Truckload Account Request
Internal Approval & Setup for New Truckload Shipper
WWEX TL AM Email:
*
example@wwex.com
Inside TL MGM Email:
*
example@wwex.com
SSE Email:
example@wwex.com
Provide any other email addresses that need included on communication
(AM, SSE, TL AE etc. )
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Company Info
Details on the company location, nature of business, and existing account information when applicable.
Company Name
*
Customer Segmentation
*
Please Select
Enterprise
Gold
Silver
Red
N/A
Was this customer screened for fraud? (domain checked, email screened, employment verified)
*
Please Select
YES
NO
HubSpot Company ID
*
Listed inside HubSpot company profile in 'About This Company' section.
Market
*
ALBANY NY
ALBUQUERQUE
ATLANTA ALPLA
ATLANTA I
ATLANTA II
ATLANTA III
AUSTIN
BALTIMORE
BATON ROUGE
BIRMINGHAM
BOISE
BOSTON I
BOSTON II
BUFFALO
CENTRAL FLORIDA
CHARLOTTE
CHARELSTON
CHICAGO I
CHICAGO II
CHICAGO III
CINCINNATI
CLEVELAND
COASTAL CAROLINA
COLUMBUS OH
CONNECTICUT
DALLAS I
DALLAS II
DALLAS III
DENVER
DES MOINES
DETROIT
EUGENE
FLORIDA GULF COAST
GRAND RAPIDS
GRANITE STATE
GREENVILLE
GTZ Collab
HARRISBURG
HOUSTON I
HOUSTON II
HOUSTON III
HUDSON VALLEY NY
HUNTINGTN BCH
INDY
INLAND EMPIRE
JACKSON
JACKSONVILLE
KANSAS CITY
KNOXVILLE
LAS VEGAS
LAUNCH LOGISTICS
LITTLE ROCK
LONG ISLAND
LOS ANGELES I
LOS ANGELES II
LOS ANGELES III
LOUISVILLE
MA METROWEST & RI
MEMPHIS
MERCHANT METALS
MIAMI
MINNEAPOLIS
MONTANA
NASHVILLE
NEBRASKA
NEW HAMPSHIRE
NEW ORLEANS
NEW YORK CITY
NJ-CENTRAL I
NJ-CENTRAL II
NJ-CENTRAL III
NOR-CAL
NORTH DAKOTA
OKLAHOMA CITY
ORANGE COUNTY
PASADENA
PHILLY I
PHILLY II
PHILLY III
PHOENIX
PITTSBURGH
PORTLAND
RALEIGH
RENO
RHODE ISLAND EAST
RICHMOND
ROCHESTER
SAN ANTONIO
SAN DIEGO
SAN FRANCISCO
SCRANTON PA
SEATTLE
SOUTH CAROLINA
SOUTH FLORIDA I
SOUTH FLORIDA II
SOUTH FLORIDA III
SOUTH LA
SPOKANE
SPRINGFIELD
ST LOUIS
STATE COLLEGE
SYRACUSE
TALLAHASSEE
TAMPA BAY
THE REGION
THE TRIAD
UTAH
VENTURA
WASHINGTON DC
WICHITA(M)
WISCONSIN
WWE MAINE
WWE WEST VIRGINIA
The WWEX market this account should be internally assigned to.
