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Freight · Start here
A three-to-four-week advisory engagement for independent freight forwarders. We review the business broadly, examine two priority workflows deeply, and turn the evidence into a practical 90-day implementation roadmap you can use with your team, Valentino AI, or another provider.
3–4 weeks · fixed fee · portable roadmap
The first decision is where AI belongs across the operation — and what the data, systems, people, and controls need before anything is built. This engagement makes the trade-offs visible across departments, then takes two priority workflows far enough to support a funded implementation decision.
A prioritized view across commercial, operations, finance, and technology covering process changes, existing software features, integrations, automation, and AI — with the reasoning and trade-offs recorded.
Detailed maps for two selected opportunities, including inputs, systems, handoffs, exceptions, human responsibilities, approval points, and the proposed operating boundary.
What data and access exist, where information lives, who owns it, and what must be true before an automation, agent, or dashboard can be trusted.
Recommended technology paths with alternatives, dependencies, integration considerations, and estimated operating costs. The assessment can recommend an existing product or waiting.
A portable plan with owners, sequencing, budget ranges, success measures, and acceptance criteria for the next decision — whether execution is internal, partner-led, or deferred.
Leadership discovery and up to six stakeholder interviews across commercial, operations, finance, and technology. We inventory the major workflows and trace how quotes, shipments, documents, and invoices actually move through the systems.
We inventory the TMS and surrounding tools, assess data quality and access, and build a prioritized register of process changes, existing software features, integrations, automation, and AI opportunities.
We map the current and proposed state for two selected workflows, define human approval points, compare build, buy, and integrate paths, and document dependencies and operating-cost assumptions.
A leadership findings session plus a portable 90-day plan with owners, sequencing, budget ranges, KPIs, and acceptance measures. You receive one revision and keep the document whether or not you continue with us.
None of this is required to book — we collect it once a date is set.
TMS, rating and quoting tools, accounting, CRM, BI or reporting, and anything critical that runs on email or spreadsheets. Names and rough versions are enough — we do not need access to book.
Whatever leadership actually looks at today, in whatever form it exists. If the honest answer is "we do not have reliable numbers", that is a finding in itself, and a common one.
The processes your team complains about, works around, or does after hours. We review the wider operation, then select two workflows to map in depth. You do not need to diagnose them — that is our job.
Operations, pricing, finance, and whoever owns systems internally. The assessment is only as good as the access we get to the people doing the work.
Freight forwarding, international operations, pricing, reporting, and process improvement before the AI work. Alex runs discovery, writes the roadmap, owns the client relationship, and stays accountable for the decisions and acceptance process.
Data engineering, BI, workflow, application, telephony, and security specialists are brought in by name when implementation needs them. Valentino AI remains the lead contractor and the roadmap says plainly who owns each part.
Up to six stakeholders across commercial, operations, finance, and technology, with leadership joining the week-four findings session. We work around your schedule and make the time required explicit before starting.
Four legitimate outcomes. We will tell you which one the evidence supports.
Start with a small process improvement, existing product configuration, data cleanup, approved integration, or reporting change when that is the right first move.
Valentino AI can lead a separately scoped implementation with named specialists handling engineering, data, BI, integrations, telephony, or security work.
The document is written to be executed by your internal team or another provider. It names systems, metrics, owners, and acceptance measures rather than proprietary tooling.
Sometimes the evidence says the process, data, ownership, or controls need work before automation is worth attempting. The roadmap sequences that foundation work plainly.
No. It is a paid, fixed-scope Freight AI Assessment & Roadmap with defined deliverables, and the roadmap is yours whether or not you continue with us. The introductory fit call is free.
A flat fee agreed before we start, scoped to the size of your operation and the evidence required. The initial planning hypothesis is $8,000–$12,000, with custom scope for larger organizations; we quote after the fit call and do not publish a universal price.
Not to book, and usually not during the assessment. We work from interviews, documentation, sample reports, and screen-shares. If a specific question needs read-only access to answer properly, we ask for it explicitly and scope it narrowly.
It helps — CargoWise is common across this segment, and the surrounding rating, accounting, CRM, and reporting systems create integration patterns we have seen before. But the assessment is not CargoWise-specific, and the method works on any system of record.
Then that is the finding, and it is worth knowing before you spend a build budget. The roadmap sequences what has to be fixed first. We would rather tell you to wait than sell you a project that cannot succeed.
The free call tells you whether the assessment is a fit. The roadmap is three to four weeks of structured work with your team, covering the business broadly and two workflows deeply, and produces a document you can budget and execute against.
You do. The workflow map, the data audit, the KPI baseline, and the roadmap are your documents, with no restriction on how you use them.
Book a 30-minute call first. We will tell you whether the assessment is worth it for your operation before you commit to anything.
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