GTM Agency ×

Freightools GTM Playbook

GTM Audit & Playbook. ICP matrix and signal-based outbound plays, built for Freightools.
Prepared for Adam
$1.53M
Revenue generated for AirOps
100/mo
Meetings booked for Peoplelogic
500+
SaaS companies scaled

Previously ran growth for 500+ SaaS companies through their product launches. Our team has also worked with companies backed by

a16z Y Combinator Sequoia Lightspeed Techstars Wing Boldstart
Booked, qualified demos within 45 days or you don't pay

This playbook maps Freightools's ideal customer profile across account, prospect, and persona dimensions, then lays out 5 signal-based outbound plays. Each play fires on a specific buying signal so your outreach lands the moment a prospect is most likely to act.

01

Account Level

DimensionQualifiedPrioritization
GeographyGlobal, with priority on US, UK, EU, Israel, Australia, Singapore where digital freight adoption is acceleratingTier 1: US, UK, Germany, Netherlands. Tier 2: Singapore, Australia, UAE
Employee Count10 to 500 employees. Sweet spot is 20 to 150 where ops complexity is high but no enterprise TMS is in placeHighest priority: 25 to 100 employees. Sales team exists but quoting is still manual
Industry / VerticalFreight forwarding, NVOCC operators, customs brokers with forwarding arms, digital freight brokersTier 1: Asset-light freight forwarders quoting ocean and air. Tier 2: NVOCCs managing large carrier contract libraries
Key Qualifying SignalManages 10 or more active carrier tariff PDFs or buying agreements per month across multiple trade lanes and modesHighest priority: forwarders quoting FCL ocean or air with multi-carrier rate libraries and no structured rate management software
Tech StackUsing CargoWise, Magaya, Shipco, WiseTech, or spreadsheet-based quoting. Absence of a dedicated rate management or quoting automation tool is a green flagDeprioritize accounts already running Kontainers or a fully integrated TMS with built-in quoting automation
Revenue / FundingEstimated $2M to $50M annual revenue. Pre-Series B if venture-backed. Bootstrapped forwarders with 3 or more sales reps also qualifyHighest priority: $3M to $20M revenue range where margin leakage is painful and a platform investment is justifiable
Intent SignalsJob postings for pricing analysts, quoting coordinators, or rate desk roles. LinkedIn posts about quoting turnaround or margin pressure. G2 or Capterra searches for freight quoting softwareImmediate outreach trigger: job post for a rate desk or quoting operations role, indicating manual process pain
02

Prospect Level

DimensionQualifiedPrioritization
SeniorityC-Suite, VP, Director, Head of, Senior ManagerPrimary: CEO or Managing Director at SMB forwarders. Secondary: Head of Operations, Commercial Director
Primary TitlesCEO, Managing Director, Head of Pricing, Head of Operations, Commercial Director, VP of Sales (freight)CEO and MD are economic buyers at sub-100 person forwarders. Head of Pricing or Ops is the champion
Secondary InfluencersSales Manager, Freight Operations Manager, IT Manager, Customer Success LeadSales Manager feels the quoting speed pain daily. IT Manager evaluates integration with existing TMS
LinkedIn Keywordsfreight forwarding, NVOCC, rate management, ocean freight, air freight, freight pricing, digital freight, quoting automation, tariff management, FCL, LCL, freight brokerWeight profiles that mention both pricing and digital transformation. Double-weight profiles posting about quoting delays or customer experience
03

