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Process review for freight forwarding and transport companies
Updated 19 October 2026 · Written by Paul, founder of Steplane, a logistics process specialist with over 13 years in logistics, including at some of the biggest freight forwarders in the world.
In short: Send us the process you already have, as a document, spreadsheet, diagram or even a whiteboard photo. We review how the work really flows: who owns each step, what starts it, which record proves it, where money leaks and what an auditor would question. You get a written review with prioritised fixes within 5 working days.
Fixed price by size: €149 for one process, €349 for up to three connected processes, from €690 for larger or multi-branch reviews. We confirm the price by email before you pay. Done remotely, no calls needed.
Key facts
- Small review €149 (about $170): one process, up to about 15 steps.
- Medium review €349 (about $395): up to 3 connected processes or about 40 steps.
- Large review from €690 (about $775): more processes or several branches.
- Fixed price confirmed by email before you pay; nothing is charged without your OK.
- Written review within 5 working days after payment, by email.
- Your files are used only for the review and deleted 90 days after delivery.
What you get
- Your process as it works today, on one page: the steps, who owns each one, what starts it and which record it leaves.
- The gaps: steps without an owner, hand-offs that depend on memory, missing records, unclear exceptions.
- Where money leaks: extras not billed, quotes without exclusions, late invoices, slow payment follow-up, claim deadlines at risk, with estimates where your data allows.
- Audit readiness: what an ISO 9001, AEO or customer auditor is likely to ask about this process, and whether your records answer it.
- A prioritised fix list: what to change first, who should own it, and which templates or checks close the gap.
The review is our professional opinion on how the process is organised. It is not legal, tax or customs advice and not a certification audit.
Prices by complexity
| Size | Typical scope | Price |
|---|---|---|
| Small | One process, for example quote to invoice or claims, up to about 15 steps and 1–2 documents. | €149 (about $170) |
| Medium | Up to 3 connected processes, for example booking, carrier onboarding and billing, or one long process of about 40 steps; up to 5 documents. | €349 (about $395) |
| Large | More processes, several branches or sites, or a process that crosses departments and countries. | From €690 (about $775), fixed price by email |
Prices are paid in euros; the dollar amounts are shown for convenience. If several branches work differently and you want them to work one way, see our branch and merger service (from €990).
How it works
- Send your process with the form below: files and a short description.
- We reply with the fixed price within one working day, after we have seen what you sent.
- You pay by card, Apple Pay, Google Pay or bank link, only if you agree to the price.
- You get the written review by email within 5 working days, and you can ask follow-up questions by email for 14 days.
What to send
Anything that shows how the work is done today. Each file can be up to 10 MB, and you can send up to 5 files:
- a written procedure or SOP (PDF or Word)
- a flowchart or process map (PDF, PowerPoint, a diagram file or an image)
- the spreadsheets or forms the team uses (Excel)
- a photo of a whiteboard or of handwritten notes
No documents at all? Describe the process in a few lines and we will tell you whether a review makes sense, or whether the free check or a process kit is the better start.
Your files stay confidential
We use your files only for your review. They are stored on our server, not public, and seen only by us. We delete them 90 days after delivery, or earlier if you ask. We sign a confidentiality agreement on request. Please remove customer names or prices you do not want to share; the review works without them.
Send your process for review
Prefer to fix it yourself?
The process kits give you a written process with owners and records, a rollout plan and editable Word and Excel templates, in EU and US versions.
€49 (about $55) per kit, any 3 kits €99, all 6 kits €199. 14-day money-back guarantee.
Related guides
Questions
How much does a process review cost?
€149 for one process of up to about 15 steps, €349 for up to three connected processes or about 40 steps, and from €690 for larger or multi-branch reviews. We confirm the fixed price by email before you pay.
How long does the review take?
You get the written review by email within 5 working days after payment, unless we agree another date.
Do I need a call or a meeting?
No. Everything is done by email and shared documents. If something is unclear we ask by email.
What if my process is not written down?
Describe it in a few lines, or send photos of notes or a whiteboard. If there is too little to review, we tell you before you pay and suggest the free check or a kit instead.
Is this an ISO 9001 or AEO audit?
No. It is a practical review of how your process is organised, with what an auditor is likely to ask. The certification body or customs authority makes the final assessment.
What happens to my files?
They are used only for your review, stored privately and deleted 90 days after delivery, or earlier if you ask.
Can I cancel?
Yes, before we start, with a full refund. If we cannot do the review with what you sent, we refund the full price.
See your own quote-to-invoice process in about 10 minutes
Answer simple questions about how your company works today. You get the process map with owners, triggers and records, the money leaks with estimates and a written procedure. Free, no sign-up.
Start the free check