Lead Pipeline

No lead sits in an inbox going cold.

Every request from your sites arrives as a lead with the full brief attached — who's traveling, when, budget tier, must-dos — and a first-contact clock already running. You see what's on track, what's due soon, and what's overdue.

TravelIQ — lead pipeline · sample data

The real dashboard on a sample agency — click anything.

The brief

The whole request, not just an email address

A lead isn't a name and a phone number. It's the party, the dates, the budget tier, and the must-dos the traveler typed — attached from the moment it arrives, so the first call starts from real context instead of an interrogation.

“A request used to sit in the shared inbox until someone claimed it. Now it lands with the right advisor with the whole brief attached, and I can see the clock running.”
Melissa McCallister
CEO, Ticket To Ride · Founding partner, TravelIQ

Ticket To Ride runs 36 advisors on TravelIQ — every page of ticket2ride.co, every lead, booking and payout.

Routing

Requests land where they belong

A request from an advisor's own site goes straight to that advisor. A request from the company site lands with the admin to assign — unless the traveler named a planner who actually books that destination, in which case it goes to them. No silent auto-distribution deciding for you.

  • Advisor-site requests go to that advisor
  • Company-site requests land with you — unassigned by default, never invisibly parceled out
  • A named planner gets the lead only if they book that destination
The clock

24 business hours to first contact

Every lead carries a first-contact deadline measured in business hours — Monday to Friday, 9am to 9pm Central — so a Friday-night inquiry doesn't burn its whole clock over the weekend. The dashboard shows every lead as on track, due soon, or overdue.

  • Measured Mon–Fri, 9am–9pm Central
  • On track · due soon · overdue, at a glance
  • The clock starts the moment the lead arrives
Escalation

When a lead slips, you have tools — not just a report

An escalation sweep can nudge the advisor, alert the owner, and hand the lead to someone else with a fresh clock — so a dropped lead becomes someone's lead again instead of a statistic.

  • Nudge the advisor holding an aging lead
  • Alert the owner when one goes overdue
  • Re-route it with a fresh 24-business-hour clock
Every lead, accounted for

The shared inbox retires

A request can't be claimed twice or quietly forgotten — it's a lead with a brief and a clock from the moment it arrives, and overdue is a status on a board, not a discovery three weeks later.

The full brief on arrivalA clock on every leadOverdue is a status, not a surprise

See the clock running

Open the pipeline on a sample agency — the briefs, the clocks, the routing — or bring your current inbox horror stories to a twenty-minute walkthrough.