Know which import coordination leads are worth pickup time
Ask every shipper for goods type, current import stage, and whether a customs broker is already assigned, then collect the commercial invoice and shipping documents up front so you're not dispatching a truck on a load that isn't cleared.
The exact intake your import coordination leads complete
This is the real 7-question guided intake for Import Coordination — the same flow your customers finish before you ever pick up the phone.
What a qualified import coordination lead should tell you
Coordination of an inbound international shipment through arrival, customs clearance, and final delivery, based on the shipment's current stage, documentation status, and destination.
- Goods Importing
- Origin Country This Shipment
- Stage This Import In
- Have Assigned Customs Broker
- Have Commercial Invoice And
- Importer Record, Or Coordinating
- Destination This Shipment Delivered
The questions your team needs answered
Every import coordination intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of goods are you importing? | Hazardous materials or perishables require different handling and documentation than general cargo or household effects, which changes what your team needs to prepare before pickup. |
| What is the origin country of this shipment? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| What stage is this import currently in? | A shipment held at customs or arrived at port needs action sooner than one that hasn't left origin, so this answer drives most of the urgency scoring. |
| Do you have an assigned customs broker for this shipment? | No assigned broker signals an extra coordination step your team will need to handle before clearance can move forward. |
| Do you have the commercial invoice and shipping documents available? | Missing commercial invoice or shipping documents means clearance can't start yet, so this answer separates ready-to-move shipments from ones still gathering paperwork. |
| Are you the importer of record, or coordinating on behalf of someone else? | Knowing whether the respondent is the importer of record or a third party changes who needs to sign off on customs decisions. |
| What destination do you need this shipment delivered to? | The delivery destination determines whether this is a port pickup, warehouse drop, or residential delivery, each requiring a different dispatch plan. |
How Cliont scores import coordination leads
Every answer is weighted automatically — no manual review required.
Value signals
- Not yet shipped from origin
- In transit to destination country
- Arrived at port or terminal
- Held or delayed at customs
- Have Assigned Customs Broker: yes
- Have Commercial Invoice And: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Import 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 import coordination workflows
| Cliont capability | Import Coordination application |
|---|---|
| Weighted scoring | Shipments held or delayed at customs score higher than ones not yet shipped, so urgent import-stage situations surface first. |
| Document capture | Shippers are prompted to confirm and upload the commercial invoice and shipping documents before the lead is marked ready for CRM handoff. |
| Conditional branching | The destination question routes port-pickup requests differently from warehouse or residential delivery, so dispatch doesn't get a truck sent to the wrong location. |
| Lead flagging | Submissions with no customs broker assigned are flagged distinctly so your team can offer broker coordination instead of assuming one is already handling clearance. |
Common import coordination lead scenarios
Shipment stuck at customs
The shipper reports the load is held or delayed at customs with no broker assigned yet, which carries the highest stage weight and should route to the top of the queue.
In-transit shipment, broker already assigned
Broker is confirmed and the commercial invoice is on hand, so this lead clears intake cleanly and is ready for CRM handoff without back-and-forth.
Early-stage inquiry, no paperwork yet
The shipment hasn't left origin, there's no broker, and documents aren't ready, so the intake still captures it but flags it as needing follow-up before scheduling anything.
Third-party coordinating for importer
The person filling out the form is coordinating on behalf of the importer of record and isn't sure of the final destination yet, which the intake catches for clarification instead of guessing the delivery type.
Household goods import
Personal or household effects headed to a residential address follow a different handling path than commercial cargo, and the goods-type answer keeps that distinction visible from the first submission.
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
Import Coordination lead-intake FAQs
How does the intake handle a shipment that's already held at customs?
The import-stage question carries its highest weight for shipments held or delayed at customs, so those submissions surface as priority leads rather than sitting in a general queue.
What if the shipper doesn't have a customs broker assigned yet?
The intake still accepts the lead but scores it lower than one with a broker already in place, so your team knows a broker assignment is likely the next step before dispatch.
Can the intake tell if someone is the importer of record or just coordinating for someone else?
Yes, that question is asked directly and lets you route leads differently depending on whether you're dealing with the actual importer or a third party coordinating on their behalf.
What happens if the commercial invoice isn't ready when the shipper submits?
The lead still comes through, but the missing-document answer weighs less than a completed one, which keeps that gap visible instead of assuming the paperwork is in order.
Does the intake distinguish between goods types like hazardous materials or personal effects?
Yes, the goods-type question separates general cargo, perishables, vehicles or machinery, hazardous materials, and personal effects, since each requires different handling before you commit a truck.
How does the destination answer affect what happens next?
Whether the shipper needs port pickup, warehouse delivery, a business address, or a residential drop changes the delivery workflow, so that answer is captured before the lead reaches your CRM.
Turn import coordination visitors into qualified projects
Give every import coordination visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.