Enterprise DNA

Marketing and events · Live demo

Trade show lead follow-up for freight and logistics firms

Thanks every person met at a trade show within 2 business days, sends the brochure they asked for, records what they ship, and passes anyone who wants to talk to the sales manager.

EmailOutboundYour data Lead captureSummariesHuman 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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Want one like this for your business? Book a call with Sam


The problem

Two hundred badge scans from Fieldays sit in a spreadsheet for three weeks. By the time sales calls, the producer has signed with another carrier.

How it works

  1. Loads the badge scans and stand notes after the show
  2. Sends each person a thank-you and the brochure they asked for within 2 business days
  3. Records what they ship, where to and how often
  4. Passes anyone who wants to talk to the sales manager with the notes
  5. Sends one follow-up after 7 days and stops, and removes anyone who asks

What it connects to

  • HubSpot
  • Email
  • Badge scanner export
  • Microsoft Teams
Sample email thread
  1. AgentHi Raewyn, it's Mia from Kaimai Cold Freight. Thanks for stopping by our stand at Fieldays. Here's the chilled freight brochure you asked for. Would you like to talk to someone about your freight?
  2. Raewyn (avocado packhouse)Maybe. We send about 30 pallets a week to Auckland in season. What would that cost?
  3. AgentThanks, I've noted 30 pallets a week to Auckland in season. Prices come from Mike Faleolo, our Sales Manager, so I've passed your details to him and he'll call you this week.

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.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • 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.

Book a discovery call →