Know which white-glove deliveries are worth pickup time
Tell us what's being delivered, how much it weighs, and whether the drop-off needs elevator or stair access — plus item and destination photos — so you never dispatch a truck on the wrong load.
The exact intake your white-glove delivery leads complete
This is the real 6-question guided intake for White-Glove Delivery — the same flow your customers finish before you ever pick up the phone.
What a qualified white-glove delivery lead should tell you
Delivery of valuable, fragile, or oversized items that requires careful handling and often assembly, installation, or placement at the destination rather than a simple drop-off.
- Item Be Delivered
- Item Assembly, Installation, Or
- How Much Item Weigh
- Delivery Location Accessible By
- This Delivery Completed
- Authorized Party Schedule And
The questions your team needs answered
Every white-glove delivery intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of item needs to be delivered? | Item type is the highest-weighted signal in the catalog and tells dispatch what kind of handling, padding, or crew expertise the job needs. |
| Does the item require assembly, installation, or placement at the destination? | Whether the item needs assembly or placement determines if the crew needs tools and extra time budgeted, not just a truck. |
| Approximately how much does the item weigh? | Approximate weight determines vehicle size and crew count, and a 'Not sure' answer flags a job that may need confirmation before scheduling. |
| Is the delivery location accessible by elevator or ground level, or does it require stairs? | Stairs-only or unclear access changes the equipment and manpower required, directly preventing the wrong crew from being sent. |
| When do you need this delivery completed? | Timeline carries real weight in the scoring model, so within-3-days requests are prioritized over flexible, still-planning ones. |
| Are you the authorized party to schedule and confirm this delivery? | Confirming the submitter can actually schedule the delivery prevents a truck from being dispatched on a request that isn't authorized to proceed. |
How Cliont scores white-glove delivery leads
Every answer is weighted automatically — no manual review required.
Value signals
- Furniture or appliance
- Artwork or antique
- Electronics or equipment
- Medical or fitness equipment
- Other item type
- Within 3 days
See the lead your team receives
White-Glove 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 white-glove delivery workflows
| Cliont capability | White-Glove Delivery application |
|---|---|
| Conditional branching | The assembly/installation question and the access question together determine whether a job needs a two-person crew with tools, changing what dispatch prepares before pickup. |
| Weighted lead scoring | Item type and delivery timeline carry the highest weights in this catalog, so artwork, antiques, or equipment needed within 3 days automatically rise to the top of the queue. |
| Authorization gate | The yes/no question on scheduling authority is weighted so an unauthorized submitter scores lower, prompting a confirmation call before a truck is committed to the wrong load. |
| Photo and access capture | Required uploads of the item and the delivery entrance let your team pre-plan equipment for stairs-only or tight-access jobs instead of discovering the problem on arrival. |
Common white-glove delivery lead scenarios
Antique needing rush delivery
A shipper flags an artwork or antique with a within-3-days timeline, two of the highest-weighted signals in the catalog, so the lead surfaces for immediate crew scheduling.
Medical equipment install job
The item is medical or fitness equipment that needs assembly at the destination and the site is stairs-only, which tells dispatch to send a crew equipped for both installation and manual carry.
Flexible furniture placement
A furniture or appliance delivery with a flexible, still-planning timeline and ground-level access is lower urgency but still worth quoting, so it gets routed without a rush flag.
Unauthorized requester fills form
Someone completes the intake but isn't the authorized party to confirm scheduling, which the yes/no gate catches so dispatch follows up before committing a truck.
Heavy item, uncertain access
An item over 500 lbs paired with an unclear or unknown access type signals a site visit or extra confirmation is needed before the crew and equipment are locked in.
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
White-Glove Delivery lead-intake FAQs
How does the intake handle deliveries that need assembly or installation?
The form asks directly whether the item requires assembly, installation, or placement at the destination, so jobs needing extra labor time or a specialized crew are flagged before your team quotes or schedules them.
What happens if a shipper doesn't know the exact weight of the item?
The weight question includes a 'Not sure' option so the lead still moves forward, but it's a useful flag for dispatch to confirm crew size and vehicle type before the pickup is locked in.
Why does the intake ask about stairs versus elevator access?
Access type directly affects how many people and what equipment a job needs; a stairs-only delivery of a heavy item is a very different dispatch decision than the same item at ground level.
How does the intake separate rush requests from flexible ones?
The delivery timeline question is weighted so a within-3-days request scores higher than a flexible, still-planning one, letting your team prioritize which pickups to confirm first.
What if the person filling out the form isn't authorized to book the delivery?
A dedicated yes/no question checks whether the submitter can schedule and confirm the delivery, so your team can follow up on unclear ownership before dispatching a truck.
Is this the same intake used for Retail Delivery or Medical Courier leads?
No, this catalog is specific to white-glove jobs like assembly and placement; Retail Delivery, Medical Courier, and the other sibling subservices each have their own qualification questions.
Turn white-glove delivery visitors into qualified projects
Give every white-glove delivery visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.