Phase 1 — New Shipper Onboarding
This phase covers every action from Sales committing a prospective Shipper through Accounting declaring the Shipper greenlit and ready for first load booking.
11 steps across 4 sub-sections.
Sub-Section 1.A — Sales Handoff
| Step | Title | Owner |
|---|---|---|
| 1.1 | Sales Qualification Complete → Handoff to Accounting | Sales → Accounting |
| 1.2 | Sales Introduction Email | Sales |
Key output: Structured Shipper Onboarding Intake Form submitted to accounting@forzalogisticsgroup.com. Pipedrive deal stage remains at “Competing” throughout all of Phase 1.
Sub-Section 1.B — Credit Check, Self-Finance Decision, and EZ Loader Setup
| Step | Title | Owner |
|---|---|---|
| 1.3 | HaulPay Shipper Profile Creation and Credit Check | Accounting |
| 1.3a | Self-Finance Decision Path (Tier 3 declines only) | Founder-CEO |
| 1.4 | EZ Loader Shipper Profile Creation and Configuration | Accounting |
| 1.5 | EZ Loader Shipper Billing Configuration | Accounting |
| 1.6 | EZ Loader Shipper Invoice Settings and Requirements ⭐ | Accounting |
| 1.7 | EZ Loader Shipper Credit Limit | Accounting |
⭐ Step 1.6 is the single highest-leverage configuration in the entire Phase 1 process. Per-Shipper invoice document requirements and required reference numbers — once configured, EZ Loader enforces them automatically at every invoicing cycle.
Sub-Section 1.C — Debtor Verification & NOA
| Step | Title | Owner |
|---|---|---|
| 1.8 | Debtor Verification & NOA Outreach | CFO / Accounting |
| 1.9 | Outreach Follow-Up Cadence | Accounting |
⚠️ Ideal state for Sub-Section 1.C is TBD — team discussion required on combined vs. separate outreach, Forza-led vs. HaulPay-led.
Sub-Section 1.D — Sync Verification & Greenlight
| Step | Title | Owner |
|---|---|---|
| 1.10 | EZ Loader → QuickBooks Online Sync Verification | Accounting |
| 1.11 | Greenlight Declaration, Pipedrive Stage Update, Team Notification | Accounting → Sales |
🚨 Critical Blocker: The EZ Loader → QBO sync is currently not working. This must be resolved before EZ Loader go-live (targeted May 1–5). James is working with EZ Loader support.
Phase 1 Founder/CEO Decisions Required
- Per-Shipper self-financed credit limit policy (→ Step-1.3a-Self-Finance-Decision-Path)
- Total self-financed portfolio exposure ceiling (→ Step-1.3a-Self-Finance-Decision-Path)
- Credit limit change approval threshold (→ Step-1.7-EZ-Loader-Shipper-Credit-Limit)
Phase 1 Critical-Path for EZ Loader Go-Live (May 1–5)
- 🚨 QBO sync resolution (→ Step-1.10-EZ-Loader-QBO-Sync-Verification)
- EZ Loader invoice document requirements and reference numbers configured per Shipper (→ Step-1.6-EZ-Loader-Invoice-Settings-Requirements)
- EZ Loader Shipper status gate functioning for load-creation blocking (→ Step-1.11-Greenlight-Declaration)