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Process guides for small freight forwarding and transport companies

Practical guides for creating and documenting the processes of a freight forwarding, transport, courier or warehouse company: who does each step, what starts it and what record it leaves. Each guide works on its own. The free check on the home page builds the quote-to-invoice process for your own company.

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Process tool for small freight forwarders: how to create your processesLooking for an online tool to create processes for a small freight forwarder? Steplane maps your process from simple questions. Compared with whiteboards, checklist apps, forwarding software and Excel. How to create freight forwarding processes: a step-by-step guide with exampleHow to create processes and SOPs for a freight forwarding or transport company: 5 steps, a complete quote-to-invoice example with owners and records, and mistakes to avoid. Freight forwarding SOP template (free): what to include, with an exampleFree freight forwarding SOP template: what a good SOP includes, a full quote-to-invoice example with owners and records, and a blank template to copy.

Core processes

Booking and carrier process for a freight forwarder: steps, owners, recordsThe booking and carrier process for a freight forwarder in 9 steps, with owner, trigger and record per step, where money leaks, and EU vs US differences. Carrier onboarding process for freight forwarders: checklistCarrier onboarding checklist for freight forwarders: licence or authority, insurance, VAT or W-9, agreement, first-load check, annual review and red flags. Freight claims and damage process for a small forwarderStep-by-step freight claims process for small forwarders: owners, records, CMR 7-day and 1-year limits, US Carmack 9-month filing, and prevention.

Money leaks

How transport companies stop losing money on waiting time, storage and extrasWhy waiting time, storage and extra stops go unbilled in transport, what it can cost, and the 4-step fix: exclusions, same-day log, proof, invoice check.

Audits and certification

ISO 9001 documentation for a small logistics or freight company: what you actually needWhat ISO 9001 documentation a small freight or logistics company actually needs: the key clauses, what auditors ask and which daily records answer it. AEO for a small freight forwarder: the processes and records customs will checkAEO for a small freight forwarder: the processes and records customs will check, mapped to the self-assessment questionnaire, plus the US equivalent CTPAT.

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