Turn supply chain strategy enquiries into discovery-call-ready leads
Send prospects a guided intake that captures their main goal, which supply chain areas need attention, and whether they can approve a consultant — plus an org chart or spend summary — so only qualified opportunities land in your CRM.
The exact intake your supply chain strategy leads complete
This is the real 7-question guided intake for Supply Chain Strategy — the same flow your customers finish before you ever pick up the phone.
What a qualified supply chain strategy lead should tell you
Advisory engagement where a business works with a consultant to design a new supply chain strategy or improve an existing one, covering sourcing, logistics, inventory, and supplier relationships based on the client's stated goal and scope.
- Best Describes Main Goal
- Many Employees Company Have
- Areas Supply Chain Most
- Have Authority Approve Or
- Plan Start This Project
- Worked With Supply Chain
- Industry Or Products Supply
The questions your team needs answered
Every supply chain strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your main goal for this engagement? | The stated main goal separates a full strategy build from a narrower optimization or cost-cutting request, which changes both scope and pricing conversation. |
| How many employees does your company currently have? | Employee count helps size the engagement and flag whether the prospect fits the scale of work you typically take on. |
| Which areas of your supply chain need the most attention? | Knowing which supply chain areas need attention lets you match the lead to the right specialist before the discovery call instead of during it. |
| Do you have authority to approve or select a consulting provider? | Decision-making authority is weighted heavily because a lead without approval power often needs an internal buy-in step before a proposal makes sense. |
| When do you plan to start this project? | An immediate start date is the clearest urgency signal in the catalog and distinguishes ready-to-engage prospects from early researchers. |
| Have you worked with a supply chain consultant before? | Separates real opportunities from leads that aren’t a fit yet. |
| What industry or products does your supply chain primarily support? | Captures the detail in the client’s own words so you’re briefed before the first call. |
How Cliont scores supply chain strategy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Build a new supply chain strategy
- Optimize an existing supply chain
- Reduce procurement or logistics costs
- Improve risk management or resilience
- Not sure
- Sourcing and procurement
Urgency signals
- Immediately
See the lead your team receives
Supply Chain Strategy 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 supply chain strategy workflows
| Cliont capability | Supply Chain Strategy application |
|---|---|
| Weighted single-choice scoring | The main goal question assigns different weights to building a new strategy, optimizing an existing one, cost reduction, and risk resilience, so scope-heavy engagements rank above vague ones. |
| Multi-select tagging | Selections from the focus-areas question (sourcing, logistics, inventory, supplier relationships, technology) get passed through as tags your CRM can use to match the lead to the right consultant. |
| Authority-based routing | A 'no' answer on decision-making authority automatically routes the lead to a lower-priority follow-up track instead of the fast-track discovery call sequence. |
| Free-text context capture | The industry/products question feeds unstructured context directly into your CRM record so the consultant isn't starting the discovery call from zero. |
Common supply chain strategy lead scenarios
Ready-now new strategy build
A prospect selects 'Build a new supply chain strategy,' confirms decision authority, and wants to start immediately — the intake flags this as high priority for a fast discovery call.
Cost-cutting under budget pressure
A mid-size operation picks 'Reduce procurement or logistics costs' and flags sourcing and inventory as weak points, signaling a commercial engagement with a 1-3 month runway.
Risk and resilience review
A company selects 'Improve risk management or resilience' and marks supplier relationships as the priority area — a different scope than a cost or growth-driven engagement.
Early-stage explorer, no authority yet
A large company answers 'Not sure' on goal, picks 'Just exploring options' for timeline, and lacks approval authority — the intake routes this to nurture rather than an immediate discovery call.
Repeat buyer optimizing existing chain
A prospect who has worked with a consultant before selects 'Optimize an existing supply chain' with an immediate start, giving the consultant useful context before the first call.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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 →
Supply Chain Strategy lead-intake FAQs
How does the intake decide which supply chain strategy leads are worth a discovery call?
It combines the stated main goal, whether the person has authority to approve a consultant, and their intended start date, so leads with clear scope, buying power, and urgency surface first.
What happens if the person filling out the form isn't the decision-maker?
A 'no' on decision authority carries a lower weight than a 'yes,' so those leads still reach your CRM but are flagged for a different follow-up path rather than an immediate discovery call.
Can the intake tell the difference between a new strategy build and an optimization project?
Yes — the main goal question separates building a new strategy, optimizing an existing one, cutting costs, and improving risk resilience, each carrying its own weight.
Does the intake capture which parts of the supply chain need work?
Prospects can select multiple focus areas — sourcing, logistics, inventory, supplier relationships, or technology — so you see scope before the call instead of asking on it.
How is urgency identified for supply chain strategy leads?
Selecting 'Immediately' on the start-timeline question is treated as the urgency signal, distinct from prospects who are still 3-6 months out or just exploring.
Can I use this same intake logic for procurement optimization or vendor sourcing leads?
Each of those sits as its own subservice with its own catalog — Procurement Optimization and Vendor Sourcing use separate intake questions tailored to their scope, not this one.
Turn supply chain strategy visitors into qualified clients
Give every supply chain strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.