Overview

This policy establishes the standards for onboarding new customer accounts at Joyner Transportation & Logistic Services LLC. It exists to ensure new accounts are set up accurately, efficiently, and with a consistent customer experience from the start of the relationship.

Account Setup Initiation

New account onboarding begins once a customer contract has been executed, consistent with the Contract Review policy, and is routed to Operations & Launch or the relevant business unit for setup.

Required Information

Account setup requires complete customer information, including billing details, service requirements, and any special account terms established in the contract.

Onboarding Communication

The customer should receive clear communication regarding account setup status, key contacts, and next steps throughout the onboarding process.

Employee Actions

1. Provide complete and accurate account information to support onboarding setup.
2. Set up new accounts in relevant company systems consistent with the customer contract.
3. Communicate onboarding status and next steps to the customer clearly and promptly.
4. Confirm onboarding completion before service begins.