Freight Brokerage Business Plan Template [Updated 2024]

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VII. Operations Plan

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You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Functional Roles

In order to execute on [Company Name]’s business model, the Company needs to perform several functions. [Company name] anticipates hiring X employees, divided into the following roles.

Service Functions

  • Sales
  • Dispatch
  • Broker agent
  • Customer service/cash register functions

Administrative Functions

  • General & administrative functions including marketing, bookkeeping, etc.
  • Sourcing transport companies/couriers, General liaison


[Company name]’s long term goal is to become the most trusted freight brokerage company in the [state] area. The following are a series of steps that lead to our vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name] facility
[Date 3]Hire and train initial staff
[Date 4]Launch [Company Name]
[Date 5]Reach break-even

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