Turn flatbed shipment enquiries into pickup-ready leads
Tell us what's on the flatbed, where it's headed, and whether it needs permits or escorts — Cliont scores the lead on cargo type and urgency, then routes qualified shippers straight to your CRM before a truck gets committed.
The exact intake your flatbed freight leads complete
This is the real 6-question guided intake for Flatbed Freight — the same flow your customers finish before you ever pick up the phone.
What a qualified flatbed freight lead should tell you
Freight brokerage arrangement of open-deck flatbed transport for cargo too large, heavy, or irregularly shaped for an enclosed trailer, where cargo type, permit needs, and securement requirements decide which carrier and truck get dispatched.
- Cargo Move On Flatbed
- This Shipment Be Picked
- Load Special Permits, Escorts,
- This Shipment Picked Up
- Direct Shipper, Or Arranging
- Cargo Tarping, Strapping, Or
The questions your team needs answered
Every flatbed freight intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of cargo do you need to move on a flatbed? | Machinery, steel, and oversized cargo carry the highest weights, so this answer alone can separate a routine open-deck haul from a specialized job. |
| Where does this shipment need to be picked up and delivered? | Long-haul or cross-border routes signal a need for permit-cleared drivers and longer lead time, letting dispatch pre-check capacity before quoting. |
| Does the load require special permits, escorts, or oversize/overweight handling? | This yes/no answer carries the highest weight in the catalog and determines whether the load needs permit filing, pilot cars, or route surveys before a truck can move it. |
| When do you need this shipment picked up? | An immediate pickup need should reach dispatch ahead of a shipment still in the planning stage, since capacity for the right trailer type can disappear fast. |
| Are you the direct shipper, or are you arranging this on behalf of another business? | Knowing whether the contact is the shipper, a forwarder, or an individual changes who confirms load details and whether the deal is a repeat commercial account. |
| Does the cargo need tarping, strapping, or other securement beyond a standard flatbed setup? | A yes here tells dispatch to line up a crew and equipment for tarping or strapping instead of assuming a bare flatbed setup will work. |
How Cliont scores flatbed freight leads
Every answer is weighted automatically — no manual review required.
Value signals
- Construction materials
- Machinery or equipment
- Steel or metal products
- Oversized or wide load
- Other cargo type
- Load Special Permits, Escorts,: yes
Urgency signals
- Immediately
See the lead your team receives
Flatbed Freight Lead
From first click to qualified lead
Follow owners and general contractors 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 add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for flatbed freight workflows
| Cliont capability | Flatbed Freight application |
|---|---|
| Weighted lead scoring | Oversized or wide load and steel/metal cargo answers carry higher weight than 'other cargo type,' so the highest-value flatbed enquiries surface first in your CRM. |
| Conditional routing | A yes on permits/escorts or on tarping/strapping needs routes the lead to whichever dispatcher handles specialized equipment, instead of a general queue. |
| Commercial vs. individual tagging | The shipper-type question separates direct shippers and forwarders arranging for another business from individuals with a personal need, so brokers can prioritize repeat commercial accounts. |
| Required upload capture | Cargo photos and permit documentation are collected upfront, so dispatch has load dimensions and legal paperwork in hand before quoting a flatbed move. |
Common flatbed freight lead scenarios
Oversized machinery with permit needs
A shipper flags machinery or equipment plus a yes on permits, escorts, or oversize handling, pushing the lead into the highest-value band before dispatch touches it.
Steel coils needing extra securement
A steel or metal products load that also requires tarping or strapping beyond a standard flatbed setup gives dispatch the securement details needed to match the right trailer and crew.
Forwarder booking on a client's behalf
The intake flags the shipper as arranging freight for another business rather than a direct shipper, which changes how the lead is tagged and who gets contacted to confirm details.
Cross-country haul with a fixed date
A long-haul, cross-country pickup marked as needed within a week signals a real timeline, letting brokers prioritize sourcing capacity ahead of leads with no fixed date.
Individual moving a single piece
An individual with a personal need and a generic 'other cargo type' answer routes differently than a commercial shipper, so brokers can spot lower-fit enquiries before quoting.
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 freight brokerage intake templates
Flatbed Freight lead-intake FAQs
How does the intake flag loads that need permits or escorts?
The yes/no question on special permits, escorts, or oversize/overweight handling carries the highest weight in the catalog, so any yes answer pushes the lead into your high-priority queue for review before a truck is booked.
What if the person filling out the form isn't the actual shipper?
The intake asks whether the contact is a direct shipper, arranging freight for another business, or an individual, so brokers can tell a freight forwarder booking on behalf of a client apart from the company that owns the cargo.
Does the form capture tarping or strapping needs?
Yes — a dedicated yes/no question asks whether the cargo needs tarping, strapping, or other securement beyond a standard flatbed setup, so dispatch knows equipment requirements before matching a carrier.
How is this different from the Oversized Freight intake?
Flatbed Freight covers open-deck cargo like construction materials, machinery, or steel that may or may not exceed legal size limits, while Oversized Freight is the sibling subservice built around loads that require route surveys and permit handling as the primary concern.
What happens to leads with no fixed pickup date?
Shipments marked 'planning ahead, no fixed date' still score on cargo type and permit needs but carry lower urgency weight than 'immediately' or 'within a week,' so brokers can see which enquiries need a call now versus a later follow-up.
Can I see the pickup and delivery region before I call the lead?
Yes — the intake captures whether the move is local, regional, long haul, or cross-border, so dispatch can check lane coverage and carrier availability before returning the call.
Turn flatbed freight visitors into qualified projects
Give every flatbed freight visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.