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HomeCase studiesIntelligent Form Automation

Intelligent Form Automation

AI workflow

Quote automation

Client logo
Intelligent Form Automation

Quotes in seconds, not days

Intelligent Form Automation
$13,100

New-customer revenue in 60 days

$8,000

Fixed price, agreed up front

Challenge & Objective

Solution: Intelligent Quote Automation

Business Impact: First 60 Days

Key Takeaway

Why This Worked: 5 Success Factors

Challenge & Objective

EasyFreight's traditional contact forms were generating spam, consuming broker time with unqualified inquiries, and failing to collect adequate information for proper service delivery. The business needed to qualify leads effectively whilst providing educational support for prospects not ready for immediate services.

Solution: Intelligent Quote Automation

Smart Lead Qualification

Multi-step logic forms with AI behaviour analysis. Eliminates spam and time-wasters automatically. Brokers only see qualified, high-intent prospects.

Instant Quote Generation

Integrated pricing engine with Stripe payments. Custom Clearance quotes delivered in seconds (vs days).

Automated Nurturing

Educational pathway automation + urgency scoring. Prospects educated before sales conversation. High-intent leads prioritized for immediate follow-up.

Intelligence Dashboard

Real-time tracking + broker notification system. Complete visibility into lead pipeline. No lead falls through the cracks.

Business Impact: First 60 Days

More qualified enquiries

• 30 new customer jobs acquired

• Zero spam inquiries (previously significant daily issue)

Time & Efficiency Gains

• Quote generation: Instant (vs 2-3 days previously)

• Information collection: 1 round (vs 2-3 rounds before)

• Spam filtering: Zero time spent (eliminated completely)

Revenue & Financial

• $13,100 new-customer revenue in the first 60 days

• 12% collected via online payments

• Fixed price: $8,000

Technical Excellence

• Mobile-responsive across all devices

• Seamless WordPress integration

Key Takeaway

Most businesses measure automation by revenue added. But the real value? Revenue protected during downturns.

When EasyFreight experienced a seasonal drop in January, the intelligent quote system generated $13,100 in new customer revenue, not just covering the shortfall but delivering additional growth on top.

This is business resilience: predictable new customer acquisition that runs regardless of seasonal patterns, client churn, or economic shifts.

Why This Worked: 5 Success Factors

1. Scope before code

We started by mapping the whole enquiry process, so we tackled the biggest bottleneck first.

2. Business Logic Built In

The system understands freight forwarding: <50kg sea shipments are non-viable, personal moves are filtered, Custom Clearance gets instant quotes while Freight Forwarding gets expert consultation.

3. AI-Assisted Development

Leveraging AI coding tools delivered the system in 30 days.

4. ROI-Based Pricing

We don't bill hourly. EasyFreight paid a fixed $8,000, against the $20,000 it had budgeted.

5. Immediate Value Focus

Live in 30 days, with the first payment collected soon after. No six-month implementation phase.

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