For freight forwarders and order desks
Every shipment's paperwork, collected before the cut-off
Bookings stall on missing paperwork: the commercial invoice, the packing list, the PO number, the HS codes. Follow Up With tracks what's outstanding on every shipment and follows up with each customer until it's in, so cut-offs aren't missed.
No card needed. Plans from $5 a month.
From You via Follow Up With
Subject BKG-4471 and BKG-4480: documents needed before cut-off
Hi Jo,
To keep your shipments on schedule we still need:
BKG-4471
- Commercial invoice (with HS codes)
- Packing list with weights
BKG-4480
- Purchase order number
The vessel cut-off for BKG-4471 is Thursday. You can upload everything using the links below.
Thanks,
Chris
Sound familiar?
High volume, lots of references
Dozens of open bookings, each with its own reference and its own missing documents, tracked in a spreadsheet or someone's head.
Cut-offs don't wait
A missing packing list the day before the vessel cut-off means rushing, rolling, or extra cost.
Documents come back wrong
The invoice is missing the HS codes, or the packing list doesn't match the booking.
How it works
How freight forwarders use Follow Up With
-
1
A job per booking or order
Add the booking or PO reference and the documents you need, with the cut-off as the due date.
-
2
Follow-ups across every shipment
Each customer gets one email listing everything they owe across all their open bookings, and the assistant follows up until each is in.
-
3
Documents checked on arrival
Customers upload from a private link. The assistant checks each document against what you asked for and flags anything missing before it reaches you.
What freight forwarders ask their clients for
Add anything you're waiting on. The assistant asks for it, follows up, and tells you when it's in.
- Commercial invoice for booking BKG-4471
- Packing list with weights and dimensions
- Purchase order number
- HS codes for each line
- Pickup address and ready date
- Signed power of attorney
Everything you need to stop chasing
Automatic reminders
One email per client listing everything they owe, on weekdays in business hours, until it's done.
Answers questions
Clients can ask about any request, and the assistant answers from your notes, or passes it to you.
Checks files
PDFs and photos are checked against what you asked for before they reach you.
You approve
Every message waits for your OK, unless you turn on auto-send. Pause any job at any time.
Questions from freight forwarders
Can I track the booking or PO number?
Yes. Every job has a reference field for the booking, PO or order number, and it shows in your job list and in the emails.
Does each customer get flooded with emails?
No. Each customer gets one email per reminder that lists everything they owe across all their open bookings.
Can it check the documents?
The assistant reads PDFs and photos and checks them against what you asked for, like whether a packing list includes weights. If something's missing it asks the customer again.
Can my whole desk use it?
Yes. The Team plan includes up to 5 people, with unlimited active jobs.
Let the assistant do the chasing
Try everything free for 14 days. No card needed.
Start your 14-day free trial