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Brokerage Operations Health Check

Answer 20 questions about your daily operations. You get a 0–100 operations score, a breakdown across five areas and a prioritised list of what to fix first — from check calls to POD collection.

0 of 20 answered0%

1/5

Track & Trace / Visibility

1. What share of your loads are tracked by ELD or app (not just phone calls)?

Over 80% 50–80% 20–50% Under 20% / don't know

2. How often are customers updated on loads in transit?

Proactively at every milestone Daily Only when they ask Rarely

3. When a truck is running late, when does the customer find out?

Before the appointment, with a new ETA Around the appointment time After the miss When they call us

4. Do you cover track & trace after hours and on weekends?

Yes, staffed On-call phone Sometimes No

2/5

Carrier Onboarding & Compliance

5. How long does it take to onboard and approve a new carrier?

Under 1 hour Same day 1–2 days Longer

6. What do you check before tendering to a new carrier?

Authority, insurance, safety and identity / fraud checks Authority and insurance Authority only Not consistently

7. How do you track carrier insurance expiry?

Automatic monitoring and alerts Spreadsheet reminders Checked at tender time only We don't

8. Do you keep carrier lane and equipment preferences on file?

Yes, searchable Some, in notes In reps' heads No

3/5

Load Coverage & Carrier Sales

9. How long does it usually take to cover a standard load?

Under 1 hour 1–4 hours Same day Often next day or fall-offs

10. How often do covered loads fall off (carrier cancels)?

Rarely (under 2%) Sometimes (2–5%) Often (over 5%) We don't track it

11. Are loads posted on load boards consistently and quickly?

Yes, within minutes of tender Usually When reps have time No process

12. Do your sales reps also cover their own loads?

No — dedicated carrier team Partly Mostly Yes, always

4/5

Billing, POD & Collections

13. How fast do you collect PODs after delivery?

Same day Within 2 days Within a week Longer / chasing often

14. How soon after delivery is the customer invoiced?

Within 24 hours 2–3 days Within a week Longer

15. What is your average days sales outstanding (DSO)?

Under 30 days 30–45 days 45–60 days Over 60 / don't know

16. How often do carrier payment errors or disputes happen?

Rarely Occasionally Often Constantly

5/5

Service & Scalability

17. Are your main processes documented as SOPs?

Yes, all of them Most of them A few None

18. Could you handle 30% more loads next month without hiring?

Yes, easily With overtime It would hurt service No

19. How much of your team's time goes to repetitive back-office tasks?

Under 20% 20–40% 40–60% Over 60%

20. Do you review operations KPIs (on-time %, tracking %, fall-offs, DSO) every week?

Yes Monthly Occasionally No

Where should we send your report?

Your score and action plan appear on screen right away, and we email you a copy.

Your name *

Work email *

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Freight broker 3PL Motor carrier Other

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0out of 100

Score by area

Your priority action plan

Ranked by impact, starting with the areas where you scored lowest.

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