Turn day trip enquiries into booking call-ready leads
Guests share the type of day trip, group size, and travel timing upfront, plus whether they're the one approving the booking, so you can see who's ready to fill inventory now versus who's still comparing options.
The exact intake your day trip leads complete
This is the real 7-question guided intake for Day Trip — the same flow your customers finish before you ever pick up the phone.
What a qualified day trip lead should tell you
A single-day guided tour or excursion inquiry, covering the type of experience, group size, and desired dates, without any overnight component to plan around.
- Day Trip Interested In
- Many People Will Be
- Would Like Take This
- This Trip Family, Group
- Have Specific Destination Or
- Person Who Will Approve
- Have Any Accessibility Or
The questions your team needs answered
Every day trip intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of day trip are you interested in? | The trip type answer flags beach or water activities as an urgency signal and helps route the lead to the right guide or equipment plan. |
| How many people will be joining the day trip? | Group size determines whether standard availability applies or whether the request needs a private, custom-arranged booking. |
| When would you like to take this day trip? | Travel timing carries the heaviest weighting in the intake, separating guests ready to book this week from those still exploring months out. |
| Is this trip for a family, group of friends, or corporate purpose? | Marking a trip as corporate or business distinguishes it from family, friends, or solo leisure bookings for follow-up and pricing purposes. |
| Do you have a specific destination or region in mind for this day trip? | A guest who already has a specific destination in mind has done more research and scores higher than one who's still undecided. |
| Are you the person who will approve and book this trip? | Confirming the requester is the actual approver avoids scheduling a booking call with someone who can't commit to the trip. |
| Do you have any accessibility or mobility needs to accommodate? | Flagging accessibility or mobility needs lets your team confirm route and vehicle fit before holding inventory for the request. |
How Cliont scores day trip leads
Every answer is weighted automatically — no manual review required.
Value signals
- This week
- This month
- In the next few months
- Just exploring options
- Have Specific Destination Or: yes
- Person Who Will Approve: yes
Urgency signals
- Beach or water activity
Disqualifiers
- Not sure yet
See the lead your team receives
Day Trip 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 day trip workflows
| Cliont capability | Day Trip application |
|---|---|
| Lead scoring | Combines how soon the guest wants to travel with whether they have a specific destination in mind and whether they're the approver, so ready-to-book guests outrank browsers before a booking call gets set. |
| Group-size-aware routing | Requests for 7 or more people get flagged separately from solo or small-group bookings, since larger parties usually need custom pricing or private arrangements instead of standard slot holds. |
| Corporate vs. leisure flagging | Answers marking the trip as corporate or business are distinguished from family, friends, or solo travel, helping you route business inquiries to a different follow-up track. |
| Pre-call logistics flag | Accessibility or mobility needs are surfaced to your team before a booking call, so route or vehicle fit gets checked before inventory is committed. |
Common day trip lead scenarios
Last-minute beach day request
A guest selects a beach or water activity and wants to go this week, triggering the intake's urgency signal so it lands ahead of leads still browsing.
Corporate group outing
The trip is marked corporate with 7 or more people and the requester confirms they're the approver, flagging it as a higher-value booking worth a direct call rather than a form follow-up.
Someone booking on behalf of others
The guest answers that they are not the one approving the trip, so the intake surfaces this before a call gets scheduled with someone who can't actually confirm the booking.
Still deciding on a destination
A guest picks 'not sure yet' for trip type and 'just exploring options' for timing, so the lead is routed as lower urgency instead of held as active inventory.
Accessibility needs to plan around
A guest flags mobility or accessibility needs, letting the operator check logistics and vehicle or route fit before committing a slot to the hold.
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 tours and experiences intake templates
Day Trip lead-intake FAQs
How does the intake separate a day trip lead from someone actually wanting a multi-day tour?
This page's intake is scoped to single-day excursions; if a guest's needs point toward an overnight itinerary, that's a signal to redirect them toward your Multi-Day Guided Tour listing instead of holding day trip inventory for them.
Why does the intake ask whether the person filling out the form is the one who'll book?
The approver question flags leads where the requester can commit on the spot versus someone gathering information for a family member or colleague, so booking calls go to people who can actually confirm.
Does a corporate day trip request get treated differently than a family outing?
The trip purpose question separates corporate or business requests from family, friends, or solo travelers, which helps you route group logistics and pricing conversations differently from a standard leisure booking.
How does group size affect whether a lead is worth holding inventory for?
Groups of 7 or more typically need private or custom arrangements rather than standard availability, so larger party sizes are worth flagging for a direct conversation before you commit a slot.
What happens with leads who say they're 'just exploring options'?
Those leads still come through, but the timing answer carries less urgency weight than 'this week' or 'this month,' so your team can prioritize guests who are actually ready to book first.
Why does the intake ask about accessibility or mobility needs?
Knowing about accessibility needs before a booking call lets you confirm route, vehicle, or venue suitability upfront instead of discovering a mismatch after inventory is already held.
Turn day trip visitors into qualified events
Give every day trip visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.