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Streamline Your Freight Forwarding with AI-Powered Automation
Stop struggling with manual processes and embrace a future where your freight forwarding business operates seamlessly, powered by AI.
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🚛 Freight Forwarders, Let’s Be Honest… How Many Deals Have You Lost Because You Forgot to Follow Up?
Saw this 🔥 post by Vivek Vanwari, and it couldn’t be more true—the most underrated skill in logistics is FOLLOW-UP. Yet, so many forwarders lose shipments simply because they don’t stay on top of RFQs.
You send a quote, then… silence. No automated reminder, no follow-up, no re-engagement. Meanwhile, your competitor just followed up and won the shipment.
Let’s talk about it—how do YOU currently follow up on RFQs? Manual emails? Spreadsheets? Hope? 😅
Are You Facing These Challenges in Your Freight Forwarding Business?
  1. Struggling to Manage RFQs Efficiently?
  • Are you overwhelmed with the manual effort of logging RFQs, notifying your team, and ensuring timely follow-ups with customers?
  1. Delayed Customer Acknowledgment?
  • Do your customers wait too long to receive confirmation after submitting their inquiries, leading to dissatisfaction and lost opportunities?
  1. Lack of Visibility into Your Sales Pipeline?
  • Do you struggle to track where each RFQ stands, leading to missed deadlines and uncoordinated efforts?
  1. Handling High Call Volumes Without Overburdening Your Team?
  • Is your team tied up answering repetitive inquiries when they could focus on higher-value tasks?
  1. Missed Follow-Ups Costing You Deals?
  • Are you losing out on potential clients because you don’t have a consistent and automated follow-up process?
🔥 Lead Generation & RFQ Follow-Up Workflows
  1. Auto-Engage Website Visitors & Capture RFQs
  • AI chatbot captures & qualifies RFQ requests from the website
  • Instant "Thank you for your request" SMS/email with an estimated response time
  • Integration with WhatsApp, Messenger, and LinkedIn for lead capture
  1. RFQ Auto-Follow-Up & Internal Coordination
  • AI notifies the pricing & sales team when a new RFQ arrives
  • If no quote is sent in 6 hours, AI sends an internal reminder
  • Once the quote is sent, AI follows up with the customer in 24 hours to check for questions
  • If no response in 48 hours, AI triggers a follow-up call request
  1. No-Show Recovery for Sales Calls & Follow-Ups
  • If a prospect misses a sales call, AI sends a reschedule link instantly
  • If no response, AI follows up via SMS, email, and automated call
  • If still no response in 7 days, AI moves the lead to a nurture campaign
🚀 Post-RFQ & Shipment Booking Workflows
  • Automated Quote Expiry Follow-Up
  • AI sends a reminder if a quote is expiring within 48 hours
  • If no response before expiry, AI offers a last-minute discount or incentive
  • If quote is lost, AI adds the lead to a re-engagement campaign
📌 Stale Lead Re-Engagement & Nurturing Workflows
  1. Stale Lead Auto-Engagement
  • If a lead sits in the CRM without booking for 7+ days, AI:
  • Sends a follow-up email
  • Sends an SMS with a discount offer
  • Notifies the sales team for a manual follow-up
  • If a lead sits idle for 30+ days, AI:
  • Moves them into a quarterly check-in sequence
  • Sends an industry update or market rate trends email
  1. Automated Monthly/Quarterly Check-Ins
  • AI sends a personalized check-in email asking about upcoming shipments
  • If no response, AI follows up via SMS to schedule a call
  • If they reply with interest, AI books a meeting for a sales rep
  1. Shipment Planning Nurture Sequence
  • AI detects customers who haven't booked in 60+ days
  • AI sends a "What's Next?" email with upcoming shipment planning options
  • If no response, AI offers a limited-time incentive
💰 Upselling, Cross-Selling & Revenue Growth Workflows
  1. Monthly Freight Market Trends & Customer Education
  • AI sends monthly rate updates & industry trends to keep clients informed
  • If a client engages with the email, AI triggers a sales call follow-up
  1. Suggest Additional Services
  • AI detects clients booking only ocean freight and suggests air freight for faster options
  • AI identifies clients shipping regularly and offers contract pricing
  1. Churn Prevention Workflow
  • If a client hasn't booked in 90+ days, AI sends a "We Miss You" message
  • AI offers a loyalty discount or exclusive deal to reactivate the account
  • AI escalates high-risk accounts to customer success for a manual check-in
📢 Compliance, Documentation & Invoice Automation
  1. Automated Document Request & Follow-Ups
  • AI sends requests for mandatory shipment documents (Bill of Lading, Certificates, etc.)
  • AI reminds customers every 48 hours until the document is uploaded
  • If still pending, AI notifies the operations team
  1. Automated Welcome and onboarding
  • Auto New Customer Welcome series
  • Auto Onboarding series - right docs, share resources, team introductions
  • Auto first 2 weeks hyper care nurture with resources
  • Auto Bi-weekly check in up to 45 days
  1. Invoice Generation & Payment Reminders
  • Send shipment invoices
  • Sends reminders at:
  • 3 days before the due date (gentle reminder)
  • 1 day before the due date (final reminder)
  • 1 day overdue (soft follow-up)
  • 7 days overdue (escalation to finance team)
  • AI notifies finance for overdue invoices
  1. Contract Renewal & Subscription Freight Plans
  • AI detects expiring engagement contracts and sends renewal reminders
  • AI offers an incentive for early renewal (discounts, priority booking, etc.)
  • AI schedules a call with the account manager if the client doesn't respond
🎯 Post-Shipment & Customer Delight Workflows
  1. Post-Shipment Satisfaction & Feedback Survey
  • AI sends an NPS (Net Promoter Score) survey after each shipment
  • If the client is satisfied, AI asks for a Google review or testimonial
  • If the client is unhappy, AI escalates the issue to customer support
  1. Post-Shipment Follow-Up & Repeat Business Engagement
  • AI asks customers about their next shipment
  • If interested, AI auto-books a call with a sales rep
🚀 Additional Workflows
  • AI routes new customers to the right sales/account team
  • If the assigned team does not take action in 24 hours, AI escalates
🚀 Why These Workflows Matter for Freight Forwarders
  • Increase revenue – Automate follow-ups, upsells, and reactivations
  • Save time – Eliminate manual RFQ handling, document tracking, and shipment check-ins
  • Retain more customers – AI detects churn risks and acts before they leave
  • Delight customers – Timely communication, automation, and personalization drive higher satisfaction
💡 Want to automate your freight business and scale effortlessly? Let's chat! 🚛🚀
Does This Sound Like You?
If you’re nodding yes to any of the above, you’re not alone. These are common challenges that freight forwarders face in managing their daily operations. The good news? It doesn’t have to be this way.
Imagine a solution that:
  • Captures Customer Inquiries Automatically: Whether through a form or a Email, every RFQ is seamlessly logged into your system.
  • Sends Instant Acknowledgments to Customers: Your customers immediately receive a “Thank You” message, keeping them engaged and informed.
  • Notifies Your Team in Real-Time: Every RFQ is emailed to the right team members, ensuring nothing falls through the cracks.
  • Tracks Every RFQ in a Sales Pipeline: Know exactly where each opportunity stands, from “New RFQ” to “Quote Sent.”
  • Automates Follow-Ups: No more missed opportunities — customers are consistently followed up with, whether through SMS or email.
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What if You Could Achieve All This Without Lifting a Finger?
With our Close180 integration, we not only automate your RFQ workflow but also provide an AI-powered inbound voice agent to handle customer calls. Here's how it works:
For RFQ Workflow Automation:
  • A customer submits an RFQ via form or call.
  • The system sends instant acknowledgment, notifies your team, and tracks the RFQ in the pipeline.
  • Follow-ups are automated until the deal is closed.
For Inbound AI Voice Agent:
  • AI answers customer calls, collects essential details, and logs them directly into your pipeline.
  • Complex queries are escalated to your team, saving time and maintaining quality interactions.
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Gain Complete Visibility into Your Sales Pipeline

