Know which final-mile delivery leads are worth pickup time
Every final-mile enquiry captures item type, delivery timeline, and site access restrictions like stairs or no loading dock, plus photos of the delivery location, so your team knows exactly what truck and crew to send before committing a pickup slot.
The exact intake your final-mile delivery leads complete
This is the real 7-question guided intake for Final-Mile Delivery — the same flow your customers finish before you ever pick up the phone.
What a qualified final-mile delivery lead should tell you
Final-mile delivery moves a shipment from a local hub or terminal to its end recipient's door, so the intake needs to capture the item type, destination type, and any site access constraints before a truck is assigned.
- Items Final-Mile Delivery
- Delivery Destination Located
- Delivery Special Handling Such
- Soon Delivery Completed
- Shipper Or Receiver Authorized
- Delivery Site Have Any
- Many Delivery Stops This
The questions your team needs answered
Every final-mile delivery intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of items need final-mile delivery? | Item type determines the vehicle and equipment needed, so palletized freight or large appliances score higher than a single small parcel. |
| Where is the delivery destination located? | Segments the lead so you can route, price, and prioritize it correctly. |
| Does the delivery require special handling such as white-glove service or installation? | A yes to special handling like white-glove service or installation signals a longer, higher-value job that needs a crew ready for more than a curbside drop. |
| How soon do you need the delivery completed? | Same-day timelines carry the highest weight, letting urgent delivery requests jump ahead of jobs with flexible scheduling. |
| Are you the shipper or receiver authorized to schedule this delivery? | Confirming the requester is the authorized shipper or receiver protects against dispatching a truck based on instructions from someone who can't actually schedule the delivery. |
| Does the delivery site have any access restrictions such as narrow roads, stairs, or no loading dock? | Access restrictions like stairs, narrow roads, or no loading dock directly affect which truck size and crew count are needed on site. |
| How many delivery stops does this shipment require? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores final-mile delivery leads
Every answer is weighted automatically — no manual review required.
Value signals
- Small parcels or boxes
- Large appliances or furniture
- Palletized freight
- Other
- Delivery Special Handling Such: yes
- Same day
See the lead your team receives
Final-Mile 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 final-mile delivery workflows
| Cliont capability | Final-Mile Delivery application |
|---|---|
| Conditional branching | If a business selects narrow roads, stairs, or no loading dock in the access restrictions question, the intake can prompt for more detail before the lead reaches your CRM. |
| Lead scoring | Same-day timelines and white-glove or installation requests are weighted higher, so urgent, higher-value final-mile jobs surface above routine same-week parcel drops. |
| Photo and document capture | Item type answers trigger requests for delivery-site photos and item dimensions so dispatch can pre-check whether the assigned truck and crew match the job. |
| Authorization flagging | When the requester answers that they are not the authorized shipper or receiver, that response scores lower so your team can confirm scheduling authority before a truck is dispatched on the wrong load. |
Common final-mile delivery lead scenarios
Same-day appliance delivery
A shipper needs a large appliance delivered same day with white-glove installation, which the intake flags as high value and urgent so it lands ahead of routine parcel requests.
Palletized freight to a business
A commercial receiver requests a single-stop delivery of palletized freight to a business address, letting your team pre-confirm dock access instead of finding out at the curb.
Residential walk-up with no elevator
A furniture delivery to a residential address flags stairs with no elevator as an access restriction, so the intake surfaces the need for extra crew or equipment before a truck is booked.
Multi-stop parcel route request
A shipper submits a shipment of small parcels needing several delivery stops, which the intake distinguishes from single-stop jobs so it can be routed to route-capable capacity rather than a dedicated truck.
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 trucking intake templates
Final-Mile Delivery lead-intake FAQs
How does the intake handle sites with limited access?
The intake asks directly about narrow roads, stairs, no elevator, or no loading dock, so restricted sites are flagged before a truck and crew are committed rather than discovered on arrival.
Does it check whether the person booking is actually authorized to schedule the delivery?
Yes, the intake asks whether the requester is the shipper or receiver authorized to schedule, which helps you avoid dispatching against instructions from someone who can't confirm the delivery.
How are white-glove or installation requests treated differently?
Special handling such as white-glove service or installation is a distinct yes/no question, and it scores as higher value, so those jobs surface as needing more crew time or specialized equipment.
Can the intake tell apart parcels, appliances, and palletized freight?
Yes, item type is a direct question with separate weighting for small parcels, large appliances or furniture, and palletized freight, so each load type can be matched to the right vehicle.
What if a shipment needs several delivery stops instead of one drop-off?
The intake asks whether the shipment is a single stop, a few stops, or a full delivery route, so multi-stop jobs can be separated from one-off deliveries during dispatch planning.
Does the destination type (residential, business, construction site) change anything?
Destination type is captured directly, which helps your team anticipate different access and scheduling needs at a home, business, or construction site before the truck leaves.
Turn final-mile delivery visitors into qualified projects
Give every final-mile delivery visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.