Know which customs coordination leads are worth survey time
Every international shipment starts with move direction, goods type, and ownership authorization, captured directly in the intake alongside the inventory list your team needs before quoting or booking a survey.
The exact intake your customs coordination leads complete
This is the real 6-question guided intake for Customs Coordination — the same flow your customers finish before you ever pick up the phone.
What a qualified customs coordination lead should tell you
Coordination of customs documentation, clearance requirements, and compliance checks for shipments crossing international borders, scoped by the direction of the move, the type of goods involved, and whether an inventory list is already in hand.
- Direction International Move
- Goods Involved In This
- Already Have Inventory List
- Current Status Move
- Owner Goods Or Authorized
- Countries Origin And Destination
The questions your team needs answered
Every customs coordination intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the direction of your international move? | The import/export direction determines which country's customs rules and paperwork apply, so it shapes everything downstream in the coordination process. |
| What type of goods are involved in this move? | Goods type carries different weights because restricted or regulated items need closer compliance review than a standard household or commercial shipment. |
| Do you already have an inventory list of the items being shipped? | Whether an inventory list already exists is weighted heavily because it directly determines how ready the shipment is for a customs declaration. |
| What is the current status of your move? | Move status shows whether the team has weeks to prepare documentation or is dealing with goods already stuck awaiting clearance. |
| Are you the owner of the goods or an authorized representative for this shipment? | Confirming ownership or authorization is weighted heavily because customs coordination can't legally proceed on someone else's shipment without it. |
| Which countries are the origin and destination of this shipment? | Origin and destination countries determine which specific customs regulations, tariffs, and documentation templates the team needs to pull. |
How Cliont scores customs coordination leads
Every answer is weighted automatically — no manual review required.
Value signals
- Household or personal items
- Commercial or business goods
- Vehicles
- Restricted or regulated items (e.g. firearms, plants, art)
- Not sure
- Already Have Inventory List: yes
See the lead your team receives
Customs Coordination Lead
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for customs coordination workflows
| Cliont capability | Customs Coordination application |
|---|---|
| Weighted goods-type scoring | Household, commercial, vehicle, and restricted-item selections carry different weights, so a firearms or art shipment is distinguishable from a standard household move at a glance. |
| Document-readiness flagging | A 'no' answer on the inventory-list question is weighted lower than a 'yes,' letting the team see which leads still need paperwork before customs coordination can start. |
| Authorization verification | The owner-or-authorized-representative question is weighted so submissions from someone without clear authority to act on the shipment are visibly lower-scored, not silently treated the same as a verified owner. |
| CRM routing with shipment context | Qualified leads land in the CRM carrying goods type, move status, and origin/destination countries together, so the team doesn't have to chase that context down before booking a survey. |
Common customs coordination lead scenarios
Household move with inventory ready
A household goods shipment where the customer already has an inventory list and confirms ownership, giving the intake everything needed to score it as clearance-ready.
Commercial shipment, no inventory yet
A business goods lead answers that no inventory list exists, so the intake flags the missing document instead of letting the lead advance as if paperwork were complete.
Restricted or regulated items
Firearms, plants, or art trigger the lowest-weighted goods-type option, signaling the shipment needs closer compliance review before a survey is scheduled.
Submitter isn't the goods owner
When the person filling out the intake isn't the owner or an authorized representative, the lower weight on that answer flags the lead for verification before customs work begins.
Goods already in transit
A shipment already moving or sitting at a border awaiting clearance answers differently on move status than a still-planning lead, shaping how the team prioritizes follow-up.
Connect Cliont to your workflow
Send leads
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Book jobs
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 moving intake templates
Customs Coordination lead-intake FAQs
How does the intake treat different goods types, like vehicles or restricted items?
The goods-type question separates household items, commercial goods, vehicles, and restricted or regulated items such as firearms, plants, or art, each weighted differently so regulated shipments surface for closer review rather than being scored the same as a standard household move.
What happens if a lead doesn't have an inventory list yet?
The intake asks directly whether an inventory list exists; a yes carries more weight than a no, so leads without one still come through but are flagged as needing that document before customs work can proceed.
Does the intake confirm the submitter can legally act on this shipment?
Yes, the intake asks whether the person filling it out is the owner of the goods or an authorized representative, and that answer is weighted so unverified submitters can be checked before scheduling.
Can the intake handle a shipment that's already in transit or waiting for clearance at the border?
The move-status question includes options for goods already in transit or arrived and awaiting clearance, not just planning or scheduled moves, so the team can see how much runway they actually have.
What if the customer isn't sure whether they're importing or exporting?
The direction question includes a 'not sure' option, so ambiguity is captured as data instead of stalling the form, and the team can clarify it during the survey call.
What origin and destination information does the intake collect?
A free-text field captures the origin and destination countries for the shipment, giving the team the specific country pair needed before quoting customs work or checking bilateral requirements.
Turn customs coordination visitors into qualified jobs
Give every customs coordination visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.