Expediter Services Timeline
LEGEND
New Service
Offerings
Strengthening the Base
Expansion of Present
Business
Lease
Purchase
Marketing
Efforts
Capital
Needs
SEPTEMBER 2016
Industry Research-OOIDA Presentation
9/14/16
9/14/16
OCTOBER 2016
Retention Focus-Stay Metrics
implemented 4th quarter 2016
Land Line Magazine and OOIDA –
4th quarter 2016
NOVEMBER 2016
New Carriers-deBoer-Presentation made
November 29th, 2016
November 29th, 2016
DECEMBER 2016
Tony’s Insight 12/4/16
- Continental
- New Relation ship required to market
FEBRUARY 2017
Legal Review-Team put together February 2017
Legal Review-Information forwarded February 2017
Safety Training-Presented as pain point by carriers Februarv 2017
Red Eve Radio-February 2017
Meetings with Pinnacle started in earnest February 2017
Industry Research-questionaire sent out by Randel Reilly 2/13/17 February 2017
MARCH 2017
Legal Review-Meeting Held 3/16/17
Existing Carriers-FDCC-Made a presentation to about 20 managers 3/21/17
APRIL 2017
New Carriers-PTL-conversation started in April 2017
New Carriers-Fusion-Presentation made-April
New Carriers-deboer-1st trucks went to work in April 2017
New Carriers-Fusion-Presentation made-April
New Carriers-deboer-1st trucks went to work in April 2017
Randell Reilly – April 2017
CDL Consultants-Paul. Jason. and Toney met in Chicago with CDL to talk strategy 4/18/17
Patent-Conversation started 4/19/17
Patent-Conversation started 4/19/17
Existing Carriers-Panther-Made presentation of new offerings 4/19/17
New Carriers-AllState-Presented around 4/19/17
Existing Carriers-Panther-Discussion about entire fleet 4/26/17
New Carriers-AllState-Presented around 4/19/17
Existing Carriers-Panther-Discussion about entire fleet 4/26/17
RedOx-Conceptualized relationship with Sam Chafetz. David Broeme, Tony Dennis. and Jason wiliams 4/28/17
MAY 2017
New Carriers-Fusion-Presentation made-May
Patent-Info given 5/9/17
RedOx=Formed b/10/17
RedOx=Formed b/10/17
New Carriers-PTL-EGG conference on May
12-13-2017 with Mike welch as guest speaker
New Carriers-PTL-EGG conference on May
12-13-2017 with Mike welch as guest speaker
Existing Carriers-Panther-1st discussion
about lease purchase 5/15/17
12-13-2017 with Mike welch as guest speaker
New Carriers-PTL-EGG conference on May
12-13-2017 with Mike welch as guest speaker
Existing Carriers-Panther-1st discussion
about lease purchase 5/15/17
Truck Suppliers-meetings began with truck
suppliers 5/19/17
Lease Purchase documents created 5/22/17
by Pinnacle Bank
suppliers 5/19/17
Lease Purchase documents created 5/22/17
by Pinnacle Bank
JUNE 2017
Stevens makes contact via Pinnacle on 6/15/17
Patent applied for 6/26/17
RedOx-Operating agreement signed by CDL
consultants and ES 6/29/17
RedOx-Operating agreement signed by CDL
consultants and ES 6/29/17
Existing Carriers-FDCC-ES taking the lead in
litigation with FCC for WC issues at the end
Of June 2017… for the first time
litigation with FCC for WC issues at the end
Of June 2017… for the first time
JULY 2017
New Carriers-AIl State-3 lease purchases
converted in July
New Carriers-PTL-Meetinas held throughout
July on how to bring new and existing O/O’s
under ES
converted in July
New Carriers-PTL-Meetinas held throughout
July on how to bring new and existing O/O’s
under ES
Diamler meeting with Joe Risberg and Greg
Lewis in Indianapolis 7/10/17
Lewis in Indianapolis 7/10/17
Existing Carriers-Panther-Discussion about
entire fleet 7/11/17
Existina Carriers-Panther-Discussion about
entire fleet 7/12/17
Existing Carriers-FDCC- Asked to sit down
with VP of Ops and Ops Manager 7/12/17
Existing Carriers-FICC-Existing O/O’S
introduced to us by FDCC on 7/12/17
for the first time (4 star)
Existing Carriers-Panther-Discussion about
entire fleet 7/13/17
entire fleet 7/11/17
Existina Carriers-Panther-Discussion about
entire fleet 7/12/17
Existing Carriers-FDCC- Asked to sit down
with VP of Ops and Ops Manager 7/12/17
Existing Carriers-FICC-Existing O/O’S
introduced to us by FDCC on 7/12/17
for the first time (4 star)
Existing Carriers-Panther-Discussion about
entire fleet 7/13/17
Work Hound introduced 7/14/17
New Carriers-All State-1st ES truck in place
mid-July
mid-July
RedOx-Sebrite agreement with Redox
finalized 7/20/17
finalized 7/20/17
Industry Research-research group in
discussions, started 7/20/17
discussions, started 7/20/17
Tony stands up GL and BOE 7/21/17
New Carriers-PTL-1st truck on at the end
of July
of July
AUGUST 2017
Work Hound-implementation started August 2017
PTO website support and development
started August 2017
Safety Training-Program identified and
Implemented. Began 8/1/17
PTO website support and development
started August 2017
Safety Training-Program identified and
Implemented. Began 8/1/17
1st meeting with Stevens 8/2/17
Contract changes implemented 8/7/17
RedOx-Marketing started 8/8/17
(Tony’s ex agents)
RedOx-Marketing started 8/8/17
(Tony’s ex agents)
Direct calls-8/8/17 (Tony’s ex agents)
2nd meeting with Stevens 8/14/17
3rd meeting with Stevens 8/14/17
3rd meeting with Stevens 8/14/17
New Carriers-deBoer-Now looking how to
generate O/O’S
generate O/O’S
