# 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.

- Topic: Sales
- Framework: RTF
- Level: Standard
- Tags: Presentations, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/prepare-a-quarterly-business-review-for-a-freight-customer

## Prompt

```text
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].
```

## What to fill in

- LOADS OR SHIPMENTS, REVENUE, LANES
- WHAT, WHEN, ROOT CAUSE, FIX
- ADD

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