Freight Brokers
- 20–200+ loads/day
- Asset-light
Your TMS holds the load. Everything else holds a version of it.
Revenue operations consulting for freight brokers — the people who coordinate freight and own none of the trucks.
Who this is for
Built for brokerages where one person still holds the whole picture.
At twenty loads a day, one person can hold the operation in their head — who is driving what, which shipper needs a call, what hasn't been invoiced yet. At seventy-five, that person is the bottleneck and everybody knows it. At a hundred and fifty, the workarounds have multiplied instead of consolidating, because each one was a sensible fix to a problem nobody had time to solve properly. If you recognize your own operation somewhere on that curve, this page is for you.
You are asset-light. You coordinate freight and own none of the trucks, which means your margin is the spread on the load — and every hour spent re-keying a status is margin spent on nothing. You run a TMS, some mix of load boards and carrier relationships you have spent years building, a customer portal or an inbox doing the job of one, and HubSpot (or something like it) on the commercial side.
If you own the trucks, we are the wrong firm. Asset utilization, driver retention and maintenance cycles are a different problem and you would be paying us to learn it. Everything else in freight, we are glad to talk about.
Most of what we rebuild lives in HubSpot, designed around your TMS rather than pretending it isn't there. If you are not on HubSpot and not considering it, say so early and we will tell you honestly whether we can still be useful.
The usual situation
One load. Four tools. Four answers.
Each of these does its own job well. Nothing carries information between them except somebody who has to remember to.
- TMS Loads, rates, carriers
- Dispatch Who is driving, right now
- Customer portal What the shipper believes
- Billing What finally gets invoiced
So a status changes once and gets entered three more times: the portal, a text to the driver, and a note somebody will use to invoice later. That holds until volume grows. Then it is the first thing to go.
What it actually costs
Four places the day leaks.
- The TMS is the only system that's certain. It is the record for loads, nothing else agrees with it automatically, so somebody reconciles — usually the same person, usually before nine in the morning.
- Dispatch runs on phone and text. Not because anyone prefers it, but because the automated notifications aren't trusted. Once a channel isn't trusted it gets abandoned quietly, and after that it is decoration.
- Customer service turns into a lookup service. The portal shows a status pulled overnight, the shipper calls because reality has moved on, and a person reads the TMS out loud for a living.
- Invoicing waits on a human. What was quoted, what was dispatched and what actually happened at delivery don't match, so somebody assembles the difference before anything goes out the door.
None of these is a software failure. Every one of them is a connection failure, which is why buying another tool usually makes it worse.
It is worth putting a number on. Five to ten hours a week of reconciliation across a team runs at least $20,000 to $60,000 a year in labor — before you count the load quoted off a stale rate, or the invoice that went out eleven days late because nobody had time to chase the paperwork.
And if the instinct is to tidy up before bringing anyone in: that tidying is the work. Messy is where we start, not a reason to wait. The sequence is the same on every engagement — see how our process works.
Tell us where the re-typing happens.
Thirty minutes. Describe the part of the day your team spends moving the same information between systems, and we will tell you what we would look at first. If an Orientation makes sense we will scope one — and if something simpler would fix it, we will say that instead.
Schedule a Call- We map how a load actually moves through your operation today
- We name which systems conflict, and what that is costing you
- We describe what an Orientation would cover for you specifically
- We tell you if we are not a good fit, and refer you to someone who could be
How we help
Map it, design it, build it — inside a brokerage.
The same three phases as every engagement, pointed at your operation. We document how a load actually moves today, design how it should move, then build it with your team.
- 01 Operational Reality Where you are now
- 02 Orientation Discovery & audit
- 03 Cartography Mapping & design
- 04 Exploration Build & implement
- 05 Connected Operations Where you end up
Orientation
We follow a load end to end as it is really handled — the TMS entry, the call to the carrier, the spreadsheet somebody updates every morning, the status nobody trusts — then read the stack underneath it. Four weeks, ending in a findings document and a full audit of your portal.
Cartography
Quick wins first, then the design: how dispatch connects to billing, how a quote becomes a load, how the portal reads live data instead of last night's. Approved pieces get built as we go, so you finish this phase holding working product rather than drawings. Around fourteen weeks.
Exploration
We build out the rest with your team — pipelines, routing, exception handling — then train them on it and hand over SOPs detailed enough that a new agent can't break it. Around six weeks.