Technology and Systems Integration - Third-party Logistics Company (3PL) Template

Meeting Prep Checklist

Identify meeting participants' roles and their relationship to the technology and systems integration project
Review clients' current technology and systems
Research advancements in 3PL technology for relevance
Prepare a presentation on how 3PL technology can be integrated into the clients' systems
Identify possible challenges in system integration and prepare solutions
Understand client's budget, timeline, and available resources

Meeting Agenda Template

  • Introduction and recognition of each participant
  • Discuss clients' current technology and systems configuration
  • Share insights about 3PL advancements in technology
  • Discuss how technology can be integrated to streamline logistics operations
  • Demonstrate potential integration with clients' existing systems
  • Address queries and concerns about system integration
  • Discuss potential cost, time frame, and resources for integration
  • Recap of the meeting and key takeaways
  • Arrange follow-up or next steps

Meeting Notes Template

  • Participants' roles and involvement in project
  • Description of clients' current technology and systems
  • Discussion on 3PL advancements relevant to client
  • Details about potential system integration
  • Client queries and concerns
  • Potential challenges and solutions
  • Budget, resources, and timeline
  • Key takeaways and follow-up steps

Meeting Follow-up Checklist

Summarize meeting notes, recording/transcript, and outcomes, log them in the CRM
Update client contacts and opportunities in the system
Prepare and send a follow-up email to the client with the meeting summary and next steps
Share a summary of the meeting with colleagues
Begin developing a proposal if client shows interest