local_shipping Trucking & Logistics

Consulting for Trucking & Logistics

Earn the Repeat Lane. Optimize the Load. Make Sales and Dispatch Stop Guessing.

For asset-based carriers, freight brokers, and 3PLs running between 10 and 500 trucks - or 5 and 50 brokerage seats - the bottleneck is rarely the truck. It's that nobody can see which shippers are profitable, which carrier reps are actually selling, and which loads should be repriced before they leave the dock.

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What Trucking and Brokerage Operators Tell Us

Margins are tight. The TMS spits out load detail but not management insight. Sales reps live in spreadsheets and email. Brokers chase load boards while warm shippers go quiet. Every operator we talk to says the same thing: "We know there's money in our data. We can't get to it."

Common challenges we see:

  • errorShipper relationships managed in inboxes and personal contact lists - lose a rep, lose the lane
  • errorTMS, CRM, and accounting don't talk - margin per load takes a finance person and a week
  • errorEmpty miles and deadhead aren't tracked back to the dispatcher who created them
  • errorSales activity (calls, quotes, RFPs) is invisible until the rep quits
  • errorAI conversations are stuck on chatbots when the real money is in load matching, pricing, and ETA prediction

How Our Core Practices Apply

monitoring

Revenue Attribution

Tie inbound bookings, RFPs, and quote requests back to the actual sales motion - cold outreach, marketing, referral, repeat - so you know what's earning the lane.

  • checkMargin per shipper, per lane, per rep
  • checkRFP win-rate visibility
  • checkChannel attribution for inbound freight
  • checkCustomer LTV by shipper segment
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hub

CRM Strategy

Move shipper relationships out of inboxes and into a CRM your reps will actually use. Stitch it to your TMS so a quote, a load, and a payment are one record.

  • checkShipper and carrier relationship management
  • checkCRM-to-TMS integration (McLeod, Tailwind, Aljex, others)
  • checkSales pipeline visibility for ops leaders
  • checkRep activity and accountability
CRM for Trucking arrow_forward
psychology

AI Strategy

AI in trucking isn't a chatbot. It's load matching, pricing intelligence, predictive ETAs, and document processing on the rate confirmation pile.

  • checkAI-assisted load matching and pricing
  • checkPredictive ETA and detention risk
  • checkDocument automation (BOL, POD, rate cons)
  • checkDriver retention prediction
AI for Trucking arrow_forward

Who We Work With

We work with carriers, brokers, and 3PLs that have moved past the founder-runs-everything stage and now need the data and the systems to scale without losing margin.

  • check_circleAsset-based carriers (10 - 500 trucks)
  • check_circleFreight brokerages (5 - 50 seats)
  • check_circle3PLs and warehousing operators
  • check_circleLast-mile and final-mile delivery operators
  • check_circleSpecialized freight (flatbed, reefer, hazmat)

Systems We Work Around

Platform-agnostic. Common stacks we've worked with:

- McLeod LoadMaster
- Tailwind TMS
- Aljex
- Trimble TMW
- Salesforce
- HubSpot
- Microsoft Dynamics
- Custom-built TMS

Frequently Asked Questions

Do we need to swap out our TMS for this to work? expand_more
No. Most engagements layer a CRM and a reporting frame on top of the TMS you already pay for. We've integrated against McLeod, Tailwind, Aljex, Trimble TMW, and several home-grown systems.
Our reps are old school. Will they actually use a CRM? expand_more
That's the entire problem we solve. Adoption is not a training issue, it's a design issue. We've taken adoption from sub-50% to 90%+ by getting rid of redundant entry, surfacing the data reps actually want, and tying the CRM to commission visibility. They use it when it earns its keep.
How much of "AI" in trucking is real vs hype? expand_more
A lot of hype. The real value today sits in three places: pricing and load matching (already used by the larger digital brokers), document automation for rate cons and PODs, and predictive analytics on detention and driver retention. Self-driving and full autonomous dispatch are not where SMB operators should focus right now.
We're a brokerage, not a carrier. Does this still apply? expand_more
Yes. The brokerage problems are arguably worse: more reps, more shippers, more loads per seat, and pricing has to be sharper. Our brokerage engagements focus on rep productivity, shipper retention, and margin discipline.

Move From Reactive Dispatch to Operating Discipline

Start with a discovery call. We'll look at your TMS, your sales motion, and your margin picture and tell you where the leverage is.

Schedule a Discovery Call