Onboarding · Live demo
New customer account setup for freight companies
Collects what a new business customer needs to give before their first booking, from ABN and credit application to pickup sites, opening hours and typical freight, and tells the customer accounts manager what is missing.
Talk to Jake at Westbound Freight Lines
Westbound Freight Lines is made up. Jake is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
New customers want to book tomorrow, but the account team is chasing ABNs, credit forms and site details by email. First pickups go wrong because nobody knew the site's hours or induction rules.
How it works
- Lists everything the customer needs to give and how long set-up takes
- Collects the ABN, accounts contact, credit application and who can book jobs
- Collects pickup and delivery sites with opening hours and induction rules
- Records typical freight and passes any dangerous goods details to the compliance manager
- Passes credit, rates and terms to the customer accounts manager
What it connects to
- Natalie (warehouse supplier)Hi, we're a building products supplier in Welshpool and want to open an account with you. How do we start?
- AgentHi Natalie, it's Jake from Westbound. I've logged your request and passed it to Melissa Grant, our Customer Accounts Manager, who sets up new accounts.
- Natalie (warehouse supplier)Thanks. Some of our pallets are paint and solvents. Can you carry those?
- AgentI've sent that to Kirsty Mahon, our Compliance and Safety Manager, and she'll confirm. To get set up I'll need your ABN, an accounts contact, the credit application and your pickup site hours. Set-up takes 2 working days once it's all in.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
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