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
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
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
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
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
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
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
Truck Suppliers-meetings began with truck
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
Existing Carriers-FDCC-ES taking the lead in
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
Diamler meeting with Joe Risberg and Greg
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
Work Hound introduced 7/14/17
New Carriers-All State-1st ES truck in place
mid-July
RedOx-Sebrite agreement with Redox
finalized 7/20/17
Industry Research-research group in
discussions, started 7/20/17
Tony stands up GL and BOE 7/21/17
Existing Carriers-Panther-Discussion about
entire fleet 7/13/17
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
1st meeting with Stevens 8/2/17
Contract changes implemented 8/7/17
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
New Carriers-deBoer-Now looking how to
generate O/O’S