Export coordination intake that asks what your team actually needs to
Shippers tell you the goods type, destination country, and customs broker status upfront, and upload commercial invoices and packing lists before a truck is booked on the wrong load.
The exact intake your export coordination leads complete
This is the real 6-question guided intake for Export Coordination — the same flow your customers finish before you ever pick up the phone.
What a qualified export coordination lead should tell you
The coordination work needed to move a shipment from goods-ready to export-cleared — confirming what's being shipped, where it's going, and whether documentation and customs compliance are already underway before a carrier is booked.
- Goods Exporting
- Destination Country Or Region
- Already Have Customs Broker
- Current Stage This Shipment
- Owner This Shipment Or
- Export Support
The questions your team needs answered
Every export coordination intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of goods are you exporting? | Goods type drives compliance requirements — hazardous or regulated materials need different documentation and carrier handling than general commercial goods. |
| What is the destination country or region for this shipment? | Destination country determines which customs regime and documentation requirements apply, shaping what your team prepares before pickup. |
| Do you already have a customs broker or export documentation in progress? | Whether a customs broker or documentation is already in progress signals how much lead time this shipment needs before a truck can be booked. |
| What is the current stage of this shipment? | Shipment stage tells your team whether this lead is ready for pickup scheduling now or still needs upstream coordination. |
| Are you the owner of this shipment or authorized to arrange its export on the owner's behalf? | Confirming the submitter owns or is authorized to arrange the export prevents dispatching a truck for a shipment the requester can't actually release. |
| Which export support do you need? | The specific export support requested tells your team which internal task — documentation, compliance, scheduling, or packaging review — to assign the lead to. |
How Cliont scores export coordination leads
Every answer is weighted automatically — no manual review required.
Value signals
- General commercial goods
- Perishable goods
- Hazardous or regulated materials
- Not sure
- Already Have Customs Broker: yes
- Owner This Shipment Or: yes
See the lead your team receives
Export Coordination 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 export coordination workflows
| Cliont capability | Export Coordination application |
|---|---|
| Conditional branching | Routes hazardous or regulated goods answers into a compliance-focused follow-up instead of the standard documentation flow. |
| Authorization gating | Uses the ownership/authorization question to flag leads where the submitter may not be authorized to release the shipment for export. |
| Document upload capture | Collects commercial invoices and packing lists directly in the intake, so ops has paperwork in hand before booking a carrier. |
| Multi-select task routing | Maps the export support question — documentation, customs compliance, carrier scheduling, packaging review — directly to the internal task type assigned in your CRM. |
| Lead scoring | Weights broker status and authorization answers so a shipment with documentation already in progress scores higher than one starting from zero. |
Common export coordination lead scenarios
Ready-to-ship commercial cargo
A shipper selects general commercial goods, confirms a customs broker is already handling documentation, and marks the shipment as ready to ship — the intake flags this as high value and routes it straight to your CRM for pickup scheduling.
Perishable goods, no broker yet
Perishable cargo scores as high value, but if the shipper hasn't started customs documentation and the shipment is still in the planning stage, your team knows to prioritize broker coordination before confirming a pickup window.
Hazardous materials, unclear authorization
When goods are hazardous or regulated and the person submitting the form isn't confirmed as the shipment owner or an authorized agent, the intake surfaces that gap so no truck gets dispatched on unverified freight.
Uncertain goods classification
A shipper who selects 'Not sure' for goods type still scores as high value, prompting a follow-up to nail down the correct classification before booking carrier scheduling or reviewing packaging and labeling.
In-transit shipment with a problem
A shipment already in transit with an issue needs different handling than a fresh booking — the intake captures shipment stage upfront so these already-moving cases get routed differently than new export requests.
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
Export Coordination lead-intake FAQs
How does the intake handle hazardous or regulated goods?
The goods type question flags hazardous or regulated materials as a distinct category, so those leads carry the compliance and packaging context your team needs before scheduling carrier pickup.
Does the form confirm the person filling it out has authority to export the shipment?
Yes — the ownership and authorization question asks directly whether the shipper owns the goods or is authorized to arrange export on the owner's behalf, helping you avoid coordinating a shipment for someone who can't actually release it.
What if a shipper doesn't have a customs broker or documentation started yet?
The intake captures broker status directly; shipments without documentation in progress still qualify but signal that your team should account for extra lead time before a pickup can be confirmed.
Can the intake tell me what specific export support a lead needs?
Yes, the export support question lets shippers select documentation, customs compliance guidance, carrier scheduling, or packaging and labeling review, so the lead arrives in your CRM already scoped to the right task.
What does the intake collect before a lead reaches my CRM?
Alongside the destination country and shipment stage, the intake collects commercial invoices and packing lists so your team has the paperwork context before dispatching a truck.
How is a 'ready to ship' shipment treated differently from one still in planning?
Shipment stage is captured directly, so a shipment marked ready to ship can move straight toward pickup scheduling, while one in the planning stage is flagged for earlier-stage coordination instead.
Turn export coordination visitors into qualified projects
Give every export coordination visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.