Know which luxury travel leads are worth booking-call time
Guests share their must-have luxury elements, travel dates, and traveler count, then upload ID copies or inspiration photos so you know exactly what you're planning before the first booking call.
The exact intake your luxury travel planning leads complete
This is the real 7-question guided intake for Luxury Travel Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified luxury travel planning lead should tell you
Personalized planning for high-end trips built around five-star lodging, private transportation, or exclusive access, where the intake needs to confirm who the trip is for, which luxury elements matter most, and whether the requester can approve final bookings.
- This Trip Primarily
- Have Specific Destination Or
- Luxury Elements Most Important
- Travel
- Person Who Will Approve
- How Many Travelers Be
- Already Have Budget Range
The questions your team needs answered
Every luxury travel planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this trip primarily for? | Knowing whether the trip is for a couple, family, or corporate group changes which luxury inventory and staffing you need to hold before confirming. |
| Do you have a specific destination or region already in mind? | A guest who already has a destination in mind is ready to move toward specific bookings, while an open destination signals a discovery conversation first. |
| Which luxury elements are most important for this trip? | Concierge service and exclusive access carry the highest weight because they require the most advance coordination and inventory holds. |
| When are you planning to travel? | Travel timing shows how soon inventory needs to be secured, so you can prioritize which leads to follow up with first. |
| Are you the person who will approve and confirm the final travel bookings? | Confirming the guest is the final approver before you hold inventory prevents booking on behalf of someone who can't actually sign off. |
| Approximately how many travelers need to be included in this plan? | Traveler count tells you whether you're planning for an individual, a couple, or a larger group that needs multi-room or multi-vehicle coordination. |
| Do you already have a budget range set for this trip? | A guest who already has a budget range set is scored higher because they're ready to move into specific package pricing rather than open-ended exploration. |
How Cliont scores luxury travel planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Five-star lodging
- Private transportation
- Exclusive experiences or access
- Personal concierge service
- Fine dining arrangements
- Person Who Will Approve: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Luxury Travel 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 luxury travel planning workflows
| Cliont capability | Luxury Travel Planning application |
|---|---|
| Weighted scoring | Automatically scores leads higher when they select exclusive experiences, concierge service, or private transportation over general fine dining preferences. |
| Conditional routing | Flags leads where the approver question is answered 'No' so your team confirms decision-making authority before holding inventory. |
| Video intake widget | Lets guests describe their must-have luxury elements in their own words alongside the multi-choice selections, giving planners context before the booking call. |
| CRM delivery | Sends qualified luxury trip leads to your CRM with traveler count, budget status, and travel timing already attached. |
Common luxury travel planning lead scenarios
Destination still undecided
A guest wants exclusive access and private transportation but hasn't chosen a destination yet, so the intake still captures the high-value luxury elements while flagging this as a discovery conversation rather than a specific-quote call.
Large corporate group inquiry
Six or more corporate travelers request concierge service and five-star lodging, but the person filling out the form isn't the final approver, so the intake flags that mismatch before you hold inventory on their behalf.
Family with dates and budget locked
A family group traveling within 1-3 months has already set a budget range and selected fine dining and private transportation, giving the intake clear timing and spend signals to score it toward the top of the queue.
Solo traveler still exploring options
A solo traveler marks 'Not sure yet' on luxury elements and hasn't set a budget, so the lead comes through with lower initial specificity, telling your team to spend the first call defining scope instead of quoting a package.
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
Luxury Travel Planning lead-intake FAQs
How does the intake handle guests who haven't picked a destination yet?
The destination question is a simple yes/no, so an undecided answer doesn't block the lead — the guest's selected luxury elements, traveler count, and timing still come through, letting you treat it as a discovery conversation rather than a location-specific quote.
What happens when the person submitting the form isn't the final decision-maker?
That question carries a weight difference between yes and no, so a non-approver answer lowers the score slightly without disqualifying the lead, flagging it for a confirmation step before you commit inventory.
Does the intake ask for budget before the first call?
Yes — guests indicate whether they already have a budget range set, and that answer is weighted so leads ready to discuss pricing are distinguished from those still in open-ended exploration.
How are luxury elements weighted against each other?
Personal concierge service and exclusive experiences carry the heaviest weight since they require the most advance coordination, fine dining arrangements weigh less, and even a 'Not sure yet' selection still contributes to the score.
Can the intake account for group size, like corporate travelers or larger families?
Yes — the intake asks who the trip is for and roughly how many travelers need to be included, so a solo trip and a six-plus corporate group are captured with the context your planners need before scoping logistics.
What if travel dates aren't confirmed yet?
The timing question includes a 'Dates not set yet' option, so undated inquiries still come through complete rather than getting stuck or abandoned mid-form.
Turn luxury travel planning visitors into qualified events
Give every luxury travel planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.