Logistics Business Plan Template

Written by Dave Lavinsky

logistics business plan

Logistics Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their logistics companies. 

If you’re unfamiliar with creating a logistics business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a logistics business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your logistics business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.  

Why You Need a Business Plan

If you’re looking to start a logistics business or grow your existing logistics company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your logistics business to improve your chances of success. Your logistics business plan is a living document that should be updated annually as your company grows and changes.  

Sources of Funding for Logistics Businesses

With regards to funding, the main sources of funding for a logistics business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for logistics companies.

How to Write a Business Plan for a Logistics Business

If you want to start a logistics business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your logistics business plan.  

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of logistics business you are running and the status. For example, are you a startup, do you have a logistics business that you would like to grow, or are you operating a chain of logistics businesses?

Next, provide an overview of each of the subsequent sections of your plan. 

Company Overview

In your company overview, you will detail the type of logistics business you are operating.

For example, you might specialize in one of the following types of logistics businesses:

In addition to explaining the type of logistics business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

Industry Analysis

In your industry or market analysis, you need to provide an overview of the logistics industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the logistics industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your logistics business plan:

Customer Analysis

The customer analysis section of your logistics business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individuals, schools, families, and corporations.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of logistics business you operate. Clearly, individuals would respond to different marketing promotions than corporations, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.  

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are othe r logistics businesses. 

logistics competition

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a logistics business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type o f logistics company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide procurement services, production logistics, sales logistics, or recovery logistics services? 

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of yo ur plan, yo u are presenting the services you offer and their prices.

Place : Place refers to the site of your logistics company. Document where your company is situated and mention how the site will impact your success. For example, is your logistics business located in a busy retail district, a business district, a standalone office, or purely online? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your logistics marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your logistics business, including answering calls, scheduling meetings with clients, billing and collecting payments, etc. 

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to convert your Xth customer, or when you hope to reach $X in revenue. It could also be when you expect to expand your logistics business to a new city.  

Management Team

To demonstrate your logistics business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally, you and/or your team members have direct experience in managing logistics businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a logistics business.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance s heet, and cash flow statements.

Income Statement

logistics business sales

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your logistics business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. 

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a logistics business:

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or a list of intellectual property you have.   

Writing a business plan for your logistics business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the logistics industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful logistics business.

Logistics Business Plan Template FAQs

What is the easiest way to complete my logistics business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your logistics business plan.

How Do You Start a Logistics Business?

Starting a logistics business is easy with these 14 steps:

Learn more about how to start your own logistics business .

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OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies that have gone on to achieve tremendous success.

Click here to learn about Growthink’s business plan writing services .  

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Logistics Business Plan Template

MAR.20, 2017

Logistics Business Plan Template

Logistics business plan for starting your own business

Starting a logistics company can be a bit tricky if you are new to the logistics domain and don’t know the industry’s trends. Logistics is a kind of business that serves as the unit that stores and delivers products to other companies. The scope of logistics is quite broad, and it is not just limited to the boundaries of a region. You may analyze various logistics business plans to gauge the domain you want to tap with your logistics company. 

If you are unsure about how to write a business plan for a logistics company, you can hire business plan experts to write you one. Alternatively, you can use this business plan for transportation service used by Secure Shipments as a reference.

Executive Summary

Starting a logistics business is undoubtedly going to be an expensive and time-consuming investment for you. Therefore, you must enter this domain after preparation.

Our business plan experts will answer your questions regarding how to make a logistics business plan. With years of experience in writing strategic business plans , they will be crafting an economically efficient and revenue-oriented idea for helping you build your own company.

2.1 The Business

Secure Shipments is a registered and licensed Freight Packaging & Logistics Services Company based in Dallas, Texas. It has a business continuity plan for logistics company that enlists services such as packing goods for transportation, crating goods for transport, wrapping goods for transportation, freight consolidation, trade document preparation, storing goods before and after freight, physical distribution consulting, and logistics consulting .

2.2 Management of logistics business

Secure Shipment’s business plan management system includes inbound and outbound transportation management, warehouse management, order processing, inventory control, supply and demand forecasting, and management of third-party logistics service providers .

In this sample, we will include the list of staff that will be hired to assist with all these processes.

