Travel policy intake that asks what your team actually needs to know
Guests answer questions about current policy status, employee headcount, and approval authority, then upload the existing policy document so Cliont can score the lead and send it straight to your CRM.
The exact intake your travel policy management leads complete
This is the real 6-question guided intake for Travel Policy Management — the same flow your customers finish before you ever pick up the phone.
What a qualified travel policy management lead should tell you
Creation, revision, or enforcement support for a company's corporate travel policy — covering booking rules, approval workflows, expense limits, and compliance guidelines — scoped to how many employees the policy will cover and who is authorized to sign off on it.
- Have Written Corporate Travel
- How Many Employees Will
- Areas Travel Policy Address
- Authorized Approve And Implement
- New Or Updated Policy
- Organization Use Travel Management
The questions your team needs answered
Every travel policy management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have a written corporate travel policy in place? | This is the highest-weighted question in the catalog, separating a from-scratch policy build from a lighter update or refresh. |
| Approximately how many employees will this travel policy apply to? | Employee count tells you whether this is a small-team adjustment or an enterprise-wide rollout that will need more coordination and longer onboarding. |
| Which areas do you need the travel policy to address? | The specific areas selected define the actual scope of work, so leads asking for expense limits alone aren't confused with ones needing a full rewrite. |
| Are you authorized to approve and implement travel policy changes for your organization? | A 'no' here means the lead is real but the wrong person is on the form, so your team can route to the actual approver instead of scheduling a booking call with someone who can't sign off. |
| When do you need the new or updated policy to be ready? | The stated timeline shows whether the policy needs finalizing ahead of a compliance deadline or board review, even though it doesn't carry scoring weight on its own. |
| Does your organization use a travel management company or booking platform? | Knowing whether a TMC or booking platform is already in place determines whether the new policy has to be written around existing vendor contracts or built independently. |
How Cliont scores travel policy management leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, needs updating
- Yes, working well
- No policy exists
- Not sure
- Authorized Approve And Implement: yes
See the lead your team receives
Travel Policy Management 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 travel policy management workflows
| Cliont capability | Travel Policy Management application |
|---|---|
| Conditional branching | Surfaces different follow-up context depending on whether the lead selects 'no policy exists,' 'needs updating,' or 'working well,' instead of routing every lead down the same path. |
| Multi-select capture | Lets leads flag exactly which policy areas need work — booking rules, approvals, expense limits, vendors, safety and compliance — so scope is visible before you dial in. |
| Authority verification field | Flags whether the person submitting the intake can actually approve policy changes, so unauthorized submissions get routed to loop in the real decision-maker rather than stalling a booking call. |
| Weighted lead scoring | Weights 'no policy exists' and 'needs updating' higher than 'working well,' so full policy builds surface above minor tweaks in your queue. |
| Document upload | Collects the current policy document upfront so your team reviews the baseline before the booking call instead of asking for it live. |
Common travel policy management lead scenarios
No policy exists yet
An HR or operations lead flags that no travel policy exists at all and confirms they're authorized to approve one — the intake scores this as a full build-out rather than a minor edit.
Existing policy needs updating
The organization already has a policy but selects specific gaps like approval workflow or expense limits, giving your team a scoped starting point instead of a blank page.
Submitter isn't the approver
Someone fills out the intake but answers 'no' to being authorized to approve policy changes, so the lead still comes through but flagged for follow-up with the actual decision-maker.
Enterprise rollout across 500+ staff
A large organization selects 'Over 500' employees and multiple policy areas at once, signaling a rollout that needs more coordination than a single small-team update.
Already using a booking platform
The company reports it already uses a travel management company or booking platform, which changes whether the new policy needs to be built around existing vendor rules or from scratch.
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
Travel Policy Management lead-intake FAQs
How does the intake treat companies with no policy versus ones just updating theirs?
The policy-status question distinguishes 'no policy exists' from 'needs updating,' 'working well,' or 'not sure,' each carrying different weight, so leads starting from zero are visible as a different type of engagement than a refresh.
What happens if the person submitting the form can't approve policy changes themselves?
The authorization question captures a yes/no on approval authority. A 'no' answer still delivers the lead but with lower weight, so your team knows to involve the actual decision-maker before scheduling a booking call.
Can the intake tell me which parts of the policy the lead actually needs help with?
Yes — the multi-select question covers booking rules, approval workflow, expense limits, preferred vendors, and safety/compliance, so you see the specific scope before the call instead of guessing.
Does the form ask if the company already uses a travel management company or booking platform?
Yes, that question is in the catalog and matters because a policy built for a company already on a TMC or booking platform needs to reference existing vendor rules, unlike a policy for a company with no platform in place.
What documents should I ask leads to upload with this intake?
A current travel policy document if one exists, plus a list of departments or employee groups the policy will cover, gives your team a baseline to review before the booking call.
Does company size change how a lead is prioritized?
Employee count is captured for every lead (under 25 up to over 500) and gives you context on rollout scale, though policy status and approval authority carry the actual scoring weight.
Turn travel policy management visitors into qualified events
Give every travel policy management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.