Broker guides · Prospecting
How to build a prospect list that actually produces shippers.
A prospect list is not a spreadsheet of 5,000 company names. It is 50 shippers you know something about, ranked by how likely they are to give you a load this quarter. Here is how to build and run one.
Most freight broker prospect lists die the same way. Someone exports a few thousand rows from a database, adds a "Status" column, blasts the same email at all of them, and three weeks later the sheet is a graveyard of "No response" with no idea why.
The reason is that the list was built backward. It started with contacts and tried to work toward freight. A list that produces shippers starts with freight, then the company, then the person, and it tracks the one thing that makes an email get answered: what you know about that shipper that a template does not.
This is the system I run. It fits in a spreadsheet or any CRM. The tool matters much less than the columns and the cadence.
In this guide
1. Define the shipper you are looking for
Before a single row, write one sentence that describes your ideal account. Mine, when I started, was roughly: "flatbed and heavy haul shippers of building products, steel, and equipment in the Southeast and Texas, 50 to 1,000 employees, with weekly truckload volume and no private fleet."
Every clause in that sentence is a filter that keeps garbage off the list. Equipment type, commodity, region, company size, volume, and the absence of a private fleet. If you cannot write that sentence, you are not ready to build a list, and the guide to finding shippers walks through how to narrow it.
2. The 14 fields
One row per facility, not per company. A manufacturer with four plants is four rows, because each plant has its own shipping desk, lanes, and pain.
| Field | What goes in it | Why it matters |
|---|---|---|
| Company | Legal or trading name | Dedupe and research |
| Facility | Street address of the plant or DC | Drive-by, carrier proximity, permits |
| Commodity | What actually ships (coil, lumber, frozen poultry) | Tells you equipment and seasonality |
| Equipment | Van, reefer, flatbed, step, RGN, tanker | Must match your carriers |
| Lanes | Known destinations or regions | Lets you quote instead of pitch |
| Est. volume | Loads per week, your best guess | Ranks the list |
| Broker evidence | Why you believe they use brokers | Stops you chasing private fleets |
| Contact | Name and title of the person who tenders | Emails to "Logistics Team" are deleted |
| Email / Phone | Verified, with the source noted | Bounces hurt your domain |
| Observation | The one specific thing you will lead with | The whole reason the email gets read |
| Tier | A, B, or C | Decides how much time it gets |
| Last touch | Date and channel | Cadence |
| Next action | What and when | The list runs itself |
| Notes | Everything you learn | Compounding knowledge |
The Observation column is the one most brokers skip, and it is the one that matters. "Hiring a logistics coordinator as of August 12." "Expansion announced, 120,000 sq ft, opening Q1." "Driver says they load out Tuesdays and Thursdays, always short on trucks Thursday." If that column is empty, the row is not ready to be emailed.
3. Tier it: A, B, C
Not every row deserves the same effort. Three tiers:
- Tier A (10 to 15 accounts). Perfect fit for your lane, strong evidence they use brokers, a named contact, and a pain signal right now. These get hand-written emails, a phone call, and a follow-up sequence you track closely. One Tier A account turning into weekly loads changes your quarter.
- Tier B (20 to 25 accounts). Good fit, but missing one piece: no pain signal yet, or the contact is unconfirmed, or volume is unclear. They get a researched sequence and a lighter follow-up. Tier B accounts graduate to A when a signal appears.
- Tier C (everything else). Plausible shippers with no research yet. They get a quarterly touch at most, and they are mostly a holding pen for the next time you do a research session.
Re-tier every Friday. Something you learned during the week (a job posting, a driver comment, a reply) moves accounts up or down. The list should feel alive.
4. How big the list should be
For a broker working alone, about 50 active accounts across A and B, with a Tier C bench of maybe 100. That is the number where you can still remember who each one is, which is the entire point.
The math works in your favor. If you reach 50 well-researched shippers with a proper sequence, you will typically get replies from 8 to 15 of them, real conversations with 4 to 8, and a first load from 1 to 3 within a quarter. That is a better outcome than 2,000 templated emails producing zero, and it costs less, because you never burned your domain or your reputation doing it.
