Customer Summary

System Prompt Used

You are a senior website strategist. Generate ONLY the project_overview and customer_overview sections of a strategic blueprint.

LANGUAGE REQUIREMENTS:
- Use simple, clear language that anyone can understand
- Avoid technical jargon, acronyms, and complex terms
- Write as if speaking directly to a business owner
- Explain everything in plain English
- Use everyday words instead of technical terms
- Make it easy for non-technical people to understand

RULES:
- Return ONLY valid JSON with the exact structure provided
- No extra text, no explanations, no markdown
- Use only verified intake content from real businesses
- Never guess, assume, or fabricate

PROJECT OVERVIEW REQUIREMENTS:
- The executive_summary field is REQUIRED and must contain a comprehensive 2-3 sentence summary
- The executive_summary should describe the business value proposition, competitive positioning, and key differentiators
- Use specific business information from the intake content, not generic descriptions
- The executive_summary must be meaningful and informative, not empty or placeholder text
- DO NOT leave executive_summary as "string" or empty - it must contain actual content

User Context Sent To Model

BUSINESS NAME: OP-86944

BUSINESS TYPE: Customs Brokerage and International Freight Forwarding

LOCATION: Global (Headquartered in the United States; specific address not available)

SELECTED PRODUCTS: Pro Website WordPress, Rotating Banner



PRODUCT-SPECIFIC REQUIREMENTS:

- Generate recommendations specific to the selected products

- Consider product-specific features, integrations, and requirements

- Ensure blueprint recommendations align with selected product capabilities



TARGET AUDIENCE: Industrial clients and businesses involved in international trade, import/export, and logistics. Target clients are companies requiring customs brokerage, freight forwarding, and cargo services, with a focus on reliability, professionalism, and personalized service. Not targeting individual consumers.

PRIMARY GOALS: Enhance online presence to attract industrial and business clients worldwide, Showcase specialized customs brokerage and freight forwarding services, Highlight company’s reliability, experience, and personalized service to differentiate from competitors

BRAND VALUES: Quality service, Personalized attention, Reliability

SERVICES OFFERED: Custom house brokerage (Complete Electronic Customs Entry Processing – ACE Certified), International freight forwarding (Air and Ocean Freight, Inbound and Outbound routing), Ship spares specialist, Electronic Invoice Filing (A.I.I.), National Permit with Remote Filing (Authorized to file Customs Entry in all US Ports), Electronic Export Declaration Filing (AES), Passenger Clearance, Trucking (FTL/LTL), Warehousing & Palletizing, Expert Packing and Crating services, Domestic Forwarding to all U.S. Ports, Cargo insurance, Consulting services, Letter of Credit/Bank Documentation

COMPETITIVE ADVANTAGES: Over 25 years of industry experience since 1992, Highly specialized and personalized service, Ability to provide services 24/7 to meet ever-changing client needs

BRAND PERSONALITY: Professional, reliable, and approachable with a focus on delivering high-quality, personalized logistics solutions. The brand voice is knowledgeable, trustworthy, and service-oriented, emphasizing experience and dedication to client needs.

