Retail fulfillment intake that asks what your team actually needs to
Tell us the shipper's business type, monthly order volume, and inventory storage needs, then collect a SKU list and inventory photos so your team can size the right fulfillment fit before committing warehouse space.
The exact intake your retail fulfillment leads complete
This is the real 7-question guided intake for Retail Fulfillment — the same flow your customers finish before you ever pick up the phone.
What a qualified retail fulfillment lead should tell you
Order processing, warehousing, picking, packing, and outbound shipping for retail sellers — ecommerce brands, wholesalers, and manufacturers — who need inventory stored and orders fulfilled to end consumers or retail stores.
- Best Describes Business Type
- How Many Orders Ship
- Sell Products
- Have Inventory Ready Be
- Storage Inventory
- Person Authorized Make Decisions
- Fulfillment Services Start
The questions your team needs answered
Every retail fulfillment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which best describes your business type? | Business type separates ecommerce brands, retailers, and manufacturers from a not-yet-launched startup, giving the fulfillment team a first read on order complexity and channel mix. |
| Approximately how many orders do you ship per month? | Monthly order volume signals whether the shipper's throughput fits available warehouse capacity and which pricing tier the lead should be routed to. |
| Where do you currently sell your products? | Knowing whether a shipper sells through marketplaces, their own site, or physical retail stores reveals labeling and compliance complexity a single-channel seller wouldn't have. |
| Do you currently have inventory ready to be stored and shipped? | Whether inventory is already on hand determines if the lead can move straight into onboarding or needs a longer lead time before storage space is committed. |
| What type of storage does your inventory require? | Refrigerated, frozen, or hazardous storage needs must be flagged before quoting, since not every warehouse slot can handle special-handling inventory without a manual review. |
| Are you the person authorized to make decisions for this fulfillment need? | Confirming the respondent can actually authorize a fulfillment contract prevents a warehouse walkthrough or pickup from being scheduled with the wrong person. |
| When do you need fulfillment services to start? | Start timeline separates leads needing fulfillment immediately from those just researching, so urgent leads get warehouse space held before slower-moving inquiries. |
How Cliont scores retail fulfillment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Ecommerce brand
- Retailer or wholesaler
- Manufacturer
- Startup, not yet launched
- Other
- Under 50
Urgency signals
- Immediately
See the lead your team receives
Retail 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 retail fulfillment workflows
| Cliont capability | Retail Fulfillment application |
|---|---|
| Conditional branching | A refrigerated, frozen, or hazardous answer to the storage-type question routes the lead into a specialty-handling review path instead of a standard rate quote. |
| Lead scoring | Order volume and inventory-readiness answers are weighted together so a shipper with inventory on hand and steady order flow scores higher than a not-yet-launched startup with no stock. |
| Decision-maker verification | The authorized-decision-maker question stops a warehouse walkthrough or pickup from being scheduled with someone who can't actually sign the fulfillment agreement. |
| CRM routing | Leads answering 'Immediately' on start timeline with inventory ready are pushed to the CRM flagged urgent, so a truck isn't dispatched on assumptions before storage details are confirmed. |
Common retail fulfillment lead scenarios
Immediate-start ecommerce brand
An ecommerce brand with inventory already on hand selects an immediate start date, so the intake flags urgency and pushes the lead straight into the CRM for same-week follow-up.
High-volume retailer needs specialty storage
A retailer shipping 500 to 5,000 orders a month with refrigerated or hazardous inventory gets flagged for a specialty-capacity check before anyone quotes rates or books a pickup.
Startup still researching options
A startup with no inventory yet and a 'Just researching' timeline is captured as a lower-urgency lead for nurture, instead of triggering a warehouse-space hold.
Multi-channel seller ready to ship
A shipper selling through their own website, marketplaces, and physical retail stores with inventory ready and standard storage needs can move straight toward scheduling a pickup once a decision-maker is confirmed.
Inquiry from a non-decision-maker
Someone fills out the intake but isn't authorized to commit, so the lead is tagged for a follow-up call to confirm the real buyer before a warehouse walkthrough gets 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
Retail Fulfillment lead-intake FAQs
How does the intake know if a shipper has inventory ready to ship right now?
A direct yes/no question asks whether inventory is currently ready to be stored and shipped, and a 'yes' answer weights the lead higher so it can move toward onboarding faster than an inventory-in-transit lead.
Can the form flag special storage requirements before we quote a rate?
Yes — the intake asks whether inventory needs standard ambient, refrigerated or frozen, or hazardous or special handling storage, so specialty-capacity leads get routed for a manual review instead of a standard rate quote.
Does the intake filter out people who can't actually sign a fulfillment contract?
It asks directly whether the respondent is authorized to make the decision, and a 'no' answer is weighted lower so those leads get a confirmation step rather than a dispatched pickup.
How do you handle sellers who sell through multiple channels at once?
The intake lets shippers select all channels that apply — own website, marketplaces, physical retail stores — so your team can see the full complexity of labeling and compliance needs upfront.
What happens if someone says they're just researching, not ready to start?
That answer is captured under the start-timeline question and is not treated as an urgent lead, so it doesn't compete with immediate-start leads for warehouse space or pickup scheduling.
How is this different from your Ecommerce Fulfillment intake?
Retail Fulfillment covers multi-channel sellers, including wholesalers and manufacturers shipping into physical retail stores, while Ecommerce Fulfillment is aimed at direct-to-consumer online sellers only — pick whichever matches the shipper's actual sales channels.
Turn retail fulfillment visitors into qualified projects
Give every retail fulfillment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.