FreighAI
FreighAI · Playground article
Playground · Checklist article

Does buying AI mean replacing anyone on your pricing team?

Question C3 of the twelve. You get asked it twice: once by the vendor's answer, and once by your own pricing desk, about an hour after you tell them what you are looking at.

This article goes deeper than the sheet: what rate-hunting actually is, what is left in the job on day 90, the four traps in the answer, and how to write it down.

The short answer

Answer it straight, because your pricing team will ask the same day you announce it. The honest answer is about tasks, not headcount: the hunting for a rate, the copying and the chasing are what software takes. The judgement, the customer and the approval stay with the person.

Why does your own team ask this before you do?

The afternoon you tell the office you are looking at AI for quoting, one question travels the floor faster than any other. Not whether it works. Whether it is about them. By the second vendor meeting somebody has decided the answer, and you were not in the room.

That matters practically, not sentimentally. A pricing executive who thinks this is a headcount exercise feeds the trial the easy enquiries. Two cartons, a weekly lane, a customer who never argues. The awkward ones, the reason you are shopping, keep going into the old spreadsheet. Six weeks later the trial looks fine and tells you nothing.

Acas puts the general version plainly: employers should always consult workers and their representatives when making decisions, and it can help make better decisions and improve working relationships. Buying quoting software decides how somebody's day is spent. It qualifies.

C3, from the meeting room to day 90
    1. 01You ask C3In the meeting, before the floor hears about it.
    2. 02They answerAbout the job, about headcount, or not at all.
    3. 03You repeat itSame words, to the pricing desk, that week.
    4. 04Weeks 1 to 6Your own enquiries go in, the awkward ones first.
    1. 05Weeks 6 to 12Watch which tasks actually leave the desk.
    2. 06Day 90Count where the pricing hours now go.
    3. GATEYou decideWhether the answer in the room matched the job on the floor.
The question does not end when the vendor answers it. You repeat the answer to your team, run the trial on real enquiries, then check on day 90 whether it held.
Recommendation

Ask C3 in the first meeting, not the last. You want the vendor's wording in your notebook before your team hears about the project from anybody else.

What is rate-hunting, and how much of a day does it take?

Take one enquiry apart and the answer stops being an opinion.

An email lands at nine twelve. A customer's purchasing assistant wants a price for four pallets from Ho Chi Minh to Felixstowe, and the weights are in a photograph of a delivery note. Almost none of the next ninety minutes is pricing.

One ordinary enquiry, split into the hunting and the judgement.
  1. Reads the email and the photograph. Four pallets, or one part-container.
    Which is it
    Hunting.
  2. Looks for a rate. The contract folder, last month's agent email, the sheet somebody renamed on Tuesday.
    Which is it
    Hunting.
  3. Opens the carrier portal to check the rate is still live this week.
    Which is it
    Hunting.
  4. Emails the destination agent for local charges, then chases on Thursday and Friday.
    Which is it
    Hunting.
  5. Checks what this customer paid on this lane last time, and why.
    Which is it
    Both. Finding it is hunting. Knowing why is judgement.
  6. Decides the margin, given the customer and what else is open with them.
    Which is it
    Judgement. This is the job.
  7. Copies it into the format the customer expects and sends it.
    Which is it
    Hunting.
  8. Remembers on Monday that nobody replied, and follows up.
    Which is it
    Hunting, usually skipped.

Eight steps. One is pricing. One more has pricing buried inside a search. The rest is finding, copying, waiting and chasing.

This is the split the question turns on. The International Labour Organization's 2023 working paper on generative AI and jobs reached the same conclusion for whole occupations: the overwhelming effect of the technology will be to augment occupations, rather than to automate them, with the greatest exposure in clerical work. The clerical part of that table is the hunting, and the hunting is not why you hired a pricing executive.

So the useful version of C3 is not “will anybody go”. It is “which of these rows does your product take, and which does it leave”. A vendor who takes six of the eight is selling a different thing from one who takes three. Both are legitimate purchases.

What does a pricing executive actually do on day 90?

The honest answer is that she does the margin row of that table many more times a day, and almost none of the others.

  • 01Her morning starts with a list rather than an inbox.
  • 02Twelve enquiries came in overnight and eleven are drafted, each showing the rate it used, where it came from and what this customer paid in March.
  • 03The first hour goes on those eleven, about a minute each, and on the twelfth, which has no rate anywhere and needs a call to an agent in Jebel Ali.

Four parts of the job grow, and they are the four that were being squeezed out before.

  • The margin call. Not the arithmetic, the decision. This customer has three quotes open and a payment overdue, so this one goes out low and the credit conversation happens first.
  • The exceptions. No rate anywhere, cargo that will not fit the equipment, a rule that changed last week. These used to be the interruptions. They are now the work.
  • The agent and carrier relationships. A local charge comes back in an hour because somebody knows the person sending it. Software does not have that and should not claim it.
  • Correcting the machine. When a draft is wrong, saying why in one sentence. Most vendors forget to mention this one.
The four layers of a quoting day
StaysThe customer, and what you will lose

Who gets the aggressive number, who gets a call instead of a quote, which enquiry you decline.

Mostly staysThe judgement on the number

Margin against the relationship, the pipeline and the risk. A tool suggests. The decision carries a name.

Moves in partAssembling the quote

Into the format the customer expects. Software assembles, a person still reads it.

