Get started
Meeting Prep

Your Rep's Next Meeting Is in 24 Hours.
Do They Know What to Say?

An AI agent that researches every meeting on your team's calendar and delivers a complete intelligence brief before they walk in the room.
The Deliverable

This Is What Your Rep Sees.

A complete intelligence brief — company profile, recent signals, every past conversation from your CRM, and AI-generated talking points — delivered automatically before every meeting.

Meeting Brief — Apex Freight Solutions
Meeting Brief
Apex Freight Solutions
Generated Feb 19, 2026 · Meeting in 23 hours · Your meeting with Rachel Moreno, VP Supply Chain

Rachel asked you to “circle back in Q1” three months ago. Since then, she got promoted to VP, Apex signed a lease on a Memphis cross-dock, and they posted three logistics technology roles. She is not where she was in November — she has more authority, more budget pressure, and an active infrastructure build that maps directly to what you sell.

Company Overview

Apex Freight Solutions is a mid-market full-truckload and intermodal carrier headquartered in Dallas, TX. Founded in 2008, the company has grown to approximately 340 employees with an estimated $180M in annual revenue. Their fleet consists of 280 power units and 1,100 trailers, primarily serving lanes in the South Central and Southeast US. They have historically been a pure-play FTL shop, but their recent intermodal push suggests they are diversifying into multi-modal offerings, likely in response to margin pressure on long-haul truckload.

Their technology stack is modest. They run a legacy TMS (likely TMW or McLeod based on job postings) and appear to be in early stages of evaluating modern logistics platforms, based on the three tech-focused roles they posted in January. No public record of a dedicated data or analytics team.

Your primary contact is Rachel Moreno, who was promoted from Director of Operations to VP of Supply Chain in January 2026. She has been with Apex for four years, previously at Werner Enterprises. Her promotion likely reflects an expanded mandate beyond day-to-day operations into strategic vendor evaluation and infrastructure planning. In her previous role, she managed carrier procurement and load optimization.

Recent Signals
3 signals
Memphis Cross-Dock Expansion — Feb 12, 2026

Apex signed a lease on a 120,000 sq ft cross-dock facility in Memphis, TN. This is their first facility outside of Texas and signals a geographic expansion into the Southeast corridor. A build-out of this size typically involves 6–8 months of procurement decisions around dock equipment, yard management systems, and carrier integration tooling.

Source: FreightWaves
Rachel Moreno Promoted to VP Supply Chain — Jan 28, 2026

Your primary contact now holds a VP title with likely broader budget authority and strategic decision-making power. Promotions of this nature at mid-market carriers often coincide with board-level mandates to modernize operations or reduce cost-per-mile.

Source: LinkedIn
Three Logistics Technology Roles Posted — Jan 15, 2026

Apex posted openings for a “Logistics Systems Analyst,” a “TMS Implementation Lead,” and a “Data Engineer — Supply Chain.” This hiring pattern strongly suggests they are evaluating or have already selected a new TMS platform and are building the internal team to support it. Companies at this stage are actively comparing vendors.

Source: Indeed
Your Relationship History
Nov 14
Brad ran a 25-minute intro call with Rachel (then Director of Operations). She described pain around manual load matching and said her team was spending 3–4 hours per day on tasks she believed should be automated. She was interested but non-committal: “We're heads-down on a few things right now. Circle back in Q1.”
Dec 3
Brad sent the Southeastern carrier case study (the Magnolia Freight engagement). Email opened twice, no reply. The case study focused on cost-per-mile reduction, which may not have matched her priorities at the time.
Jan 10
Rachel visited the pricing page on your website. Session lasted 2 minutes, viewed pricing and the “How It Works” page. No form submission. This was 18 days before her promotion was announced.
Analysis & Recommended Approach
Lead with timing.

Rachel explicitly said “circle back in Q1” during the November call. It is now mid-February — this is Q1. Open the conversation by referencing her own words. This is not a cold reactivation; it is a follow-through on a request she made. Frame it as: “You asked us to reconnect in Q1 — wanted to make good on that.”

Connect the Memphis expansion to your value prop.

The Memphis cross-dock build-out, combined with three logistics technology hires, indicates Apex is in an active infrastructure investment cycle. They are not cutting costs — they are building. Position your offering as complementary to their build-out, not as a cost-reduction play. The relevant angle is: “You're scaling into a new region and modernizing your tech stack at the same time. We help companies in exactly this phase avoid the integration headaches that slow down facility launches.”

Adjust the conversation for her new role.

