Client lists mixed together when you sell to logistics companies
Is one client's prospect list mixed up with another's? Here is how people who sell to logistics companies fix it.
Is one client's prospect list mixed up with another's?
Agencies that prospect for several clients often keep everything in one place. Lists, statuses and campaigns for different clients get tangled.
It hits harder when you sell to logistics companies. Logistics companies include hauliers, freight forwarders and warehouse operators, from family firms to large fleets. Operations and fleet managers decide on vehicles, software and services, with directors signing off on larger contracts.
The wrong message can reach the wrong prospect under the wrong name. Reporting per client becomes guesswork.
A separate workspace per client.
Riftjaw lets you keep lead files and segments apart per client. On the Agency plan every client gets a separate workspace. Each workspace has its own lists, campaigns and results.
- Fields that fit logistics companies, such as fleet size
- Email prefixes that fit, like info@, sales@, operations@ and transport@
- Status, tags and a segment on every record
The fix, step by step
- Create a workspace. Set up one workspace per client on the Agency plan.
- Import their lists. Bring each client's prospects into their own workspace.
- Report per client. Use campaign results within each workspace for clear reporting.
Other walls when prospecting logistics companies
Depots of the same company appear as separate listings.
Set the website as the key field so duplicates are flagged on import.
Operations addresses are busy with bookings and shipments.
Tick several prefixes and note which address led to a real conversation.
Fleet renewals happen on long cycles.
Add a date field for contract or lease end and filter on it later.
Fields worth recording for logistics companies
Record these and you can split the list later, write sharper mails and see who fits your offer.
| Field | Why it helps |
|---|---|
| Company name | The key field. Duplicates are checked on it or on the website. |
| Website | Needed to derive an email when the export has none. |
| Fleet size | The number of vehicles is the main sign of size. |
| Services | Haulage, forwarding or warehousing each have different needs. |
| Depots | Multi depot firms often buy centrally. |
| Vehicle types | Vans, trucks or refrigerated units need different suppliers. |
| Fleet manager | Often the person who evaluates new tools. |
Questions people ask
Add a number field for fleet size, fill it where you can, and filter on ranges.
Yes. Add a date field to your lead file and filter on it when the date approaches.
If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as info@, sales@, operations@ and transport@, and Riftjaw derives addresses from each domain. Derived addresses are good guesses, not verified, so start with small batches.
Yes. The Free plan runs the whole pipeline on one list with small campaigns, and you do not need a credit card. Move to Pro when you want more lists, segments and bigger campaigns.
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