Storage intake that flags space, duration, and access needs
Long-term warehousing intake captures goods type, expected storage duration, and space or volume needs alongside special handling requirements like climate control or security, plus photos of the goods and an inventory list, so you know exactly what you're storing before committing space.
The exact intake your long-term warehousing leads complete
This is the real 6-question guided intake for Long-Term Warehousing — the same flow your customers finish before you ever pick up the phone.
What a qualified long-term warehousing lead should tell you
Extended storage of goods, inventory, or equipment for months or longer, where the intake needs to capture what's being stored, how much space it needs, and what handling conditions apply for the full storage period.
- Goods Stored
- Much Space Or Volume
- Long Expect Storage
- Any Special Conditions, Such
- Regular Access Retrieve Or
- Authorized Arrange And Approve
The questions your team needs answered
Every long-term warehousing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of goods do you need stored? | Goods type flags whether a lead needs standard racking, refrigeration, or hazardous materials handling before space is committed. |
| How much space or volume do you estimate you need? | Segments the lead so you can route, price, and prioritize it correctly. |
| How long do you expect to need storage? | Expected duration is the core signal that separates a genuine long-term account from a short-term storage request, and it carries the heaviest weighting in the catalog. |
| Do you need any special conditions, such as climate control or security? | Special condition needs like climate control or fire suppression determine whether the lead belongs in long-term warehousing or a more specialized facility type. |
| Will you need regular access to retrieve or add items during storage? | Regular access needs change the physical layout and contract terms required, since frequent retrieval isn't compatible with deep long-term storage. |
| Are you authorized to arrange and approve this storage on behalf of the goods' owner? | Authorization to approve storage on the owner's behalf is weighted heavily to prevent scheduling a pickup for goods the requester can't actually commit to storing. |
How Cliont scores long-term warehousing leads
Every answer is weighted automatically — no manual review required.
Value signals
- General merchandise
- Perishable or food items
- Hazardous materials
- Vehicles or heavy equipment
- Personal belongings
- Other
See the lead your team receives
Long-Term 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 long-term warehousing workflows
| Cliont capability | Long-Term Warehousing application |
|---|---|
| Weighted scoring logic | Duration answers are weighted so indefinite or over-a-year storage requests score higher than short-term inquiries, surfacing your best long-term accounts first. |
| Authorization gate | The authorization question is scored heavily in both directions, so leads without approval to arrange storage on the owner's behalf are flagged before your team commits space or a pickup. |
| Special conditions capture | Multi-select answers on climate control, high security, and fire suppression are captured up front so you can route mismatched leads to Temperature-Controlled or Bonded Warehousing instead of quoting standard space. |
| CRM routing | Qualified long-term storage leads, with goods type, duration, and space details attached, are sent straight to your CRM instead of sitting in a shared inbox. |
Common long-term warehousing lead scenarios
Indefinite overflow storage inquiry
A shipper storing general merchandise selects indefinite or ongoing duration, signaling a high-value, long-horizon account worth prioritizing over one-off storage requests.
Perishables needing climate control
A food or perishable goods lead flags climate control in the special conditions question, so the intake surfaces temperature requirements before you commit rack or unit space.
Hazardous materials request
A lead storing hazardous materials scores lower on goods-type weight and typically needs manual review for compliance and containment before any pickup is scheduled.
Unauthorized personal-storage caller
Someone inquiring about personal belongings answers no to authorization to arrange storage on the owner's behalf, a signal to confirm decision-making rights before quoting.
Vehicle storage with frequent access
A lead storing vehicles or heavy equipment needs full container load space and answers yes to regular access, changing the layout and contract terms you'd propose.
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
Long-Term Warehousing lead-intake FAQs
How does this intake tell long-term storage apart from short-term storage leads?
The expected storage duration question separates leads planning under 3 months from those needing 3-12 months, over a year, or indefinite storage, so short-term inquiries can be routed to your Short-Term Warehousing workflow instead.
What happens when a lead needs climate control or high security?
The special conditions question captures climate control, high security, or fire suppression needs directly, so you can see whether a lead is a better fit for Temperature-Controlled Warehousing before it reaches your CRM.
How does the intake handle hazardous materials requests?
Hazardous materials is a distinct option in the goods-type question, which carries a lower weight than general merchandise so these leads can be flagged for compliance review rather than scored the same as standard inventory.
Does the intake confirm the person is actually allowed to arrange the storage?
Yes. The authorization question asks directly whether the requester can approve storage on behalf of the goods' owner, and a no answer carries a much lower weight than a yes, helping you avoid dispatching a truck on the wrong load.
What if a lead isn't sure how much space they need?
The space and volume question includes a Not Sure option, which lets your team follow up for details rather than losing the lead or guessing at container size.
Can I tell which leads need regular access during storage?
Yes, the intake asks directly whether the shipper needs to retrieve or add items regularly, which affects whether they're a fit for standard long-term storage or a more accessible inventory storage arrangement.
Turn long-term warehousing visitors into qualified projects
Give every long-term warehousing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.