MVMNT Onboarding Guide: How to Get Started Fast
Switching your TMS shouldn't feel like rebuilding your operation mid-flight.
At MVMNT, we understand that changing systems can feel overwhelming, especially while you're actively moving freight. From contract constraints and messy migrations to retraining teams and reconnecting integrations, the barriers are real.
That’s why we’ve created a streamlined onboarding experience to help you move quickly, confidently, and on your terms.
8-Step Onboarding Process
This guide outlines our proven 8-step onboarding process—designed to eliminate friction, minimize downtime, and get your team live in under a week.
EXPLORE FOR FREE
Get hands-on before committing
Your Tasks:
- Sign up for a free account
- Explore the platform
- Connect integrations (if you'd like)
- Watch training videos
MVMNT's Tasks:
- None (self-serve PLG experience)
MEET WITH MVMNT
Get set up, ask questions, answer your questions
Your Tasks:
- Come with key workflow questions
- Tell us about your freight operations and systems
MVMNT's Tasks:
- Deliver a live demo tailored to your use case
- Share platform recommendations based on your goals
EVALUATE DEEP DIVE
Go back to your team, explore further, and prepare
Your Tasks:
- Share access with team members
- Discuss internally
- Optional: Submit your current TMS contract if you're eligible for a buyout
MVMNT's Tasks:
- Answer questions via chat or follow-up call
- Review contract terms (if applicable)
CONNECT INTEGRATIONS
Ensure your most critical tools are integrated for a seamless start
Your Tasks:
- Connect accounting, load boards, EDIs, or visibility platforms
MVMNT's Tasks:
- Assist with setup and troubleshoot connection issues
MIGRATE YOUR DATA
Bring over the critical information you need to get started
Your Tasks:
- Submit customer, carrier, location, and historical load data
MVMNT's Tasks:
- Clean, map, and import your data into the platform
TRAIN YOUR TEAM
Make sure everyone is ready to use MVMNT with confidence
Your Tasks:
- Attend live, role-specific training sessions
MVMNT's Tasks:
- Deliver targeted training and share self-paced video resources
RAMP UP + IMPLEMENTATION STRATEGY
Start loading real leads to help MVMNT with minimal disruption
Your Tasks:
- Choose a go-live approach: single user, test customer, or full team
- Begin booking live loads inside MVMNT (up to 50 on free tier)
MVMNT's Tasks:
- Provide implementation best practices and real-time support
GO LIVE + UPGRADE TO PRODUCTION
Finalize your plan and move into full production
Your Tasks:
- Choose your subscription plan
- Update billing preferences
MVMNT's Tasks:
- Transition your account from free to full access
- Enable advanced features as needed
ONGOING SUPPORT
Keep your team confident and supported long-term.
Your Tasks:
- Reach out via chat or email when needed
MVMNT's Tasks:
- Provide live U.S.-based support
- Maintain help docs, training content, and onboarding resources