Discovery - Third-party Logistics Company (3PL) Template

Meeting Prep Checklist

Research about the client's business and their logistics needs
Understand their past experiences with 3PL providers
Prepare a presentation outlining how our services can add value to their business
Prepare a logistics cycle and process for discussion
Prepare for potential questions and have clarifications ready

Meeting Agenda Template

  • Introduction and Ice Breaker
  • Overview of client's company and their logistics needs
  • Presentation of our 3PL services and how we can address their needs
  • Discussion on complete logistics cycle - from sourcing to delivery
  • Discussion on our process - quotation, instruction, documentation and payment
  • Questions and clarifications
  • Discuss the next steps

Meeting Notes Template

  • Jotted points on client's business
  • Their specific logistics needs
  • Details discussed in the presentation
  • Client's doubts and the replies provided
  • Next steps agreed upon by both parties

Meeting Follow-up Checklist

Log meeting notes and any recordings/transcripts in CRM
Update contacts and opportunities where necessary
Send a follow-up email summarizing the discussed points and next steps
Share the summary and insights with internal team for more streamlined service provision