Know which pick and pack leads are worth pickup time
Ask every shipper about item type, weekly order volume, and packaging or branding requirements before you commit warehouse space and staff to their SKUs. Collect product photos and inventory details upfront so the load your team preps matches what's actually being shipped.
The exact intake your pick and pack leads complete
This is the real 7-question guided intake for Pick and Pack — the same flow your customers finish before you ever pick up the phone.
What a qualified pick and pack lead should tell you
Picking items from inventory and packing them into shipment-ready orders, where the intake needs to confirm item type, weekly order volume, current storage setup, and any special packaging or branding rules before a truck gets dispatched.
- Items Be Picked And
- About How Many Orders
- Inventory Stored
- Have Existing System Or
- This Service Start
- Orders Special Packaging, Labeling,
- Authorized Make Decisions About
The questions your team needs answered
Every pick and pack intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of items need to be picked and packed? | General merchandise and fragile items carry the highest item-type weight, while hazardous materials score lowest so they can be routed for manual review before warehouse space is committed. |
| About how many orders do you need packed per week? | Weekly order volume separates a one-off small shipper from a recurring high-volume account, so staffing and dock scheduling match the real workload. |
| Where is your inventory currently stored? | Whether a shipper already has warehouse space or needs storage as well determines if this is a pure pick-and-pack job or a bigger storage-plus-fulfillment deal. |
| Do you have an existing system or software for tracking orders and inventory? | A yes on existing order and inventory tracking software signals a shipper whose data can plug into your systems faster than one starting from spreadsheets. |
| When do you need this service to start? | An Immediate start date is the clearest urgency signal and should reach your CRM ahead of shippers who are still just exploring options. |
| Do your orders require special packaging, labeling, or branding requirements? | Separates real opportunities from leads that aren’t a fit yet. |
| Are you authorized to make decisions about fulfillment services for this business? | Confirming decision-making authority keeps your team from prepping a proposal for someone who can't actually sign the fulfillment agreement. |
How Cliont scores pick and pack leads
Every answer is weighted automatically — no manual review required.
Value signals
- General merchandise
- Fragile or breakable items
- Perishable goods
- Other
- Under 50
- 50 to 500
Urgency signals
- Immediately
See the lead your team receives
Pick and Pack 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 pick and pack workflows
| Cliont capability | Pick And Pack application |
|---|---|
| Weighted answer scoring | General merchandise and fragile items score higher than hazardous materials, so compliance-heavy hazmat requests surface for manual review instead of an automatic high-priority routing. |
| Decision-maker gating | The fulfillment decision-maker question scores an authorized yes far above a no, keeping your sales team from building a proposal for someone who can't sign the contract. |
| Conditional lead routing | A 'We need storage as well' answer on the inventory question can route the lead toward a storage conversation instead of treating it as a standard pick-and-pack request. |
| Volume-based lead segmentation | Weekly order volume buckets, from under 50 to over 5,000, let you separate small test orders from enterprise-scale accounts before they ever reach your inbox. |
| CRM delivery with structured notes | Answers on packaging, labeling, and branding requirements are attached to the CRM record so your operations team knows the SKU can't be packed like a standard item. |
Common pick and pack lead scenarios
High-volume merchandise, immediate start
General merchandise at 500 to 5,000 orders a week with an Immediate start date is the kind of lead that should skip the queue, even if the shipper has no existing tracking system in place.
Fragile goods needing storage too
A shipper packing fragile or breakable items who also answers 'We need storage as well' isn't just a pick-and-pack job, it's a bigger storage-plus-fulfillment conversation that should route differently.
Small perishable test order
Perishable goods under 50 orders a week from someone 'just exploring options' still qualifies but should be flagged for a slower follow-up rather than a same-day dispatch decision.
Hazmat inquiry, unclear authority
Hazardous materials carry the lowest item-type weight, and pairing that with a 'not authorized to decide' answer signals a lead that needs manual review before any load commitment.
Enterprise shipper with existing systems
Over 5,000 orders a week, an own warehouse, and an existing order-tracking system point to a larger account where the intake should confirm integration needs before the first pickup is scheduled.
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
Pick and Pack lead-intake FAQs
How does the intake treat hazardous materials requests differently?
Hazardous materials carry the lowest weight in the item-type question, so those leads score lower by default and can be routed for manual compliance review instead of an automatic dispatch.
Can the intake tell if a shipper actually needs storage, not just packing?
Yes, the inventory storage question includes a 'We need storage as well' option, which flags the lead as a potential storage-plus-fulfillment deal rather than a standalone pick-and-pack job.
What happens if a shipper doesn't know their weekly order volume?
A 'Not sure' answer on order volume carries a low weight, so the lead still reaches your CRM but with lower confidence, giving your team a reason to follow up and clarify before committing resources.
Does the intake check if the person filling it out can approve the contract?
Yes, the decision-maker question weights an authorized 'Yes' far higher than 'No,' so leads from someone who can't actually sign off get flagged instead of triggering a full sales response.
How do special packaging or branding requests get flagged for my team?
The packaging and branding question captures a yes or no answer that gets attached to the lead in your CRM, so your kitting or labeling team knows before the job is scheduled.
Will urgent start-date requests actually stand out from browsers?
Yes, an 'Immediately' start date is the intake's urgency signal, separating shippers ready to move now from those marked 'just exploring options.'
Turn pick and pack visitors into qualified projects
Give every pick and pack visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.