When an account converts, it leaves the prospect list and goes into your customer file. When an account goes dead (wrong fit, private fleet, explicit no), it gets a note and drops to a "closed" tab. Either way, you backfill from Tier C and the list stays at about 50.
5. Getting the contact
In order of reliability:
- Call the plant. Main line, "Who handles outbound shipping?" Works more often than you'd expect, especially at manufacturers.
- LinkedIn. Search the company and filter by "logistics," "shipping," "traffic," "transportation." Confirm the person sits at the facility you're targeting, not HQ.
- Contact databases. ZoomInfo, Apollo, Lusha, and the like are good for turning a name into an email and a direct line. Treat the data as a starting point; it is frequently six months stale.
- Email pattern check. If you know one address at the company, you know the pattern (first.last@, flast@). Verify with a checker before sending. Every bounce is a small hit to your sending domain.
Record the source next to every email. When a bounce comes back, you want to know which source to stop trusting.
6. The weekly cadence
The list only works if it is touched on a schedule. Mine, roughly:
- Every morning, 45 minutes: send 5 to 10 researched emails to Tier A and B accounts whose Next Action is today. Make 3 to 5 calls to the ones that opened but didn't reply. Log every touch.
- Every afternoon, 15 minutes: process replies, update Notes, set the next action.
- Friday, 1 hour: re-tier, backfill from C, and research 5 new accounts so Monday starts with a full queue.
- Monthly: send a light "market note" touch to every B account that went quiet: a rate you moved, a capacity swing in their lane, a regulatory change that hits their commodity. That one email revives more dead accounts than anything else I do, because it proves you are still paying attention.
That schedule is about 90 minutes a day. It is not glamorous, and it is the thing that separates brokers who have a book from brokers who have a list.
The short version
Define the shipper in one sentence. One row per facility with an Observation column that must be filled before anything gets sent. Fifty active accounts in three tiers. Contacts from the plant, LinkedIn, then a database. Ninety minutes a day on the cadence. Re-tier every Friday.
The research step is the slow part and the part that works. If you want it done for you, Outbound takes a shipper's name, runs the research, and writes the four-email sequence, which fills the Observation column and the outreach in one pass. The cold email template guide covers what goes in each email once the list is built.
Name a shipper. Get the campaign.
Outbound runs live research on a shipper and writes a four-email cold sequence plus LinkedIn messages in the voice of a working broker. Two free lookups, no card required. Or read the free weekly letter first.
How many shippers should a freight broker prospect at once?
Around 50 active accounts for a single broker working alone, split into tiers. That is enough to send a few researched emails and make a few calls every day while still remembering each account. Lists of 500 or more guarantee generic outreach because nobody can know 500 shippers.
What information should be on a freight broker prospect list?
At minimum: company, facility address, commodity, equipment type, known lanes or destinations, estimated weekly volume, whether they use brokers (and the evidence), contact name, title, email, phone, the specific observation you will lead with, tier, last touch date, and next action. The observation column is the one most lists are missing and the one that makes the outreach work.
Where do freight brokers get shipper contact information?
Company websites and LinkedIn for names and titles, a call to the plant's main line to confirm who handles shipping, and a contact database (ZoomInfo, Apollo, Lusha, or similar) or an email-pattern check for addresses. Verify emails before sending to protect your domain's reputation.
Should freight brokers buy shipper lists?
Purchased lists are fine for filling in contact details on companies you have already chosen. They are a poor way to choose the companies, because the list seller does not know your lanes, your carriers, or which shippers actually use brokers. Build the company list yourself, then buy or look up the contacts.
How often should a freight broker follow up with a prospect?
A 3 to 4 touch sequence over about three weeks for new prospects, then a lighter touch every 60 to 90 days with a fresh market note or capacity update. Shippers switch brokers on their own schedule; the goal is to be the name they remember when it happens.