Persona Matrix

PersonaLevelKPIsRelated ChallengesIntent SignalsRelated Benefits
CEO / Managing DirectorC-SuiteRevenue growth, gross margin, customer retention, quote-to-booking conversion rateLosing deals to faster-quoting competitors, margin leakage invisible until quarter close, no scalable self-service for customersPosts about digital transformation, hiring rate desk staff, attending freight conferences such as Multimodal or TOCFull margin visibility across all lanes, faster quote turnaround without headcount growth, branded self-service portal that competes with digital forwarders
Head of Pricing / Rate Desk ManagerDirector / ManagerQuote accuracy, tariff update turnaround time, surcharge compliance, margin floor adherenceRe-keying carrier PDFs manually, missing surcharge updates, reps quoting off stale rates, no single source of truth for buying agreementsSearching for rate management software, posting about tariff complexity, LinkedIn activity around carrier contract seasonTari structures all incoming tariffs automatically, margin guardrails enforced at lane level, versioned rate library accessible to entire team
Head of Operations / Operations ManagerDirector / ManagerQuote cycle time, exception rate, agent utilization, customer SLA complianceQuoting bottleneck slows sales, ops team pulled into every RFQ, no audit trail when disputes ariseHiring quoting coordinators, job posts mentioning TMS integration, posting about operational bottlenecksMiles cuts quote drafting from hours to seconds, Command Center gives visibility into every AI action, full auditability on every quote decision
Commercial Director / VP of SalesVP / DirectorPipeline velocity, win rate, average deal size, quote volume per repSales reps waiting days for ops to return a quote, losing deals on response time not price, no self-service option to offer customersLinkedIn posts about win rate or competitive pressure, attending freight sales events, CRM evaluation activitySame-hour quoting with Miles, Instant Quote portal as a competitive differentiator, margin guardrails keep reps from discounting below floor
IT Manager / Technology LeadManagerSystem uptime, integration reliability, data security, time-to-deploy for new toolsLegacy TMS does not support quoting automation, no API to connect rate data to customer-facing tools, AI adoption risk without oversightEvaluating CargoWise integrations, searching for freight API vendors, attending logistics tech webinarsFreightools layers on top of existing TMS without replacement, structured data outputs are auditable and reversible, AI Command Center keeps human team in control
Signal-Based Plays

Outbound Play Breakdown

PLAY 01 · Rate Desk Hiring Play

Signal-BasedTrigger: Freight forwarder posts a job for a Pricing Analyst, Rate Desk Coordinator, Quoting Specialist, or Tariff Manager on LinkedIn or Indeed, signaling active manual quoting pain.

What We Do

When a forwarder is hiring for a human to solve a software problem, they are at peak pain. We target the CEO or Head of Operations with messaging that reframes the hire as a signal that Freightools can eliminate the role or multiply its output.

LinkedIn Jobs Monitor
LinkedIn Jobs Monitor
Indeed Job Scrape
Indeed Job Scrape
Company Domain Match
Company Domain Match
Listen, De-anon & Enrich
Issue tracker · activity · headcount
Enrich Account Data
Find Decision Makers
Verify Emails
Identify Buying Committee
CEOHead of OperationsCommercial Director
Email
01Day 1: Hiring signal hook, position Freightools as the alternative to the headcount02Day 3: Feature proof on quote turnaround speed03Day 7: Case study from similar forwarder04Day 12: Breakup with self-service Instant Quote angle
LinkedIn
01Connect with personalized note referencing their job post02Follow-up message with a specific quoting workflow question
OutcomeMeeting Booked
PLAY 02 · Competitor Follower Play

Signal-BasedTrigger: LinkedIn user follows or engages with Kontainers, Wisor, FreightViewer, or CargoSphere company pages, indicating active evaluation of freight quoting or rate management software.

What We Do

Prospects actively researching Freightools alternatives are in-market. We intercept them before they commit by targeting followers and engagers of competing platforms with a direct comparison angle.

Signal Sources
Competitor Page Followers
Competitor Post Engagers
Profile Export to CRM
Enrich Account
Enrich Company and Role
Verify Work Email
Tech Stack Check
Qualified ICP Filter
Freight forwarder or NVOCCNo existing Freightools contractDecision maker or champion title
Email
01Day 1: In-market hook, acknowledge they are evaluating options, offer a direct comparison02Day 4: Specific Freightools advantage over named competitor03Day 9: Social proof from similar forwarder04Day 14: Breakup with 30-Day Challenge offer
LinkedIn
01Connect with note referencing freight tech evaluation02Send comparison asset or Instant Quote demo link
OutcomeMeeting Booked
PLAY 03 · Website Visitor Play

Signal-BasedTrigger: A freight forwarder company visits freightools.com product pages such as Tari, Miles, Instant Quote, or Rate Management without booking a demo, indicating high intent without conversion.