UPLOADED CONTENT:
--- Content from pro_website_-_cx_requests_live_call-in-23391.pdf ---
Pro Website - CX requests Live Call-IN-
23391
Company name:
Network Solutions Professional Services
Request owner:
Anne Q
Client name(s):
Joanne Pack (jpack1@firstclasscargo.com)
Request due:
03/24/2026
Exported on:
03/24/2026
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1.0 Instructions
Hi Joanne,
Thank you for your purchase! You've taken a great step toward enhancing your online
presence. 
Please complete the attached form to help us understand your website needs,  target
audience, location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content
during this time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
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2.0 Business Information
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters is also 
important).   Example:  Barney's Burgers
& Barbecue 
First Class Cargo Systems, Ldt.
Give us a brief overview of your business. What do you do? 
(approved)
Example:  We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
I am a customs broker, a fee forwarder, and a cargo service provider around the world. We
are a small, reliable company. Business since 1992. We provide professional and
personalized service.
What are the top three services or products you'd like featured? 
(approved)
Example:  Casual Dining, Catering, Dine-in, Take Out, Outdoor Seating etc.
Don't forget to include any unique selling points!
1. custom house broker
2.international freight forwarder
3.ship spares specialist
What makes your business stand out against the competition? 
(approved)
Example: Voted 2019 best burger in Harristown, family-owned business, 30 years
experience, celebrating our 10th year, etc.
We'll use this to highlight what makes your business unique.
excellent services personalize service
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc.
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This helps us tailor your website to your target audience.
industrial clients not person to person
Where do the customers you’re targeting live? 
(approved)
 Example: 20-something cowboys, suburban moms, families, etc.
This helps us tailor your website to your target audience.
World wide
Please provide your physical address. 
(approved)
NA
2.2 Contact Information
How do you want your customers to contact you? 
(approved)
 Please enter your response, if applicable, in the right-hand column by double-clicking the
field.
 We'll feature these options prominently on your website.     
Contact Option
Answer
Phone
516-568-7529
Email
info@firstclasscargo.com
Visit Us In Person
NA
File has been exported to:
business_information/how_do_you_want_your_customers_to_contact_you_.csv
Format: CSV
Is this also the best number for us to reach you at? 
(approved)
[ ]
Yes
[X]
No
What number is the best to use to reach you at? 
(approved)
516-644-7449
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What is your Email Address? 
(approved)
info@firstclasscargo.com
What are your Hours of Operation? 
(approved)
Please add 'NA' for any days you are closed, including Saturdays and Sundays.  
Example:
Monday–Friday: 9:00 AM – 5:00 PM 
 Saturday: N/A (Closed)
Sunday: N/A (Closed)     
Monday-Friday: 9am-5pm Saturday-Sunday: Appointment only
2.3 Social Media Links
What social media links do you want displayed on this website? Please enter the URL if
applicable for those noted below.  Please enter NA if not applicable        
Social Media 
(approved)
Please double-click in the column to enter your answer. 
 
Social Media Type
Link to Social media
Facebook
NA
Instagram
NA
Other
NA
None
NA
File has been exported to: 
business_information/social_media.csv
Format: CSV
2.4 Branding & Promotions
Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done.
We'll use this on your website to keep your message consistent.
Quality Services is Our First Priority
Any offers, discounts, specials we should include on your website? 
(approved)
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Special offers are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
Example: Free consultation, Veterans save 25%, etc.
NA
Do you have a Logo? Please have the customer upload the Logo via the account
manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
File has been exported to: 
business_information/fcc_logo_page-0001.jpg
File size: 167 KB, Width x Height (px): 1650 x 1275, Format: JPG
Uploaded by: N/A
Do you have any marketing collateral? 
(approved)
  An existing website, a professional logo, and social media pages, such as Facebook, often
contain valuable information and marketing collateral, including brochures, sales
presentations, and promotional images.    
[X]
Yes
[ ]
no
Image(s) Upload 
(approved)
  Please upload any marketing collateral here.    
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File has been exported to: 
business_information/xerox_scan_03242026121522.pdf
File size: 454 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
File has been exported to: 
business_information/xerox_scan_03242026121526.pdf
File size: 279 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
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File has been exported to: 
business_information/table.png
File size: 53.4 KB, Width x Height (px): 550 x 199, Format: PNG
Uploaded by: N/A
2.5 Existing Website
Do you have an existing website? 
(approved)
[ ]
Yes
[X]
No
2.6 Images & Galleries
It is essential to maintain a professional and consistent look for your brand across key
locations where customers will encounter your business.         
Which Images would you like us to use? Please upload them here. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
No answer given
Customer has images from an existing Website or Facebook or Instagram. 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images that will be placed on the website, used in a
Gallery, or displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for Page,
Gallery, or Banner.
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
No answer given
Did you purchase a Rotating Banner? 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
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account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please upload 3 to 5 images. 
(approved)
If the customer can log into their account, follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?      
No answer given
Did you purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
[ ]
Yes
[X]
No
2.7 Page Content
 The homepage serves as the virtual front door to your business, encapsulating the essence
of your brand and captivating visitors from the moment they arrive.  It's important that we
highlight the top three services prominently, each with a brief description and a clear call
to action.   We will include exclusive special offers on the homepage that can immediately
capture attention and drive engagement.  We will create three additional Service Pages and
a Contact Page.    
Home Page 
(approved)
Our team will craft the text  for your Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page 
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Page? 
-The cx will display the rotating banner on this page.
Company Background
Joanne Pack, our licensed Customs House Broker, having over 25 years’ experience in this
industry founded First Class Cargo Systems, Ltd., in April 1992. First Class Cargo Systems,
Ltd., is a progressive company offering highly specialized and personal service.
-Please add the Brochure the cx uploaded as Marketing Collateral on this page.
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
Services page
Company Services
First Class Cargo Systems, Ltd., offers quality services and is dedicated to serving our
clients. We understand within the import and export industry; quality service is of the
utmost importance and we strive to accomplish the ever-changing day to day needs and
demands you experience. We are in the position to offer the following services 24 hours a
day 7 days a week:
01) Complete Electronic Customs Entry Processing – ACE Certified
02) Electronic Invoice Filing – A.I.I.
03) National Permit with Remote filing capacity – Authorized to file Customs Entry in all US
Ports.
04) Electronic Export Declaration Filing- AES
05) International Forwarding Services Air Freight and Ocean Freight for Inbound and
Outbound routing to and from all ports worldwide.
06) Passenger Clearance
07) Trucking (FTL/LTL)
08) Warehousing & Palletizing
09) Expert Packing and Crating services
10) Domestic Forwarding to all U.S. Ports
11) Cargo insurance
12) Consulting services
12) Letter of Credit/Bank Documentation
. Licensed Customs House Broker with special expertise handling all phases of
transportation.
. F. A. A. approved IAC/Freight Forwarder
. Available 24 hours a day, 7 days a week to expedite your most urgent transportation
needs.
. Priority Clearance capabilities in all ports Nationwide.
. Staff fully conversant in all aspects of International and Domestic Transportation.
. Air Freight and Ocean Freight Forwarding.
. Networked with reliable, financially secure truckers, warehouses, packers and
carriers.
. Excellent rapport with airlines and ocean carriers.
. Agents in all ports Worldwide.
 
