Question 1

What is the travel agent client intake form template for?

Accepted Answer

Travel advisors plan better trips with the details up front. This intake covers where and when, who's traveling, travel style, budget, passport status and anything special, like an anniversary or a dietary need.

Question 2

What does the travel agent client intake form template ask?

Accepted Answer

10 questions: What's your name? Nice to meet you, {{name}}. What's your email? And a phone number? Where would you like to go? When, and for how long? How many travelers? What's your travel style? Budget per person Does everyone have a valid passport? Anything special we should know?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 30 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 20 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Travel agent client intake form template

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