GTZ Collab Market (if GTZ Collab selected above)
ALBANY NY
ALBUQUERQUE
ATLANTA ALPLA
ATLANTA I
ATLANTA II
ATLANTA III
AUSTIN
BALTIMORE
BATON ROUGE
BIRMINGHAM
BOISE
BOSTON I
BOSTON II
BUFFALO
CENTRAL FLORIDA
CHARLOTTE
CHICAGO I
CHICAGO II
CHICAGO III
CINCINNATI
CLEVELAND
COASTAL CAROLINA
COLUMBUS OH
CONNECTICUT
DALLAS I
DALLAS II
DALLAS III
DENVER
DES MOINES
DETROIT
EUGENE
FLORIDA GULF COAST
GRAND RAPIDS
GREENVILLE
GTZ Collab
HARRISBURG
HOUSTON I
HOUSTON II
HOUSTON III
HUDSON VALLEY NY
HUNTINGTN BCH
INDY
INLAND EMPIRE
JACKSON
JACKSONVILLE
KANSAS CITY
KNOXVILLE
LAS VEGAS
LAUNCH LOGISTICS
LITTLE ROCK
LONG ISLAND
LOS ANGELES I
LOS ANGELES II
LOS ANGELES III
LOUISVILLE
MA METROWEST & RI
MEMPHIS
MERCHANT METALS
MIAMI
MINNEAPOLIS
MONTANA
NASHVILLE
NEBRASKA
NEW HAMPSHIRE
NEW ORLEANS
NEW YORK CITY
NJ-CENTRAL I
NJ-CENTRAL II
NJ-CENTRAL III
NOR-CAL
NORTH DAKOTA
OKLAHOMA CITY
ORANGE COUNTY
PASADENA
PHILLY I
PHILLY II
PHOENIX
PITTSBURGH
PORTLAND
RALEIGH
RENO
RHODE ISLAND EAST
RICHMOND
ROCHESTER
SAN ANTONIO
SAN DIEGO
SAN FRANCISCO
SCRANTON PA
SEATTLE
SOUTH CAROLINA
SOUTH FLORIDA I
SOUTH FLORIDA II
SOUTH FLORIDA III
SOUTH LA
SPOKANE
SPRINGFIELD
ST LOUIS
STATE COLLEGE
SYRACUSE
TALLAHASSEE
TAMPA BAY
THE REGION
THE TRIAD
UTAH
VENTURA
WASHINGTON DC
WICHITA(M)
WISCONSIN
WWE MAINE
WWE WEST VIRGINIA
The WWEX market this account should be internally assigned to.
District
*
CENTRAL PLAINS
FLORIDA
GREAT LAKES
GTZ MidMarket TL
MID ATLANTIC
NORTH ATLANTIC
NORTHEAST
NORTHWEST
OHIO VALLEY
RED RIVER
SOUTHERN CALIFORNIA
UNISHIPPERS
The WWEX district this account should be internally assigned to.
Expected Truckload Activation Date
*
-
Month
-
Day
Year
What industry is this opportunity in?
*
Automotive
Building Materials
Chemicals & Plastics
Energy
Food & Beverage
Government & Education
Healthcare
Manufacturing
Paper & Packaging
Professional Services
Retail
Technology & Electronics
Transport & Warehouse
Annual Truckload Spend
*
0 - $250k (~1-3 ship/wk)
$250k - $500k (~3-5 ship/wk)
$500k - $1M (~5-10 ship/wk)
$1M - $2M (~10-20 ship/wk)
$2M - $8M (~20-80 ship/wk)
8M+ (~80+ ship/wk)
How much does the opportunity spend annually on truckload?
Committed WWEX Monthly Revenue
*
How much revenue is WWEX expecting from this opportunity on a monthly basis?
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Will this opportunity ship other LOBs?
*
Please Select
YES - LTL
YES - UPS
YES - BOTH LTL/UPS
NO
How was this opportunity identified?
*
Inside AE/ASM
Outside AE/AM/ASM
RFQ Desk
RFQ Desk-LTL Rescue
GTZ Reseg
GTZ Collab
Does this opportunity already have a W# assigned?
*
Yes
No
WWEX Account # (W#)
*
Has this account already received, AND PAID, a WWEX invoice?
*
Yes - UPS/LTL
Yes - Truckload
No
Is proof of delivery required with the truckload invoice in order to be paid?
*
Yes
No
Please note marking YES can slow down the customer invoicing process. Please ensure that you have confirmed with the customer that they need POD's with their invoices in order to pay.
Is there a District Truckload AE involved with onboarding the truckload line of business?
*
Yes - GLD – Dre Mallett (AMA)
Yes - GLD - Andrew Wilson (AWI)
Yes - CPD - Dan Cameron (DCA)
Yes - NWD – Conner Hullet (CHU)
Yes - FLD – Tyler Eddy (TED)
Yes - FLD - James Dixon (JDI)
Yes - MAD – Morgaine Houston (MHO)
Yes - MAD Connor Vacco (CVA)
Yes - SO Cal – Nick Gavello (NGA)
Yes - SO Cal - Peter Felsch (PFE)
Yes - RRD – Taylor LeBlank (TLE)
Yes - RRD - Tonya Ridgeway (TRI)
Yes - OVD – Troy Baird (TBA)
Yes - OVD - Bryan Smith (BSM)
Yes - NAD – Stephen Modliszewski (SMO)
Yes - NAD - Amanda Landry (ALA)
No
Is there an AE-Truckload (inside) involved with onboarding the truckload line of business?
