In freight and logistics, clients are time-poor, price-sensitive, and loyal to whoever makes their life easiest. Respond to a quote request in 3 minutes instead of 3 hours — and quote accuracy, follow-up, and retention do the rest.
30–40 quote requests per week from the website. The operations team averaged a 4.2-hour response time — heads-down on active shipments. The sales team found prospects already engaged with a competitor by the time they called back. Conversion from quote to job was sitting at 22%, well below the industry benchmark of 38%.
Lead Capture Bot captures full quote details — commodity type, dimensions and weight, origin/destination, urgency (standard / express / time-critical), special handling requirements. An indicative quote range is sent automatically within 2 minutes. The ops team is triggered for a confirmed quote within 20 minutes. Automated follow-up sequences engage non-converted quotes at day 1, day 3, and day 7.
"We were writing more quotes than ever but converting fewer. Turns out we were just too slow."— Brett, Sales Director, FastTrack Freight
200+ client accounts. Account managers each managing 25 clients couldn't take every inbound call. Clients calling for shipment status, POD confirmation, and invoice queries were consuming 40% of account manager time. Key account calls were being missed during peak periods — the clients who deserved the most attention were getting the least.
AI Receptionist handles all client inbound — provides shipment status updates integrated with the TMS, routes delivery issues to operations with urgency flags, answers invoice and billing queries with reference to the accounts system, and takes messages for account managers with priority flagging. Key accounts receive priority routing to ensure they always get through.
"My account managers are now selling, not answering 'where's my pallet?' calls 40 times a day."— Sandra, GM Operations, Momentum Logistics
45 business clients — mostly retail and e-commerce — on an average contract of $2,800 per month. Renewal rate: 71%, meaning 29% were leaving annually with no prior warning. No proactive client communication existed. Clients weren't using the full service range (same-day, after-hours, returns handling). New service launches were never properly communicated.
Marketing Automation — monthly delivery performance reports (on-time rate, volume summary), quarterly business review invitations, new service launch announcements, volume incentive campaigns for high-growth clients, contract renewal sequences at 90, 60, and 30 days, and referral campaigns targeting the existing client base.
"Clients we thought were satisfied were quietly leaving. Now we know before they do."— Tony, Owner, Alpine Express Couriers
Book a free 20-minute call. We'll show you exactly where quotes are going cold, where clients are at churn risk, and what fixing both looks like for a freight or logistics business your size.