Field Notes

What to expect after selecting a new carrier

You picked a new carrier. The contract is signed. Now the onboarding window opens, and how you run the next two or three weeks decides whether the program actually performs in production.

Here's the short version of what to nail, and what to watch for.

Five things to nail

  1. Schedule a first pickup. Lock the date before anything else. Everything downstream waits on this.
  2. Confirm supplies. Gaylords, pallets, bags, labels, scanners. Make sure the carrier ships what you need before week one, not after.
  3. Create a test label and validate. One label, end to end. Confirm the data on the label matches your WMS and the carrier's system before you scale.
  4. Confirm service tiers. The contract lists services. The carrier's onboarding team sometimes activates a subset. Read the activation back to them.
  5. Get credit checked. Carriers run a credit check before they extend terms. Start it early so it doesn't block your first invoice.

Two mistakes that derail good programs

  1. Elevating your expected volume. It's tempting to quote a bigger number to get better rates. Don't. Carriers staff and price against your forecast. Miss it and you'll be renegotiating from a weak position six months in.
  2. Skipping the test period. Turning on full volume in week one hides problems until they're already costing you money. Run a real test phase, even if it's just a few days, so the label data, the pickup cadence, and the invoice format all get stress-tested at low stakes.

If you're switching from an incumbent, the onboarding window is also where the real switching cost shows up, so plan for it rather than discovering it live.

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