*
Yes - Mitch Sheets (MSH)
Yes - Robbi Bloom (RBL)
Yes - Rob Hart (RHA)
Yes - Elizabeth Perlik (EPE)
Yes - Mickey Phegley (MPH)
Yes - Gavin Watson (GWA)
Yes - Jacob Varick (JVA)
No
Is there an SSE involved with onboarding the truckload line of business?
*
Yes - CPD - Maddie Fletcher (MFL)
Yes - CPD - Sam Hargis (SHA)
Yes - OVD - Caylee Hanson (CHA)
Yes - OVD - Mike Sokol (MSO)
Yes - NWD - Theana Kapuranis (TKA)
Yes - NWD - Kelsey Montgomery (KMO)
Yes - RRD - Mike Fannin (MFA)
Yes - RRD - Rachael Marrow (RMA)
Yes - GLD - Andrea Hodges (AHO)
Yes - FLD - Aryiel Peitzer (APE)
Yes - FLD - Jeff Zerrer (JZE)
Yes - SoCal - Nicole Rusinkovich (NRU)
Yes - SoCal - Tess Burney (TBU)
Yes - MAD - Caitlin Duclos (CDU)
Yes - MAD - Chris Pace (CPA)
Yes - NAD - Drew Salk (DSA)
Yes - NAD - Susan Hernandez (SHE)
No
Who is the NAE or GAE or MAE involved on the account?
*
ADRIAN MILLER (0D)
ADRIAN SESE (AS)
ANDREW TOPAL (AT)
ANN PETT (46)
BRYAN PERRINO (BP)
CATHERINE SEHI (G9)
CHELSEA GONZALEZ (CG)
CHRISTINA ALSHOUSE (CO)
DANIELLE KASEN (DK)
DEREK ROOF (X6)
DOUGLAS POWERS (DP)
GEORGINA AKLADIOUS (GA)
Jaymie Wilson (XG)
KORY BURKHART (DI)
LAUREN MARCHIONE (L1)
LINDSAY MARCINKO (LM)
LOGAN SAPPINGTON (5E)
MARAH HALEY (M3)
MICHAEL MANGARELLI (MA)
MONICA PATTERSON (M2)
MYKAILA KING (MK)
RACHEL KLEEKAMP (RK)
RICHARD ARROYO (A6)
TREY GRUPP (8G)
NONE
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Contact Info
Details on the main point of contact associated with the opportunity.
Accounts Payable Point of Contact
*
First
Last
Title
Accounts Payable Phone Number
*
-
Area Code
Phone Number
Accounts Payable Email
*
example@example.com
E-Bill Address (If different than above)
example@example.com
Customer Requested Net Payment Terms (Days)
*
Net terms are measured from the date an invoice is issued to the date it is due.
Customer Payment Type
*
ACH (Pull Funds from Customer)
EFT (Customer Pushes Funds to WWEX)
Check
Credit Card
Attach completed ACH form.
*
Browse Files
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Billing Info
Details on the customers billing processes and requirements.
Is proof of delivery required with the truckload invoice in order to be paid?
*
Yes
No
Please note marking YES can slow down the customer invoicing process. Please ensure that you have confirmed with the customer that they need POD's with their invoices in order to pay.
Are there specific customer references required to be listed on each truckload invoice?
*
Yes
No
ex: Purchase Order #, BOL #, Sales Order #
Please indicate what references need to be provided on each truckload invoice.
*
ex: Purchase Order #, BOL #, Sales Order #
Are there any other billing requirements?
*
ex: Scale tickets included with invoice, email with detention approval
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Does this account require an internal SOP?
*
Yes
No
Does this account require an internal distribution list?
*
Yes
No
customer@wwex.com
What is the requested internal distribution list?
*
This is not active yet! Confirmation with availability will be sent separately.
What emails do you wish to be included on this distribution?
*
Please include all internal contacts that should be included on the above distribution list.
Does the customer utilize a TMS, or another third party, to process or pay invoices?
*
Yes
No
What TMS or third party?
*
Additional Setup Documents
Browse Files
ex: Billing Guide, Contact Sheet, Carrier Broker Agreement, Legal Docs, etc.
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of
Set Up Documents
*
Browse Files
ex: Service Order Form, Business Trade Reference, etc.
Cancel
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Submit
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