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Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!        
Power of Attorneys Instruction page
Import Power of Attorney (POA) Instructions
Please read carefully and use the following instructions to complete the POA form:
1. Type or print the full Legal Name of the individual, partnership, corporation (as it
appears on corporate
records), sole proprietorship, or Limited Liability Company.
2. Type or print the full Trade Name or Alias of the individual, partnership, corporation (as
it appears on
corporate records), sole proprietorship, or Limited Liability Company.
3. Type or print the complete address at which you conduct business, including city and
state.
a. Individuals and Sole Proprietorships: Enter the legal residence of the person named in
(3) above.
b. Corporations and Partnerships: Enter primary or corporate business address.
4. Type or print importer entity type: (a) Individual, (b) Corporation, (c) Sole Proprietorship,
(d) Partnership, (e) Limited
Liability Partnership, (f) Limited Liability Company.
5. Type or Print State or incorporation or Registration (Company/Partnership)
6. Type or print your IRS #. (EIN - Employer ID # or SSN - Social Security # as applicable).
If importing under a
Customs assigned ID number, that number must appear on the POA.
7. Type or print the name of the Grantor as it appears on page (1), line (1).
8. Type or print the name of the person duly authorized to execute the POA.
a. Corporation: Corporate officer empowered to grant POA on behalf of the corporation. If
other
than a corporate officer, a Delegation of Authority must accompany the POA (19 CFR
141.37).
b. Partnership: Any partner authorized to execute the POA. POA’s for Partnerships and
Limited
Partnerships or LLP’s must be accompanied by a copy of the partnership agreement [19
CFR
141.39(a)(2)].
c. Limited Liability Company: Designated Member, Managing Member or the Designated
Person, a Delegation of Authority must accompany the POA.
d. Individual or Sole Proprietorship: The person named in (3) above.
-Please transcribe as a table the image table.png uploaded in the Marketing Collateral
9. Sign the POA: Signature must belong to the individual in number 10 above.
10. Enter signatory’s title.
11. Enter the signing date in the following format: month/day/year Note: This date is a
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confirmation of the
effective date.
WITNESS REQUIRED of ALL U.S. and Foreign based businesses and individuals.
A. Type or Print City where verification of signature and identification occurred
B. Type or Print State where verification of signature and identification occurred
C. Type or Print County where verification of signature and identification occurred
D. Type or Print Calendar Date of witness signing
E. Type or Print Calendar Month of witness signing
F. Type or Print Calendar Year of witness signing
G. Print or Type Name of Authorized Signatory who executed POA page3 (9)
H. Print or Type Residence Address of signatory identified on POA page 3 (9) as it appears
on Gov’t. ID.
I.
J.
Print or Type Witness full Legal Name
Witness signature
K. Print or Type Witness Legal Residence Address.
L. Print or Type ID Number listed on Gov’t Document ID of the POA signatory (Page 3 (9))
provided to Witness
M. Print or Type authorization Date as appears on listed on Gov’t ID (L)
N. Signatory of POA page 3 (9) Must Initial applicable letter of stement that applies
Foreign Corporation Only
In addition, WHERE WE ARE A NON-RESIDENT CORPORATION, I further certify that:
(Must be signed and dated by same signatory of POA )
-Please add and transcribe on this page the information on authorized-signature-list-for-
poa-data.pdf
IRS/EIN/TAX ID PROOF OF IMPORTER NUMBERS
Acceptable IRS proof:
Form 147C
Confirmation Letter from The IRS assigning the companys EIN
NOT the application sent to the IRS
Automatic Online Confirmation Page
NOTE: Acceptable forms for SS# proof
Legible copy: front and back of the Social Security Card
THE FOLLOWING DOCUMENTS ARE NOT ACCEPTABLE
NO ADP Filing Statements
NO State Forms
NO W-9, W-3, etc… Forms
NO SS-4 Application (The copy you send to the IRS)
IF YOU DO NOT HAVE ANY OF THE ABOVE DOCUMENTS, PLEASE ASK THE IRS TO SEARCH
FOR YOUR EIN/IRS BY CALLING AT THE BUSINESS & SPECIALTY TAX LINE AT (800) 829-
4933.
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******In the “POA WITH T&C” PDF, pages 1, 2, and 3 are intended solely for the
copy/design team as reference for creating the custom contact form. Meanwhile, pages 4,
5, 6, 7, 8, 9, and 10 can be featured by the design team as a downloadable or viewable
PDF—placed just below the custom contact form as a CTA button. These latter pages
should be accessible to website visitors but should not be included as written content on
the page itself.
