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Managing Expectations and Service Quality

03/03/2024 - Updated


Managing Expectations and Service Quality

Service quality in trucking is measured against customer expectations. Meeting expectations satisfies customers; exceeding them creates loyalty; falling short loses business. This guide covers how to set realistic expectations, maintain consistent service quality, and create systems that deliver excellence reliably.


Setting Proper Expectations

During Sales/Booking:

Be Honest About Capabilities:

Transit Time:

  • Wrong: "We can deliver in 2 days" (when 3 days is realistic)
  • Right: "Normal transit is 3 days. If urgent, I can try 2.5 days but can't guarantee"

Equipment:

  • Wrong: "All our trucks are 2023 models" (when you have 2018-2023)
  • Right: "Our fleet averages 2020, all well-maintained and professional"

Pricing:

  • Wrong: "We're the cheapest" (racing to bottom)
  • Right: "Our rates reflect our service quality. Here's what you get for that rate..."

Under-Promise, Over-Deliver:

Strategy:

  • Promise: 95% of what you can deliver
  • Deliver: 100%+ of capability
  • Customer perception: You exceeded expectations

Examples:

Delivery Time:

  • Calculate: Can deliver Tuesday 2 PM
  • Promise: "Wednesday by noon"
  • Deliver: Tuesday 5 PM
  • Customer: "They're a day early!"

Communication:

  • Promise: "I'll update you daily"
  • Deliver: Updates every 12 hours
  • Customer: "Great communication"

Clarify Expectations Upfront:

Document Everything:

  • What's included in rate?
  • Free detention time (2 hours?)
  • Tarping included or extra?
  • Who pays lumper fees?
  • Pickup/delivery windows
  • Communication protocol

Written Agreement:

  • Rate confirmation with all terms
  • Signed by both parties
  • No surprises later

Service Quality Standards

Define Your Standards:

Example Service Standards:

On-Time Delivery:

  • Standard: 98%+ within appointment window
  • How Measured: Actual delivery time vs. promised time

Communication:

  • Standard: Update at pickup, in-transit, at delivery minimum
  • Response time: Within 30 minutes during business hours

Documentation:

  • Standard: POD submitted within 2 hours of delivery
  • Quality: Legible signature, all fields complete

Driver Professionalism:

  • Standard: Professional appearance, courteous behavior
  • Dress code: Clean shirt, no offensive clothing
  • Behavior: Polite, respectful to facility staff

Equipment:

  • Standard: Clean, well-maintained trucks
  • Inspection: Pass DOT inspection standards

Communicate Standards to Team:

Driver Expectations:

  • Written in driver handbook
  • Reviewed during orientation
  • Reinforced regularly

Dispatcher Standards:

  • Communication protocols
  • Load acceptance criteria
  • Customer service expectations

Consistency is Key

Service Consistency:

Problem:

  • Load 1: Perfect (on time, great communication)
  • Load 2: Good (on time, basic communication)
  • Load 3: Poor (late, no updates)
  • Customer perception: "Unreliable - I don't know what I'll get"

Solution:

  • Every load: Same high standard
  • Systematic processes ensure consistency
  • Checklists, automation, training

Create Systems:

Standard Operating Procedures (SOPs):

Load Acceptance SOP:

  1. Verify equipment available
  2. Check driver hours
  3. Calculate transit time
  4. Confirm rate covers costs
  5. Send rate confirmation
  6. Enter load into TMS

Delivery SOP:

  1. Driver obtains signed POD
  2. Photos of freight condition
  3. Upload POD within 1 hour
  4. Dispatcher sends POD to customer
  5. Generate invoice
  6. Send to factoring/customer

Benefit:

  • Consistency through standardization
  • New dispatchers can follow process
  • Quality maintained even during busy times

Quality Assurance

Pre-Delivery Quality Checks:

Before Driver Departs Pickup:

  • ✅ BOL signed and complete?
  • ✅ Piece count verified?
  • ✅ Condition documented (photos)?
  • ✅ Freight properly secured?

During Transit:

  • ✅ Driver on schedule?
  • ✅ Any issues reported?
  • ✅ Communication protocol followed?

After Delivery:

  • ✅ POD complete and legible?
  • ✅ Customer notified?
  • ✅ Any exceptions documented?

Post-Delivery Review:

Every Load:

  • On time? (if no, why?)
  • Any customer complaints?
  • Documentation complete?
  • Driver performed well?

