Know which inventory planning leads are worth discovery call time
Every inquiry captures the core inventory challenge, SKU category range, and whether historical sales data is available, so your team walks into the discovery call already knowing the scope.
Preview your inventory planning intake
Explore 7 questions from the Inventory Planning template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified inventory planning lead should tell you
Advisory engagement to diagnose inventory problems like stockouts or excess stock, right-size stock levels across SKU categories, and put forecasting or systems in place, scoped from the client's current data and processes.
- Main Inventory Challenge Facing
- Many Distinct Product Or
- Use Any Inventory Management
- Best Describes Role In
- Soon Start Improving Inventory
- Have Access Historical Sales
- Areas Supply Chain Involved
The questions your team needs answered
Every inventory planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the main inventory challenge you are facing? | The main challenge selected (stockouts, excess stock, poor forecasting, or no system) tells the consultant which type of engagement to scope before the call. |
| How many distinct product or SKU categories do you manage? | SKU category scale signals engagement size, since a client managing under 50 SKUs needs a very different scope than one managing over 500. |
| Do you currently use any inventory management software? | Separates real opportunities from leads that aren’t a fit yet. |
| Which best describes your role in inventory decisions? | Knowing whether the lead is the final decision-maker or just gathering information determines how much weight to give the inquiry and who else needs to be looped in. |
| How soon are you looking to start improving your inventory planning? | Startup timeline separates leads ready to move now from those just exploring options, shaping how quickly the discovery call should be scheduled. |
| Do you have access to historical sales or inventory data for review? | Whether historical sales or inventory data exists changes whether the first engagement starts with analysis or with data collection, and is weighted accordingly. |
| Which areas of your supply chain are involved in this inventory issue? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores inventory planning leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Frequent stockouts
- Excess or slow-moving inventory
- Poor demand forecasting
- No formal inventory system in place
- Not sure
- I make the final decision
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Inventory Planning Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for inventory planning workflows
| Cliont capability | Inventory Planning application |
|---|---|
| Conditional qualification logic | Branches follow-up context based on the selected main inventory challenge, so a stockout answer and a forecasting answer surface differently to your team. |
| Document and data upload capture | Collects historical sales or inventory data at intake so consultants can review real numbers before the discovery call instead of requesting it afterward. |
| Weighted lead scoring | Combines decision-role weighting with challenge-type weighting so a final decision-maker facing stockouts scores higher than an information-gatherer exploring options. |
| Multi-select intake fields | Captures every supply chain area involved (suppliers, warehousing, distribution, retail, e-commerce) in one answer so multi-department engagements are scoped accurately from the start. |
| CRM lead routing | Sends qualified inventory planning inquiries, including SKU scale and current software status, straight into your CRM for follow-up. |
Example inventory planning lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Stockouts hitting revenue now
A final decision-maker flags frequent stockouts and wants to start immediately, so the intake surfaces this as a priority engagement before the call is even booked.
Excess stock, someone else decides
An operations manager gathering information for leadership reports slow-moving inventory as the issue, which the intake still scores but flags as an influencer rather than a decision-maker.
No system, unsure of scale
A prospect selects 'no formal inventory system in place' and 'not sure' on SKU count, so the intake still routes it through but signals that scoping will take extra discovery work.
Multi-site forecasting problem
A lead cites poor demand forecasting across warehousing, distribution, and e-commerce fulfillment, giving the consultant a clear picture of engagement scope before the discovery call.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More procurement and supply chain consulting intake templates
View all procurement and supply chain consulting intake templates →
Inventory Planning lead-intake FAQs
How does the intake distinguish inventory planning leads from procurement optimization or supply chain strategy leads?
The intake question on the main inventory challenge (stockouts, excess stock, poor forecasting, or no formal system) keeps this form scoped to inventory-specific problems, separate from sibling forms like Procurement Optimization or Supply Chain Strategy.
What happens if a lead doesn't have historical sales data available?
Access to historical sales or inventory data is asked directly and weighted lower when unavailable, so consultants know upfront whether the first working session will need to start with data collection.
Does the intake capture how large the client's inventory footprint is?
Yes, the SKU or product category question captures whether a client manages under 50, 50 to 500, or over 500 categories, giving a sense of scope before any scoping call.
How does a lead's role in the decision affect how it's scored?
Leads who identify as the final decision-maker score higher than those gathering information for others, which helps prioritize discovery calls likely to convert into engagements.
Can I see which parts of the supply chain are affected before the call?
The intake lets leads select multiple areas, including suppliers, warehousing, distribution, retail, or e-commerce fulfillment, so consultants can gauge whether the issue is single-site or multi-department before scoping.
What if a lead answers 'not sure' about their main inventory challenge?
'Not sure' is still captured as a real answer with its own weight rather than being discarded, since it often signals a client who needs diagnostic work rather than a low-value inquiry.
Turn inventory planning visitors into qualified clients
Give every inventory planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.