Know which excursion enquiries deserve a booking call
Ask guests whether they already have a confirmed cruise booking, how many ports of call need planning, and which activities or mobility needs matter most, with itinerary documents attached, so you never hold excursion inventory for a lead that isn't ready to book.
The exact intake your cruise excursion planning leads complete
This is the real 6-question guided intake for Cruise Excursion Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified cruise excursion planning lead should tell you
Helping cruise guests choose and confirm shore excursions and port-day activities based on their itinerary, group makeup, and interests before those slots get held or booked.
- Already Have Confirmed Cruise
- This Excursion
- Many Ports Call Excursion
- Types Activities Interested In
- Anyone In Group Have
- Prefer Excursions Booked Directly
The questions your team needs answered
Every cruise excursion planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you already have a confirmed cruise booking with specific ports of call? | A confirmed booking with specific ports of call is the single highest-weighted signal, separating guests ready to plan now from those still shopping. |
| Who is this excursion planning for? | Whether it's an individual, family, or corporate group changes the excursion logistics, group pricing, and which activities are realistic to propose. |
| How many ports of call need excursion planning? | The number of ports carries direct scoring weight since more ports means more excursion segments and higher total booking value. |
| What types of activities are you interested in for excursions? | Activity preferences aren't scored but shape exactly which excursions or operators get matched to the guest before you spend time on recommendations. |
| Does anyone in your group have mobility needs that affect excursion activities? | Flagging mobility needs upfront prevents proposing excursions the group can't physically use, avoiding wasted holds and awkward follow-up calls. |
| Do you prefer excursions booked directly through the cruise line or independent local operators? | Knowing whether the guest wants cruise line or independent operators determines which booking channel and commission structure the follow-up should use. |
How Cliont scores cruise excursion planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already Have Confirmed Cruise: yes
- One port
- Two to four ports
- Five or more ports
Disqualifiers
- Not sure yet
See the lead your team receives
Cruise Excursion Planning 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 cruise excursion planning workflows
| Cliont capability | Cruise Excursion Planning application |
|---|---|
| Conditional branching | Whether a guest already has a confirmed cruise booking with ports of call determines how the rest of the excursion questions are framed and weighted. |
| Multi-select capture | The activity-type question (adventure, cultural, beach, food, shopping) lets guests select multiple interests so you can match excursions across a full itinerary, not just one preference. |
| Lead scoring engine | Ports of call weight is applied automatically so a five-port itinerary scores differently than a single-port or undecided guest. |
| Accessibility flagging | Mobility needs are captured as a distinct flag so excursions requiring physical exertion or limited accessibility are never proposed to a guest who can't use them. |
| CRM routing | The cruise-line-vs-independent-operator preference is passed through to your CRM so follow-up can be assigned to the right booking channel or partner. |
Common cruise excursion planning lead scenarios
Confirmed sailing, multi-port itinerary
Guest already has a booked cruise with two or more ports needing excursions — the intake flags this as high-value so it lands ahead of speculative enquiries.
Still shopping, no booking yet
No confirmed cruise booking and unsure how many ports need planning — the intake still captures interest but scores it lower so you don't hold excursion inventory on a lead that may not sail.
Family with accessibility needs
A family with children flags mobility needs for one or more members — the intake surfaces this so only excursions that can actually accommodate those needs get proposed.
Corporate group across several ports
An organized or corporate group needs excursions planned across five or more ports — the intake captures group type and port count so you can price and staff accordingly.
Prefers independent local operators
Guest wants independent local operators instead of cruise line excursions — the intake routes this preference so follow-up goes through the right booking channel.
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 cruise travel intake templates
Cruise Excursion Planning lead-intake FAQs
Why does the intake ask if the guest already has a confirmed cruise booking?
A confirmed booking with specific ports of call is the strongest value signal in this intake — it means the excursion planning is actionable now, not speculative, so those leads score higher and reach your CRM first.
How does the number of ports of call change how a lead is scored?
Guests planning excursions for two or more ports carry more weight than a single-port enquiry, since multi-port itineraries typically mean more bookings and higher overall value per lead.
What happens if a guest hasn't booked their cruise yet?
The intake still captures their interest and preferred activities, but scores the lead lower than a confirmed booking so you can prioritize follow-up without holding excursion inventory on an unconfirmed sailing.
How does the intake handle mobility needs for excursion planning?
The intake asks directly whether anyone in the group has mobility needs affecting activities, so you can flag which excursions are appropriate before proposing options — avoiding a mismatched recommendation later.
Can the intake tell me whether a guest wants cruise line excursions or independent operators?
Yes, the intake captures that preference directly, so you know upfront whether to route the lead toward cruise line-booked excursions or independent local operator options.
How is this different from the Group Cruise or Family Cruise intake?
This intake is specific to shore excursion planning across ports of call, while Group Cruise and Family Cruise focus on the overall sailing booking — a guest could come through either and still need this excursion-specific intake for port-day activities.
Turn cruise excursion planning visitors into qualified events
Give every cruise excursion planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.