Refrigerated freight intake that asks what dispatch actually needs to
Capture what product needs refrigeration, the required temperature range, and how soon pickup is needed, then collect a product spec sheet before a truck gets scheduled for the wrong load.
The exact intake your refrigerated freight leads complete
This is the real 7-question guided intake for Refrigerated Freight — the same flow your customers finish before you ever pick up the phone.
What a qualified refrigerated freight lead should tell you
Arranging temperature-controlled truck transport for loads that must stay within a defined temperature range from pickup to delivery, including perishable food, pharmaceuticals, and flowers or plants.
- Product Refrigerated Transport
- Required Temperature Range Must
- Soon This Shipment Picked
- Approximate Distance Or Route
- Party Authorized Arrange This
- Have Specific Pickup And
- Approximate Weight Or Volume
The questions your team needs answered
Every refrigerated freight intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of product needs refrigerated transport? | Distinguishes whether the load needs food-grade handling or pharma-grade chain-of-custody documentation before a carrier is matched. |
| What required temperature range must be maintained during transport? | Confirms which class of reefer equipment a carrier needs, and an uncertain answer flags the lead for a confirmation call before dispatch. |
| How soon do you need this shipment picked up? | Directly weights the lead since a load needing pickup within 24 hours requires immediate carrier sourcing while a 'planning ahead' answer can be queued. |
| What is the approximate distance or route for this shipment? | Signals whether a domestic reefer carrier is sufficient or a cross-border compliance step needs to be added before quoting. |
| Are you the party authorized to arrange this shipment's transport? | Weighted heavily because a 'no' answer means the broker needs to confirm the real decision-maker before committing capacity. |
| Do you have a specific pickup and delivery location already confirmed? | Weighted because confirmed pickup and delivery locations mean dispatch can move immediately, while an unconfirmed answer still needs coordination. |
| What is the approximate weight or volume of this shipment? | Gives dispatch enough detail to match trailer size and confirm the load fits within the reefer unit's capacity. |
How Cliont scores refrigerated freight leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 24 hours
- This week
- Next two weeks
- Planning ahead, no fixed date
- Party Authorized Arrange This: yes
- Have Specific Pickup And: yes
See the lead your team receives
Refrigerated 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 refrigerated freight workflows
| Cliont capability | Refrigerated Freight application |
|---|---|
| Conditional flagging on uncertain answers | A 'Not sure' response to the required temperature range doesn't drop the lead's score to zero — it routes the enquiry for a confirmation call instead of an automatic pass or fail. |
| Weighted scoring engine | Pickup timing, authorization to arrange the shipment, and confirmed pickup/delivery locations are the three heaviest-weighted answers, so a load needing pickup within 24 hours from an authorized shipper with locations locked in rises to the top of the CRM queue. |
| Product-type tagging | Perishable food, pharmaceutical, and flower/plant answers can be tagged separately so brokers can apply different documentation or handling checks before assigning a carrier. |
| Required document upload | Collecting a product spec sheet or certificate of analysis before dispatch reduces the risk of committing a truck to a load with requirements that weren't caught during intake. |
Common refrigerated freight lead scenarios
Frozen load, same-day pickup
A shipper needs a frozen (below 0°F) load picked up within 24 hours and already has pickup and delivery locations confirmed, which pushes the lead straight to the top of the CRM queue.
Pharma shipment, temperature unclear
A pharmaceutical or medical product is flagged with an unclear temperature range ('Not sure'), so the intake routes it for a confirmation call before any carrier is sourced.
Caller isn't the decision-maker
The person filling out the form answers 'no' to being authorized to arrange the shipment, which the intake weights lower so a broker follows up with the actual shipper before committing capacity.
Flowers, no fixed date
A shipper is planning ahead for a seasonal flower or plant shipment with no fixed pickup date and hasn't confirmed a route yet, landing as a lower-urgency lead to nurture rather than dispatch immediately.
Cross-border chilled load
A regional or cross-border chilled (32-45°F) shipment with confirmed pickup and delivery locations signals a higher-value lead that may need a customs step added 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
Refrigerated Freight lead-intake FAQs
How does the intake handle the difference between frozen, chilled, and cool ambient loads?
The temperature range question captures which category the shipment needs, so a broker can see immediately whether they need to source a carrier with a frozen, chilled, or cool-ambient reefer unit before quoting.
What happens if a shipper doesn't know the exact temperature range yet?
A 'Not sure' answer doesn't disqualify the lead, but it flags the enquiry for a follow-up call to confirm the requirement before a carrier is committed, rather than guessing and risking product loss.
Why does the form ask if the shipper is authorized to arrange the shipment?
This question is weighted because a 'no' answer usually means the person filling out the form isn't the actual decision-maker, so the lead needs another point of contact confirmed before a truck is dispatched.
Does the intake treat a pharmaceutical load differently than a food shipment?
The product type question separates perishable food, pharmaceuticals or medical, and flowers or plants, which lets a broker apply the right documentation and handling expectations for each category from the start.
How is shipment weight or volume captured if it's a free-text field?
Shippers describe the approximate weight or volume in their own words, which gives dispatch enough detail to match trailer size and confirm the load fits within the reefer unit's capacity before scheduling.
Is this the right intake for an expedited refrigerated pickup?
This intake covers refrigerated loads regardless of timing, including 'Within 24 hours' pickups; for freight where speed itself is the primary requirement rather than temperature control, the Expedited Freight intake may be a closer fit.
Turn refrigerated freight visitors into qualified projects
Give every refrigerated freight visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.