20 Steps to Success
Once you have attended our workshop, you'll need to set up your business and obtain a license and bond. Here are our 20 Steps to Success:
OK, folks, here it is... Excelsior's road map to getting
your Freight Brokerage up and running...
1. Set up your Corporation or LLC using this link:
2. Next, get a Tax ID Number for your new company:
3. Then, apply for your Broker License by submitting our FMCSA OP-1
Questionnaire & BOC-3 Process Agent request form online:
4. Sign up for "License Watch" expedite service to get your license
faxed to you the day it is issued and get started 3-5 days sooner:
5. Next, contact Pacific Financial regarding complying with the
$10,000 bond/trust fund requirement by sending an email to:
firstname.lastname@example.org. Scott will then call you.
6. Then, contact JD Factors by writing to
email@example.com to manage your cash flow. Robinn will
then call you.
7. Don't forget to do your UCR State broker registration:
8. Consider signing up for the Broker Assistance Plan ("BAP"). Then
you and I can work together on an ongoing basis to get-- and keep--
you on the right track!
9. Get your logo made up:
10. You're going to need business cards and stationery:
will refer you.
12. To find spot market freight, sign up for Truckers' Edge:
13. Sign up for Transcore 3Sixty Express:
If you have questions, please email firstname.lastname@example.org.
Bert will then call you. If Bert is unavailable, you'll be
contacted by his assistant "Ernie" (sorry, I just couldn't help myself).
14. Buy Hank Seaton's "Protecting Motor Carrier Interests in
Contracts" for the best Carrier Broker Contract templates:
15. Buy Entrepreneur Magazine's "Start Your Own Freight Brokerage
Business" how-to manual. Great resource guide:
16. To learn more about contigency cargo insurance traps, buy the
Bible of Transportation Law... the late Bill Augello's
"Transportation, Logistics & the Law":
17. Pre-order my book: "The Secret to Making Big Money in Trucking":
18. Use the manufacturer directory to find shippers near you:
19. Look for Government/Military Freight:
20. Join the new broker trade group AIPBA:
Here are some of my radio appearances and articles I have written that
may also help you:
Setting Freight Rates:
'Truckers' Right to Know' article for Women in Trucking:
Midnight Trucking Radio Network appearances:
James P. Lamb,
Freight Broker Training Instructor
Copyright 2010-2017 JPL Enterprises International, Inc. All Rights Reserved.
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