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● Concept project · fictional brand

Atlas Freight

A concept automation build for a 120-person freight brokerage where quote requests arrive by email, form and phone, and too many go unanswered for hours.

SegmentMid-size company
Location (fictional)Chicago, IL
ServicesAutomation, Email & HubSpot, AI Chatbots
Typical timeline6 weeks (ops build)
Concept project
Atlas
Shipments pipeline
+ New quote
Open quotes48
Avg. reply4m
Auto-routed92%
Manual tasks↓
NEW
QUOTED
BOOKED
DELIVERED
⚡ Quote request → deal
Form submitted
AI extracts lanes + weight
HubSpot deal + owner

The challenge

Speed wins in freight. When a quote takes three hours, the shipper has already booked with someone else.

We imagined a system where every request is parsed by AI, turned into a HubSpot deal and routed to the right rep in minutes, with dashboards for leadership.

Our approach

01

Process audit

Map every path a quote request takes today, and where it stalls.

02

AI intake

Read emails and forms, extract lanes, weight and dates, and flag missing info.

03

HubSpot RevOps

Pipelines, routing rules, SLAs and rep dashboards.

04

Internal assistant

An AI assistant that answers rate and policy questions from the knowledge base.

Design system

Brand board and dashboard are illustrative concept visuals.

Projected impact

< 5 minTarget time from request to assigned repProjected target
90%Target share of requests auto-routedProjected target
15+ hrsTarget weekly hours saved across the teamProjected target

These are projected targets for a fictional brand, based on typical benchmarks for this kind of project. They are not results from a real client.

Stack

HubSpotMakeOpenAISlackGoogle WorkspaceLooker Studio
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