ATi Training Modules
Learn from over +45 years of combined knowledge optimized with cutting edge technology
ATi Quoting Module
Learn all the techniques, shortcut and secrets to quoting every mode of transportation or use our Quoting Solutions to 10x your output.
Quotes Module
What you’ll learn
- How to read email and correctly identify the mode to be quoted
- How to enter the correct data into the quoting tool
- How to execute the quoting tool and get both the Expense and the Suggested Revenue values
- Supply and Demand consideration for Van, Flatbed, and Reefer
- Equipment Training for Van, Flatbed, Reefer
- Supply and Demand consideration for Drayage
- Equipment Training for Drayage
- Accessorial Training for Drayage
- Supply and Demand consideration for Partials
- Equipment Training for Partial
- Quoting Tool Training for Van, Flatbed, Reefer
- Quoting Tool Training for Rail
- Quoting Tool Training for Van and Rail
- Quoting Tool Training for Partials
- Quoting Tool Training for Drayage
- Introduction to the benefits of our Dispatching tools to quickly find trucks, eliminating the 20% Broker’s mark-up. All and more contained in the Dispatch Module
Requirements
- No previous experience is necessary
- You will need a computer, internet, and a phone/VOIP
Description
This course was designed to empower new and experienced individuals to accurately identify the modes of transportation they are quoting, understand the equipment types and details associated with those modes, then efficiently and quickly be able to get a rate result with the same accuracy as would an individual with 10 years of experience. Our Quoting tools will allow you to get rates to your customers in minutes rather than hours or days.
This program is designed to help you progress quickly and confidently be able to quote all modes in weeks.
You’ll learn techniques combined with technology developed by a team of logistics professionals with over 45 years of combined experience.
This is an interactive, guided course, so I don’t just want you to watch my demonstrations, it’s designed for you to work along with it, and ask questions to clarify your understanding. The more questions you ask during the training and virtual meetings. We have a flexible pace. We don’t just explain how to quote and use the tool, We follow a process, explain how We do it and explain why the process is done that way. By the end of this course you will have learned and applied a step by step systemized approach to quoting Full Truckload, Intermodal Rail, Partials, and Drayage. With practice your quoting skills combined with our tools will make your rate indistinguishable from a master.
The lesson plan consists of over 10 hours of clear professionally filmed and edited content. Our team is available throughout the day and evening for support and to answer any of your questions. If you feel you want more in-depth or a further personalized course and integration please reach out to Our Team
Who this course is for:
- Anyone from an absolute beginner to experienced logistics professionals. These training sessions will broaden your knowledge and our tool with 10x your efficiency and speed.
This course includes
- On-demand video
- Downloadable resources
- Full lifetime access
- Access on Mobile and TV
- Certificate of completion
Practice – 20 real email examples of real quote requests
- Van
- Flatbed
- Reefer
- Partial
- Drayage
ATi Dispatch Module
Dispatch Module
What you’ll learn
- How to read email and correctly identify the mode on a Bill of Lading (BOL),
- Delivery Order (DO), and Rate Agreement (RA)
- How to find capacity using our Dispatching tool for Van, Flatbed, Reefer, Rail, Partials, and Drayage
- How to collect and evaluate Carrier Expense offers, convert offers into a uniform format, then be able to compare all offers and identify the best.
- How to negotiate Carrier Expense Rates and Identify incorrect/hidden fees within their offers.
- How to identify market conditions and trends that impact pricing
- How to check on National and Regional Fuel pricing
- Negotiation Techniques for Van, Flatbed, and Reefer
- Negotiation Techniques for Drayage
- Equipment Training for Drayage
- Accessorial Training for D rayage
- Negotiation Techniques for Partials
- Dispatching Tool Training for Van, Flatbed, Reefer
- Dispatching Tool Training for Rail
- Dispatching Tool Training for Van and Rail
- Dispatching Tool Training for Partials
- Dispatching Tool Training for Drayage
- Negotiating Techniques for High Volume Projects and Reoccurring lanes.
- Carrier Setup Procedures
- Customer Setup Procedures
- Introduction to the benefits of Factoring and Preview of the Brokerage Module, including Carrier Setup Contracts, Bond and Insurance Verification, Customer Setup Contracts, Customer Credit Review Tools, Factoring and Credit Repair Tools
Requirements
- Completion of the Quotes Module Course or 2+ year experience in the industry
- You will need a computer, internet, and a phone/VOIP
Description
This course was designed to build on the foundation learned in the Quoting Module. This module will help you accurately identify the modes of transportation on a variety of documents to verify accuracy of the quote and if needed re-rate due to a change in the information. This system heavily utilizes technology to optimize the dispatch process utilizing 4 different automated methods to ensure quick responses.
Our Dispatching Tools will quickly put you in front of the direct truck drivers, eliminating expenses 20%+ Broker commissions.