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Why Choose Us page
Why Choose First Class Cargo Systems, Ltd.
In today’s fast‑moving global trade environment, choosing the right logistics partner
makes all the difference. At First Class Cargo Systems, Ltd., we combine decades of
expertise, cutting‑edge technology, and personalized service to deliver dependable
transportation and customs solutions—every time.
Licensed, Certified, and Fully Compliant
We operate with full licensing and certifications to protect your business and ensure
regulatory compliance:
Licensed U.S. Customs House Broker
ACE Certified for electronic customs processing
Authorized to file customs entries at all U.S. ports
FAA‑approved IAC / Freight Forwarder
Our advanced electronic systems, including ACE, AES, and A.I.I., enable faster processing,
greater accuracy, and real‑time visibility for your shipments.
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
Please upload any additional content or documents you would like for us to
consider when creating your website. 
(approved)
File has been exported to: 
business_information/authorized-signature-list-for-poa-data.pdf
File size: 50.8 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
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File has been exported to: 
business_information/poa_with_t_c.pdf
File size: 301 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
Anything else that would be helpful for us to know? 
(approved)
For example: if webpage content is uploaded would you like us to "rewrite" the content or
leave it "as-is"    
-The business name the cx will use for the website is First Class Cargo Systems, Ldt.
Please provide your physical address.
-The cx dont want to display any physical address on the website.
-The phone number the cx will use for the website is 516-568-7529. The other phone
number provided in Power of Attorneys Instruction page will just be use for that page.
Social Media
-The cx dont have any social media and will need to setup first.
Marketing Collateral
-Please display the images the cx provided for collateral on the Home page.
Which Images would you like us to use?
-The cx dont have any available pictures. The cx requested to use stock images that align
to their business.
Did you purchase a Rotating Banner
-Yes.
-The cx dont have any images for the Rotating banner. The cx requested to use stock
images of planes, trucks and container vessels and other stock images that align to their
business.
Page Contents
-The cx will have the 5th page as Contact Us page
-The cx agrees to Rewrite the contents provided to make it more professional and
enticing.
-Please disregard MOD-133715 and MOD-133726. All information provided is applied to
this IOI.
-Please see the Custom Contact Form Instruction in the Power of Attorneys Instruction
page.
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2.8 eCommerce
Did the customer purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
2.9 Feature Integrations
Did you purchase a Feature Integration? 
(approved)
[X]
Yes
[ ]
No
What Feature Integration did you purchase? 
(approved)
[X]
Custom Contact Forms
[ ]
Bulk Image Gallery
[ ]
Paid Content / Members Login
[ ]
Appointment Requests
[ ]
Event Calendar
Custom Contact Forms 
(approved)
The Custom Form add-on can list up to 15 form 
fields. We recommend keeping it under 10
so your customers are not deterred from 
filling it out. 
We need the following information to add the form to the 
website.  
Question
Answer
Form Name:
Customs Power of Attorney
Field Values:
Please check and refer instructions on the Power of
Attorneys Instruction page
Email address to receive form
submissions:
info@firstclasscargo.com
Do you need to allow a file to
be attached?
Yes
What page should this be
included on?
Power of Attorneys Instruction page
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File has been exported to: 
business_information/custom_contact_forms.csv
Format: CSV
Did you purchase a second Custom Contact Forms 
(approved)
[ ]
Yes
[X]
No
2.10 Closing
Once your website is complete, the first version of your website will be published to 
your
domain
. You'll receive an email with a link to your website, allowing you to review it before
I call you to complete the Welcome Call. The Welcome Call is crucial; it enables us to gather
your feedback, address any questions you may have, and provide you with the necessary
records to launch your site. Completing the Welcome Call ensures that your service truly
reflects your business.  
For your convenience, if you require assistance with any of your services, including any DIY
tasks you may have, please call us at 888-642-0197.
Thank you for choosing Pro Services        
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LOWER PRIORITY ADDITIONAL CONTEXT (use only when not conflicting with Final Notes):

