New Hire Training
Weeks 1-4 Training
Beemac Overview/Review Agenda
Org Chart Review
Maps/States/Cities/Climates/ Maps Quiz & Review/ Every Driver has a story. / Claims SOP
Customer Service
Equipment Overview
Email/Apps on Phone/Email Signature/Phone Etiquette
McLeod Training: Load building/ Rating Tab/ Location entry/ Load Posting/ Additional stops/ Accessorials/ Load Tracking
Searching for Truck Capacity
Rates and Negotiating Training / Sample Calls
Carrier Management: Checking/Adding Carriers
Credit and Billing
Workflow Tips and Tricks
OPS BROKER / MENTOR CHECK LIST
Anti-Harassment and Discrimination Training
Week 5 Training
Sales Process Overview
“Identify.”
Auxiliary Training
Week 6 Training
Auxiliary Training
Week 7 Training
Auxiliary Training
Week 8 Training
“Pain & Solutions”
Auxiliary Training
Week 9 Training
"Activation"
Quoting 101
Pricing Team Introduction
Week 10 Training
“Dynamic Relationships”
Week 11 Training
Sales Process Proficiency Check (Review)
Week 12 Training
Training Recap:
Open discussion forum to address anything needed prior to formally concluding training.
Open discussion forum to address anything needed prior to formally concluding training.
Auxiliary Training Topics
• Time Management
• Follow up with Afterhours
• Weather Changes
• Current Fuel Prices
• Multi-tasking
• Specific requirements for Carriers
• Appointment Changes
• ETA's for Carriers and Follow-up
• Strip and strap vs Pyramid Loading
• Problem Solving Roleplays
• Follow up with Afterhours
• Weather Changes
• Current Fuel Prices
• Multi-tasking
• Specific requirements for Carriers
• Appointment Changes
• ETA's for Carriers and Follow-up
• Strip and strap vs Pyramid Loading
• Problem Solving Roleplays