Know which custom vacation enquiries are booking-call ready
Every enquiry captures the planning stage, traveler count, and which trip aspects — flights, lodging, full itinerary — they need help with, plus any passport details or inspiration notes, before it lands in your CRM.
The exact intake your custom vacation planning leads complete
This is the real 6-question guided intake for Custom Vacation Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified custom vacation planning lead should tell you
Personalized itinerary and booking assistance for a single traveler, family, group of friends, or corporate group, scoped by planning stage, traveler count, and which trip elements — flights, lodging, activities, or full itinerary design — the traveler wants handled.
- This Trip Being Planned
- Current Stage Trip
- How Many Travelers Will
- Aspects Trip Help
- Person Who Will Approve
- There Anything Specific Want
The questions your team needs answered
Every custom vacation planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this trip being planned for? | Whether the trip is for an individual, family, group of friends, or corporate account changes itinerary complexity and which planner should handle it. |
| What is the current stage of your trip planning? | Planning stage separates travelers just browsing ideas from those ready to book, letting the team prioritize call time toward the highest-intent enquiries. |
| Approximately how many travelers will be included in this trip? | Segments the lead so you can route, price, and prioritize it correctly. |
| What aspects of the trip do you need help planning? | The specific aspects requested — flights, lodging, full itinerary design — show how much of the trip the traveler wants the agency to own versus handle themselves. |
| Are you the person who will approve and finalize the travel plans? | Knowing whether the respondent is the actual approver prevents a planner from finalizing bookings with someone who can't confirm the trip. |
| Is there anything specific you want your vacation to include or avoid? | Captures the detail in the client’s own words so you’re briefed before the first call. |
How Cliont scores custom vacation planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Just starting to explore ideas
- Ready to book
- Already booked, need help adjusting
- Flights
- Lodging
- Activities and excursions
Urgency signals
- Narrowed down options
Disqualifiers
- Not sure yet
See the lead your team receives
Custom Vacation 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 custom vacation planning workflows
| Cliont capability | Custom Vacation Planning application |
|---|---|
| Weighted lead scoring | Planning-stage answers and requested aspects like flights, lodging, or full itinerary design carry different weights, so ready-to-book, full-itinerary requests surface above early-stage browsing. |
| Decision-maker flag | The yes/no question on whether the respondent approves and finalizes plans routes non-approver leads for confirmation before a booking call gets scheduled. |
| Multi-select service tagging | The multi-choice question on trip aspects tags each lead by what they actually need help with — flights, lodging, activities, or full itinerary — so the right planner picks it up. |
| Free-text capture | Answers to what the traveler wants included or avoided are pushed into the CRM record so planners have real preference context before the first call. |
Common custom vacation planning lead scenarios
Family ready to book
A family of 3-6 travelers has narrowed things down and wants full itinerary design — the intake flags this as high-value and routes it straight to a planner.
Solo traveler still exploring
An individual just starting to explore ideas selects 'Not sure yet' for what they need help with — the intake still scores and captures the lead but marks it for nurture rather than an immediate booking call.
Group inquiry from a non-approver
Someone fills out the form for a group of friends but answers no to being the person who approves and finalizes plans — the intake flags this so the actual decision maker is confirmed before anything is booked.
Already-booked trip needing changes
A corporate group has already booked but needs help adjusting the plan — the intake distinguishes this modification request from a fresh planning lead so it's handled differently.
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 travel planning intake templates
Custom Vacation Planning lead-intake FAQs
How does the intake handle trips ranging from solo travelers to large groups?
The intake captures who the trip is for and approximately how many travelers are included, so a corporate group of seven doesn't get treated the same as a solo traveler.
Can the intake tell if the person filling out the form can actually approve the booking?
Yes — one question directly asks whether the respondent is the person who will approve and finalize the travel plans, which carries real weight in the score.
What happens to leads who select 'Not sure yet' when asked what aspects of the trip they need help with?
Those leads are still captured and scored, just at a lower weight than someone who's already specified flights, lodging, or full itinerary design, so you can prioritize accordingly.
How does this intake differ between someone just exploring ideas and someone ready to book?
Planning stage is one of the scored fields, so 'ready to book' and 'already booked, need help adjusting' answers carry different weight than 'just starting to explore ideas,' helping you sort by intent.
Where do free-text preferences like avoiding long layovers end up?
The open-ended question about what to include or avoid is captured as-is and delivered with the lead, so your team has that context before the first conversation.
Does this work the same way for Luxury Travel Planning or Family Vacation Planning leads?
No — those sibling subservices use their own qualification catalogs; this intake is scoped specifically to general custom vacation planning enquiries.
Turn custom vacation planning visitors into qualified events
Give every custom vacation planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.