Services · Logistics & freight
A dedicated virtual assistant for your freight business.
Margin lives in tracking calls and paperwork that has to be right the first time. Your assistant owns both, so your team can book freight.
Sound familiar
The work that eats a broker’s week.
Check calls eat the day
Every load needs updates. Every update is a call, a text or a portal login, and shippers still ask where their freight is.
Carrier onboarding is slow
Authority, insurance and W-9s collected by email, and a load waits while the packet comes back.
Paperwork holds up payment
A missing POD or a BOL that does not match the rate confirmation, and the invoice sits for a week.
Exceptions surface too late
The late load is discovered when the receiver calls, not when the driver was stuck.
The work
What your assistant takes over.
One assistant covers all of this. You choose where to start; most businesses add lines as the first ones settle.
Pipeline
Carrier sourcing & vetting
Carriers checked and onboarded before the load is waiting.
- Authority and insurance verified
- Carrier packets sent and collected
- Rate confirmations issued and filed
- Preferred-carrier lists kept current
Operations
Load tracking & check calls
Every load watched, every exception escalated early.
- Scheduled check calls and tracking updates
- Shipper and receiver updates
- Exceptions escalated with a note and photo
- Appointment scheduling with facilities
Cash
Documents & invoicing
Paperwork matched and invoices out the day the load delivers.
- BOLs and PODs collected
- Documents matched to the rate confirmation
- Customer invoices sent
- Carrier payment paperwork prepared
Sales
Shipper follow-up
Quotes chased and lanes worked.
- Quote follow-up
- Shipper lead lists built
- Lane and rate notes logged
- Customer reviews and check-ins booked
Admin
Inbox & data
The dispatch inbox triaged and the TMS kept accurate.
- Load board and inbox triage
- TMS data entry and corrections
- Claims paperwork assembled
- Accessorial documentation
Core · Automation
AI automations
Updates and document chasing that run with a person watching.
- Automated status updates
- Document collection reminders
- Exception alerts
- Invoice-ready notifications
Capability, shown
What a week can look like.
An illustration of how the work is spread across a week, not a record from a client account. Your week is scoped on the call.
| Day | Your assistant |
|---|---|
| Mon | Weekend deliveries’ PODs collected and invoices sent. New carrier packets chased. |
| Tue | Check calls on all active loads. Shipper updates sent. Two carriers vetted and onboarded. |
| Wed | Documents matched to rate confirmations. Exceptions escalated with notes. |
| Thu | Quote follow-up with shippers. TMS corrections. Claims paperwork assembled. |
| Fri | Aged invoices chased. Weekly check-in with you: loads covered, cash in, what is stuck. |
Your tools
Works inside the systems you already use.
No new software to buy. Your assistant logs into yours. Common in this industry:
- McLeod
- Aljex
- Rose Rocket
- Revenova
- Tai TMS
- DAT
- Truckstop
- Highway
- RMIS
- MyCarrierPackets
- QuickBooks
- Google Workspace
Access & confidentiality
What protects your clients’ information.
Before they touch anything
How your assistant is vetted
- Chosen personally by the CEO
- A signed non-disclosure agreement
- A police background check
- References from previous employers
- A psychological assessment
- Ten days of onboarding on your business
While they work
How access is handled
- Your assistant works in your systems under their own login, and you can remove that access at any time.
- You decide what they can reach. TMS roles can be limited to tracking, documents and invoicing.
- Everything they see is covered by the non-disclosure agreement they sign before day one.
- Nothing goes out under your name until you have approved the template or script it came from.
Management
How much managing you actually do.
Stays with you
Judgment calls
- Rates, negotiations and carrier selection decisions
- Approving customer communications and templates once
- A 20-minute weekly check-in
Handled for you
Everything else, with oversight
- The work itself, owned end to end
- An end-of-day report, every day
- A Clozik supervisor watching the account
- Backup cover when your assistant is out
Risk, removed
The terms, before you ask.
Fit
Not a fit? Replaced free.
If the assistant is not right for your business, we swap them at no cost. You do not have to build a case for it.
Terms
Cancel anytime. No notice.
No lock-in and no notice period. Stop whenever you want; nothing further is owed beyond work already done.
Cover
Out sick? Covered.
A second trained Clozik assistant covers absences, so your work does not stop because a person did.
Oversight
Reported daily. Supervised always.
An end-of-day report, a weekly check-in, and a Clozik supervisor watching the account above your assistant.
Questions
Logistics & freight questions, answered.
Can they make check calls in US hours?
Yes. Your assistant works your hours, including the early and late windows freight runs on.
Do they book loads or negotiate rates?
No. Rates and negotiation stay with your team. Your assistant handles the vetting, tracking and paperwork around the load.
Will they work in our TMS?
Yes, under their own login which you can remove at any time. Onboarding is ten days on your operation specifically.
Asset-based or brokerage?
Both. The tracking and paperwork are similar. Asset-based fleets often add driver document and compliance tracking.
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