Trip enquiry intake
A structured enquiry form that captures the details a consultant needs before quoting.
INTEGRATIONS & AUTOMATION FOR TRAVEL & TOURISM
From “how much is a safari?” to a confirmed booking.
We connect your website, WhatsApp Business API, CRM and payments so trip enquiries are captured, quoted and followed up, and travellers get confirmations and reminders without manual chasing.
Quoting takes ten messages before it even starts.
A traveller asks for a price. Before you can answer, you need dates, group size, budget, accommodation level and pickup point. Collecting that by hand takes a consultant most of a conversation.
Meanwhile other enquiries wait. Quotes are sent and never followed up, and in high season the busiest weeks are also the weeks when leads are most easily lost.
A structured enquiry form gathers the details up front, so your consultants spend their time on itineraries and closing.
THE WORKFLOW
From enquiry to departure.
An illustrative workflow, not a claim about a completed client project. Your version is designed around your team, tools and customers.
WHAT HAPPENS NEXT
01
A traveller enquires through your website, an enquiry form or your WhatsApp number.
02
The enquiry form collects dates, number of travellers, budget, accommodation preference and pickup location.
03
The lead and trip brief are saved in your CRM.
04
A consultant receives the brief and sends a quote, or a standard package quote is prepared for approval.
05
If there is no reply, the consultant gets a follow-up reminder at the interval you choose.
06
Deposit or payment confirmation updates the booking and notifies the team.
07
The traveller receives their confirmation, then optional WhatsApp reminders before departure.
WHAT WE BUILD
The pieces behind the conversation.
We agree the scope with you first. Most projects start with two or three of these and grow from there.
Package information
Answers about your standard itineraries, inclusions and seasons on your website, drawn from content you approve.
Quote preparation
Trip briefs routed to the right consultant, with draft quotes for standard packages where that suits you.
Quote follow-up
Follow-up tasks on open quotes, so a sent quote is never the last message.
Payment and booking updates
M-Pesa, card or bank payment events connected to the booking record and the customer’s confirmation.
WhatsApp notifications
Booking confirmations, pickup times and pre-trip notes sent through the WhatsApp Business API, using approved templates.
Tools we can connect
Available connections depend on your subscriptions and the access each platform provides. These are integration examples, not partnership or certification claims.
COMMON QUESTIONS
Before we get started.
Our prices change by season. Can you still prepare quotes?
For most agencies the system collects the brief and a consultant confirms the price. Where you have fixed package rates, it can prepare a draft for approval. We agree the rule with you.
Can it serve international travellers?
Yes. WhatsApp works across borders, and your team can reply in the languages you support. Notification costs vary by the traveller’s country, which we factor into the plan.
Does it take payments?
It can include payment instructions or links with the quote and update the booking when a payment is confirmed. We connect to the payment methods you already accept rather than introducing a new one.
What if a traveller wants a fully custom itinerary?
The enquiry form gathers the essentials and a consultant takes it from there, with everything already captured.
OTHER INDUSTRIES
AUTOMATION OPPORTUNITY AUDITWhat would you like
Book an automation auditWhat would you like
to take off your plate?
Book a 30-minute workflow review. We’ll identify one to three processes worth automating and show how we’d connect your tools.