Know which errand requests are worth a visit
The intake captures the errand type, how soon it's needed, and whether the requester has authority to approve the purchase, plus any shopping list or pickup slip, so you know which requests are worth a visit before you commit staff time.
The exact intake your errand service leads complete
This is the real 6-question guided intake for Errand Service — the same flow your customers finish before you ever pick up the phone.
What a qualified errand service lead should tell you
On-demand personal errands where a household needs someone to run to a store, pharmacy, or office on their behalf, from grocery shopping to package drop-off, with the intake needing to know what's being fetched, how fast, and whether the requester can actually authorize it.
- Errand Help With
- Soon This Errand Completed
- This One-Time Errand Or
- Errand Provider Handle Cash
- Have Authority Authorize This
- Within What General Area
The questions your team needs answered
Every errand service intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of errand do you need help with? | The errand type tells you the skill and time commitment involved, from a quick prescription pickup to a longer wait in line at an office. |
| How soon do you need this errand completed? | Same-day and two-day timelines carry the highest weight, so this answer determines whether the lead needs an immediate response or can wait in the queue. |
| Is this a one-time errand or a recurring need? | Segments the lead so you can route, price, and prioritize it correctly. |
| Will the errand require the provider to handle cash or your payment cards? | Knowing whether the runner will handle cash or cards lets you match the request to a vetted, trusted staff member before accepting. |
| Do you have authority to authorize this errand on behalf of the household or business? | A confirmed yes carries a much higher weight than a no, since sending someone on an errand no one was authorized to approve wastes a visit. |
| Within what general area should the errand take place? | Same city versus multiple locations changes travel time and whether the errand fits into a single visit or needs to be split across stops. |
How Cliont scores errand service leads
Every answer is weighted automatically — no manual review required.
Value signals
- Grocery shopping
- Package pickup or drop-off
- Prescription pickup
- Waiting in line at an office or store
- Store returns or exchanges
- Other errand type
See the lead your team receives
Errand Service Lead
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for errand service workflows
| Cliont capability | Errand Service application |
|---|---|
| Weighted lead scoring | Errand type and timing answers are weighted so a same-day grocery or prescription pickup scores higher than a flexible, low-effort request. |
| Conditional flagging | A 'no' on the authorization question automatically lowers the lead's score, prompting a verification call before any purchase or pickup is scheduled. |
| Structured intake fields | The one-time vs. recurring answer lets you route repeat-errand households into a different follow-up sequence than single-job requests. |
| CRM routing | Leads with a defined service area, confirmed authorization, and a same-day or two-day timeline are sent to your CRM ready for immediate scheduling. |
Common errand service lead scenarios
Same-day prescription pickup
The household needs a prescription picked up today and the errand involves handling payment, so the intake flags it for fast turnaround and confirms who's authorized to pay.
Recurring weekly grocery run
A household sets up a standing grocery shopping errand within the same city; the intake marks it as recurring rather than one-time so it can be routed differently than a single request.
Multi-stop errand across town
One request bundles a store return, a package drop-off, and waiting in line at an office across multiple locations, which the intake surfaces so travel time can be planned before accepting.
Requester lacks authorization
Someone submits an errand on behalf of a household or business but can't confirm they're authorized to approve it, which the intake flags for follow-up before any purchase or pickup happens.
One-off card-handling errand
A one-time store return requires the runner to handle the household's payment card, so the intake surfaces that detail upfront so staffing and trust checks happen before dispatch.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 personal assistant and concierge intake templates
View all personal assistant and concierge intake templates →
Errand Service lead-intake FAQs
How does the intake flag errands that involve handling cash or payment cards?
The form asks directly whether the errand requires the provider to handle the household's cash or cards, so you can decide staffing, bonding, or trust requirements before accepting the job.
What happens if the person submitting the request isn't authorized to approve it?
The authorization question carries its own weighting, so a 'no' answer lowers the lead's score and signals it needs a follow-up call to confirm who can actually sign off before you dispatch anyone.
Can the intake tell me if this is a one-time errand or an ongoing need?
Yes, households select one-time, recurring, or not sure, which lets you separate single-job requests from leads worth setting up on a repeat schedule.
Does the form capture where the errand actually needs to happen?
It does, asking whether the errand is same city, a nearby town, or spread across multiple locations, so you can judge travel time before committing a visit.
What types of errands does the intake recognize?
It covers grocery shopping, package pickup or drop-off, prescription pickup, waiting in line, store returns, and an open 'other' category, so you see the exact task mix before responding.
How does the intake handle urgent, same-day requests?
Households pick from today, within two days, this week, or flexible timing, with same-day requests weighted highest so time-sensitive errands surface at the top of your queue.
Turn errand service visitors into qualified jobs
Give every errand service visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.