Know which multi-city itinerary leads are worth booking call time
Ask travelers how many cities they're covering, which stops are already decided, and how flexible their dates are, then collect passport details and route every completed answer straight to your CRM.
Preview your multi-city itinerary intake
Explore 6 questions from the Multi-City Itinerary template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified multi-city itinerary lead should tell you
Planning support for trips that span multiple cities or destinations in one route, covering how many stops are involved, whether those cities are locked in, and what needs coordinating between them.
- Many Cities Or Destinations
- This Itinerary
- Already Decided On Specific
- Current Status Travel Dates
- Elements Help Coordinating Across
- Person Who Will Approve
The questions your team needs answered
Every multi-city itinerary intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many cities or destinations do you plan to visit? | The number of cities sets the trip's complexity, so routes of 7 or more cities signal a larger planning engagement worth prioritizing. |
| Who is this itinerary for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Have you already decided on the specific cities you want to include? | Already-decided cities show the traveler has moved past browsing, letting your team skip discovery and go straight to logistics. |
| What is the current status of your travel dates? | Fixed dates mean you can commit to specific inventory instead of holding it speculatively while a traveler is still deciding. |
| Which elements do you need help coordinating across the cities? | Knowing whether they need transportation, lodging, activities, or route sequencing tells you how much of the trip they'll book through you versus arrange themselves. |
| Are you the person who will approve the final itinerary? | Confirming the respondent is the final approver avoids building out a full multi-city itinerary for someone who still needs another traveler's sign-off. |
How Cliont scores multi-city itinerary leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- 2-3 cities
- 4-6 cities
- 7 or more cities
- Already Decided On Specific: yes
- Person Who Will Approve: yes
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Multi-City Itinerary 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 multi-city itinerary workflows
| Cliont capability | Multi-City Itinerary application |
|---|---|
| Weighted lead scoring | Automatically raises priority for leads covering 7 or more cities or with cities already decided, since both scope and decisiveness point to a more concrete, higher-value trip. |
| Multi-step qualification form | Sequences the six intake questions from city count through approver confirmation so planners see full trip scope before scheduling a booking call. |
| CRM routing | Pushes each completed multi-city itinerary lead into your CRM with traveler type, decided cities, date status, and coordination needs already structured for review. |
| Document collection | Gathers passport and existing booking details upfront so international multi-city routes arrive complete instead of requiring a separate follow-up call just to collect paperwork. |
Example multi-city itinerary lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Cities locked, dates flexible
The traveler has already picked their route but hasn't set dates yet, so the intake flags a confirmed-cities lead that still needs a follow-up to nail down timing before you hold inventory.
Corporate multi-city trip
A business traveler needs several cities coordinated for meetings, and the intake captures traveler type and approver status so planners know who actually signs off before quoting.
Grand tour, seven-plus cities
A solo traveler is mapping an extensive route across seven or more cities, which the scoring weights as a higher-scope trip needing full transportation and route-timing coordination.
Family trip, still exploring
A family hasn't settled on specific cities yet, so the intake still records their interest and coordination needs while flagging that dates and destinations remain open.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Multi-City Itinerary lead-intake FAQs
What if a lead hasn't decided on their cities yet?
The intake still captures the lead through the cities-decided question and routes it to your CRM, so you can see at a glance which enquiries need a discovery conversation versus which routes are already set.
Does the intake tell me who actually approves the final itinerary?
Yes, one question confirms whether the person submitting is the approver, which helps your team avoid building a full multi-city plan for someone who still needs sign-off from another traveler.
How does the software distinguish a family trip from a corporate one?
The traveler-type question separates individuals, families, groups, and corporate travelers, so leads land in your CRM already tagged by who the itinerary is actually for.
What happens with leads who haven't picked travel dates?
Those leads still come through with their date status recorded as flexible or undecided, letting your team prioritize which enquiries need a call to lock dates before you commit inventory.
Can the intake tell me exactly what parts of the trip they need help with?
Yes, the multi-select coordination question captures whether they need help with inter-city transportation, lodging, activities, or route sequencing, so you know the scope of the ask before the booking call.
Are there any disqualifying answers in this intake?
No, every answer in this catalog, including undecided cities or dates, is treated as a legitimate lead rather than a disqualifier, since the intake is built to capture trip scope, not screen prospects out.
Turn multi-city itinerary visitors into qualified events
Give every multi-city itinerary visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.