See dock access and pallet count before you dispatch
Ask shippers for pallet count, freight type, and pickup timing up front, plus photos of the load and shipment paperwork, so you know exactly what's moving before you commit a truck.
The exact intake your less-than-truckload freight leads complete
This is the real 6-question guided intake for Less-Than-Truckload Freight — the same flow your customers finish before you ever pick up the phone.
What a qualified less-than-truckload freight lead should tell you
Coordinating transport for palletized shipments that share trailer space with other freight, based on pallet count, freight type, and pickup/delivery access requirements.
- Many Pallets Or Shipping
- Freight Shipping
- This Shipment Picked Up
- Both Pickup And Delivery
- One Authorized Book And
- Often Expect Ship Ltl
The questions your team needs answered
Every less-than-truckload freight intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many pallets or shipping units need to be transported? | Pallet counts in the 3-12 range carry the highest weight because they represent typical LTL volume, while single-pallet and 12+ pallet loads score lower as they edge toward parcel or near-truckload territory. |
| What type of freight are you shipping? | Flagging hazardous, perishable, or oversized freight lets a broker check carrier capability and equipment needs before committing a truck to the wrong load type. |
| When do you need this shipment picked up? | Pickup timing carries some of the highest weights in the catalog, surfacing shipments that need a carrier sourced immediately versus shippers still comparing options. |
| Do both the pickup and delivery locations have a loading dock or forklift access? | Confirming dock or forklift access at both ends prevents a truck from arriving without the lift-gate or equipment the load actually requires. |
| Are you the one authorized to book and confirm this shipment? | The weight gap between yes (9) and no (3) separates the actual booking decision-maker from someone just gathering quotes, so dispatch effort isn't spent on a lead that can't confirm. |
| How often do you expect to ship LTL freight? | Regular monthly shippers score highest, helping a broker prioritize leads likely to become repeat freight rather than a single isolated shipment. |
How Cliont scores less-than-truckload freight leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-2 pallets
- 3-6 pallets
- 7-12 pallets
- More than 12 pallets
- Today or tomorrow
- This week
See the lead your team receives
LTL Freight Lead - 7 Pallets, Pickup This Week
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 less-than-truckload freight workflows
| Cliont capability | Less-Than-Truckload Freight application |
|---|---|
| Branching intake logic | When a shipper selects hazardous materials or oversized/irregular items on the freight type question, the intake can flag it for manual carrier-capability review instead of routing it as a standard load. |
| Weighted scoring engine | Combines pallet count and pickup timing weights so a mid-size, urgent shipment scores higher than a single-pallet or 'just exploring' inquiry. |
| Required document and photo capture | Collects bill of lading details and load photos alongside dock access answers, giving dispatch the information needed before booking a carrier. |
| CRM routing | Sends qualified LTL leads, complete with pallet count, dock access, and authorization status, directly into your CRM so dispatch isn't guessing at load details. |
Common less-than-truckload freight lead scenarios
Urgent same-day pallet shipment
A shipper needs 1-2 pallets picked up today or tomorrow with dock access confirmed at both ends, scoring high on urgency even though pallet count is small.
Recurring monthly LTL shipper
A shipper moving 7-12 pallets on a regular monthly basis signals repeat business, and the intake flags this differently than a one-time inquiry.
Non-standard freight type
The shipper marks the load as hazardous, oversized, or 'not sure' on freight type, prompting a closer look before matching to a standard LTL carrier.
Missing dock or forklift access
Only one location has dock or forklift access, which changes equipment and handling needs before a truck is booked.
Unauthorized inquiry submitted
Someone fills out the form who isn't authorized to confirm the booking, weighted lower so it's routed as a follow-up rather than an immediate dispatch.
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
Less-Than-Truckload Freight lead-intake FAQs
How does the intake handle different freight types like hazmat or oversized loads?
The freight type question captures whether a shipment is general palletized goods, temperature-controlled, hazardous, oversized, or unclear, so those answers can be flagged for review before matching to a standard LTL carrier.
Does the intake check for loading dock or forklift access before a truck is sent?
Yes, shippers are asked whether both, one, or neither location has dock or forklift access, which surfaces equipment mismatches before a truck is dispatched on the wrong setup.
How does pallet count affect lead priority?
Shipments in the 3-12 pallet range carry the highest weight, since they represent the core LTL sweet spot, while single-pallet and 12+ pallet loads score somewhat lower.
What happens if the person filling out the form isn't authorized to book the shipment?
The authorization question is weighted so an unauthorized submitter scores lower than a confirmed decision-maker, which helps route it as a follow-up rather than a ready-to-dispatch lead.
Can this intake also cover refrigerated or flatbed freight inquiries?
This page is built specifically for less-than-truckload freight; refrigerated and flatbed shipments have their own dedicated intake pages with catalogs suited to those loads.
Does shipping frequency change how a lead is scored?
Yes, shippers who indicate regular, monthly-or-more shipping score highest, followed by occasional shippers, with one-time shipments weighted lowest.
Turn less-than-truckload freight visitors into qualified projects
Give every less-than-truckload freight visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.