Step 1 of 5
Set the tone
How do you want this recap to feel? Pick the style that fits your relationship with this customer.
Straightforward
"Everything went smoothly — BOL attached. Let us know what's coming up next."
Warm
"Appreciate you trusting us with this one. Things ran cleanly — receiver sounded happy too."
Relationship
"This is exactly the kind of run we enjoy — clean freight, good communication, no surprises."
Step 2 of 5
Load details
Fill in the basics. Only include commodity if confirmed.
Step 3 of 5
Route & timing
Where did it go and when? Exact times make the recap feel real.
Step 4 of 5
What happened
2–3 bullets on the load. Note what went well. Only flag an issue if it was handled.
Quick pick
Step 5 of 5
Fun line & P.S. question
Pick your fun fact or joke, then choose a P.S. question for the customer. One question per recap — keep it casual.
Fun line
P.S. question builds customer intel
Done
Your recap is ready
Review below, then open and copy into Gmail or Outlook. Attach the BOL and send.
A new window will open with just the recap. Press Ctrl+A → Ctrl+C (Mac: Cmd+A → Cmd+C), then paste into your email.