Know which corporate travel enquiries are worth booking call time
Capture traveler count, trip purpose, and budget approval status up front, then let the intake flag whether the requester can actually book — so you're not holding inventory for a trip that stalls in internal approvals.
The exact intake your corporate group travel leads complete
This is the real 7-question guided intake for Corporate Group Travel — the same flow your customers finish before you ever pick up the phone.
What a qualified corporate group travel lead should tell you
Coordination of business travel for a group of employees or stakeholders — conferences, incentive trips, internal meetings, or training offsites — where traveler count, trip purpose, timing, and the requester's booking authority and budget status determine whether the trip is ready to book.
- Many Travelers Be Included
- Main Purpose This Trip
- This Trip Scheduled Take
- Authorized Make Booking Decisions
- Services Coordinated This Trip
- This Trip Have Approved
- Travelers Depart From Multiple
The questions your team needs answered
Every corporate group travel intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many travelers need to be included in this corporate trip? | Traveler count directly sets the scale of inventory you'd need to hold, so higher tiers score higher priority. |
| What is the main purpose of this trip? | Trip purpose helps route the lead to the right planning workflow even though it doesn't carry its own weight. |
| When is this trip scheduled to take place? | How soon the trip happens is one of the strongest signals of whether inventory needs to move now or can wait. |
| Are you authorized to make booking decisions for this trip on behalf of your organization? | Confirming booking authority prevents quoting or holding inventory for a request that still needs internal sign-off. |
| Which services do you need coordinated for this trip? | The services selected define the full scope of what needs to be coordinated and priced for the trip. |
| Does this trip have an approved budget from your organization? | Budget approval status is the clearest indicator of whether a lead is ready to book or still stuck in internal review. |
| Do travelers need to depart from multiple different cities? | Multi-city departures add real logistics complexity that flight and ground transport planning needs to account for. |
How Cliont scores corporate group travel leads
Every answer is weighted automatically — no manual review required.
Value signals
- 5 to 9 travelers
- 10 to 24 travelers
- 25 or more travelers
- Within 30 days
- 1 to 3 months from now
- 3 to 6 months from now
Disqualifiers
- Not sure yet
See the lead your team receives
Corporate Group 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 corporate group travel workflows
| Cliont capability | Corporate Group Travel application |
|---|---|
| Weighted multi-step scoring | Traveler count tiers (5-9, 10-24, 25+) combine with trip timing tiers to flag large, near-term conferences as top priority before you hold room blocks or flight inventory. |
| Decision-maker flag | The booking-authority yes/no question routes leads where the requester isn't authorized to a confirmation step instead of a direct quote. |
| Multi-select service scope | The flights/lodging/ground transport/meeting space/catering selections populate your CRM record so operations knows exactly what to price out. |
| Budget-status triage | Approved, pending, or not-yet-requested budget answers determine whether a lead is booking-ready or needs a nurture step before you lock inventory. |
Common corporate group travel lead scenarios
Large conference, fast turnaround
25 or more travelers, a conference purpose, and a trip within 30 days with budget already approved — the intake surfaces this as top priority before flight or room blocks get held.
Small offsite, no date set
Fewer than 5 travelers, an internal meeting purpose, and no travel date decided yet — this still lands in your CRM but scores lower so it doesn't jump ahead of trips ready to book.
Incentive trip pending approval
10 to 24 travelers on an incentive or reward trip where budget is pending approval — the intake flags it as promising but not yet booking-ready, avoiding a premature inventory hold.
Assistant filling out on behalf
The requester answers no to being authorized to make booking decisions, which routes the lead for confirmation from the actual decision-maker before quoting.
Multi-city training rollout
A training session needing travelers to depart from multiple cities, with ground transportation and lodging both selected — the intake captures the added logistics scope up front.
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 group travel intake templates
Corporate Group Travel lead-intake FAQs
How does the intake treat a corporate trip with no date set yet?
It's still captured and sent to your CRM, but a trip with no scheduled date scores lower than one within 30 days or a few months out, so it doesn't compete for attention against trips ready to move.
Can the intake tell if the person submitting the request has authority to book?
Yes — a direct yes/no question asks whether the requester can make booking decisions for their organization, and a 'no' answer weighs the lead differently so you know to confirm with a decision-maker first.
What happens if the trip's budget hasn't been approved yet?
The intake asks whether budget is approved, pending, or not yet requested; unapproved budgets score lower, which helps you avoid holding rooms or flight allotments for a trip that's still stuck internally.
How does the intake handle groups needing to depart from multiple cities?
A dedicated yes/no question flags multi-city departures so your team knows upfront that flight coordination will be more complex than a single-origin group.
Does the form separate a small internal meeting from a large conference?
Yes — traveler count is scored in tiers (fewer than 5 up to 25 or more) and trip purpose is captured separately, so a 200-person conference and a 6-person offsite don't get treated the same in your CRM.
Is Corporate Group Travel scored the same as Incentive or Training trips within this catalog?
Trip purpose is captured for context and routing, not as a scored field on its own — priority comes from combining traveler count, timing, and budget approval status regardless of whether the trip is a conference, incentive, or training session.
Turn corporate group travel visitors into qualified events
Give every corporate group travel visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.