Transportation intake that asks what your team actually needs to know
Families tell you where the remains are located, the destination, and how soon the transfer needs to happen, while Cliont collects death certification and authorization details before your team dispatches a vehicle.
The exact intake your transportation of remains leads complete
This is the real 7-question guided intake for Transportation of Remains — the same flow your customers finish before you ever pick up the phone.
What a qualified transportation of remains lead should tell you
Coordination of moving a deceased person's remains from their current location—hospital, residence, funeral home, or medical examiner's office—to a final destination such as a crematory, cemetery, or another funeral home, including confirming legal death certification and authorization before any vehicle is dispatched.
- Transportation Needed
- Remains Located
- Intended Destination Remains
- Death Been Officially Certified
- Soon Transportation Take Place
- Authorized Decision-Maker Or Next
- Funeral Home Or Provider
The questions your team needs answered
Every transportation of remains intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of transportation is needed? | Local, long-distance, and international transport each require different vehicles, permits, and lead times, so this answer shapes which resources get scheduled. |
| Where are the remains currently located? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the intended destination for the remains? | Segments the lead so you can route, price, and prioritize it correctly. |
| Has the death been officially certified by a medical or legal authority? | Remains generally cannot be legally transported until death is officially certified, so an unconfirmed answer means staff must verify before dispatch. |
| How soon does the transportation need to take place? | How soon the transfer must happen determines whether the request goes to the front of the queue or into standard scheduling. |
| Are you the authorized decision-maker or next of kin for these arrangements? | Only an authorized next of kin or decision-maker can legally direct transport, so this confirms who your team should be coordinating with. |
| Is a funeral home or provider already assisting with these arrangements? | If another provider is already coordinating arrangements, this prevents duplicate outreach and clarifies whether you're handling the full case or just the transfer leg. |
How Cliont scores transportation of remains leads
Every answer is weighted automatically — no manual review required.
Value signals
- Local transfer within same city/area
- Long-distance transport within the country
- International transport
- Not sure
- Death Been Officially Certified: yes
- Within a few days
Urgency signals
- Immediately (within 24 hours)
See the lead your team receives
Transportation of Remains Lead
From first click to qualified lead
Follow hosts and planners 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 event
Smart questions adapt to their event and capture the full scope.
They add inspiration
Inspiration photos and event details come attached, so you can quote fast.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for transportation of remains workflows
| Cliont capability | Transportation Of Remains application |
|---|---|
| Conditional scoring logic | Flags cases where the death hasn't been certified or the requester isn't confirmed as next of kin, so staff verify legal authorization before a vehicle is dispatched. |
| Structured location fields | Separates current location (hospital, residence, medical examiner) from destination (funeral home, crematory, cemetery) so dispatch has both endpoints before confirming the job. |
| Document upload | Collects the death certificate or medical examiner release and a signed transport authorization alongside the request, instead of chasing them down after the family submits the form. |
| CRM routing | Sends transportation requests to your CRM with transport type, timing, and destination attached, so coordinators see immediate cases without opening each lead individually. |
Common transportation of remains lead scenarios
Immediate local hospital transfer
A certified death, next-of-kin authorization, and a same-day timeframe push this straight to the top of the queue instead of waiting behind slower requests.
Long-distance transport, pending certification
The family needs the remains moved out of state but the death hasn't been officially certified yet, so the intake flags it for verification before staff commit to a route.
International transport, destination undecided
The family knows remains need to leave the country but hasn't confirmed the receiving funeral home, so the case is captured for follow-up rather than dispatched with incomplete details.
Another funeral home already engaged
A provider is already coordinating arrangements and just needs the transfer leg handled, which changes who your team should be confirming details with before pickup.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book events
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 funeral services intake templates
Transportation of Remains lead-intake FAQs
How does the intake handle cases where the death hasn't been certified yet?
The form captures the certification status as a direct yes/no question, and an unconfirmed answer is scored lower so your team knows to verify legal clearance before scheduling a pickup.
Can the intake handle international transport requests, not just local moves?
Yes, transportation type is asked as a single choice covering local, long-distance, and international transport, so cross-border cases are identified and routed the same way domestic ones are.
What happens if the family isn't sure where the remains are going yet?
The destination question includes a 'not sure' option, which still submits the lead to your CRM but signals it needs a follow-up call to lock in logistics before dispatch.
Does the intake confirm the person submitting the request can legally authorize transport?
It asks directly whether the submitter is the authorized decision-maker or next of kin, so requests from someone without standing are flagged rather than treated the same as a confirmed family member.
Will I know if another funeral home is already handling the arrangements?
Yes, the intake asks whether a funeral home or provider is already assisting, which helps your team avoid duplicating coordination work on the same case.
How does urgency get communicated for time-sensitive transfers?
The timing question separates immediate (within 24 hours) requests from advance-planning inquiries, so same-day transfers stand out from cases with no set date.
Turn transportation of remains visitors into qualified events
Give every transportation of remains visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you reply with a quote.