How "Sasha’s Travel Solutions" builds travel lead forms that book clients
If you work in a travel industry, you already know that reputation matters. Your customers trust you with honeymoons, reunions, once-in-a-decade adventures. That kind of trust is built over time: through thoughtful content, a professional website, social proof, and personal referrals.
For many agents, all those pieces are already in place. But even when everything’s working, some companies still find that new leads don’t convert as consistently as they should.
One of the reasons might actually be a poor inquiry form, or its absence.
Sometimes travel agents rely solely on emails and phone calls, others use very short contact forms with minimum form fields that don't let prospects share enough details about their trip.
Let us present you with Sasha's Travel Solutions use case, that proves our point about importance of high-quality lead generation forms.
Stop collecting important lead info from potential clients by phone
Sasha's Travel Solutions is a travel agency that plans custom travel experiences, from Caribbean beach getaways to boutique hotel stays.
Before using Weavely, Jessica Polite, founder of Sasha’s Travel Solutions, gathered details through a mix of calls, emails, and follow-up questions. It worked, but it was time-consuming, both for her and her clients. Travellers would reach out with questions, partial info, or vague requests, which led to lots of back-and-forth before any actual planning began.
With Weavely, Jessica now asks prospects to fill in a form straight away. It’s clean, fast, and asks everything the agents need upfront.
Each form asks for trip dates, traveler details, destination interests, budget range, and any must-haves.
Designing travel lead generation forms that book customers
Let’s take a closer look at how Jessica, reshaped how she generates leads by rethinking her inquiry process.
Jessica’s inquiry form is a solid example of how travel agents can streamline their lead process by collecting just the right amount of detail, early on. One of the most useful elements is her inclusion of preferred contact methods. For example, clients can choose between phone, text, or email. This small addition makes it easier to follow up in the way the client is most comfortable with, which naturally improves response rates.
She also asks for the total number of travelers right up front. This helps her immediately tailor quotes, especially for families, couples, or group trips where logistics and pricing vary. Another smart question is her request for the client’s city, state, and ZIP code. While this might seem like a minor detail, this gives Jessica useful context when it comes to airport proximity, possible travel windows, and even time zone planning.
One especially helpful field asks for the date of birth of each traveler. It’s essential for many types of travel, like cruise bookings, insurance quotes, or trips where age-based pricing applies. Asking for this now avoids time-consuming follow-up later.
Even just from this first section of the form, Jessica already knows who the client is, how to reach them, how many people are traveling, and who those people are. That’s more than enough to start preparing quotes or recommendations, without having to chase basic information. For any travel company, this kind of structure saves times and improves the quality of the client relationship from the start. It shows that you’re organized, prepared, and ready to take the work off their plate!
Small details that make a difference
What makes Sasha's Travel Solutions form effective is also its empathy.
- Tone: the header "Your Memorable Vacation Starts Here!" sets the right tone designed to get travelers excited about booking a trip.
- Contextual prompts: instead of just “Budget?”, she asks, “What is the price range or budget you’d like to stay under?” It’s gentle and customer-first.
- Built-in reassurance: at the end of the form, Jessica includes a short message:
"Any question or concern you may have or run in, I will definitely be here to make everything stress free as possible.”
- Travel protection options: by giving a clear option to select travel protection (or not) Sasha normalizes that conversation early and frames it around peace of mind, not just cost.
What the travel agent learnt from her lead generation forms data?
Over time, Jessica began to notice a consistent theme in the responses coming through her form: customers value peace of mind over just finding the lowest price. Many shared that having someone they could trust to handle the planning, someone who’d think through the details and anticipate their needs, mattered far more than saving a few dollars. It confirmed that travelers really do want a stress-free, personalized experience — a concrete value proposition that Jessica will now use in her marketing efforts.
What other travel agents can learn from Sasha's Travel Solutions set-up?
If you're still using generic contact forms with 2 fields, here are four smart things Jessica is using in her lead gene that you can steal:
- Open with warmth: a simple welcome message sets the tone for a friendly, low-pressure experience.
- Ask about trip intent: instead of just "where are you going?", ask why. Honeymoon? Family reconnection? Birthday trip? That context shapes your recommendations and boosts conversion.
- Ask about the budget: it also helps her qualify leads early.
- Collect essentials upfront: don't just collect contact info. Ask for travel dates and traveler names, everything needed to quote accurately .
- Leave space for personalization: open-ended fields invite clients to share special requests or concerns.
- Reassure at the end: a kind closing message reminds clients that they’re in good hands and someone will follow up soon.
Looking to create a custom lead form for your travel business?
Weavely is an AI-powered form builder that helps users create lead generation forms with smart questions and branded design. With no limits on forms or responses, Weavely gives the freedom to collect as much data as you need to make data-driven decisions. Weavely forms and surveys are easy to share, embed and even add as pop-ups on your website. And once the responses start to roll in, you can send them to your favorite CRM or emailing tool, using Weavely's native integrations.
