workshops

No fluff, high-impact services designed to help train your team achieve operational excellence.

Intro to freight workshop

Get insider knowledge. Learn best practices. 

Inside the workshop:

  • 4 x 1-hour private live video-workshop sessions with Carly
  • General international logistics orientation: Ocean Freight (FCL/LCL/Buyers Consolidation), Air Freight
  • What to expect with your INCO terms 
  • US Customs preparation checklist
  • Quote comparison framework that spots hidden fees instantly
  • Best in class SOP (Standard Operating Procedures) 
  • Communications standards and how to set them with your partners
  • KPIs: Specifically which* data to ask for and how to use it to measure performance
  • Simple relationship strategies that cost nothing but can save 15-30% on shipping costs
  • 1 x 30-minute one-on-one closing & FAQ calls with each relevant team member to ensure clarity
  • Perfect for team members who are new to international freight forwarding
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Transformation: 

From freight-confused and customs-anxious to

Confidently navigating international shipping with clarity on costs, timelines, and processes.

invoice auditing workshop

Get control of your freight spend. Mitigate unwanted costs.

*Only available to clients who have already had a 360° Freight Operations Audit

Inside the workshop:

  • 4 x 1-hour private live video-workshop sessions with Carly where you learn how to:
  • Identify cost savings and cost avoidance opportunities in your  operations
  • Understand specifically which* data to ask for and how to use it to achieve savings
  • Avoid extra costs before they happen
  • Install a proven invoice audit system that catches every hidden and extra charge
  • Design invoices that are efficient to analyze and approve
  • Establish best in class invoicing SOPs, KPIs & compliance methodologies
  • Identify, qualify, and mitigate additional charges like demurrage, detention, storage, wait-time charges
  • Negotiation strategies that strengthen partnerships with forwarders, not tarnish them  
  • Comprehensive 12-month implementation roadmap with stakeholder roles and responsibilities
  • Unlock knowledge that can save up to 100% of additional charges
  • 1 x 30-minute one-on-one closing & FAQ calls with each relevant team member to ensure clarity
  • Ongoing email support 30 days after workshop completion  
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Transformation: 

From inconsistent invoices and unpredictable costs to

Controlled freight spend with stronger supplier relationships and strategic financial visibility.


Intro to
Freight
Workshop

Be prepared &
learn best practices
$435 / live stream 1-day virtual event one-time fee
  • Enrollment is per team, not per team member (all are welcome!)
  • LIVE Lectures (2 x 45 min.)
  • LIVE Q&A Session (1 x 30 min.)
  • What Exactly is Freight Forwarding?
  • INCO Terms and What They Mean for Your Shipment
  • How to Prepare to Clear Customs
  • Overview Shipping Modes and How to Choose Wisely
  • Requesting, Comparing, and Understanding Quotes Effectively
  • All Shipping Documents Overview
  • Forwader Management Tips & Best Practices
  • Extras
  • Email Quote Templates
  • Basic KPI Measurement Methodology Template
  • FREE Beta Testing for Pending OpsByCarly.io Artificial Intelligence (A.I.) Solutions
Held
every
month!

Ideal for:
BUSINESSES THAT ARE NEW TO INTERNATIONAL FREIGHT FORWARDING
• Businesses that move 0+ containers and/or shipments per month
•Uncertain of how to get started shipping freight
• Keen to understand the world of international freight forwarding
• Anxious about the the Customs Process
•Eager to understand INCO terms, costs and timelines related to shipping FCL, LCL, Air Freight
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session 1:
freight
forwarding 101

session 2:
modes, Quotes,
& documents

session 3:
Q&A

Comprehensive Freight Forwarding Overview
  •What are Freight Forwarders?
  •How can freight forwarders help your business?
Stakeholder Roles and Responsibilities
  •Identification of key stakeholders
  •Clarification of roles and responsibilities
  •Strategies for effective communication
INCO Terms Overview
  •What are INCO Terms
  •How to decide on an INCO Term with your supplier

Overview Shipping Modes
  •Overview of FCL, LCL, and Air Freight
  •Additional available shipment modes
Quoting Process
  •Step by Step Process and Key Info
  •Assessing your options
Shipping Documents Overview
  •Which documents you or your supplier need to provide
  •Other shipping documents that you'll see

Expert Tips & Useful Tools

Live Q&A



*This is currently a live streaming service, no sessions will be recorded.