what to do

Before beginning your Dispatcher training, take a few moments to review this.


Getting organized from the start will allow you to:

  • learn faster,

  • retain more information,

  • and get the most out of your training experience.

Best Practices

Step-by-Step Learning Plan

Set up your workspace: 

Quiet spot, stable internet, notebook (or OneNote/Google Docs), and a folder to store PDFs/BOLs/templates.

Create your study schedule: 

45–60 minutes per session / 4–5 times a week. Put it on your calendar.

Pass 1 — Overview (Day 1–2)


Read the entire PDF once without stopping.


Light highlight only: Mark headings, key definitions (BOL, TONU, FCFS, etc.),

and action steps.

Pass 2 — Active notes (Days 3–7)


Read a second time and take structured notes (by chapter/section).


Add examples from the PDF (e.g., sample rate confirmations, BOL notes, detention/TONU wording).


Build your personal glossary (Dispatcher ↔ Broker phrases, equipment terms: Dry Van, Reefer, Flatbed).

Pass 3 — Questions & answers (Week 2)


Create a question list from anything unclear (e.g., “When do I request detention?” “How to verify broker credit?”).


Answer your questions from the PDF first. Note page numbers.


Flag remaining doubts for a follow-up session or your 1-on-1 call with Roxana.

Pass 4 — Tools & templates (Week 2)


Assemble a “Ready Kit”:

  • Rate confirmation checklist

  • Broker follow-up email snippets

  • Cancellation / TONU request phrases

  • BOL checklist (pages, seals, signatures, “Accepted in Good Condition”)

  • Factoring submission checklist (RC + BOL)

    Trip Permits: Bookmark the Trip Permit by State section in your PDF and save the links you’ll use most (e.g., your region). Create a quick reference sheet.

Practice & retention (Week 3)


13. Teach-back method: Explain a section out loud (or to a friend). If you can teach it, you own it.
14. Role-play scripts: Practice the negotiation script and follow-up phrases (phone + email).
15. Active recall: Close the PDF and write from memory: steps to book a load, verify factoring credit, request detention/TONU, send invoice.

Application (Week 3–4)


Mini-scenarios:

  • A load is canceled at pickup → draft the TONU email.

  • Driver delayed 3 hours at receiver → draft detention request with timestamps.

  • Address mismatch on BOL vs. RC → draft the broker clarification and updated RC request.

    Build your file system:

  • Broker folders → Year → Month → Load (RC + BOL + emails).

  • Factoring folder → submissions + confirmations.

Polish & next steps


Create your “Dispatcher One-Pager”:

Daily checklist, negotiation questions, top email templates, key numbers.

Weekly review (15–20 min): 

What did I learn? What’s still fuzzy? What’s next?

(Optional) 1-on-1 with Roxana: 

Bring your remaining questions, practice live broker calls, and do a final role-play.

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