2.3 Customers of logistics business

Irrespective of whether you are following a roadside assistance business plan or thinking of having a logistics business; you need to know your target audience. Secure Shipments will serve the following customer groups as its target market:

Before starting a logistics company pdf on your own, you may refer to this business plan for logistics company used by Secure Shipments.

Logistics Business Plan - 3 Years Profit Forecast

2.4 Business Target

Our target is to become one of the preferred choices of individuals and organizations when it comes to the demand for freight packaging and logistics services in the U.S and Canada.

Company Summary

3.1 company ownership, trevor scott will fully finance the company. trevor has a diploma in transport and logistics management and over ten years of hands-on experience in the logistics services industry. his educational and professional experiences helped him create this logistic business plan., 3.2 why is secure shipments being started.

Trevor wanted to start a business in which he could earn profit by tapping on the expertise he already possess. He found that the logistics business is an industry that is open for both big-time investors and aspiring entrepreneurs who may want to start from a shared office space. Trevor wanted to use the friendly industrial environment and came up with this business plan for logistics services to enter the venture.

3.3 How the logistics will be started

This logistics business plan sample highlights the steps taken by Secure Shipment to set up its operations:

Step1: Get the Licenses

This type of business needs the right skills and to show the people that you possess rightful knowledge, you need to have written proof. Acquire all the licenses by meeting the registration criteria of your area.

If you plan to expand your business across the boards like Secure Shipments, this logistics company business plan template can prov e very useful.

Step2: Pick a Location

Secure Shipments will be based near the potential customers and commercial area. The area for business would have enough space to park the trucks.

Step3: Research your competitors

Investigate what other service providers are doing. That will help you understand what customers expect and which of the expectations are not still being met. In this way, your business can get an edge. In this logistics business plan pdf, Secure Shipments took note of the current market trends and the existing competitors.

Step4: Write a business plan

Before entering the market, you must write a business plan as it provides you with forecasts for the next five years. A truck driving business plan will help you set objectives and set strategies to meet those goals. 

Step5: Buy or lease a truck

As is the case with vehicles, you have the option to either purchase or lease equipment. Either way, you must first decide what type of freight you plan to carry. Do you plan on only running day trips, or do you want to have a sleeper cabin? Will your first trailer be a van, a refrigerated trailer, or a flatbed trailer? All these things should be decided before you launch your startup.

Logistics Business Plan - Startup Cost

Services of logistics business 

You should choose a niche in your logistics company business plan so that you can plan all aspects related to it. It can either be related to Food & Beverages, Appliances, or Industrial & Manufacturing. As per this business plan logistics company sample, Secure Shipments will be providing the following services:

Packaging is a coordinated system of preparing goods for safe, secure, efficient, and adequate transportation. Secure Shipment provides customized packaging as per the client’s requirement to transport it securely. 

Freight consolidation combines multiple shipments into a single shipping container. As per this logistics proposal template, Secure Shipment will adopt this strategy to provide the service.

Trade documentation compiled by Secure Shipment includes the value of the exported/ imported goods, their quantities, detailed contents, delivery conditions, and transport costs. Since Secure Shipment will be expanding its operations in Canada, too, it is essential to complete the trade documentation per transaction. 

As per this transport business plan , Secure Shipment’s team of logistics consultants will usually be contacted when a customer needs to change their logistics arrangements to facilitate the delivery of their latest business plans or sales forecasts.

If you are confused about how to get into a logistics business and what services to offer, you can download this logistics business plan pdf to get a head start. This logistics business proposal can also be used to get potential investors.

Marketing Analysis of logistics business

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You must understand the market thoroughly before starting a logistics business. It will help you know the level of competition, potential untapped markets, pricing trends, and changing consumer preferences. You may go through this logistic business plan to get an overview of the current market trends and understand how to start a transport business. Understanding the market will help you answer most of the questions related to how to start a logistics business.

5.1 Market Trends

The Logistics Services Industry is very thriving in most countries worldwide. Reportedly, it generates over a billion annually from more than 6000 logistics services companies scattered all around the USA. Hence, keeping in view these trends, you must not worry about the scope if you are starting a small transport business.  

5.2 Marketing Segmentation

Identifying potential customer groups helps you plan for meeting their expectations. as per this logistics company business plan pdf, secure shipments specifies the following groups as its target customers:.

