Behind the Scenes: Cargo Chief's Customer Onboarding Journey

Cargo Chief Customer Onboarding

At Cargo Chief, we understand that seamless onboarding is the foundation of a successful partnership. Our commitment to ensuring your experience is not just a one-size-fits-all process but tailored to your unique needs is what sets us apart. Join us on a journey behind the scenes as we unveil the intricacies of Cargo Chief's customer onboarding process.

"I enjoyed how easy the onboarding experience was, and I've done MANY! The team at Cargo Chief was on top of everything from start to finish. I had minimal involvement in the backend setup (which is not always the case with other providers) and this was a huge relief! It was by far the most Organized, streamlined, and seamless process we've had yet. From start to finish, I think the whole implementation was 2 weeks total and we instantly started seeing results after the platform went live."

Eric LaFlam
Director of Technology & Corporate Projects, FreightSaver

The Onboarding Journey: A Roadmap to Success

Day 1: Instant Access to C4

From the moment you sign up with Cargo Chief, we provide you with immediate access to our powerful C4 platform. This means you can start sourcing capacity for those challenging lanes, access real-time rate information, and explore new carrier options right from Day 1.

Kickoff Call: Getting to Know You

Within your first week, you’ll have a Kickoff Call with our team, where we take the time to get to know your business intimately. We dive into your freight mix, your goals, and your team setup. This conversation allows us to tailor your C4 experience to your unique requirements. During this call, your Customer Success Manager (CSM) will provide insights into the next 4-6 weeks, offering guidance on how to seamlessly integrate C4 into your daily operations. We also collaborate closely with your TMS partner to ensure a cohesive workflow.

Training Resources: Empowering Your Team

We understand that introducing new technology to your team can be a challenge. That's why, throughout your onboarding journey, your team will have access to a wealth of training resources. Our Help Center, conveniently located within the C4 app, provides comprehensive guidance. Our internal messaging platform ensures easy access to our Support team, and a bi-weekly User Training Webinar covers everything from settings to recommended use cases for each C4 feature.

Integration Activation: Streamlined Operations

Partnering with your TMS is a key part of the onboarding process. This partnership grants your team access to our Digital Freight Matching (DFM) capabilities, enabling offers to flow directly into your TMS and inbox. Depending on your TMS, you may also gain real-time visibility into pricing and capacity options. The integration process also allows C4 to recognize newly onboarded carriers and collect essential lane and carrier data for insightful C4 Scorecards.

DFM Go Live: A Milestone

DFM Go Live is a moment of celebration for us. Your CSM will work closely with you to ensure that the Digital Freight Matching configuration seamlessly aligns with your existing workflow. Once live with DFM, you'll have immediate visibility into carrier offers directly within your TMS and inbox. Our team closely monitors engagement to ensure our customized email templates, configuration details, and email routing are delivering consistent success to your team.

Data Quality Review: Informed Decision-Making

As the onboarding process nears completion and C4 gains visibility into lane and carrier data, our team conducts a thorough Data Quality Review. We analyze trends identified within Scorecards, providing both teams with valuable insights into load-to-carrier ratios, gross margins, and engagement statistics. This analysis helps highlight opportunities for improvement through trend analysis.


At Cargo Chief, our customer onboarding journey is not just a process; it's a partnership. We're dedicated to working hand-in-hand with you to ensure that your logistics operations run smoothly, efficiently, and profitably. Join us in this journey to success, where your unique needs and goals take center stage.

medal (1)medal (2)medal

Don’t take our word for it. Our C4 Users rated us #1 in Easiest Setup, Fastest Implementation, and Most Implementable on G2 for Freight Management!