Enterprise DNA

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Freight quote request follow-up for logistics companies

Gathers everything the sales manager needs to quote chilled or frozen freight, tells the business when the quote will arrive, and follows up after it is sent.

Web chatEmailVoiceYour data Lead captureHuman handoffIntegrations
Live demo

Talk to Mia at Kaimai Cold Freight

Kaimai Cold Freight is made up. Mia is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Quote requests arrive with half the details. Sales emails back for pallet numbers, the prospect goes quiet, and nobody follows up once the quote is sent.

How it works

  1. Takes the request by website chat, email or phone
  2. Records what they ship, chilled or frozen, pallets per week, locations and start date
  3. Sends the details to the sales manager, who prepares every quote
  4. Follows up 5 business days after the quote is sent
  5. Stops after two follow-ups and never gives a price itself

What it connects to

  • HubSpot
  • Website chat
  • Email
  • Transport management system
Sample conversation
  1. Daniel (bakery wholesaler)I need a quote for frozen freight, Hamilton to Tauranga.
  2. AgentHi Daniel, it's Mia from Kaimai. Happy to help. Roughly how many pallets a week, how many days a week, and when would you like to start?
  3. Daniel (bakery wholesaler)About 12 pallets, three days a week, from December. Ballpark price?
  4. AgentThanks, I've got 12 frozen pallets, three days a week, from December. I can't give prices; Mike Faleolo, our Sales Manager, prepares every quote and will send yours within 2 business days.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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