Logistics Customer Onboarding Form
New shipping account intake: volumes, lanes, special handling, and systems.
7 questions · 1 page · about 3 minutes to answer · fully editable after you start
Logistics onboarding surprises are expensive on both sides: the temperature requirement mentioned in week three, the EDI expectation discovered at first invoice. This intake collects the operating profile before the first shipment – volumes and lanes, freight characteristics, special handling and compliance needs, booking and systems integration expectations.
One complete intake replaces the six-email discovery ritual and becomes the account's operating spec, referenced every time is this shippable comes up.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Light theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Your shipping profile
Welcome. This form gives us the details we need to set up your account and plan your shipments, including your main routes and contacts. It takes about 3 minutes.
Q1.Your company and main contact*
Q2.Your main ship-from and ship-to lanes*
Q3.Expected volume*
- Occasional shipments
- Weekly
- Daily
- Multiple daily / dedicated
Q4.Freight characteristics
- Standard palletised
- Temperature controlled
- Hazardous/ADR
- High value
- Oversized
- Other…
Q5.Special handling, compliance, or documentation requirements?*
Q6.How will you book and track?
- Portal is fine
- Email/phone
- EDI/API integration required
Q7.Target first-shipment date*
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