Turn kitting and assembly enquiries into pickup-ready leads
Find out whether a shipper needs retail kits, subscription boxes, or industrial assembly, how many units per cycle, and whether components are already on hand — with photos collected upfront so you never commit a truck to the wrong pickup.
The exact intake your kitting and assembly leads complete
This is the real 6-question guided intake for Kitting and Assembly — the same flow your customers finish before you ever pick up the phone.
What a qualified kitting and assembly lead should tell you
A fulfillment service where shippers send individual components to be combined into a finished kit, gift set, subscription box, or promotional bundle before it ships or reaches retail shelves.
- Best Describes What Be
- How Many Kits Or
- This One-Time Project Or
- Already Have Individual Components
- Kitting Or Assembly Services
- Items Special Handling, Such
The questions your team needs answered
Every kitting and assembly intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what needs to be kitted or assembled? | Industrial parts assembly typically requires tighter component matching and more labor than a promotional bundle, so kit type shapes how the job should be staffed. |
| Approximately how many kits or units do you need assembled per order cycle? | Order volume determines whether the job fits a manual kitting bench or needs a scaled assembly line, which affects lead time before pickup. |
| Is this a one-time project or an ongoing recurring need? | An ongoing recurring need signals a longer-term account opportunity rather than a single fulfillment job. |
| Do you already have the individual components on hand or in inventory? | If components aren't yet on hand, the pickup can't be scheduled until inbound freight arrives, so this answer determines timing readiness. |
| When do you need kitting or assembly services to begin? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do the items require special handling, such as fragile, hazardous, or temperature-sensitive materials? | A yes on special handling means the facility and team need to confirm they can safely process the materials before accepting the job. |
How Cliont scores kitting and assembly leads
Every answer is weighted automatically — no manual review required.
Value signals
- Retail product kits or gift sets
- Subscription or recurring boxes
- Promotional or marketing bundles
- Industrial parts or component assembly
- Other
- Under 100
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Kitting and Assembly 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 kitting and assembly workflows
| Cliont capability | Kitting And Assembly application |
|---|---|
| Conditional scoring logic | Weighs the kit type and order volume answers together so a 1,000-unit industrial assembly request outranks a vague 'not sure' volume enquiry. |
| Required photo and document uploads | Collects component photos and spec details before the lead reaches your CRM, so your team isn't guessing what needs to be kitted. |
| Special-handling flag | Surfaces the fragile, hazardous, or temperature-sensitive answer so ops can review it before a truck is dispatched on the wrong load. |
| Recurring vs. one-time routing | Tags leads as a one-time project or an ongoing recurring need, so account managers can prioritize longer-term subscription-style programs. |
Common kitting and assembly lead scenarios
Recurring subscription box program
A shipper needs 100 to 1,000 subscription boxes assembled on an ongoing recurring basis and wants to start immediately, which the intake flags as a high-value, urgent lead ready for CRM follow-up.
One-time promotional bundle rush
Under 100 promotional bundles are needed for a one-time event, so volume is small but the kit-type and urgency answers still mark it as a real paid job worth a pickup slot.
Industrial assembly, parts still inbound
An industrial parts kit is requested but the shipper answers no to already having components on hand, signaling you're waiting on inbound freight before assembly — and before you should schedule a pickup.
Just exploring future capacity
A shipper selects 'just planning ahead' for timing and 'not sure' for volume, so the intake still captures kit type and handling needs but ranks the timeline lower in priority.
Fragile or hazardous kit components
The shipper flags fragile, hazardous, or temperature-sensitive materials, which routes the lead to ops for a handling review before anyone commits a truck to the job.
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 fulfillment intake templates
Kitting and Assembly lead-intake FAQs
Does the intake ask how many kits or units need to be assembled?
Yes, the intake asks whether the order cycle is under 100, 100 to 1,000, or over 1,000 units, so you can size the job before scheduling a pickup.
Can the form separate a one-time kitting project from a recurring program?
Yes, one of the qualification questions asks whether the work is a one-time project, an ongoing recurring need, or not yet decided, so you can route recurring accounts differently in your CRM.
What happens if a shipper doesn't have their components on hand yet?
The intake asks directly whether components are already in inventory, and a 'no' answer carries less weight than a 'yes,' signaling the job may need to wait on inbound freight before assembly can start.
Does the intake flag hazardous or fragile materials before we accept the job?
Yes, a yes/no question on special handling for fragile, hazardous, or temperature-sensitive items surfaces before the lead reaches your CRM, so ops can confirm the facility can handle it.
How does the intake handle a shipper who needs kitting to start immediately?
The start-timing question includes an 'Immediately' option, which is treated as the urgency signal so those leads can be prioritized for faster follow-up.
Is this the same intake used for subscription box fulfillment or pick and pack?
No, Subscription Box Fulfillment and Pick and Pack each have their own catalog and page; this kitting and assembly intake is specific to combining components into finished kits.
Turn kitting and assembly visitors into qualified projects
Give every kitting and assembly visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.