What We Do

Anonymous visitors who browse specific product pages are showing feature-level intent. We de-anonymize the company, identify the right buyer, and reach out within 24 hours while the problem is top of mind.

Signal Sources
Website Visitor ID
IP to Company Match
Page Intent Signal
Enrich Company Profile
Enrich Company Profile
Find Buying Committee
Find Buying Committee
Verify Contact Email
Verify Contact Email
Identify Buying Committee
CEOHead of OperationsHead of Pricing
Email
01Day 1: Reference the specific product page visited, open with the problem it solves02Day 3: Relevant use case for their company size and trade lane profile03Day 7: Offer a 30-Day Challenge slot as low-commitment entry point
LinkedIn
01Same-day connection request to identified prospect02Follow-up message with product-specific hook
OutcomeMeeting Booked
PLAY 04 · Champion Job Change Play

Signal-BasedTrigger: A former Freightools user, demo attendee, or warm prospect changes jobs to a new freight forwarder that is not a current customer, carrying institutional knowledge of the platform.

What We Do

Champions who already understand Freightools value and move to a new forwarder are the warmest possible leads. We track their job changes and reach out within the first 30 days at their new company before they inherit the incumbent tools.

Signal Sources
CRM Contact Export
Job Change Detection
LinkedIn Profile Monitor
ICP Filter
New employer is a freight forwarder or NVOCCNot an existing Freightools customerStarted role within last 60 days
Enrich & Score
Match · enrich · score
New Company Enrichment
Verify New Work Email
Identify Buying Committee
The champion at new company
Email
01Day 1: Congratulate on new role, reference their prior experience with Freightools02Day 5: Frame the opportunity to bring the same workflow improvements to the new team03Day 10: Offer a no-friction 30-Day Challenge slot for their new company
LinkedIn
01Day 1: Personal congratulations message referencing their move02Day 7: Follow-up with a demo offer tied to new company context
OutcomeMeeting Booked
PLAY 05 · Freight Conference Attendee Play

Signal-BasedTrigger: Freight forwarder executives and operators attend or are registered for industry events such as Multimodal, TOC Europe, FIATA World Congress, or Breakbulk, indicating active market participation and openness to vendor conversations.

What We Do

Conference attendees are in a buying mindset and away from daily operations. We scrape attendee lists and event social activity to identify freight forwarder decision makers and run a tight pre-event and post-event sequence.

Signal Sources
Event Attendee List Scrape
LinkedIn Event Page Scrape
Hashtag and Post Monitor
Qualified Filter
Freight forwarder or NVOCC titleCompany 10 to 300 employeesDecision maker or operations lead
Enrich
Enrich Attendee Profiles
Find and Verify Emails
Account Fit Score
Buying Committee
CEOCommercial DirectorHead of Operations
Email
01Pre-event Day 7: Reference the event, open with a quoting speed or margin question relevant to their trade lanes02Pre-event Day 3: Invite to a live demo at the event or a short call during conference week03Post-event Day 2: Follow-up referencing a session or topic from the event04Post-event Day 7: 30-Day Challenge offer as the next concrete step
OutcomeMeeting Booked
How the engagement works

What you get

Demos in 45 Days

You'll have qualified demos booked in your calendar within 45 days: infrastructure, sequences, and live campaigns installed for you.

No Retainer

You don't pay a retainer. Everything we build belongs to you from day one: data, playbooks, and infrastructure.

You Don't Pay If It Doesn't Work

If by day 45 you aren't seeing qualified demos booked in your calendar, we keep working completely for free until you do.

Put these plays into production

Ready to build your revenue engine?

We build and install a fully automated, signal-based outbound system, outbound, ads, and content, in a 45-day sprint. No retainer, and you own everything. Demos booked in 45 days or we work free until they are.

Leo Bosuener  ·  Founder, GTM Agency