For Fellow Travel Advisors

The intake tool behind our retreats.

We’re independent advisors too. TripBrief is the AI client-intake system we built for Covenant Retreats — and it’s available to your agency as well.

Every trip on this site started as a conversation.

Here’s how we capture them

The “Plan my trip” button you see on covenantretreats.com is TripBrief. Instead of phone tag and long forms, it holds a warm, adaptive conversation with the client — tailored to honeymoons, group trips, anniversaries, and more — and delivers a structured advisor brief in 5–10 minutes: occasion, budget, dates, destination ideas, travel style, accommodations, health notes, dealbreakers, and action items.

Briefs are editable, exportable as branded PDFs, and your client data is never used for anyone else’s booking or pricing. Embed it on your site with one line of code, or share your intake link anywhere.

Why We Use It

Discovery without the phone tag

i.

Clients love it

A friendly conversation on their schedule — not a form, not a voicemail loop.

ii.

You get the full picture

A structured brief with budget, dates, party, style, and dealbreakers — before your first call.

iii.

Built by advisors

Made for independent travel advisors and small agencies. Plans start at $9/month with a 14-day free trial.

TripBrief

Try it on your own agency

14-day free trial, no credit card. Set up your branded intake link and website widget in minutes.

Visit TripBrief.us

Want to see it in action first? Click “Plan my trip” in the corner of this page — that’s TripBrief working for us.