New Customer Onboarding Checklist for Couriers

Determine if the job is a standard same-day ($10-$50) or an urgent rush delivery ($50-$150) to price it correctly.

Ask for dimensions and weight to ensure it fits in your vehicle and you don't need a van for a car-sized job.

Get exact suite numbers and gate codes now so you don't waste time idling in a parking lot later.

You need a direct line for both the person sending and the person receiving the package to resolve issues fast.

Use a service like SkipCalls to handle these intake questions while you are driving so you never miss a new $100 lead.

Confirm if the job requires HIPAA compliance for medical specimens or a Chain of Custody form for legal docs.

Use your GPS to check for accidents or construction that could delay your promised delivery window.

Clear out any personal items and ensure you have moving blankets or straps for fragile $50+ deliveries.

Decide if this is a COD (Cash on Delivery) job or if you will invoice the business at the end of the month.

A quick text keeps the customer happy and ensures they have the package ready when you pull up.

Note any existing damage before you take possession so you aren't blamed for it later.

Make sure items won't slide or break during sharp turns or sudden stops.

Capture a signature or take a clear photo of the package at the destination to close out the job.

Automatically email the sender the POD so they know the mission was successful without calling you.

Happy customers are most likely to leave a 5-star review within an hour of a successful rush delivery.

Ask if they need weekly pickups ($20-$40 per stop) to build a steady, predictable income stream.

Upload your BOL or medical transport logs to your digital filing system immediately.