This program is designed to help you progress quickly and confidently be able to dispatch all modes in weeks.
You’ll learn techniques combined with technology developed by a team of logistics professionals with over 45 years of combined experience.
This is an interactive, guided course, so I don’t just want you to watch my demonstrations, it’s designed for you to work along with it, and ask questions to clarify your understanding. The more questions you ask during the training and virtual meetings. We have a flexible pace. We don’t just explain how to quote and use the tool, We follow a process, explain how We do it and explain why the process is done that way. By the end of this course you will have learned and applied a step by step systemized approach to Dispatching Full Truckload, Intermodal Rail, Partials, and Drayage. With practice your quoting skills combined with our tools will make your Dispatching on par with any seasoned logistics veteran.
The lesson plan consists of over 10 hours of clear professionally filmed and edited content. Our team is available throughout the day and evening for support and to answer any of your questions. If you feel you want more in-depth or a further personalized course and integration please reach out to our Team
Who this course is for:
- Anyone who has a full understanding of quoting and equipment or anyone who has completed the Quote Module. These training sessions will take your knowledge one step deeper. Our tool with 10x your efficiency and speed allows you to begin to multi-task other activities in addition to Dispatching, like Quoting.
This course includes
- On-demand video
- Downloadable resources
- Full lifetime access
- Access on Mobile and TV
- Certificate of completion
ATi Operations Module
Dispatch Module
What you’ll learn
- How to build an order in our TMS
- Scheduling and Appointment Setting Best Practices
- Tracking and Tracing Best Practices
- Emailing Templates and Procedures
- How to standardize your order booking process with our Checklist
- How to Book Rail shipments with CSX, LOUP, XPO, Schnieder, Thoroughbred Direct, BNSF and others
- What is a lane confirmation, templates and procedures
- How to book an Full Truckload Shipment, Documents, Templates, and Procedures
- How to Book LTL Shipments with XPO, Road Runner, Saia, Unishippers, Freight Flex
- How to correctly Class an LTL shipment
- How to Book a Partial
- When to use an LTL, Partial, or Full Truckload rate? Understanding the rules and market dynamics of less than full truck shipments
- How to Book Drayage Shipments
- Understanding Accessorials 2.0
- The Rule of 5.62
- How to Book Flatbeds, procedures and checklists
- How to Book Reefers, procedures and checklists
- Collecting Carrier Provided Documents (BOL, POD, CINV)
- Collecting Customer Provided Documents (RA)
- Collecting Broker Provided Documents (INV)
- Finalize Documents for Invoicing and Factoring
- Introduction to the benefits of the Billing Module, streamlining billing, automation, customer code to reduce 85% of the data entry
Requirement
- Completion of the Dispatch Module Course or 3+ year experience in the industry
- You will need a computer, internet, and a phone/VOIP
Description
This course was designed to equip you with a fool-proof system which will allow you and you team to be PROACTIVE. Following these steps and systems will all you to retain customers, get repeat business, demonstrate your superior organization and professionalism, and ultimately make the ease of doing business with you company a no-brainer. Now that you have you Authority, you are already realizing how much you are saving having invested in this program. This is the module where those savings are secured and you pave the way for more business and continual growth.
This Module relies heavily on one-on-one training as We walk you through the step-by-step process of verifying shipment details, coordinating between trucks and shipper, and ensuring that everything is triple checked and prepared for a smooth, hassle free transaction.
Our Broker Module will reduce miscommunications, avoid unnecessary accessorial fees, allow for autonomy and improve customer satisfaction.
This program is designed to upgrade your operations progresses and procedures starting with your first booking.
You’ll learn techniques combined with technology developed by a team of logistics professionals with over 45 years of combined experience.
This is a hands-on course where our team will walk you through the procedures and paperwork to make sure everything is ready to run smoothly. We have a flexible pace. By the end of this course you will have a premium, optimized operations team prepared to run all modes of transportation.
The lesson plan consists of over 10 hours of clear professionally filmed and edited content. Our team is available throughout the day and evening for support and to answer any of your questions. If you feel you want more in-depth or a further personalized course and integration please reach out to Our Team
Who this course is for:
- Any Freight Forwarder, NVOCC, or new freight broker that has already completed the Quoting, Dispatching, and Brokerage Module and is able to get trucks directly for their freight or customers.
