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This module teaches students how to build, present, and use a carrier packet as a professional branding and sales tool. A strong packet sets the tone for credibility, consistency, and capacity — it’s your silent salesperson.
By the end of this module, students will:
Most shippers and brokers judge you by your packet before they ever speak to you.
✅ A clean, complete packet earns trust.
❌ A sloppy, incomplete packet destroys opportunity.
Your packet is more than paperwork. It’s your:
“You can’t charge premium rates with amateur paperwork.”
— FR8Connect Principle #4
At minimum, your packet should include:
| Required Document | Purpose |
|---|---|
| ✅ Completed Dynamic Coversheet | Highlights your strengths & service profile (Differentiator) |
| ✅ FMCSA Letter of Authority | Proof you are legally authorized to haul freight |
| ✅ W-9 Form | Taxpayer Identification for payment setup |
| ✅ Certificate of Insurance (COI) | Shows coverage is current and meets shipper minimums |
Recommended Add-Ons:
🧠 Pro Tip:
Before sending, check your COI coverage.
Shippers may require:
Your coversheet should make the shipper want to open and keep your packet.
Include:
Example:
“Johnson Hauling provides dedicated Midwest coverage with on-time service, real-time communication, and integrity behind every load.”
📧 Email Script:
Subject: [Your Company] Carrier Packet for Your Review
Hi [Shipper/Broker Name],
Thanks again for your time. I’ve attached our full carrier packet for review, including our authority, insurance, W-9, and a coversheet outlining what we bring to the table.
Please let me know if anything additional is needed — we’d love to earn your trust and freight.
Respectfully,
[Your Name]
[Your Company]
[Phone] | [Email]
📞 Follow-Up Script:
“Hi [Name], I just sent our packet and wanted to confirm it was received. It’s got all the core docs and a coversheet so you can see our profile fast. Happy to resend or answer anything you need.”
Option 1: Build Your Packet
Use the checklist and template to create your packet. Upload to your RMS, or email to your instructor.
Option 2: Audit Your Packet
Review your current packet against the audit sheet.
Checklist includes:
“If a shipper opened my packet without meeting me…
what would they believe about my company?”
“A great packet is like a business card, a handshake, and a testimonial all in one.”
If you want premium freight, you need to project premium professionalism.
Your carrier packet is a visual extension of your operation. Get it right, and you move to the top of the call list.
1. What is the primary purpose of a completed dynamic coversheet?
2. Which document proves you are legally authorized to haul freight?
3. Why should all packet documents be combined into a single PDF?
4. What minimum coverage is typically expected in a Certificate of Insurance (COI)?
5. What makes a packet stand out to brokers and shippers?
6. Which of the following is a recommended ‘add-on’ to a professional packet?
7. Which item is NOT typically required in a standard carrier packet?
8. What should a follow-up email include after sending a packet?
