New Customer Onboarding Checklist for Couriers
In the courier business, speed is everything. If you don't answer the phone, the customer will call the next person on the list for their $100 rush delivery. This checklist helps you manage your workflow from the first call to the final drop-off without losing your mind on the road.
Initial Intake and Quote
Pre-Job Preparation
The Delivery Phase
Post-Delivery and Retention
Pro Tips
- 1.Always keep a 'go-bag' with tape, markers, and extra envelopes in your front seat.
- 2.Charge a fuel surcharge if gas prices spike to protect your profit margins on long-distance runs.
- 3.Use a hands-free headset so you can safely talk to SkipCalls or dispatch while navigating traffic.
- 4.Cluster your deliveries by zip code to save on gas and vehicle wear and tear.
- 5.Offer a 'First Delivery' discount for local businesses to get them into your system.
Frequently Asked Questions
What if the recipient isn't there to sign?
Always get instructions during intake. If you have permission to leave it, take a photo. If not, call the sender immediately for a 'redelivery' fee.
How do I handle fragile medical deliveries?
Use a dedicated cooler or padded bin. Ensure you have the proper biohazard labels if the job requires it.
Should I charge more for after-hours calls?
Yes. Most couriers add a 50% premium for deliveries requested after 6:00 PM or on weekends.
How do I manage calls while I'm driving?
Set up an AI receptionist to take down pickup addresses and package details so you can keep your eyes on the road.
Stop Losing High-Value Courier Leads While You're on the Road
Don't let your competition steal your next $150 rush job just because you couldn't pick up the phone. Let SkipCalls answer, screen, and book your deliveries while you focus on the driving.
More Resources for Couriers
After-Hours Guide
Handle calls outside business hours effectively
Business Hours Optimization
Optimize when and how you answer calls
Call Handling Best Practices
Handle every call like a pro from ring to close
Client Retention Scripts
Keep customers coming back with follow-up calls
Communication Checklists
Step-by-step customer communication guides
Complaint Handling Scripts
Turn complaints into loyalty with the right words
Emergency Call Protocol
Triage and handle urgent calls effectively
Lead Response Templates
Follow-up templates that close more jobs
Missed Call Cost Analysis
Calculate the real cost of every missed call
No-Show Follow-Up Templates
Recover missed appointments professionally
Phone Etiquette
Make great first impressions on every call
Phone Scripts
Ready-to-use call scripts for every scenario
Phone Setup Guide
Configure your business phone system right
Pricing Inquiry Scripts
Handle price questions without losing leads
Review & Referral Scripts
Get more 5-star reviews and referrals
Scheduling Tips
Smart appointment scheduling strategies
Seasonal Call Guide
Plan for peak and slow call seasons
Upselling & Cross-Selling Guide
Increase revenue naturally during service calls
Voicemail Greetings
Professional voicemail scripts that set expectations