This course includes
- On-demand video
- Downloadable resources
- Full lifetime access
- Access on Mobile and TV
- Certificate of completion
ATi Brokerage Module
Dispatch Module
What you’ll learn
- How to Setup Carriers, Verify their bond and insurance, authority status on Safer-FMCSA Contracts and Carrier Packet Templates
- How to Setup Customer, Verify their credit rating, Contracts and Customer Setup Templates
- Get set up with a factoring company to establish domestic freight credit
- Factoring procedures and Factoring Tools
- Registering for your Authority, BMC-84 Bond, EIN, and setting up your LLC (if you don’t already have an active company)
- Getting assistance with SBA funding
Requirements
- Completion of the Dispatch Module Course or 2+ year experience in the industry
- You will need a computer, internet, and a phone/VOIP
Description
This course was designed to prepare you to run a freight brokerage, instantly saving you 20%+ in 3rd party broker commissions! This module will help you navigate the complete brokerage setup process from zero to you first shipment. This Module relies heavily on one-on-one training as We walk you through the step-by-step process of getting your Authority, Getting your Bond, Getting setup with a factoring company, getting your credit tools in place, building your domestic credit profile and equipping your team with all the contract and documents needed to begin operating as a truck broker.
Our Broker Module will instantly reduce your truck expense, cutting out the middleman. You will no longer have to haggle with a broker on a price because you will know the market price for trucks. You will have direct access to the trucks and you will be in a position to negotiate with them because you will have built up an impressive credit profile.
This program is designed to help you progress quickly and confidently be able to run a truck brokerage in 30-45 days.
You’ll learn techniques combined with technology developed by a team of logistics professionals with over 45 years of combined experience.
This is a hands-on course where our team will walk you through the setup and paperwork to make sure everything is DOT compliant. We have a flexible pace. By the end of this course you will have a fully functional Full Truckload, Intermodal Rail, Partials, and Drayage brokerage.
The lesson plan consists of over 10 hours of clear professionally filmed and edited content. Our team is available throughout the day and evening for support and to answer any of your questions. If you feel you want more in-depth or a further personalized course and integration please reach out to Our Team
Who this course is for:
- Any Freight Forwarder, NVOCC, or new freight broker that has already completed the Quoting and Dispatching Module and is ready to get trucks directly for their freight or customers.
This course includes
- On-demand video
- Downloadable resources
- Full lifetime access
- Access on Mobile and TV
- Certificate of completion
ATi Billing and Automation Module
What you’ll learn
- What documents are needed to factor an invoice (INV, BOL, RA, LC, CINV, NO, DO, Accessorial Receipts)
- Further training on identifying and verifying billing documents
- How to navigate the billing procedures in the TMS
- Collections and Follow up systems
- Recourse for slow pay and non payment customers
- Training on the customer integrated code from our TMS to your billing system, factoring company, and any other billing integrations desired
- Introduction to Sales, Lead Generation and Marketing Modules
- Introduction to automation and exploration of other areas of your business that could be automated.
- There are no requirements for this Module
The purpose of this module is to streamline and automate billing so that you can invoice your customers the same day the shipment delivers. Up to this point you have learned to move the shipment status in a linear, standardized process. If you have done so correctly there will not be much left to do on the billing side to invoice.
For this reason, this module is more about automation and document verification than it is about training. We walk with you through your billing processes step-by-step to ensure that we fully understand and record the necessary procedures. Once we have the step-by-step confirmed in writing We will prepare an estimate for automation development, finalize the estimate, then program out the step to 1-2 buttons.
Imagine billing that used to take hours, reduced down verification or documents then the click a button! Instantly, everything will synced with the correct data across all systems and the customer will be emailed the invoice with your team cc’d on the emailed invoice.
This module is designed for you to reduce overhead, streamline and automate billing and accounting. This will allow you to get paid faster! The money saved on data entry and redundant billing personnel will be reduced to one part time person. All those salary dollars can now be redirected to sales, further fueling your growth.
You’ll learn techniques combined with technology developed by a team of logistics professionals with over 45 years of combined experience.
This is a hands-on consultation will ensure that we automate properly organize and delegate work so that the automation will be optimal. We have a flexible pace. By the end of this course you will have streamlined, one-click billing system.
The lesson plan consists of over 10 hours of clear professionally filmed and edited content. Our team is available throughout the day and evening for support and to answer any of your questions. If you feel you want more in-depth or a further personalized course and integration please reach out to Out Team
- Operations, Billing and Accounting Staff.
- Owner of the company looking to further automate
This course includes
- On-demand video
- Downloadable resources
- Full lifetime access
- Access on Mobile and TV
- Certificate of completion
ATi Marketing & Lead Generation Module
- The benefits of a CRM
- How to maximize the use of a CRM with our procedures
- Cold calling, Prospecting, Discovery Calls training and scripts
- Qualifying customers training and script
- Follow up procedures and the use of automation
- Email marketing, SEO, SMO, Search Auto-Suggestion Marketing
- How to optimize your email marketing
- How to set up, hire and manage a lead generation call center
- How to maximize outsourced labor correctly
- Completion of all other Modules. This system will not work optimally if all other systems are not in place and standardized. Failure to implement previous modules before this one will lead to failure and wasted time, money and resources on leads that you will not be prepared to service properly and effectively.
