Butter Freight — Sales Partner Intake Form

Section 1

About You

Full Name *

Current Location *

Email *

How long have you been in freight brokerage? *

Briefly describe your current role and responsibilities

Section 2

Current Book of Business

Active customers *

Avg. monthly shipment volume *

Average monthly gross profit (last 6 months) * Approximate is fine — we're looking for ballpark, not exact.

% of book you can bring over *

Expected transition timeline

30 days

60 days

90 days

120+

Section 3

Customer & Mode Mix

Top 5 customers by revenue * Company name and approximate monthly GP per customer.

	Company Name	Monthly GP (approx)
1
2
3
4
5

% of GP from top 3 customers

Primary customer industries

Section 4

Margins & Payment Terms

Average margin per load Dollar amount or percentage — either works.

Average customer payment terms

Net 15

Net 30

Net 45

Net 60+

Any customers with known payment issues or extended terms beyond net 60?

Section 5

Operations & Complexity

Are you currently handling all operations yourself (cradle to grave)?

Yes — everything

Mostly — some support

No — I focus on sales

Average number of touches per load Tracking calls, check calls, customer updates, etc.

Do you handle claims, accessorials, and detention disputes?

Yes

Some

What TMS or tools are you currently using?

Section 6

Growth & Goals

Do you have active prospects in your pipeline? If so, estimated potential monthly GP from those prospects.

Where do you see your book in 6 months? 12 months?

What's the biggest thing holding you back from growing right now?

What does your ideal partnership with a brokerage look like?

Section 7

Compensation Expectations

What is your current compensation structure? Salary, commission %, or a combination — however you're currently paid.

What are your compensation expectations for a new partnership?

Have you received other offers? Only if comfortable sharing — general terms are helpful for us to understand the landscape.

🔒 Confidential

All information submitted through this form is treated as strictly confidential. It will only be reviewed by Butter Freight's executive team for the purpose of evaluating a potential partnership. Your data will not be shared with any third party.

Butter Freight · Smooth Shipping Solutions

Sales Partner Intake Form

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