Example Workflow

Auto Transport Sales Support

Auto transport leads are shopped hard and priced fast. A lead not called within minutes is usually gone, and the quotes that were sent need chasing that nobody has time for.

Illustrative Workflow — Not a Client Case Study

This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.

Typical workflow

How this normally runs

  • Lead arrivesFrom the website, a lead provider or marketing.
  • Agent calls immediatelyFirst contact within a fast, defined target.
  • Captures the shipmentVehicle, origin, destination, dates and operability.
  • Follows up the quoteStructured chasing across the days that decide the booking.
  • Supports after bookingStatus enquiries handled without interrupting dispatch.
Responsibilities

Who does what

Agent responsibilities

  • Call new leads within the speed-to-lead target
  • Present pricing only within the structure the client has defined
  • Chase issued quotes on a consistent cadence
  • Handle post-booking status calls
  • Log every attempt and outcome in the CRM

Client responsibilities

  • Define the pricing structure agents may present
  • Approve calling-hour and cadence rules for the target regions
  • Provide accurate carrier and transit-time information
  • Confirm consumer-calling compliance position before launch

Suggested starting crew

2 agents on lead and quote follow-up, with status-call handling absorbed into the same role.

Illustrative daily volume

20–50 new leads/day plus an ongoing quote-follow-up queue.

Tools

CRM, Dialer

Possible KPIs

Speed to first contact, Quote-to-booking conversion, Follow-up completion rate

Escalation flow

Binding-quote exceptions and carrier-insurance questions route to the client's staff rather than being answered by the agent.

Pricing starting point

$6.99/hr per agent, dedicated sales agents

Minimum 2 agents. Telecom billed separately for any campaign involving calling.

See if this fits your business

Every real engagement is scoped from your actual volume, not a workflow template.