Free worksheet for fulfillment businesses

Find the gaps in your shipper pipeline.

18 practical checks across search, Maps, reviews, conversion, research, and follow-up. Choose three priorities and put an owner on each.

PDF worksheet · No email required

Everyday Ecom / Field guide

The Shipper
Pipeline
Scorecard

18 checks · 6 areas · 3 priorities

A clearer view of
what to fix next.

Use your own evidence. Mark what is in place, identify what is missing, and turn the gaps into a seven-day action plan.

01 / ASSESS

Review six areas

Google Ads readiness, Maps, reviews, lead magnets and forms, prospect research, and outreach follow-up.

02 / PRIORITIZE

Pick three actions

Choose a gap affecting missed inquiries, a gap affecting fit or trust, and a gap affecting measurement.

03 / ASSIGN

Make it actionable

Give each action an owner, a due date, and a concrete way to check whether it is complete.

This is a self-assessment worksheet. Its scores are planning aids, not a validated industry benchmark or a forecast of leads, rankings, or revenue.
Put the scorecard to work

Two guides for your next shipper conversation.

Qualify the opportunity

Check service fit, volume, requirements, economics, and capacity before progressing an inquiry.

Use the qualification checklist ↗

Build a quote-ready handoff

Give every stage an owner, an evidence check, and an agreed next step.

Read the inquiry-to-quote guide ↗

Start with clarity

Want a second set of eyes?

Share your website and the challenge you want to solve. Your free audit identifies three prioritized improvements across your website, Maps presence, reviews, and quote process.

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