Onboarding with a Friendly Expert

Josh and Brandon are hosting an onboarding call with Rachel, their new primary point of contact at a major shipping account.

Onboarding with a Friendly Expert

True or false?

Rachel is the account manager for Apex Logistics.

• True
• False

Rachel used to work as a dispatcher on the graveyard shift.

• True
• False

The shipper sends load tenders using EDI.

• True
• False

The dispatcher is advised to wait until morning to report running late.

• True
• False

The weekly forecast is updated every Friday in the portal.

• True
• False

Listen again and complete the sentences

• Rachel: Hi guys. We're excited about starting this trial period with you. Let's discuss our ____ and rules.
• Brandon: We really want to impress your team during this trial and secure your ____ . What are your main customer requirements?
• Rachel: First, I'm your primary point of contact. We send every ____ via EDI, but you must also confirm them in our system.
• Josh: Got it. Our team is already set up on your customer portal. Should we use the ____ for all locations?
• Brandon: That's a golden tip. What about your ____ ?

Sources: photo by MART PRODUCTION on Pexels