Set Yourself Up for Success in 5 Easy Steps

The following steps can help you improve customer targeting, uncover common pain points, explain the value of the platform, and invite customers to get started.

1. IDENTIFY TARGET ACCOUNTS

• Existing accounts with little to no activity
  
• Accounts you invited but never accepted or adopted
• Anyone who is using multiple carrier websites to quote or dispatch
  
• Customers currently using a TMS (Kuebix, FreightView, LTL Select, etc)
• Customers currently using a broker or 3PL

2.  FIND CUSTOMER PAIN POINTS

• How do they get rates?
  
• How do they dispatch?
  
• How do they track and trace? Do they even bother bother tracking?
  
• Do they send out tracking notifications to customers or partners?
  
• Do other team members need visibility and shipment info (accounting, customer service, sales, etc.)? 
  
• How do they create their BOL and labels?
• How do they manage their product list? 
• What are their most tedious and time-consuming tasks?

3. EXPLAIN THE BENEFITS OF MYCARRIER

• No more jumping between multiple different carrier websites for rates, dispatch, and tracking
  
• Quickly compare all carriers on one page to view transit time and cost
• Instant dispatch with autogenerated PRO #s, BOLs, and labels
• Easily access 14-day shipment and quote history
• Access to in-depth data and reporting (for paid subscription plans)
  
• Boost order-to-shipment management with integrations that connect MyCarrier with their order or warehouse management systems (MyIntegrations add-on)
• The ability to identify and resolve invoice variances quickly and effectively (MyInvoiceHub add-on)

4. INVITE YOUR CUSTOMER TO USE MYCARRIER

• Connect with your shipper on the phone or in person
• Send the invite while you are speaking with your shipper
• Have your customer create a login and password
• Have them click on the chat icon to chat with a customer support agent to help them get set up
• Help them add carriers (customers will set up their core carriers)
• Assist them in inviting other users to access the platform
• Remind them to upload their customer address book and product list
  
• Help them set up and enable tracking notifications

5. CUSTOMER FOLLOW-UP

• Log in to your MyCarrier Rep Portal
• Check customer activity on your dashboard (must have the account assigned to you in the rep portal to view this information)
• Reach out to your appointed MyCarrier contact with any questions you have or further assets needed