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. Phase 1 is a prerequisite for every load — a Shipper who has not completed this phase cannot be dispatched.

Total steps: 11 (Steps 1.1–1.11 including 1.3a) Primary owner: Sales for handoff · Accounting for all credit, configuration, and verification steps · Founder-CEO for self-finance decisions

flowchart TD
    A([Sales: Shipper Qualified\nReady for Handoff]) --> B[1.1 Sales Qualification\nComplete → Handoff to Accounting]
    B --> C[1.2 Sales Introduction\nEmail to Accounting]
    C --> D[1.3 HaulPay Shipper Profile\nCreation + Credit Check]
    D --> E{HaulPay\nDecision}
    E -- Tier 1 / Tier 2 Approved --> F[1.4 MVMNT Shipper\nProfile Creation]
    E -- Declined → Tier 3 --> G[1.3a Self-Finance\nDecision Path]
    G -- Nick Approves --> F
    G -- Nick Declines --> H([❌ Do Not Onboard])
    F --> I[1.5 MVMNT Billing\nConfiguration]
    I --> J[1.6 MVMNT Invoice\nSettings + Requirements ⭐]
    J --> K[1.7 MVMNT Shipper\nCredit Limit]
    K --> L[1.8 Debtor Verification\n+ NOA Outreach]
    L --> M[1.9 Outreach Follow-Up\nCadence]
    M --> N[1.10 MVMNT → QBO\nSync Verification]
    N --> O{Sync\nVerified?}
    O -- No --> P([🚨 Blocker — MVMNT\nSupport Required])
    O -- Yes --> Q[1.11 Greenlight Declaration\nPipedrive Stage Update\nTeam Notification]
    Q --> R([✅ Shipper Ready for\nFirst Load Booking])

Steps

⭐ Step 1.6 is the single highest-leverage configuration in Phase 1. Per-Shipper invoice document requirements and required reference numbers — once configured, MVMNT enforces them automatically at every invoicing cycle.

Key Flags

🛑 Critical Blockers

• Phase 1 is not optional — no Shipper can move freight without completing this phase. Greenlight at Step 1.11 is the hard gate.
• No documented sync verification SOP yet — the MVMNT ↔ QuickBooks-Online two-way sync is operational, but Accounting does not run a formal per-Shipper spot-check today. → Step 1.10

⚠️ Open Questions

• Ideal state for Sub-Section 1.C (Debtor Verification + NOA) is TBD — combined vs. separate outreach, Forza-led vs. HaulPay-led. → Step 1.8
• Pipedrive deal stage management during Phase 1 — stays at “Competing” throughout. Confirm with Sales.

🔲 Nick Decisions Required

• Per-Shipper self-financed credit limit policy → Step 1.3a
• Total self-financed portfolio exposure ceiling → Step 1.3a
• Credit limit change approval threshold → Step 1.7

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