Logistics Business Plan - Marketing Segmentation

5.2.1 Retailers

Retailers with multiple franchises require trucks to transport goods from one place to another. Secure Shipments will sign contracts with retailers across the city and help transport goods to their destination. 

5.2.2 Warehouse Operators

Companies with disintegrated supply chains are expected to sign contracts with logistic companies to transport their goods to the desired destination. Warehouse Operators will be transporting goods and services to the retailers through Secure Shipments. To facilitate them, we plan on offering customized packaging and on-time deliveries.

5.2.3 Manufacturers

Like warehouse operators, manufacturers need logistic facilities to transport their goods to retailers in the market. If you are starting a small transport business, manufacturers are the most promising target market.

5.2.4 Corporate Organizations

Given the increasing number of logistical choices available to competing companies, organizations look for the cheapest and the most reliable options to transport their goods to the market or the raw materials from the suppliers to themselves. while focusing on starting a small transport business, secure shipments promises to offer flexible rates to organizations along with secure transport services., 5.3 business target.

5.4 Product Pricing

Secure Shipments will ensure that it leverages on price to win over customers; our prices will be affordable and negotiable. You may use the same pricing strategy if your business plan for logistics company is identical to Secure Shipments.

Market analysis by Secure Shipments can help you understand how to set up a logistics company .

Marketing Strategy of logistics business

The marketing strategy adopted by Secure Shipments will be driven basically by professionalism, excellent customer service, honesty, and quality service delivery. We will ensure that we build a loyal customer base. While thinking about how to start your own logistics company, it is essential to study the existing competition in the market, come up with a unique selling point and have relevant sales strategies.

6.1 Competitive Analysis

6.2 Sales Strategy

Since sales of the service generate revenue, sales strategies should be the prime focus of logistics in the business plan.

The monthly and yearly expected sales are given below in this guide on how to start a small logistics company.

6.3 Sales Monthly

Logistics Business Plan - Sales Monthly

6.4 Sales Yearly

Logistics Business Plan - Sales Yearly

6.5 Sales Forecast

Logistics Business Plan - Unit Sales

Personnel plan of logistics business

We intend to start the business with a handful of full-time employees. adequate provision and competitive packages have been prepared for all our employees. costs attached with salaries and appraisals are mentioned in this logistic business plan . it will give you an idea of the average costs of human resources and insights on how to open a logistic company., 7.1 company staff.

Under this dump truck company business plan , these positions will be hired for:

Read this business plan thoroughly to address your questions regarding how to start a logistics company.

7.2 Average Salary of Employees

Financial plan of logistics business.

In setting up any business, the amount or cost will depend on the scale of your business. If you intend to go big by renting a place, you will need a good amount of capital as you would need to ensure that your employees are taken care of. The costs for making the facility conducive enough for workers to be creative and productive are also going to be high. Before figuring out how to set up a logistics company, you need to check the availability of your funds.

Secure Shipments’ logistics business plan reveals that the business is solely owned and financed by Trevor and his immediate family members. The finances required to set up this business will be similar to a business plan for taxi service that is started on a large scale. 

8.1 Important Assumptions

8.2 break-even analysis.

Logistics Business Plan - Break-even Analysis

8.3 Projected Profit and Loss 

8.3.1 profit monthly.

Logistics Business Plan - Profit Monthly

8.3.2 Profit Yearly

Logistics Business Plan - Profit Yearly

8.3.3 Gross Margin Monthly

Logistics Business Plan - Gross Margin Monthly

8.3.4 Gross Margin Yearly

Logistics Business Plan - Gross Margin Yearly

8.4 Projected Cash Flow

Logistics Business Plan - Projected Cash Flow

8.5 Projected Balance Sheet

8.6 business ratios.

While writing a business plan for a logistics company, you need to take note of the following:

Logistics is about delivering the products from where they are being made to where they are used. A logistic business plan pdf includes sales and marketing analysis forecasts for the next five years. 

Running a transport and logistics business can be profitable, as reflected by this logistics business plan sample pdf.

A business plan addresses concerns regarding how to start logistics business. The 7 steps to making a business plan include drafting:

Download Logistics Business Plan Sample in pdf

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How to Make a Logistics Plan (+ Template)


Logistics plans are essential for any business but can be challenging to create. This article will walk you through the steps of creating a successful logistics plan and provide tips for making it more efficient. The benefits of having a good logistics plan cannot be overstated, so read on to learn more.