Business Name: OP-86944
Business Type: Customs Brokerage and International Freight Forwarding
Location: Global (Headquartered in the United States; specific address not available)
--- Content from pro_website_-_cx_requests_live_call-in-23391.pdf ---
Pro Website - CX requests Live Call-IN-
23391
Company name:
Network Solutions Professional Services
Request owner:
Anne Q
Client name(s):
Joanne Pack (jpack1@firstclasscargo.com)
Request due:
03/24/2026
Exported on:
03/24/2026
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1.0 Instructions
Hi Joanne,
Thank you for your purchase! You've taken a great step toward enhancing your online
presence. 
Please complete the attached form to help us understand your website needs,  target
audience, location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content
during this time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
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2.0 Business Information
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters is also 
important).   Example:  Barney's Burgers
& Barbecue 
First Class Cargo Systems, Ldt.
Give us a brief overview of your business. What do you do? 
(approved)
Example:  We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
I am a customs broker, a fee forwarder, and a cargo service provider around the world. We
are a small, reliable company. Business since 1992. We provide professional and
personalized service.
What are the top three services or products you'd like featured? 
(approved)
Example:  Casual Dining, Catering, Dine-in, Take Out, Outdoor Seating etc.
Don't forget to include any unique selling points!
1. custom house broker
2.international freight forwarder
3.ship spares specialist
What makes your business stand out against the competition? 
(approved)
Example: Voted 2019 best burger in Harristown, family-owned business, 30 years
experience, celebrating our 10th year, etc.
We'll use this to highlight what makes your business unique.
excellent services personalize service
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc.
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This helps us tailor your website to your target audience.
industrial clients not person to person
Where do the customers you’re targeting live? 
(approved)
 Example: 20-something cowboys, suburban moms, families, etc.
This helps us tailor your website to your target audience.
World wide
Please provide your physical address. 
(approved)
NA
2.2 Contact Information
How do you want your customers to contact you? 
(approved)
 Please enter your response, if applicable, in the right-hand column by double-clicking the
field.
 We'll feature these options prominently on your website.     
Contact Option
Answer
Phone
516-568-7529
Email
info@firstclasscargo.com
Visit Us In Person
NA
File has been exported to:
business_information/how_do_you_want_your_customers_to_contact_you_.csv
Format: CSV
Is this also the best number for us to reach you at? 
(approved)
[ ]
Yes
[X]
No
What number is the best to use to reach you at? 
(approved)
516-644-7449
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What is your Email Address? 
(approved)
info@firstclasscargo.com
What are your Hours of Operation? 
(approved)
Please add 'NA' for any days you are closed, including Saturdays and Sundays.  
Example:
Monday–Friday: 9:00 AM – 5:00 PM 
 Saturday: N/A (Closed)
Sunday: N/A (Closed)     
Monday-Friday: 9am-5pm Saturday-Sunday: Appointment only
2.3 Social Media Links
What social media links do you want displayed on this website? Please enter the URL if
applicable for those noted below.  Please enter NA if not applicable        
Social Media 
(approved)
Please double-click in the column to enter your answer. 
 