Monthly:

  • Overall performance trends
  • Customer satisfaction scores
  • Identify improvement areas

Handling Service Failures

When You Miss the Mark:

Acknowledge:

"We missed your delivery window by 2 hours. This doesn't meet our 
standards or your expectations. I apologize."

Root Cause:

  • Identify what went wrong
  • Weather? Planning error? Driver issue?
  • Be honest with customer if appropriate

Corrective Action:

"We've identified the issue: I didn't account for dock congestion at 
that facility. For future loads there, we'll add 2-hour buffer. 
This won't happen again."

Service Recovery:

  • Waive fees, discount, or other compensation
  • Perfect execution on next load
  • Extra attention for next 5 loads

Continuous Improvement

Customer Feedback:

Ask Regularly:

  • "How are we doing?"
  • "Any areas we can improve?"
  • "What would make us your #1 carrier?"

Surveys:

  • After delivery: "How was our service? (1-10 rating)"
  • Quarterly: Comprehensive service review
  • Annual: Strategic feedback

Act on Feedback:

  • Implement suggestions when feasible
  • Report back: "Based on your feedback, we now..."
  • Shows you listen

Benchmarking:

Compare Performance:

  • Your performance vs. customer's other carriers
  • Your performance vs. industry standards
  • Identify gaps and opportunities

Metrics:

  • On-time %
  • Damage claims rate
  • Communication rating
  • Overall satisfaction score

Service Level Agreements (SLAs):

For Key Customers:

  • Document service commitments in writing
  • Example SLA:
    • 98% on-time delivery
    • Updates within 2 hours of request
    • POD within 1 hour of delivery
    • Claims resolved within 30 days

Benefits:

  • Clear expectations (both parties know standard)
  • Measurable performance
  • Basis for penalties/bonuses (if applicable)

Exceeding Expectations

Go the Extra Mile:

Small Touches:

  • ✅ Photos of freight at pickup/delivery (proves condition)
  • ✅ Detailed delivery notes (driver comments on facility, receiver)
  • ✅ Thank you notes (email after successful load)
  • ✅ Holiday greetings
  • ✅ Proactive capacity planning ("Q4 coming, want to reserve trucks?")

Example:

  • Customer expects delivery
  • You provide: Delivery + Photos + Driver notes ("Receiver was very happy with freight condition")
  • Extra value at no extra cost

Flexibility:

Accommodate When Possible:

  • Pickup time change? "No problem, we'll adjust"
  • Extra stop added? "We can do that for [reasonable fee]"
  • Rush delivery needed? "Let me see what I can do"

Boundaries:

  • Say yes when you can
  • When you can't, explain why and offer alternative
  • Build reputation for helpfulness

Managing Different Service Tiers

Premium Service (Key Accounts):

What They Get:

  • Dedicated dispatcher
  • Priority capacity
  • White-glove service
  • 24/7 availability
  • Customized reporting

What They Pay:

  • Premium rates (justified by service level)

Standard Service:

What They Get:

  • Professional, reliable service
  • Good communication
  • Quality execution

What They Pay:

  • Market rates

Budget Service:

What They Get:

  • Basic service
  • Limited communication
  • Standard execution

What They Pay:

  • Lower rates

Key:

  • Service level matches price
  • Don't provide premium service at budget rates
  • Don't provide budget service when charging premium

Conclusion

Managing expectations and service quality is about alignment—what you promise matches what you deliver, and ideally you exceed promises. Consistency, systems, and continuous improvement create reliable service quality that customers value and pay for.

Key Takeaways:

Set Expectations:

  • ✅ Be honest about capabilities
  • ✅ Under-promise, over-deliver
  • ✅ Document commitments in writing
  • ✅ Clarify all terms upfront

Service Quality:

  • ✅ Define clear standards
  • ✅ Create systems for consistency
  • ✅ Quality checks pre/post delivery
  • ✅ Measure performance

Continuous Improvement:

  • ✅ Solicit customer feedback
  • ✅ Act on suggestions
  • ✅ Benchmark against best
  • ✅ Systematic improvement

Service Tiers:

  • ✅ Match service level to pricing
  • ✅ Premium service = Premium rates
  • ✅ Consistency within each tier

"Quality is never an accident. It's the result of intelligent planning, skilled execution, and continuous improvement."


Continue Learning:

Master service quality for premium pricing and customer loyalty. Continue your education at Carriversity.

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