Case Studies
Real Systems. Real Pipeline Impact.
THIRD-PARTY LOGISTICS
From Manual Prospecting to AI-Sourced Pipeline
A 340-truck 3PL based in the Southeast was running prospecting the old way. Their eight reps spent Monday mornings building call lists from stale spreadsheets and industry directories. Win rates on outbound sat at 4%.
After deploying Lazio's meeting prep and competitive intelligence agents, reps started every conversation armed with company signals, CRM history, and AI-generated talking points. Within 90 days, outbound win rate hit 15.2% and average deal size grew by $42,000.
The reps didn't get better at selling. They got better information.
Pipeline Growth
COLD CHAIN DISTRIBUTION
Competitive Intelligence That Changed the Board Deck
A regional cold-chain distributor watched two competitors expand into their core territory over 18 months without detecting either move until RFP losses forced the question.
After deploying Lazio's competitive intelligence agent, the company tracked 12 competitors across job postings, facility filings, website changes, and press activity. Four months in, the intelligence brief flagged a competitor signing a Memphis warehouse lease, weeks before any public announcement. The sales team repositioned two major accounts before the competitor's sales team made first contact.
Annual churn on watched accounts dropped from 14% to 6%.
Churn Reduction
FREIGHT BROKERAGE
CRM That Fills Itself
A 45-person freight brokerage had a CRM compliance problem that training couldn't fix. Reps logged maybe 30% of their calls, almost never attached notes, and deal stages sat unchanged for weeks. Forecasting ran on gut feel and Friday afternoon pipeline reviews.
The Lazio CRM agent started capturing every call automatically: transcription, sentiment analysis, next steps, deal stage updates. Within six weeks, CRM data completeness went from 30% to 94%. The sales manager stopped asking reps to log calls.
Forecast accuracy improved enough that the CFO started trusting the pipeline number for the first time in two years.
CRM Completeness
INTERMODAL CARRIER
Social Presence Built from Real Conversations
An intermodal carrier with 200 employees had zero social media presence from its sales team. The VP of Sales tried a LinkedIn training program, a content calendar, and a ghostwriting service. The reps attended the training, ignored the calendar, and the ghostwritten posts read like they came from a marketing department (because they did).
The Lazio social content agent started pulling shareable moments from actual sales calls: market observations, customer success patterns, logistics insights the reps already knew but never wrote down. Posts went out under each rep's name, in their voice.
Average engagement rate hit 4.2%, six reps got inbound leads directly from LinkedIn within the first quarter, and the VP of Sales stopped talking about social media compliance entirely.
