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November 20, 2025

First 90 Days: What New BulkDelivery PRO Users Should Focus On for Maximum Impact

BulkDelivery PRO
Case Studies Customer Success
Image of three calendar icons in a row, depicting 90 days with BulkDelivery PRO

Starting with any new software platform is exciting, but it can also feel like a lot to take in. You’ve made the strategic decision to transform your bulk material business – now, how do you ensure you get the maximum value out of BulkDelivery PRO, and fast?

At BDP, we’ve guided hundreds of gravel pits, landscape supply yards, and garden centers through this transition. We know exactly what separates a smooth, high-impact adoption from one that stalls out.

The secret lies in a focused, three-phase approach over your first 90 days. This isn’t about using every single feature immediately; it’s about establishing a powerful foundation that delivers immediate return on investment.

Phase 1: The Foundation (Days 1 – 30)

Your first month is dedicated to getting your digital “yard” set up correctly. This lays the groundwork for seamless automation later on.

Priority 1: Master Your Materials and Pricing:

  • Accurately input all sellable materials (mulch, soil, rock, etc.) using your preferred units (yards, tons, bags).
  • Establish your base pricing for all materials.

Priority 2: Define Delivery Zones and Fees:

  • This is a critical step for eliminating manual fee calculations. Use the BDP mapping tool to draw and define your delivery zones.
  • Set the specific delivery fees for each zone and material/volume tier. Getting this right immediately automates a major source of administrative headaches.

Priority 3: Configure Your Fleet:

  • Input details for every delivery vehicle, including their true capacity (both volume and weight). This allows BDP’s system to prevent overselling and optimize truck usage from day one.
  • Success Goal for Phase 1: You can confidently create a test order in BDP, and the system instantly calculates the correct material price, delivery fee, and identifies the correct truck capacity.

Phase 2: Internal Adoption (Days 31 – 60)

With the logistics foundation in place, the second month focuses on training your team and integrating the platform into your daily workflow.

Priority 1: Train the Office Staff:

  • Ensure your front office or dispatch staff knows how to process phone orders directly through the BDP system. This is the last step before going fully live for online orders.
  • Focus training on the scheduling/dispatch interface and the customer communication tools.

Priority 2: Driver Onboarding:

  • Every driver should download and learn the BDP mobile dashboard.
  • Run practice routes where drivers use the mobile system to navigate, mark materials as loaded, and confirm drop-off (using the required photo confirmation). This builds trust in the new system.

Priority 3: Soft Launch (Internal Orders Only):

  • For two weeks, process some phone or walk-in orders through BDP. This allows your team to get comfortable with the system without the pressure of live online customer orders.

Phase 3: Go-Live and Optimization (Days 61 – 90)

You’re now ready for the moment of maximum impact: flipping the switch for online ordering and refining your operations.

Priority 1: Launch Your Online Storefront:

  • Integrate the BDP storefront link into your primary website. Make it prominent!
  • Pro-Tip: Announce the new, easy way to order on social media and to your email list to encourage immediate customer adoption. Also, ask for customer feedback about the ordering experience!

Priority 2: Analyze and Adjust Zone Pricing:

  • Review the first 30 days of live order data. Are you noticing any zones where your delivery costs are higher than anticipated? Use the data to fine-tune your zone boundaries and fees to ensure maximum profitability.

Priority 3: Optimize Scheduling and Truck Capacity:

  • Use the live scheduling data to identify peak delivery times. Are you maxing out your 8:00 AM slots every day? Consider opening a few more slots later in the day or adjusting capacity limits to smooth out the workflow and increase daily volume.

We’re Here to Drive Your Success

The first 90 days are the most important for establishing habits and securing a quick return on your investment. Remember, you are not alone in this journey. Our dedicated Customer Success Team is here to support you at every stage, from initial configuration to advanced optimization.

Ready to dominate your local delivery market? Your 90-day countdown starts now.