A/P Bill To (Name)

A/P Address

A/P City

A/P Zip

A/P State

A/P Country

Main Contact

Salesman {!! FormField::select2('salesman_id', $salesmen, null, true) !!}

logistics assignment {!! FormField::select2('user_id', $users, null, true) !!}

POD {!! FormField::select2('pod_id', $pods, null, false) !!}

Service Group {!! FormField::select2('service_group', $serviceGroups, null, true) !!}

Username

Password

A/R Email

A/R Contact

OPS Email

Tier Applicable

Reference

@if($checkUser == 1)

Credit Limit

Allow 0 Credit Load

@endif

Accounts Receivable Total

< 30

30-60

60-90

Customer Notes

Documents

Document Type {!! FormField::select('document_type', $documentTypes, false, false) !!}

List of Documents Attached

Document Type	Document	x

Reminder Email Sent at days after invoicing date

Send List Reminder of all Invoice every weeks

Add "Past Due" to Invoices days after invoicing date & Resend email at intervals

Traits of Good Customers

Size

Annual Volume

Payment Terms

# of quotes

Tendering Process

Price elastic

Trust Level

Advocate @ POC

Shipment Equipment

Average Weekly Shipments

Gross Sales

Net Sales

Length of Buisness

RFP Client ?

Yes

Spot vs Consistent

Length of Sales Cycle

Main form of Communication

Industry

Freight is Time Sensitive

Yes

Project Based

Yes

Job Site

Yes

1. How many times do you speak with the POC a week?

2. If you called the POC would they know who they were talking to if you did not introduce yourself ?

Yes

3. Have you been successful at getting a raise on a lane/shipment that you had committed to but had to change based on market conditions?

Yes

4. How long did it take to sell this client ?

5. Do you feel like the customer will kick you out if you mess up a load ?

Yes

6. During the sales process was client enthusiastic to start working with Red Dog Logistics?

Yes

7. Have you ever exchanged communication with the POC that is not business related?

Yes

8. On a scale of 1 to 10 how important do you think the client thinks Red Dog Logistics is to securing capacity in the shippers movements?

9. Have you visited this client in person ?

Yes

10. Has the client ever asked for your opinion on something logistics related ?

Yes

1. What is the name of your customer?

2. What POD are you in?

3. Customer Work Flow

is this customer a load blaster?

is this customer a spot customer?

is this customer a contracted rate customer?

4. Select all that apply; if not applicable, leave field empty

I have been introduced to my POC

I understand what material is being shipped

I understand what the load requirements are

I understand how my customer works along with their order of operations

5. Select all that apply; if not applicable, leave field empty

POC is quick and responsive

POC is rate flexible when needed

Appointments are easily attained and accessible

Load rates are fair

Lanes provided have a decent network to call upon

6. Do you like working with this customer? If yes, why? If not, what needs to improve?

7. What is the easiest thing about dealing with this customer?

8. What is the largest challenge about doing business with this client?

9. What most applies to your unsuccessful freight haul attempts?

10. How much time do you think would need to be dedicated to this account in order to make it successful, assuming it can be successful?

11. How many times do you speak with the POC a week?

12. Have you been successful at getting a raise on a lane/shipment that you had committed to but had to change based on market conditions?

Yes