Brokerages rarely die of competition.

They die of cash, of scaling a process that was never written down, of cycle bets nobody knew they were making, and of concentration. All four are internal, all four are visible in advance, and this is the system for catching them.

Find the money your brokerage is already losing.

HeadhaulLoaded both directionsBackhaul
Find the leaks Load-level margin analysis that surfaces the lanes, accounts and facilities losing money while the blended number still looks fine.
See the cash wall coming Model the month your growth plan runs out of money, before you commit to the hiring that causes it.
Know what is actually broken A diagnostic table in every chapter: the symptom, the diagnosis most people reach for, and what is really going wrong.
Build your own numbers No borrowed benchmarks. The method for calibrating targets to your freight, and the models that do the arithmetic.
The problem with most brokerage advice

It was written by someone who lived through one phase of one cycle.

That is why so much of it contradicts other advice that is equally sincere. Build deep carrier relationships, or shop every load. Chase volume, or hold margin. Hire aggressively, or protect cash. Both halves of each pair are correct — in different phases.

Follow the wrong half at the wrong time and a brokerage that was doing everything right suddenly is not. Nothing else you can read tells you which half applies right now.

Ran out of cash while profitableGrowth widened the receivables gap faster than profit filled it. Every load was profitable and the business still failed.
Scaled a broken modelHeadcount added onto an undefined process. Service degraded across the whole book at once.
Priced a year at the bottom of a cycleContract rates set in a soft market, executed through a tight one. A full year of underwater lanes.
Never built the carrier networkCoverage was easy for two years, development lapsed, the market turned. Nothing to cover with at any price.
Stop running the business on instinct

Twenty-eight workbooks, twenty-five working models, twelve dashboards.

Not a book about strategy. An operating system — how each department runs, what each role is measured on, how the numbers connect, and what to do differently in each phase of the market.

28workbooks, roughly 300 pages
25spreadsheet models, each with a guide
11departments, start to finish
12dashboard layouts, drawn
Dry vanThe baseline. Deepest carrier pool, hardest to differentiate on.
ReeferSetpoint and monitoring become part of the load. Claims exposure is higher.
FlatbedSecurement is skilled work. A different discipline, not van freight with an open trailer.
Container on chassisThree clocks running at once: demurrage, per diem and detention.

Strategy and scaling

  • 1Brokerage strategy
  • 2Scaling the brokerage
  • 3The operating system
  • 6Market cycle playbooks
  • 8Technology

Departments

  • 4.1Carrier sales playbook
  • 4.2Customer sales
  • 4.3Account management
  • 4.4Operations
  • 4.5Tracking and visibility
  • 4.6Pricing
  • 4.8Vetting and fraud

The models

  • 01Ramp curve tracker
  • 02Revenue growth model
  • 03Owned carrier profile
  • 04Working capital forecast
  • 05Margin loss finder
  • 06Comp plan modeler
  • 07…and eighteen more
Why there are no industry benchmarks in it

A borrowed number will tell you your team is behind when it isn't.

Operating ratios move with mode, automation, freight complexity, service expectations and support structure. Most books hand you a target anyway, because a number feels like an answer.

This one teaches you to build your own from your own data, then gives you the model that does it. Where a figure does appear it is either sourced to a public filing and cited, or it is the author's judgment and says so. Nothing is presented as an industry standard that isn't one.

Find the money you are already losing

Twenty-four working models, not twenty-four screenshots.

Every model is a real spreadsheet. Formula-driven, shipped blank with one illustrative row, and paired with a guide covering the theory, when to use it, how to read the output and the mistakes people make with it.

Margin WatchFinds loss-making loads by rep, account, lane, mode and facility — and the accessorials you paid and never billed.
Working Capital ForecastApplies your three clocks to eighteen months and returns the trough, the break month and the funding requirement.
Owned Carrier ProfileClassifies every rep’s carrier book into one of six shapes, and tells you which are risk dressed as excellence.
Comp Plan ModelerRuns a proposed plan against your real production distribution so you know who is worse off before you announce it.

