Transportation Brokerage Services with Global Reach Workflow

Initial Client Contact

Type: Send Email

Initial Client Contact This step involves the first interaction with a potential client or customer. It may occur through various channels such as phone calls, emails, social media messages, or in-person meetings. The goal of this initial contact is to gather information about the client's needs and requirements. The workflow begins with an intake form that is submitted by the client. This form helps to provide a basic understanding of their situation and what they hope to achieve from the service being offered. The business then reviews the form, making note of any relevant details or follow-up questions. An initial consultation may also take place during this step, either in-person or over the phone. It provides an opportunity for the client to ask questions and for the business to assess their suitability for the services being provided.