MovesFinding, copying, waiting, chasing

The rate hunt, the portal check, the agent chase, the Monday follow-up. The layer the money buys.

Whatever moves, a person still approves the price before a customer sees it.
A pricing desk stacked from the most clerical layer to the most human. Software eats it from the bottom up. The top layer does not move.

There is a second effect worth knowing before you promise anything. In a customer support study published by the National Bureau of Economic Research, access to a generative AI assistant raised productivity by 14% on average, but 34% for novice and low-skilled staff, with minimal effect on the most experienced. Your newest coordinator gets quick fast. Your strongest pricing executive gains less on speed, because speed was never her advantage. What she gains is reach.

So sell it internally on reach, not on speed. Promise your strongest pricing executive that she will be faster and she will test it, find she is not, and write the whole thing off.

One worked example, from the only vendor we can quote without asking, which is us. FreighAI's answer to C3 is: “Your team approves. They do not compose, forward, file or chase. The reply goes out in their name.” It names what moves and what does not, and it survives being repeated on the floor. Hold it to the standard on this page, then make it prove itself with a reference your own size.

What are the four traps in the answer you get?

All four sound reasonable in the room and leave you with nothing a fortnight later.

Trap one. Higher-value work, with no noun after it

“It frees your team for higher-value work” is the commonest answer to C3 and it says nothing. Higher value than what, done by whom, in which hours. Push once: “Name three things my pricing executive will do next quarter that she has no time for today.” A vendor who has watched a real pricing desk answers straight away.

Trap two. Headcount arithmetic done in your room

The mirror image is worse. A vendor who tells you the product saves two heads has told you something they cannot know. They have not seen your enquiry mix, your rate sources, or how much of your quoting depends on agents. Ask what the number rests on. If it is a model rather than a named firm your size, it is a brochure figure.

Trap three. The answer you get is not the answer your team gets

Some vendors carry two versions. A reassuring one for the pricing desk and a headcount one for the person signing. Test it in a minute: ask them to give the same answer, in the same words, to the people who will use the thing. A vendor with one answer agrees on the spot.

Trap four. The same job, only faster

Some products take nothing off the desk. They make the hunting quicker: better search, a nicer rate screen, fewer clicks. That is a real product and can be worth buying. It is not what C3 asks about, and selling it as “you will stop hunting” gets you caught out in week three.

One tell runs across all four. Watch whether the answer uses the word at all. The checklist calls the warning sign “anything that avoids the word”. A vendor who says “no, and here is why”, or “yes, in one role”, is easier to buy from than one who talks for ninety seconds and lands nowhere.

How do you write the answer down as a decision?

Three lines, the same day, in the vendor's own words. You are writing something you will read out to your team, so write it the way you would say it.

The whole record of question C3, per vendor, on three lines.
  1. What moves
    What goes in it
    The tasks they said the product takes, in their nouns. If they named fewer than three, note that.
  2. What stays
    What goes in it
    What stays a person's job. A vendor who names nothing here has not understood the question.
  3. What you will say on the floor
    What goes in it
    One sentence you will repeat to the pricing desk word for word, and be held to.
Recommendation

Set the pass mark before the meeting. A workable one: the vendor passes C3 if they name at least three tasks that move, at least one that does not, and the third line is a sentence you would read out to the person whose job it describes.

Then put a date on it. Diarise a day ninety review against exactly those words, with the pricing desk in the room. Two measurements are enough: how many enquiries the same people handle, and how long a quote takes from arrival to sent.

What if the honest answer is that a role does change?

Sometimes it is. The answer is still straight, just harder to give.

In freight it is rarely somebody leaving. It is a vacancy that stops being filled: an open coordinator seat carried eight months on overtime, and a decision not to recruit. Or a role moves department, and the person whose day was three-quarters chasing goes to customer service.

Not filling a seat is a different thing from emptying one, and your team can tell the difference. What they will not forgive is working it out three weeks in, when a job advertisement quietly disappears. If a role does change, say four things the day you announce the trial. Which role, what it becomes, when, and what happens to the person if the new shape is not what they want.

One last use for C3. Ask it about the system you already run. If somebody on the pricing desk left tomorrow and nobody took their seat, what would break first. If the answer is “the chasing”, you have found the thing worth buying without a vendor in the room.

Questions

Common questions

01

Should I ask C3 in the first meeting or the second?

The first, and before your team hears about the project from anyone else. It sits in part C with the other risk questions, but its answer is the one you carry back to the office.

02

My head of pricing is running the evaluation herself. Does that settle it?

It helps and it does not settle it. She has a team, and they will ask her what they would have asked you. It also creates a quieter risk: the person best placed to judge the product has the most to lose from a straight answer.

03

The vendor says nobody has ever lost a job because of their product. Is that a good answer?

Fine if they can say who they checked with and when. Weak if it arrives as reassurance rather than fact. The follow-up: name a forwarder my size who has run this a year, and let me ask them what happened to their pricing desk.

04

Does this question work on a vendor selling something other than quoting?

Yes, with the noun changed. Split one unit of work into steps first: one shipment for a tracking tool, one invoice for a billing tool. Then ask which steps it takes and which it leaves.

READY WHEN YOU ARE

Ask C3 before your own team asks you

You need one sentence that works in the meeting room and on the floor. Get it from the vendor in their own words, write down what moves and what stays, then put the same question to us.