Your 3PL RFP Playbook: What to Do & When

February 5, 2025
Here's a helpful timeline/guide that is applicable for clients with a "classical" peak season in Q4:


🎯 Use Q1 to add 3PLs to your RFP discovery list/search. This master list should not be more than 7-10 providers.


🎯 You should have your preferred 3PL partner list dwindled down to three no later than end of Q1.


🎯 Use the beginning of Q2 for site visits (3 max)—engage with operations and folks on the floor. At this stage, "pricing gaps" should be somewhat narrow between 2-3 companies. Focus on who will "get the job done" and who you envision your company working with for the next 2-3+ years! This is super important.


🎯 Aim to award a verbal "yes" halfway through Q2, no later than end of May. You'll want to allow another 30-45 days to work through legal discussions.


🎯 Ideally, you should sign an MSA with your chosen 3PL no later than the end of June. This allows inventory transfers over the summer and ensures the new operation has ample "time" to touch the product, test systems, etc.


🎯 Go-Live by Oct 1—You really don't want to "go live" in November, two weeks before the major holidays/peak, etc. Launching by Oct 1 allows for at least a 30-day period before the ultra-craziness begins!


The Right 3PL Can Make All the Difference—Let’s Chat


If you're just about to start your RFP or need help with any of the above, contact us - Barrett would love to be your next 3PL partner to run your supply chain!

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