1

Track Every Opportunity
Know exactly where each RFQ stands in your pipeline, from “New RFQ” to “Quote Sent.”

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Real-Time Team Notifications
Ensure seamless collaboration by automatically notifying the right team members about new RFQs, so nothing falls through the cracks.

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Automated Follow-Ups
Don’t miss out on potential clients. Our system automatically follows up with customers via email or SMS, ensuring you stay top of mind.
Free Up Your Team with an AI-Powered Inbound Voice Agent
Handles Routine Calls
Our AI-powered voice agent can handle simple inquiries, such as order status or delivery dates, freeing up your team for more complex tasks.
Escalates Complex Queries
For more complex issues, the agent will seamlessly escalate calls to your team, ensuring quality interactions and a seamless customer experience.
Logs Data Directly to Your Pipeline
Every call is logged directly into your sales pipeline, providing valuable insights and helping you track progress.
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✅ Close180 can also work as a Fractional CTO for freight forwarders, optimizing tech stacks.
From Rate Management systems to ERPs to BL readers to API for track and trace we know it all.
Fractional CTO
Close180 acts as a Fractional CTO, optimizing your technology stack for greater efficiency.
Problem-Focused Solutions
Share your unique challenges, and we'll identify the best technology solutions.
Solution Analysis & Demos
We thoroughly analyze available solutions and provide comprehensive demos for informed decision-making.
Experience the Power of Automation and AI
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Save Time and Resources
Automate repetitive tasks, freeing up your team to focus on winning more business.
2
Improve Customer Satisfaction
Provide a better customer experience with instant acknowledgment and proactive follow-ups.
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Streamline Your Operations
Track every RFQ seamlessly in your pipeline, making it easier to manage your business.
Close180: Your Solution for Freight Forwarding Efficiency

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Automated Workflow
Seamlessly capture, track, and manage RFQs.

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AI-Powered Voice Agent
Handles inbound calls and logs data directly to your pipeline.

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Improved Efficiency and Customer Satisfaction
Save time, resources, and win more business.
Get $1000 Off special offer
Ready to Transform Your Freight Forwarding Business?

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Book a Call
Schedule a free consultation with our experts.

2

Get Started with Close180
Let us show you how AI-powered automation can revolutionize your freight forwarding business.

3

Experience the Future
Gain a competitive edge and thrive in the evolving world of freight forwarding.
Get $1000 Off special offer