Sales Pipeline

Sales Pipeline

Every prospect who has booked a call, each with a deep intel dossier: company profile, business model, the numbers we could find, and where the AI HTS classifier adds value. Built the moment a call is booked.

5
Booked Prospects
5
Dossiers Built
US
Region
Live
Status

All Prospects

5
Dossier
📦

John Moran · Rock Solid Logistics

Operations Logistics Manager at a family-run managed-transportation 3PL in Brighton, MI. Dan Vaughan passed the cold email to John, who asked for a phone call, gave his cell, and booked the fit-check same day. Research shows an FMCSA freight broker, not a customs broker: the opportunity sits in their Midwest importer client base, the duty line missing from their quotes, and their customs broker partners.

Brighton, MI Freight 3PL Call 6 Aug
Dossier
🚢

Karan Virmani · Profreight

CFO and General Manager of a 37-year family-run US customs brokerage, freight forwarder and 3PL in Edison, NJ. A small team carries one of the widest commodity spreads a broker can hold, and their Duty Reduction Consulting service is given away free. He replied asking whether classifications carry Section 301 notations, then pushed through a broken booking link to get the call scheduled.

Edison, NJ Customs Broker Call 11 Aug
DossierReport
🚚

Dylan Dickman · Known

CEO of a Dallas customs brokerage and global sourcing business serving oil and gas majors including ConocoPhillips, ExxonMobil and Phillips 66. Known holds its own CBP filer code and sells HTS classification as a human expert service, with one licensed broker who is also the company Controller. Dylan has personally paid a tariff bill of over $70,000 and is actively chasing IEEPA refunds. He asked for the scan, then opened it on 27 July.

Dallas, US Customs Broker Opened 27 Jul
Dossier
⚓

Keith Shavers · UMAX Shipping

Licensed customs broker at a high-volume California NVOCC and freight forwarder with 71,810 bills of lading on file since June 2024. They do not file their own entries yet: everything goes to third-party brokers while they stand up a customs arm called MAXKlear. Keith holds the individual licence, so only the company permit is missing. He wrote out a three-part agenda before the call and only one part of it is HTS classification.

City of Industry, CA NVOCC & Forwarder Call 17 Aug
Dossier
🎪

Ernie Magalotti · TRL, ex EFW

Booked as Senior Vice President of Trade Shows at Estes Forwarding Worldwide, a licensed customs broker with 20,000 plus customers that is hiring entry writers now. His LinkedIn shows he left EFW in August 2026 and is President of Total Reliance Logistics, a small Reading PA freight brokerage. The invite sits in his EFW mailbox. Monday is an introduction and intelligence call into EFW's customs desk, not a deployment.

Reading, PA Freight Brokerage, ex EFW Call 24 Aug