Modes
Sales
Customer Setup
MISC./ Not from Playbook
100

What does the "A" in PLACCED stand for?

Address Book

100

How many connections do we have at each major port and rail across the US?

3-5 connections

100

What is TMS's rule for transferring accounts?

  • Inter-office transfers have to go into inherited if the account is already under that office. 
  • If the account is inactive (no shipments in 90 days) a new application will need to be provided to transfer the account to that reps book. 
100

What is our SaaS called?

Cabotage

200

What safety rating must carriers have to work with Priority1?

Satisfactory or Unrated

200

Which three competitors of ours merged and now operate under the same umbrella?

Worldwide Express, Globaltranz, Unishippers




200

Who do I email if I need to change the primary card for a customer?

prepay@priority1.com

200

When are 60% of sales made?

After the fourth call

300

What are the four sizes of containers we have in our network?

20 ft, 40 ft, 40 ft HC, 45 ft HC

300

Name three different systems we are able to integrate with based on what is in the Playbook.

Epicor, Keubix, project44, freightpop, oracle netsuite, TAI, etc. etc.

300

How do I set someone up on pre-pay?

  • Send an email to TMScustomers@priority1.com with the following information:
    • Company name
    • Billing address (physical address, no PO boxes)
    • Contact name
    • Contact phone
    • Contact email (person who will utilize the link to enter their card information and receive email remits/receipts)
  • TMS customers will email the customer a link to enter their card information with our 3rd party. 
300

You speak to a company that ships 6 LTL's a week and 2 truckloads a month. What do you do?

Set a meeting, ask for 10-15 recent freight invoices, ask for the next truckload.

400

What size range do hotshots/goosenecks have?

20'-40' (normally 40')

400

What is the correct objection rebuttal for "the pass down"? (Mike cannot make the final decision)

I know Mike handles the day to day freight. Since you oversee the bigger picture, you're in the best position to see how changes in freight can affect your supply chain and costs. I'd like to set up a meeting to discuss further. How does tomorrow at 2pm sound?

400

What is question #7 we have to ask an account to get them off hold?

What was the issue that caused the delay in payment that resulted in the account being placed on credit hold and has it been resolved?

400

Name three LTL carriers that we are partnered with.

FedEx, Estes, T-Force, Forward Air, Saia, Old Dominion, etc. 

500

What is the first document needed in the document checklist for CSP/enterprise pricing?


Signed LOA- Has to be signed by a high level decision maker

500

What is the first question under "New products / customers / seasonal spikes" for QBR's?

We’ve been tracking volume trends from last quarter — what shifts are you expecting in the next few months?

500

What is step 5 in the Inside Sales Customer Setup SOP?

After the 1st shipment has been delivered and invoiced, schedule the 1st invoice meeting with your AP contact and shipping contact.

500

What are Priority1's Core Values?

Personal Courage

Respect

Integrity

Opportunity

Results

Inspire 

Trust 

Yield


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