Third-party Logistics Company (3PL) Warehouse Space and Utilization Review

Meeting Prep Checklist

Review the history of the customer's warehouse utilization
Prepare updated diagrams of potential warehouse layouts
Obtain latest information regarding any changes in regulations
Research the customer's product lines for any special requirements
Identify areas of potential improvement in space utilization
Set objectives for the meeting
Understand client's logistics and supply chain structure

Meeting Agenda Template

• Logistics update from the customer
• Review of current warehouse space and utilization
• Discussion on efficiency of current warehouse layout
• Presentation of potential improvements in warehouse layout
• Discussion on inventory rotation and optimization
• Discussion on safety protocols and regulatory compliance
• Open forum for questions and customer suggestions
• Conclusion and next steps

Meeting Notes Template

• Customer’s logistics update
• Current warehouse space and use statistics
• Potentials for warehouse layout improvements
• Opportunities for inventory optimization
• Compliance update
• Client's questions and suggestions
• Agreed upon next steps

Meeting Follow-up Checklist

Update the CRM with meeting notes and outcomes
If a recording was made of the meeting, upload it to the CRM
Send a follow-up email summarizing the meeting and next steps
Begin work on any agreed upon changes to warehouse layout
Monitor regulation changes and make necessary adjustments
Update team and stakeholders on the client's requirements
Schedule next review meeting