We put the Spot-Quote Agent on one quote inbox or one lane for 30 days. Days 1–2 we measure your current response times — that's the "before." Day 30 you get the "after," side by side, and you call go or no-go. If you convert, the $2,500 credits in full against the $7,500 setup. If you don't, there's no setup invoice and the teardown data is yours.
NO AUTO-SENDING DURING A PILOT. EVERY DRAFT IS HELD FOR YOUR REPS' ONE-CLICK APPROVAL. NO EXCEPTIONS, NO TOGGLE.
| Pilot fee | $2,500 · CREDITED AGAINST $7,500 SETUP ON CONVERSION |
| Term | 30 DAYS, DATED FROM KICKOFF CALL |
| Scope | ONE QUOTE INBOX OR ONE LANE |
| What decides | BEFORE/AFTER SCORECARD — BASELINE MEASURED DAYS 1–2 |
| Approval gate | EVERY DRAFT HELD FOR A REP · AUTO-SEND DISABLED FOR THE FULL PILOT |
| If no-go | NO SETUP INVOICE · TEARDOWN REPORT IS YOURS · WE PART FRIENDS |
Three questions. The verdict stamps itself. If the answer is no, you'll know now — not on day 22 of a pilot neither of us should have started.
Verdict
VERDICT PENDING — ANSWER ALL THREE FIELDS.
THE LOGIC IS SIMPLE ON PURPOSE: 5–30 SEATS + A SUPPORTED TMS + A REAL RATE BENCHMARK IS THE SHOP THE DESK WAS BUILT FOR. EVERYTHING ELSE GETS A STRAIGHT ANSWER, NOT A SALES CALL.
| Days | Phase | What happens |
|---|---|---|
| 01–02 | Kickoff + baseline | We measure your current median response time and after-hours miss rate before touching anything. That number is the "before" — signed by both of us. |
| 03–07 | Integration | Inbox webhook, TMS connector (read-only first), rate-feed hookup, margin rules encoded. No customer sees anything. |
| 08–14 | Shadow mode | The agent drafts on your real inbound — silently. Your reps grade the drafts; we tune against their corrections. |
| 15–28 | Live, gated | Drafts hit the approval queue. Reps approve, edit, or reject with one click. Every action logged to the TMS. |
| 29 | Scorecard | Before/after report in minutes and dollars — the same weekly report format you'd get as a client. |
| 30 | Go / no-go | Your call, against the bars below. We don't argue with the scorecard. |
The four bars that decide it
DEFAULT BARS — FINALIZED WITH YOU IN DISCOVERY, WRITTEN INTO THE PILOT DOCMedian response time
≤5 min
On the piloted inbox, business hours and after. Must beat your measured baseline.
After-hours capture
≥90%
Of 6 PM–6 AM quote requests drafted the same night instead of dying till morning.
Drafts approved
≥70%
Approved as-is or with light edits in the final live week. Your reps' clicks are the judge.
Incidents
0
Wrong-rate sends or data incidents. Not a target — a requirement. One incident is a no-go on us.
Total ask: about 4–5 hours of your month, most of it the weekly check-ins. Everything below gets collected on or right after the kickoff call.
| Item | Your time | Notes |
|---|---|---|
| [ 1 ] Quote inbox access | ~20 MIN | A forwarding rule or shared-mailbox read. Your IT can do it during the kickoff call. |
| [ 2 ] TMS API credentials or sandbox | ~30 MIN | Read-only to start. Write access waits until shadow mode passes. |
| [ 3 ] Rate-feed login | ~10 MIN | A DAT or Greenscreens seat the agent can use. Credentials live in a vault, access logged. |
| [ 4 ] Margin rules, written down | ~45 MIN | Floor %, target %, lane exceptions. We draft them from your answers; you correct. |
| [ 5 ] Weekly check-in × 4 | 2 HRS TOTAL | 30 minutes each, fixed agenda, the scorecard on screen. No "alignment syncs." |
DURING SHADOW WEEK YOUR REPS GRADE DRAFTS INSIDE THEIR NORMAL EMAIL FLOW — A FEW MINUTES A DAY, NOT A MEETING.
No setup invoice — the $7,500 never gets billed. You keep the teardown report: your measured baseline, where the quote desk leaks, what we'd fix and in what order. We revoke our own access and confirm it in writing.
Worst case, you spent $2,500 to know precisely where your after-hours margin goes — numbers most brokerages never measure. We part friends.
Your $2,500 pilot fee credits in full against the $7,500 setup — you're invoiced the $5,000 balance. Service runs at $2,000/month including 500 processed items, $1.50 per item after.
The trust ladder starts at day-1 approve-everything. Auto-send on routine lanes is earned months later, lane by lane — and you control every rung.
EITHER WAY, THE DECISION IS YOURS AND THE SCORECARD IS THE ONLY ARGUMENT WE BRING TO THE MEETING.
No 12-field gauntlet, no "budget range" dropdown, no SDR relay. You book, Jacob calls, and the first thing on the agenda is whether the fit check above holds up.
Pick a slot
Agenda, fixed: fit check review · your margin rules · pilot scope · the four bars · kickoff date.
WE RUN A SMALL NUMBER OF PILOTS AT A TIME SO THE MONITORING STAYS TIGHT. IF THE QUEUE IS FULL, YOU GET A KICKOFF DATE, NOT A BROKEN PROMISE.
The desk never sleeps · You approve everything
— JACOB MORGAN, FOUNDER · TWO YEARS LIVING IN HIS DAD'S TRUCK · THE WHOLE STORY
Because your after-hours desk shouldn't be one.