Operations After You Win the Client


You won the client—now let’s make sure you’re prepared to keep them.
This one-hour training takes you behind the scenes of Express Errands & Courier and walks you through what to do after a new client says yes.

You’ll learn:

  • The questions to ask during client onboarding
  • What information and documents to collect
  • How to prepare your dispatcher and drivers
  • How to create client-specific procedures
  • What must happen before the first pickup
  • Common mistakes that can damage the relationship

Your Investment: $27

Purchase once and own the training for life. Watch at your own pace, pause, take notes, and revisit it whenever you onboard another client.