Same-day courier intake that asks what dispatch actually needs to know
Every enquiry captures item type, pickup timing, and handling needs like fragile or refrigerated cargo, plus a photo of the item, so dispatch knows exactly what's going out before a driver is assigned.
The exact intake your same-day courier leads complete
This is the real 7-question guided intake for Same-Day Courier — the same flow your customers finish before you ever pick up the phone.
What a qualified same-day courier lead should tell you
Same-day pickup and delivery of a single item or shipment within one city or metro area, qualified by item type, handling requirements, weight, and how soon the pickup needs to happen.
- Item Be Picked Up
- Pickup And Delivery Locations
- Soon Pickup Happen
- Item Any Special Handling,
- Authorized Schedule And Confirm
- Someone Be Available At
- How Much Item Weigh
The questions your team needs answered
Every same-day courier intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of item needs to be picked up and delivered today? | Item type sets the baseline for which vehicle and driver skill set the job needs, from a bike-courier envelope to a freight pallet. |
| Are the pickup and delivery locations within the same city or metro area? | Same-metro pickup and delivery is weighted higher because it confirms the job is actually feasible as a true same-day run. |
| How soon do you need the pickup to happen? | Pickup urgency is the primary driver of how fast dispatch needs to react, separating within-the-hour rush jobs from flexible ones. |
| Does the item require any special handling, such as fragile, refrigerated, or oversized? | Fragile, refrigerated, or oversized flags determine which vehicle and equipment get assigned before the driver ever sees the job. |
| Are you authorized to schedule and confirm this pickup on behalf of the sender? | Confirming the requester can actually authorize the pickup stops dispatch from sending a truck on a job that was never really approved. |
| Will someone be available at both the pickup and delivery locations to hand off the item? | Confirming someone will be present at both ends catches handoff risk that would otherwise turn into a failed delivery mid-route. |
| Approximately how much does the item weigh? | Weight range flags whether the job fits a standard courier vehicle or needs to be escalated toward freight-capable dispatch. |
How Cliont scores same-day courier leads
Every answer is weighted automatically — no manual review required.
Value signals
- Pickup And Delivery Locations: yes
- Within the next hour
- Within a few hours
- Later today
- Flexible timing today
- Authorized Schedule And Confirm: yes
See the lead your team receives
Same-Day 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 same-day courier workflows
| Cliont capability | Same-Day Courier application |
|---|---|
| Weighted urgency scoring | Pickup-timing answers from 'within the next hour' down to 'flexible timing today' each carry a different weight, so dispatch can sort rush requests from same-day-but-not-urgent ones without reading every submission. |
| Multi-choice handling capture | Fragile, refrigerated, and oversized flags from the special-handling question are captured together, so a job needing both temperature control and careful handling is routed to a vehicle equipped for both before it's assigned. |
| Authorization check before routing | The intake holds jobs where the requester isn't authorized to confirm on the sender's behalf, preventing dispatch from committing a truck to a pickup that hasn't actually been approved. |
| CRM routing with load context | Qualified same-day pickups arrive in the CRM with item type, weight range, and handling flags attached, so dispatch doesn't have to call the shipper back to figure out what vehicle to send. |
Common same-day courier lead scenarios
Within-the-hour metro rush
A small package needs pickup within the next hour, both stops are in the same metro area, and the sender confirms authorization — the intake scores this as high value and pushes it to the top of dispatch.
Cross-metro freight request
A pallet of bulk freight is flagged, but the pickup and delivery locations aren't in the same city, so the same-day timing assumption breaks and the lead needs manual review before a truck is committed.
Perishable item, no one to receive it
A refrigerated food delivery is requested, but the shipper indicates no one will be available at the delivery location to hand off the item — the intake surfaces this handoff risk before a driver leaves.
Unauthorized booking attempt
Someone submits a pickup request but answers no to being authorized to confirm it on the sender's behalf, so the intake holds the job for verification instead of letting it reach dispatch as confirmed.
Oversized load, flexible window
An item over 100 lbs is marked oversized with flexible timing today rather than an hour deadline, letting dispatch route it to the right vehicle without treating it as an urgent rush job.
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
Same-Day Courier lead-intake FAQs
How does the intake tell a document drop-off apart from a pallet pickup?
The first question captures item type — documents, small parcels, pallet or bulk freight, or food and perishables — and pairs it with the weight range and any special handling flags, so dispatch sees upfront whether this is a bike-courier job or one that needs a box truck.
What happens if the pickup and delivery aren't in the same city?
Same-metro pickup and delivery is one of the higher-weighted answers in the scoring, so a cross-metro request still comes through but scores lower and gets flagged for manual review rather than being treated as a standard same-day job.
Can the intake flag rush jobs that need to move within the hour?
Yes — the pickup-timing question has four tiers from within the next hour down to flexible timing today, and each carries its own weight, so the most time-sensitive requests are scored and surfaced ahead of jobs with more slack.
Does the form check whether someone will actually be there to hand off the item?
Yes, it asks directly whether someone will be available at both the pickup and delivery locations, catching handoff risk before a driver is dispatched on a job that could end in a failed delivery.
What if the person filling out the form isn't the actual sender?
The intake asks whether the requester is authorized to schedule and confirm the pickup on the sender's behalf, so bookings made by an unauthorized third party get flagged instead of being routed as confirmed jobs.
How is this different from your medical courier or legal document courier intake?
This intake is built around general item type, weight, and handling for any same-day shipment, while the medical courier and legal document courier intakes ask sibling-specific questions around chain of custody and specimen or document handling that same-day general courier requests don't need.
Turn same-day courier visitors into qualified projects
Give every same-day courier visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.