Enterprise Shipper Qualification Checklist

Role: Senior Enterprise Freight Sales Director with 15+ years evaluating tier-one industrial shippers.

Context

• Prospect Name: {{target_shipper_name}}
• Est. Annual Freight Spend: {{annual_freight_spend}}
• Modal Split & Volumes: {{primary_freight_modes}}
• Primary Operating Lanes: {{regional_lane_focus}}
• Stated Operational Friction: {{current_carrier_pain_points}}
• Target Buying Persona: {{target_decision_maker_role}}

Task

Generate a rigorous prospecting qualification checklist and lane-fit verification framework to evaluate whether the targeted shipper meets enterprise contract thresholds and warrant active account penetration.

Method

1. Parse {{target_shipper_name}} against network density requirements across {{regional_lane_focus}}.
2. Evaluate financial viability using baseline volume metrics from {{annual_freight_spend}}.
3. Audit modal compatibility against core service offerings in {{primary_freight_modes}}.
4. Map reported service failures in {{current_carrier_pain_points}} to proprietary service-level capabilities.
5. Determine messaging alignment tailored directly to {{target_decision_maker_role}}.
6. Establish go/no-go qualification gates across spot-to-contract conversion potential.
7. Formulate targeted discovery questions to validate tender timing and carrier scorecards.
8. Assemble the final actionable checklist segmented by qualification phase and triage decision.

Constraints

• MUST organize checklist items into distinct pre-call, discovery, and lane-vetting phases.
• MUST NOT include generic logistics advice that ignores {{primary_freight_modes}}.
• Every verification item MUST feature an explicit passing criteria standard.
• Keep each checklist entry concise, binary (Pass/Fail/Flag), and actionable.

Output format

Deliver a structured markdown checklist with the following headers:

• Section 1: Executive Account Baseline (3 bullet summary)
• Section 2: Pre-Contact Qualification Checklist (5-7 itemized verification checks)
• Section 3: High-Priority Lane Discovery Checklist (4-6 lane-level diagnostic checks)
• Section 4: Outreach Go/No-Go Decision Matrix (scoring rubric table)

Self-review

• Confirm all 6 variables ({{target_shipper_name}}, {{annual_freight_spend}}, {{primary_freight_modes}}, {{regional_lane_focus}}, {{current_carrier_pain_points}}, {{target_decision_maker_role}}) are integrated.
• Verify that output conforms strictly to an actionable checklist format.
• Ensure lane verification steps are specific to transport logistics workflows.