Know which scheduled route leads are worth pickup time
Cliont's intake captures stop count, item type, and vehicle access for every route enquiry, then flags authorization status and start-date urgency before a truck gets loaded. Shippers upload a route stop list and access-point photos directly, so dispatch sees the full picture before pickup.
The exact intake your scheduled route delivery leads complete
This is the real 6-question guided intake for Scheduled Route Delivery — the same flow your customers finish before you ever pick up the phone.
What a qualified scheduled route delivery lead should tell you
A recurring delivery run along a fixed route on a repeating schedule, where the intake needs to confirm stop count, cargo type, and vehicle access at every stop before a truck is assigned.
- Often Deliveries On This
- Many Stops Included In
- Items Will Be Delivered
- All Delivery Locations Have
- Authorized Arrange This Delivery
- This Scheduled Route Begin
The questions your team needs answered
Every scheduled route delivery intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How often do you need deliveries on this route? | Segments the lead so you can route, price, and prioritize it correctly. |
| How many stops are included in the route? | Stop count is directly weighted, so more stops signal a larger, more complex recurring route worth prioritizing. |
| What type of items will be delivered on this route? | Item type determines vehicle and handling requirements, and flags hazardous materials for review before dispatch. |
| Do all delivery locations have reliable vehicle access? | A 'no' on vehicle access lowers the score and tells dispatch to confirm equipment before committing a truck to the route. |
| Are you authorized to arrange this delivery service on behalf of the shipper or recipient? | Authorization carries the highest weight in the catalog, screening out inquiries from people without authority to book the route. |
| When do you need this scheduled route to begin? | An 'Immediately' start date flags the lead as time-sensitive so it isn't stuck behind lower-urgency future-planning requests. |
How Cliont scores scheduled route delivery leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-2 stops
- 3-10 stops
- More than 10 stops
- Documents or small parcels
- Palletized goods
- Perishable goods
Urgency signals
- Immediately
See the lead your team receives
Scheduled Route 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 scheduled route delivery workflows
| Cliont capability | Scheduled Route Delivery application |
|---|---|
| Multi-choice item capture | Flags hazardous materials answers on scheduled routes for manual compliance review before a truck is confirmed. |
| Weighted scoring engine | Ranks routes by stop count and item type so a 12-stop palletized route surfaces above a 2-stop document run. |
| Authorization screening | Surfaces the authorization answer prominently so dispatch can verify booking authority before assigning a vehicle. |
| Urgency detection | Pushes 'Immediately' start-date answers to the top of the CRM queue ahead of future-planning inquiries. |
Common scheduled route delivery lead scenarios
High-frequency, multi-stop route
Daily route with more than 10 stops, palletized goods, and an immediate start date — this mix of high-value signals should surface at the top of the CRM queue.
Irregular route with access gaps
Custom or irregular schedule where not every stop has reliable vehicle access — the intake flags this for ops to confirm equipment before a truck is committed.
Booking without confirmed authorization
An inquiry where the requester can't confirm they're authorized to arrange delivery on behalf of the shipper — scored lower so dispatch verifies before routing a truck.
Future planning, no fixed date
A shipper exploring a monthly route with no committed start date — captured and sent to the CRM but without the urgency weighting an 'Immediately' answer would carry.
Route carrying hazardous materials
Item type includes hazardous materials, the lowest-weighted item option in the catalog — flagged for manual compliance review regardless of stop count or frequency.
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
Scheduled Route Delivery lead-intake FAQs
Does the intake treat a 12-stop route differently from a 2-stop route?
Yes. Stop count is a weighted field in the catalog, so routes with more than 10 stops score higher than 1-2 stop routes, helping you prioritize larger recurring jobs.
How does the intake handle hazardous materials on a scheduled route?
Hazardous materials is one of the item-type options and carries the lowest weight in the catalog, so those leads are captured but flagged for manual review rather than treated as standard cargo.
What happens if a delivery location doesn't have reliable vehicle access?
The intake asks about vehicle access directly, and a 'no' answer lowers the score compared to confirmed access, so your team can check equipment needs before committing a driver.
How does Cliont confirm the person booking is actually authorized to arrange the delivery?
Authorization is a dedicated yes/no question with the highest weight in the catalog, so unauthorized bookings are visibly scored lower and can be verified before you dispatch.
Does an irregular or custom delivery schedule hurt the lead's priority?
Frequency (daily, weekly, monthly, or custom) is captured for scheduling but isn't a weighted priority field — stop count, item type, access, and start date drive the score.
Can shippers submit a route request without a fixed start date?
Yes, 'Future planning, no fixed date' is a valid option for start timing, and those leads still reach your CRM but without the urgency weighting an 'Immediately' answer carries.
Turn scheduled route delivery visitors into qualified projects
Give every scheduled route delivery visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.