Every ecommerce fulfillment lead, scored before it reaches your CRM
Ask every shipper for their monthly order volume, product type, and shipping regions before you commit warehouse space or a truck, and collect SKU lists so your team can quote accurately from the first message.
Preview your ecommerce fulfillment intake
Explore 6 questions from the Ecommerce Fulfillment template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified ecommerce fulfillment lead should tell you
Storage, pick-and-pack, and shipping support for online sellers, qualified by monthly order volume, inventory readiness, product type, and the regions orders need to reach.
- Average Monthly Order Volume
- Sales Channels Use Orders
- Have Inventory Ready Be
- Products Fulfilled
- Soon Fulfillment Services Begin
- Regions Or Countries Orders
The questions your team needs answered
Every ecommerce fulfillment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your average monthly order volume? | Monthly order volume is the primary driver of fit, separating small hobby sellers from accounts large enough to justify dedicated fulfillment capacity. |
| Which sales channels do you use for your orders? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently have inventory ready to be stored and shipped? | Whether inventory is already on hand determines if the account is operationally ready to onboard or still weeks away from shipping anything. |
| What type of products do you need fulfilled? | Product type dictates storage and handling requirements, so hazardous or perishable answers need a different follow-up than general merchandise before a quote is given. |
| How soon do you need fulfillment services to begin? | Timeline separates shippers ready to start immediately from those just exploring, which changes how fast the lead should be worked. |
| Which regions or countries do you need your orders shipped to? | Shipping regions reveal whether domestic capacity is sufficient or the request involves cross-border logistics that needs different quoting. |
How Cliont scores ecommerce fulfillment leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Under 50 orders
- 50-500 orders
- 500-5,000 orders
- Over 5,000 orders
- Have Inventory Ready Be: yes
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Ecommerce Fulfillment 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 ecommerce fulfillment workflows
| Cliont capability | Ecommerce Fulfillment application |
|---|---|
| Weighted lead scoring | Combines order volume tier and inventory readiness answers so a 5,000-order account with stock on hand scores well above a browsing lead with no inventory yet. |
| Conditional branching | Routes hazardous, perishable, or oversized product type answers down a different follow-up path than general merchandise before your ops team gets involved. |
| Multi-select channel capture | Surfaces wholesale/B2B order flows alongside marketplace and website sales so accounts needing different SLAs aren't mixed in with standard DTC orders. |
| CRM routing | Sends qualified shippers straight into your CRM tagged with their order volume tier, so reps can prioritize outreach without re-asking basic volume questions. |
Example ecommerce fulfillment lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
High-volume seller, ready to ship
Over 5,000 orders a month, inventory already sitting and ready, wants fulfillment to start immediately — this combination scores highest and should route straight to your CRM for same-day follow-up.
Early-stage seller, not selling yet
Picks 'Not selling yet' for order volume and 'Just exploring options' for timeline, signaling a longer sales cycle rather than an account ready to onboard now.
Cross-border shipper needs capacity check
Mid-range order volume with international shipping regions selected, which changes what your team needs to confirm before quoting compared to a domestic-only account.
Regulated or fragile product mix
Selects hazardous, perishable, or fragile as the product type, which should trigger a different intake path than general merchandise before any pickup gets scheduled.
Wholesale account without inventory yet
Selects wholesale or B2B orders as a channel but answers no to having inventory ready, meaning the deal has commercial weight but isn't operationally ready to fulfill.
Connect Cliont to your workflow
Connect your CRM
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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 fulfillment intake templates
Ecommerce Fulfillment lead-intake FAQs
How does the intake treat a shipper who says they're 'not selling yet'?
The order volume question includes a 'Not selling yet' option that scores lower than any active volume tier, so these leads still land in your CRM but are visibly separated from sellers ready to ship today.
Can the intake catch hazardous or perishable products before we commit to a quote?
Yes — the product type question flags hazardous, perishable, and fragile items separately from general merchandise, so your team can route those to whoever handles special handling requirements instead of quoting blind.
How do we know if a lead needs international shipping capacity?
The shipping regions question captures domestic-only, North America, and international selections directly, so international requests are visible before your team estimates rates or space.
Does the intake tell us if a shipper is coming from a marketplace versus their own site?
The sales channels question is multi-select and covers own website, marketplace, social selling, and wholesale/B2B, so you can see the full mix a shipper is running rather than guessing from their message.
What happens if inventory isn't ready to ship yet?
The inventory readiness question is weighted lower when the answer is no, which helps separate leads that are commercially interesting but not yet operationally ready from those who can start right away.
How is urgency reflected for shippers who want to start immediately?
The timeline question's 'Immediately' answer is the only option flagged as urgent in scoring, so those leads can be prioritized ahead of shippers who are still 1-3 months out or just exploring.
Turn ecommerce fulfillment visitors into qualified projects
Give every ecommerce fulfillment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.