Plus twenty more: ramp curve, revenue growth, churn and erosion, seat economics, carrier scorecard, lane density and backhaul map, hiring plan, tracking compliance, claims log and the rest. The Dashboard Pack shows how they come together on a screen — twelve layouts, one per function, with what every number decides.

Know what is broken before you fix the wrong thing

Four questions. They'll tell you whether this is for you.

Answer honestly — not what you intend to do, what is actually true this month.

    You'll get the complete diagnostic and the carrier vetting checklist. No list sharing, unsubscribe any time.

    Pricing

    Start with the one department you run.

    Most people buy one workbook, use it, and come back for the rest. That is the intended path — you should not have to spend real money to find out whether this is any good.

    One workbook

    The department you run, plus its model
    $39
    • One chapter in full, 7 to 20 pages
    • The matching spreadsheet model, with its guide
    • The failure-mode diagnostics for that function
    • Its assessment questions
    • Instant download
    Pick a workbook

    All departments

    Every function, start to finish
    $179
    • All 11 department chapters
    • All 8 mode chapters
    • The models that come with each
    • Every assessment
    • Free updates for a year
    Get all departments

    The full system

    Owners and GMs running more than one function
    $549
    • All 28 workbooks, roughly 300 pages
    • All 25 working models with guides
    • 12 dashboard layouts and specifications
    • Benchmark data, updated quarterly
    • Free updates for a year
    Get the full system

    Dashboard Pack

    What every department should be watching
    $79
    • 12 dashboard layouts, drawn
    • 32-page specification
    • Every metric, and what it decides
    • KPI Dictionary and Daily Board models
    Get the dashboards

    Printed workbook

    The physical volume, shipped
    $799 + shipping
    • Spiral-bound, lies flat on a desk
    • Everything in the full system
    • Digital access included
    • Ships once print runs are set
    Register interest

    Buying for a team of five or more? Seats are discounted. Get in touch.

    Who wrote it

    Someone who has done the job, not someone who studied it.

    Fifteen years in freight brokerage, most of it building and scaling operations — carrier sales, operations, pricing and the leadership layer above them. Written from what worked, what failed, and what the failures had in common.

    Every framework here has been run on a real floor. Every model has been built for a real decision. The parts that are judgment say so.

    Is this for a two-person shop or a sixty-person one?

    Both, but you start in different places. The diagnostic sorts that out in three minutes — a small operation is pointed at data, cadence and vetting, while a larger one goes to the scaling economics and the department depth.

    I've been doing this twenty years. What's in it for me?

    The market cycle playbooks and the models. Most experienced operators know what to do and have never written down what to do differently in each phase, and almost nobody has built a ramp curve from their own data.

    Are the spreadsheets actually usable or are they screenshots?

    Working Excel files, formula-driven, that ship blank with one illustrative sample row and a guide covering the theory, when to use it, how to read the output and the mistakes. You put your own data in.

    What are the assessments for, if there is no exam?

    Every chapter ends with questions you answer yourself — mostly scenario and diagnostic, with applied ones that ask you to produce a number from your own business. They exist to test whether you can do the work, not whether you read the pages. No question tests a memorised benchmark.

    Why is one workbook $39 and the full system $549?

    Because they are different purchases. A workbook is one department and one model, read and used in an evening. The full system is twenty-eight workbooks, twenty-five working models and the dashboard specifications — what an owner uses to rebuild how the business runs. Start at $39 and decide for yourself whether the rest is worth it.

    Is Backhaul HQ a freight brokerage?

    No. Backhaul HQ builds operating systems, training and tools for the people who run brokerages. We do not move freight and we are not competing with our customers for it.

    What if it isn't for me?

    Fourteen days. If a workbook is not useful to you, email contact@backhaulhq.com and we will refund it. No form to fill in and no reason required.

    The Brokerage Operating System is the first thing we've built.

    Backhaul HQ makes operating systems, training and tools for freight brokerages. Everything we publish comes from running the job rather than observing it, and everything is built so the person using it can check the reasoning.

    Operating systemsWorking modelsDashboardsTraining