Every ocean freight enquiry, scored before it reaches your CRM
Guide shippers through cargo type, container load preference, and origin/destination ports, then collect packing lists and commercial invoices before the enquiry lands in your CRM as a scored, pickup-ready lead.
The exact intake your ocean freight leads complete
This is the real 7-question guided intake for Ocean Freight — the same flow your customers finish before you ever pick up the phone.
What a qualified ocean freight lead should tell you
Coordination of container or bulk cargo shipments by sea, covering cargo type, full-container versus shared-container needs, port pairs, and how close a shipper is to having documentation and a confirmed buyer or supplier ready to move.
- Cargo Ship By Ocean
- Full Container Load Or
- Origin And Destination Countries
- Already Have Supplier Or
- This Shipment Picked Up
- Owner Goods Or Acting
- Have Export/Import Documentation Such
The questions your team needs answered
Every ocean freight intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of cargo do you need to ship by ocean freight? | Cargo type determines what equipment, handling, and documentation the shipment requires, and hazardous materials or vehicles carry different weighting than general palletized cargo. |
| Do you need a full container load or a shared/partial container? | Segments the lead so you can route, price, and prioritize it correctly. |
| What are the origin and destination countries or ports for this shipment? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Do you already have a supplier or buyer confirmed for this shipment? | A confirmed supplier or buyer is weighted higher because it signals the shipment is actually ready to move rather than a speculative quote request. |
| When do you need this shipment picked up or ready for departure? | Pickup timing tells your team how urgently a container booking window needs to be secured. |
| Are you the owner of the goods or acting on behalf of the owner? | Owners of the goods score higher than agents acting on their behalf because they can typically confirm details and authorize booking directly. |
| Do you have export/import documentation such as invoices or packing lists ready? | Documentation readiness shows how close a shipment is to being booking-ready, which affects how quickly your team can move it forward. |
How Cliont scores ocean freight leads
Every answer is weighted automatically — no manual review required.
Value signals
- General/palletized cargo
- Bulk cargo
- Vehicles or heavy machinery
- Hazardous materials
- Personal belongings
- Not sure
See the lead your team receives
Ocean Freight 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 ocean freight workflows
| Cliont capability | Ocean Freight application |
|---|---|
| Conditional question routing | A hazardous materials answer on the cargo-type question can trigger different downstream handling than general or bulk cargo, without adding extra questions for straightforward shipments. |
| Document collection at intake | Shippers who mark documentation as 'not ready yet' or 'partially ready' are flagged differently than those who upload invoices and packing lists at submission. |
| Free-text field capture | Origin and destination ports are collected as open text so unusual trade lanes aren't forced into a limited dropdown before reaching your CRM. |
| Ownership verification prompt | The owner-vs-agent question lets your team see immediately whether the submitter can authorize a booking directly or is acting on someone else's behalf. |
Common ocean freight lead scenarios
FCL shipment, buyer confirmed
General cargo, a full container booked, and a confirmed buyer or supplier already in place — the intake surfaces these as a booking-ready lead rather than a speculative quote request.
LCL shipment, still exploring
A shipper needing a shared container who hasn't confirmed a buyer and marked documentation as not ready yet — the intake still captures the shipment but flags it as needing more groundwork before dispatch.
Agent booking on behalf of owner
A freight agent submitting on behalf of the cargo owner rather than the owner themselves, which changes who your team needs to verify before confirming a booking.
Hazardous materials cargo
A shipment flagged as hazardous materials requires different handling and documentation than general or bulk cargo, so the intake routes it for specialized review instead of standard container booking.
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
Ocean Freight lead-intake FAQs
How does the intake distinguish FCL from LCL shipments?
Shippers select full container load or shared/partial container directly in the intake, so your team knows the booking type before doing any manual triage.
Do shippers type in the origin and destination ports themselves?
Yes, origin and destination countries or ports are captured as free text rather than a fixed dropdown, so shipments to less common port pairs still get logged accurately.
What happens if a shipper marks their cargo as hazardous materials?
Hazardous materials cargo is captured through the same cargo-type question but carries different weighting than general or bulk cargo, so it can be routed for the additional documentation and handling checks it requires.
How is this intake different from the Air Freight intake?
The ocean freight catalog asks about container type (FCL vs LCL) instead of flight routing or dimensional weight, reflecting how sea shipments are actually booked and priced.
Does the intake check whether documentation is ready before routing the lead?
Yes, shippers indicate whether invoices and packing lists are fully ready, partially ready, or not started, giving your team visibility into how close the shipment is to being booking-ready.
Can this intake also help with Customs Brokerage leads?
This catalog is built specifically for ocean freight bookings; shippers who also need customs handling would be better served by pairing this with the Customs Brokerage intake.
Turn ocean freight visitors into qualified projects
Give every ocean freight visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.