Social Media Type
Link to Social media
Facebook
NA
Instagram
NA
Other
NA
None
NA
File has been exported to: 
business_information/social_media.csv
Format: CSV
2.4 Branding & Promotions
Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done.
We'll use this on your website to keep your message consistent.
Quality Services is Our First Priority
Any offers, discounts, specials we should include on your website? 
(approved)
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Special offers are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
Example: Free consultation, Veterans save 25%, etc.
NA
Do you have a Logo? Please have the customer upload the Logo via the account
manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
File has been exported to: 
business_information/fcc_logo_page-0001.jpg
File size: 167 KB, Width x Height (px): 1650 x 1275, Format: JPG
Uploaded by: N/A
Do you have any marketing collateral? 
(approved)
  An existing website, a professional logo, and social media pages, such as Facebook, often
contain valuable information and marketing collateral, including brochures, sales
presentations, and promotional images.    
[X]
Yes
[ ]
no
Image(s) Upload 
(approved)
  Please upload any marketing collateral here.    
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File has been exported to: 
business_information/xerox_scan_03242026121522.pdf
File size: 454 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
File has been exported to: 
business_information/xerox_scan_03242026121526.pdf
File size: 279 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
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File has been exported to: 
business_information/table.png
File size: 53.4 KB, Width x Height (px): 550 x 199, Format: PNG
Uploaded by: N/A
2.5 Existing Website
Do you have an existing website? 
(approved)
[ ]
Yes
[X]
No
2.6 Images & Galleries
It is essential to maintain a professional and consistent look for your brand across key
locations where customers will encounter your business.         
Which Images would you like us to use? Please upload them here. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
No answer given
Customer has images from an existing Website or Facebook or Instagram. 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images that will be placed on the website, used in a
Gallery, or displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for Page,
Gallery, or Banner.
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
No answer given
Did you purchase a Rotating Banner? 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
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account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please upload 3 to 5 images. 
(approved)
If the customer can log into their account, follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?      
No answer given
Did you purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
[ ]
Yes
[X]
No
2.7 Page Content
 The homepage serves as the virtual front door to your business, encapsulating the essence
of your brand and captivating visitors from the moment they arrive.  It's important that we
highlight the top three services prominently, each with a brief description and a clear call
to action.   We will include exclusive special offers on the homepage that can immediately
capture attention and drive engagement.  We will create three additional Service Pages and
a Contact Page.    
Home Page 
(approved)
Our team will craft the text  for your Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page 
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Page? 
-The cx will display the rotating banner on this page.
Company Background
Joanne Pack, our licensed Customs House Broker, having over 25 years’ experience in this
industry founded First Class Cargo Systems, Ltd., in April 1992. First Class Cargo Systems,
Ltd., is a progressive company offering highly specialized and personal service.
-Please add the Brochure the cx uploaded as Marketing Collateral on this page.
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
Services page
Company Services
First Class Cargo Systems, Ltd., offers quality services and is dedicated to serving our
clients. We understand within the import and export industry; quality service is of the
utmost importance and we strive to accomplish the ever-changing day to day needs and
demands you experience. We are in the position to offer the following services 24 hours a
day 7 days a week:
01) Complete Electronic Customs Entry Processing – ACE Certified
02) Electronic Invoice Filing – A.I.I.
03) National Permit with Remote filing capacity – Authorized to file Customs Entry in all US
Ports.
04) Electronic Export Declaration Filing- AES
05) International Forwarding Services Air Freight and Ocean Freight for Inbound and
Outbound routing to and from all ports worldwide.
06) Passenger Clearance
07) Trucking (FTL/LTL)
08) Warehousing & Palletizing
09) Expert Packing and Crating services
10) Domestic Forwarding to all U.S. Ports
11) Cargo insurance
12) Consulting services
12) Letter of Credit/Bank Documentation
. Licensed Customs House Broker with special expertise handling all phases of
transportation.
. F. A. A. approved IAC/Freight Forwarder
. Available 24 hours a day, 7 days a week to expedite your most urgent transportation
needs.
. Priority Clearance capabilities in all ports Nationwide.
. Staff fully conversant in all aspects of International and Domestic Transportation.
. Air Freight and Ocean Freight Forwarding.
. Networked with reliable, financially secure truckers, warehouses, packers and
carriers.
. Excellent rapport with airlines and ocean carriers.
. Agents in all ports Worldwide.
 
