Final Presentation - Third-party Logistics Company (3PL) Template

Meeting Prep Checklist

Review previous meeting notes and decisions
Prepare final logistics solution presentation
Gather pricing and service level agreement details
Prepare implementation timelines and next step details
Prepare answers for potential client questions

Meeting Agenda Template

  • Introduction
  • Brief recap of previous meetings and discussions
  • Presentation of final logistics solutions
  • Costs and service level agreements
  • Implementation timelines and next steps
  • Q&A

Meeting Notes Template

  • Attendee list
  • Main points from the introduction and recap
  • Key features of the final logistics solution
  • Costs and service level agreement details
  • Key points from the implementation timelines and next step discussion
  • Questions asked and answers provided

Meeting Follow-up Checklist

Upload meeting notes and any recording/transcript to CRM
Update contact details and opportunities as necessary
Send a follow-up email to the client summarizing the meeting and next steps
Share meeting summary and next steps with internal team