Result in end-to-end analytics
Website:
Infinity Logistix
Industry:
Logistics / dispatch service (trucking, USA)
Location:
USA
Geography:
USA
Project timeline:
October 2024 – December 2025
Result:
Share of qualified leads increased to 80% through quiz-based auto-qualification and CRM segmentation
Result:
Reduced CPL from $22.99 to $3.78
Context of lead generation and sales automation in a dispatch company
1
Bring structure to lead generation
2
Automate sales manager routine tasks
3
Segment incoming lead flow
Lead generation challenges in a US freight dispatch company
Ignoring leads
70% of leads did not answer calls after submitting a request
There is no segmentation
CRM mixed different client types without proper segmentation
Time-consuming
Sales manager spent time manually qualifying each lead
Mistakes
Contracts and data preparation were done manually, leading to errors
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Stages of implementing lead generation and sales automation in a dispatch company
- Stage 1. Implementing a smart quiz for lead pre-qualification
We replaced the standard lead form with an interactive Typeform quiz that adapts based on user responses. Instead of just collecting contact details, we began identifying customer status, business type, pain points, and goals. This allowed us to instantly separate truck owners, drivers, and dispatchers and build personalized communication even before the first call.
- Stage 2. Automated lead segmentation and routing in CRM
We integrated Typeform with Kommo CRM via Zapier/Albato and distributed all incoming leads into four separate funnels: Owner Operators, Drivers, Dispatchers, and Small Trucks. Each lead type was automatically routed to its own processing pipeline, while part of the data was sent directly to Telegram or partner channels. The sales manager no longer spent time sorting or structuring leads.
- Stage 3. Full automation of sales, contracts, and communication
We implemented automatic contract generation based on quiz data and trigger-based CRM workflows. Bots handled follow-ups, reactivation, and deal cleanup, while UTM tags were captured and passed into deals for end-to-end analytics. As a result, the sales manager focused only on warm and qualified leads.
Impact of quiz and CRM automation
The implementation of a quiz, segmentation, and full CRM automation completely transformed lead handling: it reduced sales manager workload, accelerated response time, and significantly increased the share of qualified leads.
ROI and key metrics: what lead generation automation delivered in US logistics
By implementing a quiz, segmentation, and CRM automation, we turned a chaotic flow of inquiries into a structured sales system, reduced acquisition costs, and dramatically improved lead quality.
Over 1 year of operation:
We reach clients
faster and with better context
To 80%
Share of qualified leads increased to 80%
$22.99 to $3.78
CPL reduced from $22.99 to $3.78
10+ hours per week
Sales manager time saved