Bonded warehousing intake that asks what your team actually needs to
Every enquiry captures customs clearance status, importer-of-record details, and storage volume needed, plus bills of lading and customs paperwork, so you know before you commit space whether the cargo is clean to store or still tangled in clearance.
The exact intake your bonded warehousing leads complete
This is the real 5-question guided intake for Bonded Warehousing — the same flow your customers finish before you ever pick up the phone.
What a qualified bonded warehousing lead should tell you
Storage of goods that have entered the country but not yet cleared customs, held under bond until duties are paid or the cargo is re-exported.
- Cargo Still Clear Customs,
- Goods Stored
- Have Importer Record Or
- Final Destination Goods After
- About How Much Storage
The questions your team needs answered
Every bonded warehousing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Does your cargo still need to clear customs, or is it already cleared? | Clearance status carries the highest weight in the catalog because it determines whether the cargo genuinely needs bonded storage rather than standard warehousing. |
| What type of goods do you need stored? | Goods type flags special handling needs, such as hazardous materials or perishables, that affect which bonded facility and paperwork apply. |
| Do you have an importer of record or customs broker assigned to this shipment? | Whether a broker or importer of record is already assigned signals how much clearance-side risk your team inherits before the cargo can move. |
| What is the final destination of the goods after storage? | Knowing if goods will re-export or enter the domestic market determines the bond structure and how long cargo can sit before duties are triggered. |
| About how much storage volume or space do you need? | Storage volume needed tells you whether the shipment fits existing bonded capacity or requires reserving space for a full container. |
How Cliont scores bonded warehousing leads
Every answer is weighted automatically — no manual review required.
Value signals
- Not yet cleared
- Partially cleared
- Not sure
- Have Importer Record Or: yes
See the lead your team receives
Bonded Warehousing 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 bonded warehousing workflows
| Cliont capability | Bonded Warehousing application |
|---|---|
| Conditional branching logic | When a shipper answers 'Not yet cleared' on the clearance question, the intake raises the lead's priority automatically rather than treating it the same as already-cleared cargo. |
| Document upload capture | Collects the bill of lading and any customs broker documentation upfront, so your team isn't chasing paperwork after a truck has already been sent to pick up the shipment. |
| Lead scoring engine | Weighs the importer-of-record answer against clearance status so a shipment with no broker assigned doesn't score the same as one that's fully documented and ready. |
| CRM routing | Sends shipments to your CRM tagged with final-destination intent, domestic entry or re-export, so the team allocating bonded space isn't guessing which bond type applies. |
Common bonded warehousing lead scenarios
Cargo still awaiting clearance
Shipper marks goods as not yet cleared, the highest-weighted answer in the catalog, so the intake surfaces this shipment as a priority before any dock space is reserved.
No customs broker assigned
Shipper answers no importer of record or broker is in place yet, which scores lower confidence and flags the lead for a documentation check before you confirm the booking.
Full container, re-export bound
A multi-container shipment marked for re-export rather than domestic entry signals a larger, longer bond arrangement than a pallet-sized domestic drop.
Already-cleared goods enquiry
Goods marked already cleared score lowest on the clearance question, a sign the shipper may actually need standard storage rather than a bonded facility.
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 warehousing intake templates
Bonded Warehousing lead-intake FAQs
How does the intake handle shipments that haven't cleared customs yet?
The clearance-status question carries the highest weight in the catalog, so answers like 'Not yet cleared' or 'Partially cleared' push a lead higher in priority than one where clearance is already done.
What happens if the shipper hasn't assigned a customs broker yet?
The intake asks directly whether an importer of record or broker is assigned; a 'No' answer scores lower and flags the lead for a documentation follow-up before you commit bonded space.
Can the intake distinguish re-export cargo from goods entering the domestic market?
Yes, the final-destination question separates domestic entry, re-export, and undecided cases, which matters because the bond terms differ depending on where the goods end up.
Does the intake account for hazardous or perishable cargo types?
Shippers select the goods type from general merchandise, perishables, hazardous materials, or vehicles and machinery, so your team can see upfront if a shipment needs special handling before accepting it.
What size shipments can this intake qualify for bonded storage?
The storage-volume question ranges from a single pallet up through multiple containers, so you can see space requirements before dispatching a truck to pick up cargo you can't actually fit.
Where do qualified bonded warehousing leads end up?
Leads that clear scoring are routed to your CRM with clearance status, broker details, and volume attached, so dispatch isn't sent out on a load whose customs status was never confirmed.
Turn bonded warehousing visitors into qualified projects
Give every bonded warehousing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.