The purpose of this module is to prove the value of the all inclusive system. Up until this point you have been learning and applying the systems required to avoid growing pains between $0.00-$10,000,000/year. Now that you have all the systems, technology, automation, you have become lean and removes all waste in your overhead and process. You are ready to press the gas and really grow!
This program is designed to intelligently delegate and standardize your sales process. Using each person within the process focused on their one piece. We will teach you to procedures and give you to tools to generate leads, get quotes, win them, and follow up with them for repeat business. You will learn how to keep low skilled worker on low skilled task, freeing up high skilled, experienced workers to focus on the best of the best customer lists.
You’ll learn techniques combined with technology developed by a team of logistics professionals with over 45 years of combined experience.
This is an interactive, guided course, so I don’t just want you to watch my demonstrations, it’s designed for you to work along with it, and ask questions to clarify your understanding. The more questions you ask during the training and virtual meetings. We have a flexible pace. We don’t just explain how to quote and use the tool, We follow a process, explain how We do it and explain why the process is done that way. By the end of this course you will have learned and applied a step by step systemized approach to marketing, lead generation, sales, and follow-up. With practice your quoting skills combined with our tools will make your rate indistinguishable from a master.
The lesson plan consists of over 10 hours of clear professionally filmed and edited content. Our team is available throughout the day and evening for support and to answer any of your questions. If you feel you want more in-depth or a further personalized course and integration please reach out to Our Team
- The owner of the Company, Director of Sales, Other Sales personnel
- Half is designed for new hires with no industry experience, once leads are qualified they are passed to Sales Managers for Discovery Calls and Rapport building.
- On-demand video
- Downloadable resources
- Full lifetime access
- Access on Mobile and TV
- Certificate of completion
Need Training? We got you covered.
BEst FOR FREIGHT FORWARDERS
Quotes Module
$
199
per user/month
This course was designed to empower new and experienced individuals to accurately identify the modes of transportation they are quoting, understand the equipment types and details associated with those modes, then efficiently and quickly be able to get a rate result with the same accuracy as would an individual with 10 years of experience. Our Quoting tools will allow you to get rates to your customers in minutes rather than hours or days.
Dispatch Module
$
199
per user/month
This course was designed to build on the foundation learned in the Quoting Module. This module will help you accurately identify the modes of transportation on a variety of documents to verify accuracy of the quote and if needed re-rate due to a change in the information. This system heavily utilizes technology to optimize the dispatch process utilizing 4 different automated methods to ensure quick responses.
Best FOR New Brokers
Brokerage Module
$
499
per user/month
This course was designed to prepare you to run a freight brokerage, instantly saving you 20%+ in 3rd party broker commissions! This module will help you navigate the complete brokerage setup process from zero to you first shipment. This Module relies heavily on one-on-one training as We walk you through the step-by-step process of getting your Authority, Getting your Bond, Getting setup with a factoring company, getting your credit tools in place, building your domestic credit profile and equipping your team with all the contract and documents needed to begin operating as a truck broker.
Operations Module
$
199
per user/month
This course was designed to equip you with a fool-proof system which will allow you and you team to be PROACTIVE. Following these steps and systems will all you to retain customers, get repeat business, demonstrate your superior organization and professionalism, and ultimately make the ease of doing business with you company a no-brainer. Now that you have you Authority, you are already realizing how much you are saving having invested in this program. This is the module where those savings are secured and you pave the way for more business and continual growth.
Best Value
Billing and Automation Module
$
199
per user/month
The purpose of this module is to streamline and automate billing so that you can invoice your customers the same day the shipment delivers. Up to this point you have learned to move the shipment status in a linear, standardized process. If you have done so correctly there will not be much left to do on the billing side to invoice. We walk with you through your billing processes step-by-step to ensure that we fully understand and record the necessary procedures. Once we have the step-by-step confirmed in writing We will prepare an estimate for automation development, finalize the estimate, then program out the step to 1-2 buttons.
Best Value
Marketing and Lead Generation Module
$
699
per user/month
The purpose of this module is to prove the value of the all inclusive system. Up until this point you have been learning and applying the systems required to avoid growing pains between $0.00-$10,000,000/year. Now that you have all the systems, technology, automation, you have become lean and removes all waste in your overhead and process. You are ready to press the gas and really grow!
Company
- Leadership
- History
- Careers
- News & Events
- Partner with Us
Products
- Load Board
- Freight Rates
- Benchmark Analytics
- Operating Authority
- Product Finder
Resources
- FAQs
- Blog
- Press Room
- Guides
- Videos
Support
- Product Login
- Support Request
- Contact Us
Newsletters
Youtube
- Marketing Index
- Site Map
- Legal
- Privacy Policy
Login with your site account
Not a member yet? Register now
Register a new account
Are you a member? Login now