Know which solo travel leads are worth a booking call.
Ask solo travelers about their trip status, how many destinations they're covering, and whether they're the final decision-maker — then collect existing booking confirmations before you ever hold inventory on a maybe.
Preview your solo travel planning intake
Explore 6 questions from the Solo Travel Planning template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified solo travel planning lead should tell you
Personalized itinerary and logistics coordination for a single traveler, covering trip status, destination count, and which parts of the journey (flights, lodging, activities, transportation) still need to be arranged.
- Current Status Trip
- Parts Trip Help
- Many Destinations Plan Visit
- Person Who Will Make
- Have General Budget Range
- Experience On This Trip
The questions your team needs answered
Every solo travel planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current status of your trip planning? | Trip planning status shows how far along the traveler is, from just researching to having bookings already in place, so you know how much scoping work actually remains. |
| Which parts of the trip do you need help planning? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many destinations do you plan to visit on this trip? | Destination count signals how complex the itinerary will be, since a four-plus-stop solo trip needs far more logistics coordination than a single city. |
| Are you the person who will make the final decisions on this trip's plans? | A yes answer carries nearly three times the weight of a no, since a lead who isn't the final decision-maker often stalls before a booking call ever happens. |
| Do you have a general budget range in mind for this trip? | Knowing whether a budget range exists lets you gauge if the traveler is ready to commit before your team spends time on custom pricing. |
| What type of experience are you hoping for on this trip? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores solo travel planning leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- No destination chosen yet
- Destination chosen, need full plan
- Some bookings already made
- Just researching options
- Person Who Will Make: yes
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Solo 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 solo travel planning workflows
| Cliont capability | Solo Travel Planning application |
|---|---|
| Multi-select scoping | Uses the trip-components question to show exactly which pieces — flights, accommodation, activities, local transport, or a full itinerary — the traveler needs help with, so you don't quote scope nobody asked for. |
| Weighted lead scoring | Weights the decision-maker answer at roughly three times a no, so inquiries filled out on behalf of another traveler surface lower and get flagged before a booking call is set. |
| CRM routing with context | Sends qualified solo trips to your CRM tagged with trip status and destination count, so multi-stop itineraries and near-ready bookings can be prioritized differently. |
| Conditional intake logic | Routes leads who are 'just researching options' toward a nurture sequence instead of an immediate booking call, keeping call time reserved for travelers further along. |
Example solo travel planning lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Just researching, no destination yet
The traveler hasn't picked a destination and is still weighing options, so the intake flags them for nurture rather than an immediate booking call.
Destination locked, needs full plan
A destination is chosen and the traveler wants flights, lodging, and activities scoped in one pass — this is the intake's highest-value combination.
Partial planner filling gaps
Some bookings already exist, so the intake narrows in on which remaining pieces (transportation, tours) the planner actually needs to quote.
Multi-stop itinerary request
Four or more destinations selected means a heavier logistics load, letting you triage it differently from a single-city solo trip.
Inquiry submitted by a third party
The person filling out the form answers no to being the final decision-maker, which scores lower and signals you need to confirm the actual traveler before scheduling a call.
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
Solo Travel Planning lead-intake FAQs
Does someone who hasn't chosen a destination yet still count as a real lead?
Yes — trip status options from 'no destination chosen' through 'some bookings already made' are all treated as high-value signals, since each represents a traveler actively moving through the planning process rather than someone just browsing.
How does the intake catch leads who aren't actually the traveler?
The decision-maker question carries a much higher weight for a yes than a no, so a lead filled out by a friend or family member on someone else's behalf scores lower and can be flagged before you offer a booking call.
What happens if a traveler already booked flights but needs help with the rest?
The 'some bookings already made' status combines with the multi-select question on which parts of the trip still need help, so your team only scopes the remaining pieces — activities, local transport, or a day-by-day itinerary.
Does the intake require an exact budget number?
No — it only asks whether the traveler has a general budget range in mind, giving you a readiness signal without forcing a hard number this early in the conversation.
How does this differ from your Multi-City Itinerary intake?
This intake is built around a single traveler and includes a destination-count question that ranges from one stop to four or more, letting a single-city solo trip and a sprawling multi-stop trip route through the same form differently.
Can the intake tell the difference between an adventure trip and a work trip?
Yes — the experience-type question captures whether the traveler wants relaxation, adventure, culture, or work-related travel, so planners can match the lead to the right itinerary style before the call.
Turn solo travel planning visitors into qualified events
Give every solo travel planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.