🚢 Freight and logistics template
New shipper onboarding template
A new customer onboarding checklist for freight forwarders: the credit application, tax ID, power of attorney and shipping contacts to collect before the first shipment.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Account setup"
- Usually repeats
- As needed
Ask the client for
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Completed credit application
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Tax ID or EIN
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Signed power of attorney
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Shipping and billing contacts
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Typical lanes and volumes
Your steps
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Set up the account and rates
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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