Use this checklist to guide your setup. This final step-by-step list covers both strategic planning and practical execution.
☐ List roles suited for remote delivery
Only include roles in finance, operations, customer support and customer success. Be clear about which tasks each role will own.
☐ Define performance metrics and responsibilities
Write clear job descriptions. Include daily tasks, KPIs, working hours and escalation protocols.
☐ Choose a specialist agency like Talent Sam
Agencies like Talent Sam can find, vet, and onboard staff in just days.
☐ Decide on your tech stack
Choose communication and project management tools (e.g. Slack, Zoom, Asana). Ensure they integrate with your existing freight systems.
☐ Create a digital onboarding process
Prepare intro documents, training videos and SOPs. Store these in shared folders or training portals.
☐ Establish your reporting structure
Remote teams need clarity. Define who each role reports to and how progress is tracked.
☐ Set up secure IT access
Ensure remote staff use company email, cloud storage, and security tools like VPNs or 2FA.
☐ Schedule regular check-ins and reviews
Use weekly calls or dashboards to track progress. Build a habit of short daily or weekly updates.
☐ Test with a pilot hire
Start with one or two roles. Monitor success before expanding to more functions.
☐ Review performance after 30-60 days
Check metrics, quality of work and communication. Make changes if needed.
☐ Scale as needed
Once proven, scale the model to more roles or regions. Document everything that works.