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Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!        
Power of Attorneys Instruction page
Import Power of Attorney (POA) Instructions
Please read carefully and use the following instructions to complete the POA form:
1. Type or print the full Legal Name of the individual, partnership, corporation (as it
appears on corporate
records), sole proprietorship, or Limited Liability Company.
2. Type or print the full Trade Name or Alias of the individual, partnership, corporation (as
it appears on
corporate records), sole proprietorship, or Limited Liability Company.
3. Type or print the complete address at which you conduct business, including city and
state.
a. Individuals and Sole Proprietorships: Enter the legal residence of the person named in
(3) above.
b. Corporations and Partnerships: Enter primary or corporate business address.
4. Type or print importer entity type: (a) Individual, (b) Corporation, (c) Sole Proprietorship,
(d) Partnership, (e) Limited
Liability Partnership, (f) Limited Liability Company.
5. Type or Print State or incorporation or Registration (Company/Partnership)
6. Type or print your IRS #. (EIN - Employer ID # or SSN - Social Security # as applicable).
If importing under a
Customs assigned ID number, that number must appear on the POA.
7. Type or print the name of the Grantor as it appears on page (1), line (1).
8. Type or print the name of the person duly authorized to execute the POA.
a. Corporation: Corporate officer empowered to grant POA on behalf of the corporation. If
other
than a corporate officer, a Delegation of Authority must accompany the POA (19 CFR
141.37).
b. Partnership: Any partner authorized to execute the POA. POA’s for Partnerships and
Limited
Partnerships or LLP’s must be accompanied by a copy of the partnership agreement [19
CFR
141.39(a)(2)].
c. Limited Liability Company: Designated Member, Managing Member or the Designated
Person, a Delegation of Authority must accompany the POA.
d. Individual or Sole Proprietorship: The person named in (3) above.
-Please transcribe as a table the image table.png uploaded in the Marketing Collateral
9. Sign the POA: Signature must belong to the individual in number 10 above.
10. Enter signatory’s title.
11. Enter the signing date in the following format: month/day/year Note: This date is a
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confirmation of the
effective date.
WITNESS REQUIRED of ALL U.S. and Foreign based businesses and individuals.
A. Type or Print City where verification of signature and identification occurred
B. Type or Print State where verification of signature and identification occurred
C. Type or Print County where verification of signature and identification occurred
D. Type or Print Calendar Date of witness signing
E. Type or Print Calendar Month of witness signing
F. Type or Print Calendar Year of witness signing
G. Print or Type Name of Authorized Signatory who executed POA page3 (9)
H. Print or Type Residence Address of signatory identified on POA page 3 (9) as it appears
on Gov’t. ID.
I.
J.
Print or Type Witness full Legal Name
Witness signature
K. Print or Type Witness Legal Residence Address.
L. Print or Type ID Number listed on Gov’t Document ID of the POA signatory (Page 3 (9))
provided to Witness
M. Print or Type authorization Date as appears on listed on Gov’t ID (L)
N. Signatory of POA page 3 (9) Must Initial applicable letter of stement that applies
Foreign Corporation Only
In addition, WHERE WE ARE A NON-RESIDENT CORPORATION, I further certify that:
(Must be signed and dated by same signatory of POA )
-Please add and transcribe on this page the information on authorized-signature-list-for-
poa-data.pdf
IRS/EIN/TAX ID PROOF OF IMPORTER NUMBERS
Acceptable IRS proof:
Form 147C
Confirmation Letter from The IRS assigning the companys EIN
NOT the application sent to the IRS
Automatic Online Confirmation Page
NOTE: Acceptable forms for SS# proof
Legible copy: front and back of the Social Security Card
THE FOLLOWING DOCUMENTS ARE NOT ACCEPTABLE
NO ADP Filing Statements
NO State Forms
NO W-9, W-3, etc… Forms
NO SS-4 Application (The copy you send to the IRS)
IF YOU DO NOT HAVE ANY OF THE ABOVE DOCUMENTS, PLEASE ASK THE IRS TO SEARCH
FOR YOUR EIN/IRS BY CALLING AT THE BUSINESS & SPECIALTY TAX LINE AT (800) 829-
4933.
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******In the “POA WITH T&C” PDF, pages 1, 2, and 3 are intended solely for the
copy/design team as reference for creating the custom contact form. Meanwhile, pages 4,
5, 6, 7, 8, 9, and 10 can be featured by the design team as a downloadable or viewable
PDF—placed just below the custom contact form as a CTA button. These latter pages
should be accessible to website visitors but should not be included as written content on
the page itself.
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Why Choose Us page
Why Choose First Class Cargo Systems, Ltd.
In today’s fast‑moving global trade environment, choosing the right logistics partner
makes all the difference. At First Class Cargo Systems, Ltd., we combine decades of
expertise, cutting‑edge technology, and personalized service to deliver dependable
transportation and customs solutions—every time.
Licensed, Certified, and Fully Compliant
We operate with full licensing and certifications to protect your business and ensure
regulatory compliance:
Licensed U.S. Customs House Broker
