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How we work
From first call to a fully productive team in 2–4 weeks
A clear, low-risk onboarding plan. You stay in control of your systems, your customers and your brand at every step.
Onboarding plan
What the first month looks like
We go live in small, supervised steps, so nothing reaches your customers or carriers until you're comfortable.
- Week 1 · Discovery
Understand your lanes and priorities
A working session on your lanes, customers, carriers, systems and pain points. We agree the scope, KPIs and coverage hours.
- Week 1–2 · Setup
SOPs, access and communication
NDA signed. We document your processes as SOPs, you create user accounts for your team members, and we set up channels (email, Teams, Slack, phone).
- Week 2–3 · Ramp-up
Supervised live work
Your team starts on live work with a team lead reviewing it. You see every action in your own systems and give feedback daily.
- Week 4 onward · Run & improve
Consistent execution, measured weekly
Daily end-of-day reports, a weekly KPI review and a monthly improvement plan. Add roles or coverage as you grow.
Communication
It feels like your own team, because it works like one
On your hours
Shifts aligned to your time zone, with options for early, late, overnight and weekend coverage.
On your channels
We work in your TMS, CRM, load boards, email and phone system, and talk to you on Teams, Slack, WhatsApp or email.
On the record
End-of-day activity reports and weekly KPIs: loads covered, check calls, carriers onboarded, meetings booked, PODs collected.
Security & boundaries
Your data, your customers, your brand
We are not a broker and never will compete with you. Our job is to make your business stronger, not to learn it and take it.
- NDA and confidentiality agreement signed before any data is shared
- Access only to the systems and data you grant, with named user accounts
- Your logins, accounts and customer relationships always remain yours
- Revoke access at any time, with a clean hand-over of all work in progress
- Happy to follow your own security policies and tools
Our commitment
"We support your brand and your relationships. We are not a competing broker in your market."
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