Objective: To align sales, operations, and finance on the ideal customer profile (ICP) for your freight forwarding business. This workshop will help your team focus on profitable, long-term relationships instead of chasing low-value leads. Duration: 2.5 – 3 hours Facilitator: Recommended: Sales Director, VP of Sales, or an External Consultant (e.g., ALL2S Consulting) Participants: ✅Continue reading “Workshop Guide: Defining Your Ideal Customer in Freight Forwarding”
Category Archives: Finance
Strategic Customer Definition Checklist for Freight Forwarding
Use this checklist to guide strategic discussions on identifying the ideal customer for your freight forwarding business. Align operations, sales, and service models to maximize profitability, efficiency, and long-term relationships. 1️⃣ Industry & Vertical Fit ✔ Does the customer operate in an industry we specialize in (e.g., Pharma, Automotive, Furniture, Electronics, Fashion, etc.)?✔ Does theirContinue reading “Strategic Customer Definition Checklist for Freight Forwarding”
🔹 Customers: The Lifeblood of Business – But Not All Customers Are Created Equal 🔹
I’ve spent a lot of time talking about expenses, efficiencies, and risk management, but today, let’s talk about something just as critical—CUSTOMERS. We all know it costs money to get customers—a lot of money. You need sales teams, commission structures, operational support, and a whole infrastructure just to onboard and retain them. The reality is:Continue reading “🔹 Customers: The Lifeblood of Business – But Not All Customers Are Created Equal 🔹”
Corporate Cards: Convenience or Fraud Magnet? 💳🚨
Managing employee reimbursements, earning incentives on corporate spend—sounds ideal! If I had to choose between employee reimbursement, employee stipend, or a corporate credit card program, I’d pick corporate credit cards every time. HOWEVER… with a big however… you MUST have controls, systems, and policies in place to properly manage a corporate card program. 🔹 AContinue reading “Corporate Cards: Convenience or Fraud Magnet? 💳🚨”
💰 Paying Bills: A Necessary Evil or an Opportunity for Automation? 💡
Paying bills is a necessary part of doing business, but wouldn’t it be nice if you didn’t have to: 🔹 Manually key invoices into CargoWise? 🔹 Manually review every single invoice? 🔹 Handle endless manual processes? So, what’s an organization to do? 🤔 ✅ Payables automation + CargoWise = A perfect match! There are multipleContinue reading “💰 Paying Bills: A Necessary Evil or an Opportunity for Automation? 💡”
🚀 New Vendor Approval & Setup: Your Ultimate Checklist! ✅
A structured and compliant vendor onboarding process is critical to avoiding payment delays, fraud risks, and compliance issues. Whether you’re a finance pro, AP specialist, or small business owner, here’s your must-have checklist for new vendor approval and setup: 📌 Step 1: Structured Vendor Setup Request & Approval Process ✔️ Implement a formal vendor setupContinue reading “🚀 New Vendor Approval & Setup: Your Ultimate Checklist! ✅”
Payment Fraud is Real—Could Your AP Team Lose $1M?
Your payables processes can either protect your business or cost you dearly—and not just in inefficiencies. If your automation is weak, your segregation of duties is lax, or your vendor payments are a mess, you’re exposing yourself to major risks: 🚨 Fraud: 86% of U.S. companies have reported at least one successful payment fraud attack.💸Continue reading “Payment Fraud is Real—Could Your AP Team Lose $1M?”
Turn Payables Chaos into Efficiency: Discover the Power of Automation with ALL2S Consulting LLC
Once upon a nightmare, my accounts payable team spent countless hours chasing missing invoices. Angry vendors were constantly at our door, and we often feared being placed on credit hold—not because we lacked the funds, but because our invoice approval process relied too heavily on manual entry from the operations team. Our operators were focusedContinue reading “Turn Payables Chaos into Efficiency: Discover the Power of Automation with ALL2S Consulting LLC”
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