Rachel's promotion from Director to VP means the conversation should shift from operational efficiency (“save your team 3 hours/day”) to strategic impact (“give your leadership team visibility into carrier performance across both facilities”). VPs are evaluated on outcomes that span departments, not task-level productivity. She likely now reports to a COO or CEO and needs to articulate ROI in board-level terms. The case study Brad sent in December focused on cost-per-mile — for the next touchpoint, lead with the enterprise integration case study instead.

Note the website visit — she is already evaluating.

Rachel visited the pricing page on January 10th and spent two minutes on the site. This was before her promotion was public, which suggests she may have known about the role change and was doing early vendor research as part of her transition planning. She did not fill out a form, so she is still in exploratory mode — do not push for a demo. Instead, offer something low-commitment: “Happy to share what we've seen work for carriers going through a similar build-out. No agenda, just context.”

Scroll for full brief
Where It Comes From

Four Data Streams. One Brief.

Public Intelligence

Company profile, org chart, financials, fleet data, service areas, and technology stack — aggregated from multiple public sources and cross-verified.
Data Layer

News & Signals

What's happened in the last 90 days: facility moves, leadership changes, funding rounds, hiring patterns, regulatory filings. Timestamped and sourced.
Data Layer

CRM History

Every past email, call note, meeting summary, and deal stage your team has logged. The context your rep forgot they had.
Data Layer

AI Synthesis

Talking points, risk flags, opportunity angles, and recommended openers — generated from the full data picture, not a template.
Intelligence Layer
Zero Effort

It Shows Up Before You Need It.

The agent watches your calendar. When it sees an external meeting, research kicks off automatically. The brief arrives in your inbox 24 hours before. No logins. No dashboards. No new software.

Calendar-synced — briefs generated automatically for every external meeting
On-demand — request a brief for any company via Slack, email, or web form
Under 5 minutes — on-demand briefs generated and delivered in minutes
Inbox delivery — arrives where your reps already work, not in another tool
Inbox — Marina Reeves
MP
Meeting Prep Agent
8:02 AM
Meeting Brief — Apex Freight Solutions
Meeting in 23 hours. Company overview, 3 recent signals, CRM history, and 4 AI-generated insights for your meeting with Rachel Moreno...
JH
Jake Hernandez
7:45 AM
Re: Q1 Pipeline Review
Updated the forecast deck with last week's numbers. Can we sync before...
SN
Sarah Nguyen
Yesterday
Contract renewal — TransAm Logistics
Legal sent back the redlines. Two small changes on the liability clause...
KP
Kevin Park
Yesterday
Team offsite agenda — March 7
Here's the updated agenda. Added the competitive landscape session in the...
Not Another Dashboard

An Agent That Does the Work.

Most sales intelligence tools give you access to data and expect you to do the research yourself. This agent does the research, writes the brief, and delivers it — before your rep even thinks about the meeting.

CRM-Aware
Not just web-scraped. Knows your relationship history.
Logistics-Native
Understands lanes, fleet, modal mix, and regulatory context.
Self-Improving
Learns which insights reps use. Every brief gets better.
FAQ

Questions About Meeting Prep.

Salesforce, HubSpot, and most major CRMs with an API. We pull contact records, deal history, call notes, and email logs. We'll confirm compatibility during the discovery call.

Yes. Calendar-triggered briefs are automatic, but any rep can request a brief for any company at any time via Slack, email, or web form. On-demand briefs generate in under 5 minutes.

The brief still works — company research, news, and AI insights are independent of CRM data. But the relationship history section is only as good as what's logged. This becomes a forcing function: once reps see CRM history in their briefs, logging activity has a clear payoff.

A custom AI agent we build, deploy, and maintain for your team. We configure the data sources, tune the output, and continuously improve intelligence quality. You don't manage any software.

Those tools give you access to data and expect you to synthesize it yourself. This agent does the synthesis. Gong tells you what happened on your last call. LinkedIn shows you a profile. This brief combines both with company intel, news, and AI-generated talking points — delivered automatically before every meeting.

Monthly retainer based on team size and meeting volume. No per-brief charges, no per-seat licenses. We'll scope your needs and give you a flat monthly number before you commit.

See What Your Reps Are Missing.

Send us a few target accounts. We'll generate a sample brief so you can see exactly what your reps would get before every meeting.
No commitment. No sales pitch.

Get the Worksheets

Get all 10 worksheets from AI Sales Agents delivered to your inbox.

Book a Strategy Call

Prefer to just leave your details? Send us a message instead.
Schedule a meeting now? Show me meeting availability.