Know which medical courier requests are pickup-ready
Cliont's medical courier intake captures item type, temperature-control needs, and chain-of-custody requirements before you commit a driver, and confirms the requester is authorized to book on behalf of the facility or patient.
The exact intake your medical courier leads complete
This is the real 6-question guided intake for Medical Courier — the same flow your customers finish before you ever pick up the phone.
What a qualified medical courier lead should tell you
On-demand transport of medical specimens, pharmaceuticals, equipment, or documents between healthcare facilities, labs, or patients, where item type and handling requirements determine which driver and vehicle can take the job.
- Medical Item Be Transported
- Item Temperature-Controlled Handling During
- Pickup And Delivery Take
- Timing This Delivery Request
- Authorized Requester This Medical
- Item Special Handling, Such
The questions your team needs answered
Every medical courier intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of medical item needs to be transported? | The item type sets the base value of the job, with lab specimens and pharmaceuticals weighted highest since they typically carry the tightest handling and time requirements. |
| Does the item require temperature-controlled handling during transport? | A yes on temperature control weights the lead higher and signals dispatch needs a driver with cold-chain equipment, not just any available vehicle. |
| Where does the pickup and delivery take place? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is the timing of this delivery request? | Selecting immediately or within hours marks the request as urgent, separating time-critical STAT runs from recurring or scheduled pickups. |
| Are you the authorized requester for this medical courier service on behalf of a facility or patient? | Confirming the requester is authorized carries a much higher weight than an unconfirmed answer, since booking on behalf of a facility or patient without authorization risks dispatching on the wrong load. |
| Does the item require special handling, such as biohazard labeling or chain-of-custody documentation? | A yes here tells dispatch to prepare biohazard labeling or chain-of-custody paperwork before the driver arrives, rather than discovering the requirement on-site. |
How Cliont scores medical courier leads
Every answer is weighted automatically — no manual review required.
Value signals
- Lab specimens or samples
- Pharmaceuticals or medications
- Medical equipment or devices
- Medical documents or records
- Other medical item
- Item Temperature-Controlled Handling During: yes
Urgency signals
- Immediately or within hours
See the lead your team receives
Medical Courier 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 medical courier workflows
| Cliont capability | Medical Courier application |
|---|---|
| Conditional branching | Only shows chain-of-custody and biohazard handling questions when the shipper indicates special handling is needed, keeping routine document runs short. |
| Weighted lead scoring | Ranks lab specimens and pharmaceuticals above general equipment or document requests, and boosts temperature-controlled jobs so they route to drivers with cold-chain gear. |
| Authorization verification | Flags requests where the person booking hasn't confirmed they're authorized to request the courier on behalf of a facility or patient, so you don't dispatch on an unverified job. |
| CRM routing with context | Sends the item type, temperature needs, and special-handling answers into your CRM together so dispatch can assign the right driver without calling the shipper back. |
Common medical courier lead scenarios
STAT lab specimen run
A lab requests immediate, same-city transport of temperature-controlled specimens; the intake flags it as urgent and high-value so it reaches dispatch first.
Recurring pharmacy restocking
A pharmacy sets up an ongoing schedule for medication drops; the intake captures the recurring cadence separately from one-off urgent requests.
Cross-region equipment transfer
A clinic needs a large piece of medical equipment moved long-distance later this week, a lower-urgency but high-value job the intake routes differently than a same-city STAT run.
Unverified requester books a pickup
Someone submits a request without confirming they're authorized to book on behalf of the facility or patient, triggering a lower weight and a verification step before dispatch.
Biohazard specimen needing chain-of-custody
A sample requires biohazard labeling and signed chain-of-custody documentation, prompting the intake to collect that paperwork before a driver is assigned.
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 courier and delivery intake templates
Medical Courier lead-intake FAQs
How does the intake treat temperature-sensitive shipments differently from standard ones?
The intake asks directly whether the item needs temperature-controlled handling, and that answer carries more weight than a non-controlled item, so cold-chain jobs surface as higher priority for drivers with the right equipment.
What happens if the person booking isn't authorized to request the courier?
The intake asks whether the requester is booking on behalf of a facility or patient with authorization; an unconfirmed answer scores lower and can be flagged for verification before a driver is dispatched on the wrong load.
Does the form collect chain-of-custody or biohazard information?
Yes, the intake asks whether the item requires special handling such as biohazard labeling or chain-of-custody documentation, so your team knows compliance paperwork is needed before pickup.
How does the intake prioritize a STAT specimen run over a routine document delivery?
Item type (lab specimens and pharmaceuticals score highest) combined with a timing answer of immediately or within hours together push a request to the top of your queue ahead of lower-weight document pickups.
Can the intake handle recurring medical courier contracts, not just one-off runs?
Yes, the timing question includes a recurring or ongoing schedule option, so standing pharmacy or lab contracts are captured distinctly from single urgent requests.
Does the intake tell me if a job is same-city or long-distance before I commit a driver?
Yes, the intake asks whether pickup and delivery are within the same city, between cities in the same region, or long distance, so you can match the right vehicle and driver before dispatch.
Turn medical courier visitors into qualified projects
Give every medical courier visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.