Is the consultant toolkit free?

Yes. The toolkit, templates and calculators are free for cold chain consultants, refrigeration engineers and cold storage advisors. There is no fee to join the partner program.

Will ColdMatch contact my client directly?

Only if you ask us to. By default you stay client-facing and we support the sourcing work behind the scenes. White-label documents and NDAs are available on request.

What project size does the sourcing desk handle?

Commercial industrial cooling, cold storage and cold-chain projects from USD $250,000 upward get the full supplier-neutral sourcing process.

Does ColdMatch Group provide financing?

No. ColdMatch Group is not a lender, broker or financial adviser. We prepare a bankability summary and direct consultants and their clients to third-party lenders, leasing companies and export credit agencies.

How do I get the onboarding sequence?

Apply to the Cold Chain Consultant Partner Program. Once approved, an automated onboarding sequence sends the toolkit and your next steps in English, Spanish, Portuguese, French or Arabic.

Consultant partner program

Cold Chain Consultant Toolkit

Everything you need to take a client cold storage or industrial refrigeration project from brief to comparable supplier quotes — the brief data set, a weighted supplier scorecard, a quote normalisation sheet and a client-ready summary structure. Supplier-neutral, free, and yours to present under your own brand.

Download the toolkit Join the partner program

Downloads

Consultant Toolkit (DOCX)

Full 7-section working kit: project brief data set, supplier scorecard, quote normalisation sheet, client summary structure and partnership rules.

Download

RFQ brief template (CSV)

The minimum data set suppliers need before they can quote comparably — fill it in with your client in one meeting.

Download

Supplier evaluation scorecard (CSV)

Weighted 8-criterion scorecard so shortlisted suppliers are compared on the same technical and commercial terms.

Download

What happens after approval

Approved partners receive an automated onboarding sequence — the toolkit on day one, first-RFQ guidance on day three and financing direction on day ten — in English, Spanish, Portuguese, French or Arabic.

1. Approval

Your partner application is reviewed within one business day. On approval you receive the toolkit and the written partnership terms — commission, white-label and client-contact rules.

2. First client brief

Score the brief with the RFQ Readiness tool, then send it through the RFQ builder. We normalise it before any supplier sees it.

3. Supplier shortlist

You receive a qualified, supplier-neutral shortlist with comparable quotes — under your own brand if you requested white-label.

4. Financing direction

If the client needs funding, we prepare an indicative bankability summary and point to third-party lenders, leasing firms and export credit agencies.

RFQ Readiness Score

Check the brief before suppliers see it.

Financing eligibility

Indicative bankability screen for client projects.

A better project toolkit for consultants

Define project inputs, prepare the RFQ, compare proposals.

How ColdMatch Group works

Supplier-neutral sourcing, explained.

Consultant toolkit FAQ

How ColdMatch Group works — independent B2B procurement and sourcing platform — ColdMatch Group is an independent B2B procurement and sourcing platform for industrial refrigeration, cold storage and cold-chain projects from USD $250K+, connecting buyers with qualified third-party suppliers, EPC contractors and independent financing providers.

Financing Disclaimer

ColdMatch Group is not a lender, bank, financial institution, credit provider, investment advisor or regulated financial services provider. Financing requests submitted through this platform may, subject to user consent, be shared with independent third-party financing providers for evaluation purposes. Any financing approval, terms, pricing, underwriting, due diligence and contractual arrangements are determined solely by the financing provider. Financing is not guaranteed and remains subject to eligibility, compliance checks and lender approval. Neither ColdMatch Group nor its parent, Global B2B Group, provides loans, credit or financial advice; qualified projects may only be introduced to independent financing partners.