Every regional load, scored before it reaches your CRM
Ask shippers about freight type, shipment distance, and pickup timing upfront, then collect freight photos so your dispatch team can confirm load compatibility before committing a truck.
The exact intake your regional trucking leads complete
This is the real 7-question guided intake for Regional Trucking — the same flow your customers finish before you ever pick up the phone.
What a qualified regional trucking lead should tell you
Truckload or partial freight movement between cities or states within a defined region, typically covering short-to-medium distances with pickup timelines measured in days rather than weeks.
- Freight Transported
- How Far Will Shipment
- Full Truckload Or Partial/Shared
- This Shipment Picked Up
- Pickup And Delivery Locations
- Shipment Any Special Handling
- Authorized Arrange And Confirm
The questions your team needs answered
Every regional trucking intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of freight do you need transported? | Segments the lead so you can route, price, and prioritize it correctly. |
| Approximately how far will the shipment travel? | This catalog weights 100-300 mile shipments highest, so distance is the primary signal for whether a load fits regional versus local or long-haul routing. |
| Do you need full truckload or partial/shared truckload service? | Full truckload versus partial/LTL determines the equipment and capacity dispatch needs to line up, independent of distance or urgency. |
| When do you need this shipment picked up? | Pickup timing carries the top urgency weight when it's today or tomorrow, letting dispatch separate live freight from speculative planning. |
| Are the pickup and delivery locations ready to load and unload the shipment? | Whether both locations are ready to load and unload directly affects scheduling risk, so a 'no' answer scores lower and prompts follow-up before a truck is committed. |
| Does the shipment require any special handling equipment, such as a liftgate or forklift? | Special handling needs like a liftgate or forklift determine whether the assigned truck and driver can actually execute the pickup as requested. |
| Are you authorized to arrange and confirm this shipment on behalf of your organization? | Authorization to confirm the shipment is weighted heavily because booking a truck against an unauthorized inquiry risks a canceled or unconfirmed load. |
How Cliont scores regional trucking leads
Every answer is weighted automatically — no manual review required.
Value signals
- Under 100 miles
- 100-300 miles
- 300-600 miles
- Over 600 miles
- Today or tomorrow
- This week
See the lead your team receives
Regional Trucking 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 regional trucking workflows
| Cliont capability | Regional Trucking application |
|---|---|
| Weighted scoring engine | Scores 100-300 mile shipments highest and long-haul (600+ mile) shipments lowest, matching this catalog's regional distance weighting rather than treating every mile range equally. |
| Authorization gating | Flags leads where the respondent isn't authorized to confirm the shipment, preventing dispatch from booking a truck against an inquiry that still needs sign-off. |
| Multi-select equipment capture | Collects liftgate, forklift, or pallet jack requirements upfront so the assigned truck and driver arrive with the right equipment instead of discovering the gap at pickup. |
| Structured freight-type routing | Separates palletized, refrigerated, heavy equipment, and hazardous materials answers so each freight class can be routed to the carrier or process suited to it. |
Common regional trucking lead scenarios
Short-haul, pickup this week
A 100-300 mile shipment needing pickup today or this week hits the highest-weighted combination in the catalog, so the intake flags it for immediate dispatch review.
Long-haul over 600 miles
Distances beyond 600 miles carry the lowest distance weight in this catalog, so these leads route through without the urgency treatment a shorter regional haul would get.
Refrigerated freight, special equipment
A temperature-controlled load paired with a liftgate or forklift requirement changes what dispatch needs to confirm before quoting, so the intake surfaces both answers together.
Inquirer can't confirm authorization
When the respondent isn't authorized to book on behalf of their organization, the lead scores lower and gets routed for a callback instead of a rate confirmation.
Planning ahead, no fixed date
Shippers exploring options with no set pickup date score lower on urgency, letting dispatch prioritize live freight over speculative inquiries.
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 trucking intake templates
Regional Trucking lead-intake FAQs
How does the intake tell full truckload apart from partial or LTL shipments?
The intake asks directly whether the shipper needs full truckload, partial/LTL, or isn't sure yet, so dispatch knows what equipment and capacity to plan for before quoting.
Does the form check whether the pickup and delivery sites are actually ready to load?
Yes, it asks whether both locations are ready to load and unload, which affects the lead's score and flags sites that may need extra coordination before a truck is scheduled.
What happens with hazardous materials or heavy equipment freight?
The freight type question captures hazardous materials and heavy equipment as distinct options, so those leads can be routed to the right qualified carrier or handled with the compliance steps they require.
How does distance affect the lead score?
In this catalog, 100-300 mile shipments carry the highest weight, reflecting the regional sweet spot, while sub-100-mile and over-600-mile shipments score lower since they lean toward local or long-haul service instead.
What if the person filling out the form isn't authorized to book the shipment?
The intake asks directly whether the respondent can arrange and confirm the shipment on behalf of their organization, and a 'no' answer scores the lead lower so dispatch doesn't commit a truck before confirming with a decision-maker.
Can the intake capture special handling needs like a liftgate?
Yes, shippers can select liftgate, forklift, pallet jack, or none needed, so dispatch knows what equipment to line up before the truck is assigned to the load.
Turn regional trucking visitors into qualified projects
Give every regional trucking visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.