The operating gaps

Named in operator language. One paragraph each.

1. 01

   Dispatch document processing across BOLs, rate confirmations, and PODs

   Each load cycle generates four to seven documents that operations or back office keys into the TMS by hand. The keystroke cost is hours per week per dispatcher. Document Processing closes the intake loop into the TMS of record.

2. 02

   Carrier follow-up that was on the plan and missed

   Carrier check-calls, ETA confirmations, and dispatch updates are inconsistently executed at scale. Customers learn the load is late from the receiver, not the broker. Follow-Up Automation installs the cadence.

3. 03

   Invoice and rate-con matching at month end

   Carrier invoices arrive against shipper rate-cons that were agreed weeks earlier. AR clerks match by hand. Document Processing pre-matches at intake.

4. 04

   Dormant carrier and shipper reactivation against the book

   Carriers and shippers active twelve to twenty-four months ago sit in the TMS unworked. Reactivation against the dormant book produces loads with no net-new BD spend.

5. 05

   Internal reporting on lane margin, carrier reliability, and accessorial leakage

   Lane margin, on-time performance by carrier, and accessorial recovery rate live in the TMS, the accounting system, and the dispatcher spreadsheet. Internal Reporting unifies.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for trucking and freight brokerages is a fifteen-minute working session against a TMS export and a recent month of load-volume data. We calculate recoverable margin across dormant-carrier reactivation, accessorial recovery, and dispatcher time reclaimed from document processing. The retainer is sized against the figure. Honest no on the call if the figure does not justify.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in trucking and freight brokerage and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for Trucking and Freight Brokerage

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Document Processing

   BOL and rate-con processing is the largest reclaimable hour cost; the visible time savings lands inside thirty days.

2. Layer 1

   Revenue Recovery

   Carrier and shipper reactivation against the dormant book produces loads with no net-new spend.

3. Layer 1

   Speed-to-Lead

   Inbound shipper load-tender response time pairs with the document layer.

4. Layer 3

   Follow-Up Automation

   Carrier check-calls, ETA updates, and accessorial-recovery sequences install on top of the TMS.

5. Layer 3

   Internal Reporting

   Lane margin, carrier reliability, and accessorial recovery in one weekly view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.