Prepare a quarterly business review for a freight customer
A shipper QBR with on-time, tender acceptance, claims, and dwell metrics, honest root causes, and proposals that grow the account.
The prompt
Help me prepare a quarterly business review for a shipping customer.
Customer: [NAME, WHAT THEY SHIP, OUR SERVICE - truckload / LTL / dedicated / brokerage / warehousing]
Volume this quarter vs last: [LOADS OR SHIPMENTS, REVENUE, LANES]
Service metrics: [on-time pickup %, on-time delivery %, tender acceptance %, claims count and ratio, tracking compliance, invoice accuracy]
Customer-caused issues: [average dwell at their facilities, detention hours, late tenders, appointment changes]
Service failures we owned: [WHAT, WHEN, ROOT CAUSE, FIX]
Their goals or complaints: [cost reduction, capacity in peak season, sustainability reporting, visibility]
What I want from the meeting: [new lanes, rate increase, dedicated fleet, better appointment times]
Build the QBR:
1. One-slide summary: what went well, what didn't, what we're asking for.
2. A scorecard table: Metric | Target | This quarter | Last quarter | Trend | Comment.
3. Honest service failure review: what happened, root cause, what we changed. No excuses.
4. A section on their side of the network: dwell time and detention at their sites, shown as a joint opportunity rather than blame, with the cost to both sides.
5. Proposals: lanes we can add, mode or consolidation ideas, peak season capacity plan, any rate discussion with the reason.
6. Agreed next steps with owners.
Return slide-by-slide content (6-8 slides), speaker notes, and 5 tough questions they might ask with suggested answers.
Use only my numbers; mark gaps [ADD].
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Sales prompts
What to fill in
- LOADS OR SHIPMENTS, REVENUE, LANES
- WHAT, WHEN, ROOT CAUSE, FIX
- ADD
How this prompt is built
This prompt follows the RTF structure (Role, Task, Format). RTF tells the model who to be, what to do and what shape the answer should take. It is the quickest structure that still gives noticeably better results than a bare request.
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