Score the trip before anyone books it.
A revenue trip should earn its cost before it earns a calendar hold. Use this path when you need to decide whether a flight, hotel, client visit, roadshow, or conference will create measurable account movement.
Open the full scorecard Browse tools
Choose the next decision.
Is this sales trip worth it?
Use the 10-minute scorecard before the itinerary becomes emotionally or politically hard to cancel.
Open scorecard →
Will the right people be in the room?
Do not fly because a meeting exists. Fly when the people who can change the deal will be accessible.
Run access test →
Kill the bad trip without killing momentum
Use a no-trip memo when the work can move faster remotely or the timing is wrong.
Use the memo →
Use this before the trip hardens.
Name the commercial change
Write the single thing that should be different after the trip: stakeholder access, decision clarity, risk reduction, expansion path, or signed next step.
Score buyer access
Confirm who will be in the room and whether they can alter the deal, renewal, partnership, or implementation path.
Price the recovery cost
Include travel time, calendar compression, follow-up delay, expense drag, and the opportunity cost of being out of market.
Keep moving with the right source, not a generic library dump.
This page exists to get a human reader from intent to action. Start with the practical choice in front of you, then use the deeper article when you need the full reasoning.
Quick answers.
Who should use this page?
Account executives, founders, sales leaders, CSMs, and RevOps teams deciding whether a revenue trip deserves approval.
What is the output?
A defensible go, no-go, or revise decision supported by business outcome, buyer access, timing, cost, and follow-up ownership.
Does this replace manager judgment?
No. It makes judgment sharper by forcing the right evidence before a trip becomes default motion.
What if the answer is no?
Use the no-trip memo and convert the energy into remote progress, a better-timed onsite, or a tighter conference plan.