I am done with Training, What are the next Steps

Modified on Sun, 11 Sep, 2022 at 9:53 PM

Agent has completed training, and want to know next steps:  

Let them know they should have received an email following training with next steps and the back office is has been notified   


  • Double Check that the agent has access to  the TMS system (Logistically) that they are marked as Active and their invite was sent out. 
  • The back office team is finalizing your boarding, once complete you will receive your training certificate
  • All communication will be sent to your company email going forward


Solution to Tell Agent
 
Next Steps - What should I be doing now that I completed training:

 Agent should start researching and contacting potential clients (shippers) as explained in your training. The goal is to contact at least 100 shippers a day.

Agent is reminded that this role requires dedication and persistence. The work they put in, is the work they will get out     

Remind Agent 
When reaching out to shippers, they may ask agent to send over their "Shipper Packet" or company information. This could be found along with an email script in the VIP Portal. Remember to send from company email.

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