Customs brokerage intake that asks what your team actually needs to
Whether it's a commercial import or personal goods, the intake captures shipment status, origin and destination country, and invoice or bill of lading uploads before your team commits time to the file.
The exact intake your customs brokerage leads complete
This is the real 6-question guided intake for Customs Brokerage — the same flow your customers finish before you ever pick up the phone.
What a qualified customs brokerage lead should tell you
Coordination of the documentation, tariff classification, and regulatory clearance needed to move a shipment through customs, whether it is still in transit, already sitting at port, or a recurring commercial lane.
- Shipment Cleared Through Customs
- Country Shipment Coming From
- Already Have Commercial Invoice
- Current Status This Shipment
- Owner Or Authorized Representative
- This Shipment Involve Regulated
The questions your team needs answered
Every customs brokerage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of shipment do you need cleared through customs? | Commercial import and export shipments score highest, letting brokers prioritize business freight over lower-weight personal goods or vehicle imports. |
| Which country is the shipment coming from or going to? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Do you already have a commercial invoice or bill of lading for this shipment? | Already having a commercial invoice or bill of lading scores higher because it signals the file is close to broker-ready rather than needing document chasing first. |
| What is the current status of this shipment? | A shipment arrived and held at customs scores highest since it needs immediate broker attention to avoid storage fees or delays. |
| Are you the owner or an authorized representative of the party importing or exporting the goods? | Confirming the submitter is the owner or an authorized representative prevents a broker from being assigned to a file they legally can't act on. |
| Does this shipment involve regulated or restricted goods, such as food, chemicals, or electronics? | Flagging regulated or restricted goods lets the file get routed to a broker with the right compliance background instead of a general clearance queue. |
How Cliont scores customs brokerage leads
Every answer is weighted automatically — no manual review required.
Value signals
- Commercial import
- Commercial export
- Personal goods or belongings
- Vehicle
- Not sure
- Already Have Commercial Invoice: yes
See the lead your team receives
Customs Brokerage 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 customs brokerage workflows
| Cliont capability | Customs Brokerage application |
|---|---|
| Conditional branching | A shipment marked as arrived and held at customs can trigger different follow-up prompts than one that hasn't shipped yet, without your team building separate forms. |
| Document upload capture | Shippers can attach a commercial invoice or bill of lading directly in the intake, so brokers can see whether documentation is missing before the first call. |
| Lead scoring by shipment type | Commercial import and export submissions score differently than personal goods or vehicle shipments, letting your team prioritize which files to open first. |
| Compliance flagging | The regulated goods question surfaces shipments involving food, chemicals, or electronics so they can be routed to a broker familiar with that compliance area. |
| CRM routing | Once a shipment is scored, the file is sent to your CRM with shipment type, status, and country already attached instead of arriving as a blank inquiry. |
Common customs brokerage lead scenarios
Shipment already held at port
The shipper reports goods arrived and held at customs, which the catalog scores as the highest-urgency shipment status so the file can jump the queue instead of waiting behind lower-priority intake.
Recurring commercial import lane
A shipper flags ongoing recurring shipments and a commercial import type, signaling a repeat account worth routing straight to a senior broker rather than a one-off quote.
Personal goods or vehicle import
An individual is clearing personal belongings or a vehicle rather than a commercial shipment, which the intake still captures but scores differently than a commercial import or export.
No invoice or bill of lading yet
The shipper hasn't secured a commercial invoice or bill of lading, so the intake flags the file as needing document collection before a broker can quote clearance timelines.
Regulated goods needing compliance review
The shipment involves food, chemicals, or electronics, prompting the intake to surface a compliance flag so the file isn't dispatched to a broker who assumed general cargo.
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 international freight intake templates
Customs Brokerage lead-intake FAQs
Can the intake tell the difference between a personal vehicle import and a commercial shipment?
Yes. The shipment type question separates commercial import, commercial export, personal goods, and vehicle, so each lead arrives in your CRM already labeled by category instead of needing a broker to sort it out on the phone.
How does the intake handle a shipment that's already stuck at customs?
The shipment status question captures whether goods are not yet shipped, in transit, arrived and held, or part of a recurring lane, so a held shipment is scored and routed with more urgency than one that hasn't shipped yet.
What happens if the shipper doesn't have a commercial invoice or bill of lading ready?
The intake still accepts the submission but records that the documentation isn't in hand, so your team knows to request it before quoting rather than assuming the file is broker-ready.
Does the intake check whether the person submitting is authorized to act for the importer or exporter?
Yes, there's a direct question asking whether the shipper is the owner or an authorized representative of the importing or exporting party, which matters before your brokerage takes on the file.
How does Cliont flag shipments involving regulated goods like food or chemicals?
The intake asks directly whether the shipment involves regulated or restricted goods such as food, chemicals, or electronics, so those files can be routed to a broker with the right compliance background instead of a general queue.
Is this intake different from the one used for Import Coordination or Export Coordination?
Yes. Customs Brokerage focuses on clearance-specific fields like shipment status and invoice readiness, while Import Coordination and Export Coordination in the same service category ask about logistics steps beyond just customs clearance.
Turn customs brokerage visitors into qualified projects
Give every customs brokerage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.