Turn retail delivery enquiries into pickup-ready leads
Ask every shipper about goods type, stop count, and special handling needs upfront, then collect their delivery manifest before you commit a truck to the job.
The exact intake your retail delivery leads complete
This is the real 7-question guided intake for Retail Delivery — the same flow your customers finish before you ever pick up the phone.
What a qualified retail delivery lead should tell you
Scheduled or on-demand transport of retail goods from a store or warehouse to a customer or business address, ranging from single-parcel drops to multi-stop pallet loads.
- Retail Goods Be Delivered
- Many Delivery Stops Typically
- This One-Time Delivery Or
- First Delivery Take Place
- Goods Special Handling Such
- Have Delivery Addresses And
- Approximate Weight Or Size
The questions your team needs answered
Every retail delivery intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of retail goods need to be delivered? | Goods type determines vehicle type and any special equipment before a truck gets dispatched on the wrong load. |
| How many delivery stops are typically needed per shipment? | Stop count carries scoring weight because a multi-stop shipment represents a different route commitment than a single drop. |
| Is this a one-time delivery or a recurring delivery need? | Recurring delivery scores higher than one-time because it signals a repeat account worth prioritizing over a single job. |
| When do you need the first delivery to take place? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do the goods require special handling such as refrigeration or fragile care? | A yes answer flags equipment needs like refrigeration or fragile packaging before the wrong vehicle gets assigned. |
| Do you have the delivery addresses and quantities ready to share? | Confirming addresses and quantities are ready tells dispatch whether the job can be scheduled now or still needs details chased down. |
| What is the approximate weight or size range of a typical shipment? | Shipment weight and size decides whether a standard van or a pallet-capable truck should be sent. |
How Cliont scores retail delivery leads
Every answer is weighted automatically — no manual review required.
Value signals
- Single stop
- 2-10 stops
- More than 10 stops
- Not sure
- One-time delivery
- Recurring delivery
See the lead your team receives
Retail Delivery 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 retail delivery workflows
| Cliont capability | Retail Delivery application |
|---|---|
| Branching intake logic | A perishable-food answer to the goods type question can surface the special handling question with added emphasis, so refrigeration needs never get buried in a general form. |
| Weighted lead scoring | Stop count and recurring-vs-one-time answers carry explicit weights, so a 10+ stop recurring shipper scores well above a single-stop, undecided one-time enquiry. |
| CRM delivery | Qualified retail delivery leads land in your CRM with goods type, stop count, and handling requirements already attached, so dispatch isn't guessing at vehicle needs from a bare inbox message. |
| Document collection widget | Shippers can attach a manifest or address list at intake, closing the gap the 'addresses ready to share' question opens before your team has to chase it manually. |
Common retail delivery lead scenarios
Multi-stop recurring retail route
A shipper needs more than 10 stops on a recurring schedule, which the intake flags as a high-value repeat account worth a dedicated route rather than a one-off truck.
Single furniture delivery, one-time
A one-time, single-stop delivery of a large or bulky item scores differently than a recurring multi-stop job, so dispatch knows to send appropriate equipment instead of over-allocating a route vehicle.
Perishable goods needing refrigeration
When the shipper flags perishable food and special handling, the intake surfaces that requirement immediately so a refrigerated vehicle gets assigned instead of a standard van.
Shipper unsure of stop count
A shipper answers 'Not sure' on stop count and shipment weight, which the intake still captures and routes for follow-up rather than letting dispatch guess at load size.
Ready-to-book bulk pallet order
A shipper with addresses and quantities already prepared and a large pallet load answers every field cleanly, letting the lead move straight to CRM without a clarifying call.
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
Retail Delivery lead-intake FAQs
How does the intake tell a one-off delivery apart from a recurring retail route?
The intake directly asks whether the shipper needs a one-time delivery or a recurring one, and that answer carries real weight in scoring so recurring accounts surface as higher-value leads before dispatch commits a vehicle.
Can a shipper flag refrigeration or fragile handling before I quote the job?
Yes, the intake asks directly whether the goods need special handling such as refrigeration or fragile care, so you know equipment requirements before assigning a truck to the wrong load.
What happens if a shipper doesn't know their exact stop count yet?
The stop-count question includes a 'Not sure' option, so the lead still gets captured and scored rather than dropped, and your team can follow up to firm up the route details.
How is this different from your Scheduled Route Delivery or Same-Day Courier intake?
Retail Delivery focuses on goods type, stop volume, and recurrence for store-to-customer shipments, while Scheduled Route Delivery is built around fixed recurring routes and Same-Day Courier prioritizes single urgent drops - each sibling subservice has its own catalog tuned to that job type.
Do I need the shipper's full address list before the lead can qualify?
No, the intake asks whether addresses and quantities are ready to share, and a 'not yet' answer still scores the lead so you can qualify commercial fit first and collect logistics details afterward.
How does the intake capture pallet or bulk-load shipments differently from small parcels?
The weight and size question offers options from small parcel up to large pallet or bulk load, so the lead record already flags vehicle-size needs before your team looks at it.
Turn retail delivery visitors into qualified projects
Give every retail delivery visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.