What is a Logistics Plan, and Why Do You Need One?

A logistics plan is a document that outlines the steps that a company will take to move goods from one point to another. It includes information on the mode of transportation, the route, the packaging, and the timeline.

A logistics plan is essential because it helps to ensure that goods are delivered on time and in the correct quantities. It also helps to avoid disruptions in the supply chain, which can lead to lost sales and unhappy customers.

Elements of a Good Logistics Plan 

You should include several elements in a good logistics plan:

How to Create a Logistics Plan 

There are several steps that you will need to take to create a logistics plan:

Tips for Making Your Logistics Plan More Efficient 

There are several tips that you can follow to make your logistics plan more efficient:

The Benefits of Having a Good Logistics Plan 

There are many benefits of having a good logistics plan, including:

Examples of Successful Logistics Plans 

There are many examples of successful logistics plans, including:

Logistics Plan Template 

Get started with the following logistics plan template. Customize the answers to match your business and add sections as necessary to communicate your goals and strategies.

Logistics Plan Template

What are your goals for your logistics plan? Do you want to reduce shipping costs, improve customer service, or increase efficiency?

Describe the mode of transportation that best suits your needs. Why is this method optimal for your business?

Create a timeline of when the goods will be shipped and delivered. Provide specific dates and accountable stakeholders for each milestone.

Document your logistics plan so that your employees can follow it.

Build Your Logistics Plan

A logistics plan outlines how goods will be shipped and delivered. It is essential to have a well-planned logistics process to ensure goods are delivered on time and at the lowest possible cost. You can find examples of successful logistics plans online or create your own using the information provided in this article.

6+ SAMPLE Logistics Business Plan in PDF

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7+ Logistics Plan Templates in PDF | MS Word | Google Docs | Pages

A logistics plan is an essential tool for planners, developers , and simple logistics service providers. It’s what guides them to follow through the warehouse and transportation strategies that a client is asking from them. Here, we have prepared a list of plan templates that you can use in developing a good logistics plan and a step-by-step guide to lead you to a better planning technique. Be sure to download a template and follow the steps below to the advantage of your business.

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Table of Content

1. logistics sales plan template, 2. logistics business plan template, 3. construction logistics plan sample, 5 steps to develop a logistics plan, 4. logistics plan template in pdf, 5. traffic management and logistics plan, 6. outline construction logistics plan template, 7. construction logistics plan format, 8. integrated logistics support plan.

logistics sales plan template

Step 1: Choose a Strategy

Step 2: outline your methods, step 3: plan ahead of time, step 4: put everything into writing, step 5: make adjustments if necessary.

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  1. Logistics Business Plan Template & How-To Guide [Updated 2023]

    Logistics Business Plan Template Written by Dave Lavinsky Logistics Business Plan Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their logistics companies.

  2. How To Write A Winning Logistics Business Plan + Template

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  3. Logistics Business Plan Template [2023 Updated] | OGSCapital

    This logistics business plan sample highlights the steps taken by Secure Shipment to set up its operations: Step1: Get the Licenses Note This type of business needs the right skills and to show the people that you possess rightful knowledge, you need to have written proof. Acquire all the licenses by meeting the registration criteria of your area.

  4. How To Make An Efficient Logistics Plan + Template

    There are several tips that you can follow to make your logistics plan more efficient: Use technology: There are many logistics software programs that can help you to plan and track your shipments. Simplify your process: Try to simplify your process so that it is easy to understand and follow. Automate where possible: Automating your logistics ...

  5. 6+ SAMPLE Logistics Business Plan in PDF

    A Logistics business plan is a documented process on how a business achieves its smart goal when it comes to transportation, storage, and distribution of products. It is used by start-up logistics companies, but can also be used by any company that wants to set up its own logistics team.

  6. 7+ Logistics Plan Templates in PDF | MS Word | Google Docs ...

    Logistics Business Plan Template Details File Format Google Docs Word Pages Size: A4 & US Download Use our ready-made Logistics Business Plan Template to aid you in drafting a detailed and accurate logistics business plan. Make sure to download this template anytime today to personalize it according to your preference. What are you waiting for?