Top 10 Questions to Ask Shippers Before Partnering
(Printable Checklist for Freight Brokers) – Please Scroll Down to Download PDF file
Use this concise checklist during consultations or discovery calls with potential shippers. Tick off each question as you go to ensure you gather all the information needed to build a strong partnership.
✅ 1. What Are Your Primary Shipping Needs?
- FTL, LTL, refrigerated, or specialized freight?
- Example: “Do you ship perishables, hazardous materials, or standard cargo?”
✅ 2. What Are Your Key Performance Indicators (KPIs)?
- On-time delivery rate, cost savings, or communication responsiveness?
- Example: “What percentage of shipments must be delivered on time?”
✅ 3. What Is Your Preferred Mode of Communication?
- Email updates, phone calls, or live tracking platforms?
- Example: “Would you prefer daily updates or real-time tracking access?”
✅ 4. What Are Your Peak Seasons or High-Demand Periods?
- Busy months, holidays, or consistent shipping volume?
- Example: “Are there specific times when your shipping volume spikes?”
✅ 5. What Is Your Budget for Freight Costs?
- Lowest rate vs. premium service levels?
- Example: “Are you looking for cost savings or added value?”
✅ 6. Do You Have Specific Carrier Requirements?
- Safety ratings, certifications, or equipment specs?
- Example: “Do carriers need ISO 14001 or other certifications?”
✅ 7. How Do You Handle Disputes or Issues During Transit?
- Refunds, credits, or alternative resolutions?
- Example: “What steps do you expect if a shipment is delayed?”
✅ 8. What Technology or Tracking Systems Do You Use?
- TMS integration, ERP software, or manual processes?
- Example: “Do we need to integrate with any existing systems?”
✅ 9. What Are Your Sustainability Goals?
- Carbon footprint reduction or eco-friendly logistics?
- Example: “Would you consider intermodal or electric vehicle options?”
✅ 10. What Does Success Look Like in This Partnership?
- Beyond cost savings, what matters most to you?
- Example: “How will you measure the success of our partnership?”
Pro Tips for Using This Checklist
- Take Notes: Write down responses to reference later.
- Customize Your Pitch: Tailor solutions based on their answers.
- Follow Up: Revisit these questions periodically to ensure satisfaction.
Download and Print This Checklist
Keep it handy for every client meeting to ensure you’re asking the right questions and setting the foundation for a successful partnership!
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