Real problems. Real systems. Real results.
We keep client names confidential. What matters is the work: what was broken, what we built, and the measurable impact it had on their business.
From Manual Ops to Fully Automated Pipeline
A growing freight brokerage was running their entire operation on spreadsheets, phone calls, and memory. We replaced the manual work with connected systems that run on their own.
Technologies Included
The Problem
- Sales team tracked leads in a shared Google Sheet with no structure. Leads fell through the cracks weekly.
- Invoicing required manually entering data into QuickBooks after every load. Took 2-3 hours daily.
- No visibility into pipeline. The owner had to ask each rep for updates individually.
- Team communication happened through scattered text messages and phone calls. Nothing was documented.
What We Built
- Built an n8n workflow connecting their lead intake forms to a structured pipeline with automatic status tracking.
- Created a QuickBooks integration that generates invoices automatically when a load is marked complete.
- Deployed a custom dashboard showing pipeline status, revenue per rep, and load tracking in real time.
- Set up MS Teams channels with automated notifications for load updates, new leads, and daily summaries.
Measurable Impact
15+ hours saved per week
Eliminated manual data entry for invoicing and lead tracking
Zero dropped leads
Automatic follow-up sequences replaced the old spreadsheet system
Real-time pipeline visibility
Owner went from chasing reps for updates to checking a dashboard
Same team, more capacity
Team handles 40% more loads without additional hires
More case studies coming soon. We're actively building automated workflows for clients across logistics, e-commerce, and local services.
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