What information is collected from the carrier in Step 1 of the carrier sales cycle?

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In the carrier sales cycle, Step 1 is focused on gathering essential information to establish a foundation for the relationship and facilitate future communications. This includes collecting details like the Motor Carrier number (MC#), which uniquely identifies the carrier in the transportation industry, ensuring regulatory compliance and transparency.

Additionally, capturing the carrier's name is crucial for maintaining clear identification in correspondence and documentation. Furthermore, the caller's name and phone number are vital for direct communication, allowing for follow-up inquiries and fostering rapport. This collection of specific details ensures that the sales cycle can progress efficiently and helps in building a professional relationship between the broker and the carrier.

The other options, while relevant to different aspects of the sales process or operations, do not represent the initial necessary steps in establishing communication with the carrier. Thus, the collection of this specific information at the outset plays a critical role in the overall effectiveness of the carrier sales cycle.

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