can start supplier research without over-committing inventory.
Policy-bound group travel
The trip is flagged as needing to follow a specific company travel policy, routing the request for a policy check before flights or hotel lodging are confirmed.
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
Meeting and Conference Travel lead-intake FAQs
How does the intake score a 20-person conference booking differently from a single traveler?
The traveler count question weights 6 to 20 and more than 20 travelers at the same top tier, since either size means a significant inventory hold, while a single traveler still scores well but at a lower weight.
Can the intake tell me if the person submitting the request can actually approve the trip?
Yes — the approval authority question weights a 'yes' answer at 10 and a 'no' at 3, so requests from assistants or coordinators without booking authority are visibly lower priority until confirmed.
What happens if the meeting or conference dates haven't been finalized yet?
The event timing question includes a 'dates not set yet' option, so the lead still captures traveler count and booking inclusions and reaches your CRM without waiting on a firm date.
Does the intake flag trips that need to follow a specific company travel policy?
Yes, a dedicated yes/no question captures policy compliance requirements so your team can route the request for a policy check before confirming flights or lodging.
What exactly does the intake ask about what needs to be booked?
Guests select any combination of flights, hotel lodging, ground transportation, and conference registration coordination, so you know what to search for before quoting.
How is this different from the Business Trip Booking intake?
Meeting and Conference Travel adds event date and group size fields plus a conference registration option, since it's built around a fixed event rather than a single traveler's itinerary.
Turn meeting and conference travel visitors into qualified events
Give every meeting and conference travel visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.