One shipment packet, read once — with named workers your desk can check

Independent freight forwarding firms live with a specific, expensive problem: the same shipment file gets opened again and again. Once at booking, once when the invoice lands, once on arrival, once at billing. Each desk finds the same reference mismatch — house bill number, customer reference, booking number — and each desk spends an afternoon deciding what it means.

A workshop with David gives you a chance to design that reading once, with named workers, explicit inputs and a review trail your operations staff can follow.

Book your free 30-minute discovery call

Start with the free call — keep the output either way

Bring one recurring shipment packet: an invoice, a packing list, and the reference vocabulary your office actually uses. In 30 minutes with David you will get an audit of your website's SEO, AEO and GEO, a preview of how a redesign could look, and a demo built around a document-completeness workflow.

You keep the audit report, the redesign preview and the demo whether or not you book a workshop. No purchase obligation, no strings.

What we build with you

A forwarding site that answers real inquiries

Rate cards, service lanes, customs handling notes, contact paths — the pages independent forwarders actually get asked about. We improve technical SEO, service pages, mobile experience and the contact path for quote requests. AEO and GEO work makes your business information clearer and easier for answer engines to access and interpret. You learn the process behind each change, so the next service-page update does not have to become another development project.

An xAI voice agent for quote and status calls

Set up an xAI voice agent around your business information: your lanes, your common questions, the details you need from a caller — origin, destination, cargo, Incoterm, ready date. Work through the call flow together and test what happens when the agent needs a person. Any booking, quotation, transfer or connected-tool action is agreed with you before it is included. Your business decides what can be handled automatically and what needs confirmation.

An AI-worker organization with named forwarding roles

Workers get useful jobs, with an input, an expected output and acceptance criteria each. We design roles, instructions, context and handoffs using Zati, Muse or GrokBot where the selected platform suits the work. Examples of roles we might scope together:

File-intake worker — takes the supplied booking request, invoice, packing list and arrival notice, and returns a normalized reference sheet: each identifier, where it appears, which documents are present or absent.
Document worker — compares those identifiers against your checklist and returns a completeness report, each discrepancy linked to the document that produced it, with a proposed resolution alongside.
SEO/AEO/GEO maintenance workers — review service and lane pages, identify gaps, suggest updates and prepare changes for your review, so search and answer engines keep seeing current information.

Start with the smallest team that makes one responsibility clear. Add coordination and billing-preparation roles when the work gives you a reason to.

The skills to keep it working

You do the work alongside David. Practice changing information, reviewing a worker's output, spotting a mistake and making the next improvement yourself. You finish operating the agreed setup and explaining how to maintain it. You keep your accounts, the operating guidance and a practical routine for checking and improving the work.

A prospective workflow we can scope together

Here is the example we would bring to the call, not a claim of an existing deployment: a forwarding office receives an invoice and packing-list pack. A file-intake worker normalizes the references. A document worker checks them against your completeness checklist and returns a report naming each discrepancy, its source document and a proposed resolution — distinguishing a carrier's own numbering convention from a genuine mismatch. A coordination worker reads your desk notes and correspondence and returns a handoff brief: what is committed, what is unanswered, who should answer it. A billing-preparation worker assembles the shipment records against your charge checklist and returns a packet inventory with exceptions for finance review.

The output is not a verdict. It is a trail a second person can follow: source documents, comparison performed, discrepancy, proposed resolution, person who accepted it.

The decisions stay with your people. Your operations staff decide whether a mismatch is a different shipment, a typo or a carrier convention, and approve any booking commitment or instruction to a carrier. Finance accepts billing information. A prepared handoff does not establish that the receiving party has acted.

Choose the workshop depth that fits

Practice asking workers for tasks, reviewing their work and improving instructions through conversation.

Scope is agreed on the call. Each package has a written scope and quote.

2 hours — one agreed improvement or one worker, with hands-on practice and clear next steps.
4 hours — a focused workflow and its maintenance routine, with time to test and repeat the changes yourself.
8 hours — a broader setup across the agreed website, voice or worker tasks, with more practice on how the pieces fit.
16 hours — connect several agreed parts of the business and build confidence operating, checking and improving the setup.
32 hours — a deeper, multi-workflow programme with implementation time, repeated practice and a more extensive operating playbook.

Hosting is optional: we help set up free website hosting and show you how to manage it, or you keep a suitable existing host. Domain renewals, phone and AI usage, and any paid software remain separate costs, and we identify them before the workshop.

Questions before you begin

Will this work with our TMS and accounting software?

Bring your current tools and workflow. We assess the connections, access and outputs your setup requires. Zati, Muse and GrokBot are alternative tool choices, not automatically interoperable, and connected access depends on supported capabilities and the permissions you grant.

Can you guarantee rankings or AI citations?

No. We improve the agreed pages and build a maintenance process; search and answer engines determine their own results.

Does free hosting mean everything is free?

No. It covers the website-hosting option we set up. Domain renewals, phone and AI usage and paid software are billed separately.

Can the agent make forwarding decisions?

No. Booking commitments, quotations, carrier instructions and billing acceptance are approved by your people.

Bring one shipment packet to the call

A free 30-minute conversation with David, built around a real invoice and packing-list workflow — the reference mismatches, the completeness report your desk would use, and the decisions it should support. If it is useful, we scope a workshop around it.

Book your free 30-minute call or email david@sire.run.