ACE Certified for electronic customs processing
Authorized to file customs entries at all U.S. ports
FAA‑approved IAC / Freight Forwarder
Our advanced electronic systems, including ACE, AES, and A.I.I., enable faster processing,
greater accuracy, and real‑time visibility for your shipments.
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
Please upload any additional content or documents you would like for us to
consider when creating your website. 
(approved)
File has been exported to: 
business_information/authorized-signature-list-for-poa-data.pdf
File size: 50.8 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
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File has been exported to: 
business_information/poa_with_t_c.pdf
File size: 301 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
Anything else that would be helpful for us to know? 
(approved)
For example: if webpage content is uploaded would you like us to "rewrite" the content or
leave it "as-is"    
-The business name the cx will use for the website is First Class Cargo Systems, Ldt.
Please provide your physical address.
-The cx dont want to display any physical address on the website.
-The phone number the cx will use for the website is 516-568-7529. The other phone
number provided in Power of Attorneys Instruction page will just be use for that page.
Social Media
-The cx dont have any social media and will need to setup first.
Marketing Collateral
-Please display the images the cx provided for collateral on the Home page.
Which Images would you like us to use?
-The cx dont have any available pictures. The cx requested to use stock images that align
to their business.
Did you purchase a Rotating Banner
-Yes.
-The cx dont have any images for the Rotating banner. The cx requested to use stock
images of planes, trucks and container vessels and other stock images that align to their
business.
Page Contents
-The cx will have the 5th page as Contact Us page
-The cx agrees to Rewrite the contents provided to make it more professional and
enticing.
-Please disregard MOD-133715 and MOD-133726. All information provided is applied to
this IOI.
-Please see the Custom Contact Form Instruction in the Power of Attorneys Instruction
page.
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2.8 eCommerce
Did the customer purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
2.9 Feature Integrations
Did you purchase a Feature Integration? 
(approved)
[X]
Yes
[ ]
No
What Feature Integration did you purchase? 
(approved)
[X]
Custom Contact Forms
[ ]
Bulk Image Gallery
[ ]
Paid Content / Members Login
[ ]
Appointment Requests
[ ]
Event Calendar
Custom Contact Forms 
(approved)
The Custom Form add-on can list up to 15 form 
fields. We recommend keeping it under 10
so your customers are not deterred from 
filling it out. 
We need the following information to add the form to the 
website.  
Question
Answer
Form Name:
Customs Power of Attorney
Field Values:
Please check and refer instructions on the Power of
Attorneys Instruction page
Email address to receive form
submissions:
info@firstclasscargo.com
Do you need to allow a file to
be attached?
Yes
What page should this be
included on?
Power of Attorneys Instruction page
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File has been exported to: 
business_information/custom_contact_forms.csv
Format: CSV
Did you purchase a second Custom Contact Forms 
(approved)
[ ]
Yes
[X]
No
2.10 Closing
Once your website is complete, the first version of your website will be published to 
your
domain
. You'll receive an email with a link to your website, allowing you to review it before
I call you to complete the Welcome Call. The Welcome Call is crucial; it enables us to gather
your feedback, address any questions you may have, and provide you with the necessary
records to launch your site. Completing the Welcome Call ensures that your service truly
reflects your business.  
For your convenience, if you require assistance with any of your services, including any DIY
tasks you may have, please call us at 888-642-0197.
Thank you for choosing Pro Services        
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Uploaded Files Considered

Uploaded Content Preview

--- Content from pro_website_-_cx_requests_live_call-in-23391.pdf ---
Pro Website - CX requests Live Call-IN-
23391
Company name:
Network Solutions Professional Services
Request owner:
Anne Q
Client name(s):
Joanne Pack (jpack1@firstclasscargo.com)
Request due:
03/24/2026
Exported on:
03/24/2026
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1.0 Instructions
Hi Joanne,
Thank you for your purchase! You've taken a great step toward enhancing your online
presence. 
Please complete the attached form to help us understand your website needs,  target
audience, location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content
during this time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
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2.0 Business Information
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters is also 
important).   Example:  Barney's Burgers
& Barbecue 
First Class Cargo Systems, Ldt.
Give us a brief overview of your business. What do you do? 
(approved)
Example:  We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
I am a customs broker, a fee forwarder, and a cargo service provider around the world. We
are a small, reliable company. Business since 1992. We provide professional and
per