Enablement for freight brokerage sales floors

Every new rep to margin faster

One place for your rep playbooks, onboarding and certification, AI practice calls against realistic prospects, and a readiness index per rep plotted against margin and loads to plan. Built for freight brokerage sales floors, beside the TMS you already run.

No credit card. No implementation project. Your workspace is live in 60 seconds, with the freight brokerage pack loaded.

Rep readiness: readiness index per rep plotted against margin to plan, with coaching quadrants
What's inside

Rep onboarding and practice, in one system

Most brokerages onboard reps by sitting them next to a senior AE, a binder of lanes, role-play when a manager has time, and a spreadsheet that says who might make it to margin. Muntri puts the four in one place, in your vocabulary, so the owners' question has a number.

01 · Playbooks

Playbooks by line of business

The first-call playbook, lane discovery questions, the rate-shopper battle card, carrier vetting and fraud basics, the RFP response guide and the service-failure talk track, in collections reps actually open.

  • Starter playbooks for shipper sales and carrier sales ship with the freight brokerage pack; replace them with yours
  • Owners and review dates, so a stale rate sheet never reaches a shipper
  • Mark what is client-facing; share it and see who opened it
  • The same library the AI prospects and coaching draw from
yourteam.muntri.com/enablement
Enablement home for a brokerage: assigned onboarding, playbook collections and practice calls
02 · Onboard & certify

A rep standard you can roll across every desk

A 90-day new AE onboarding path, plus carrier sales, freight market and pricing, and customer retention certifications, ready on day one and editable in the Studio.

  • Modules with video, documents and links; graded quizzes with answers kept server-side
  • Certification evidence for every rep, desk and office
  • Assign paths to a cohort, a new office or an acquired book
  • Completion and quiz scores feed readiness, not a separate report
yourteam.muntri.com/enablement/learning
New rep onboarding path with modules, quiz and certification
03 · Practice

Practice calls against prospects who sound real

Reps rehearse against AI prospects who say "my guy has had it for 12 years", "just send me a quote" and "I've got one nine grand cheaper", by chat or live voice, and get scored on a rep rubric.

  • Nine prospects ship with the pack: a shipping manager with a problem lane, a logistics director running an RFP, a rate-shopping procurement manager, a plant manager burned by a double-brokered load, a carrier dispatcher on a hot load
  • Eight scenarios: the cold call to a shipper, getting past the front desk, voicemail, the rate shopper, winning a test load, RFP discovery, the service-failure save, covering a hot load
  • Rubric: reason for the call, lane discovery, value beyond the rate, objections, says only what is true, next step
  • Manager review queue with comments; scores roll into readiness
yourteam.muntri.com/enablement/practice
Practice hub: voice calls with AI prospects, rep scenarios and pitch practice
04 · Readiness

Readiness against margin to plan

One readiness index per rep across onboarding, certification, practice calls and pitches, plotted against margin and loads to plan.

  • Readiness bands (ready, on track, at risk, behind) with a 90-day window, so you see who is on track in week three
  • New business from HubSpot or Salesforce, or a CSV export of margin and loads by rep from your TMS
  • Coaching quadrants: who needs product knowledge, who needs call time, who is ready
  • Roll-ups by office and by manager; a competency radar per rep for 1:1 prep
yourteam.muntri.com/enablement/readiness
Rep readiness dashboard with readiness versus margin to plan scatter and coaching quadrants
Beside the TMS you already run

Keep your TMS, your CRM and your sign-in

Muntri Enablement runs standalone. Your TMS stays where it is; margin and loads by rep come in by CSV, or natively if you run HubSpot or Salesforce on top.

TMS

Your TMS

Export margin and loads by rep and import the CSV. Readiness plots against it. No TMS integration project.

CRM

HubSpot & Salesforce

If new business runs through HubSpot or Salesforce Financial Services Cloud, connect it and the readiness chart fills itself.

Sign-in

Google & Okta SSO

Reps sign in with the identity they already have. No new passwords to manage.

Messaging

Slack

Notifications where the team already is: assignments, reviews and reminders.

Content

Files, links, YouTube, Loom, Vimeo

Upload what you have or embed where it already lives. No re-recording.

Calls

Zoom, Teams, RingCentral recordings

Bring recorded calls in for coaching on real conversations and call scoring (Pro).

Build

API, webhooks, MCP

A scoped API with keys, outbound webhooks, and an MCP server so Claude or ChatGPT can search your content and read readiness.

Automate

Workflows

Enrol a rep in a path when a deal moves, assign a scenario after a lost deal, nudge on overdue learning.

For sales leaders and sales trainers

Built to answer the questions the owners ask

"Which new reps are going to make it?"

Readiness against margin to plan, per rep and per desk, on one screen. The reps who are struggling show up in week three, not month twelve.

"We are opening a new office. Whose onboarding?"

One rep standard: your playbooks, your onboarding path, your rubric, loaded into every office the day it joins.

"Who needs coaching, on what?"

Coaching quadrants and a competency radar per rep turn a vague 1:1 into a specific plan: product knowledge, call practice or a ride-along.

"Can the AI really sound like a shipper?"

The prospects push back the way shippers do: a cheaper quote, "we have enough brokers", a load that went wrong last month. Reps practise until the real call is the easy one.

"How much setup is this?"

Pick the freight brokerage pack, paste rep emails, export margin and loads by rep from the TMS. Most teams finish setup in an afternoon.

"What about AI costs and keys?"

AI and voice are included on every plan. Your content is never used to train models.

See it live

Walk around a demo brokerage floor

Larkspur Freight Partners is a fictional 180-person freight brokerage with 15 reps and a year of history: playbooks, onboarding paths, certifications, practice calls against AI prospects, pitch scores and readiness against margin to plan. Tell us who you are and you are in, as the VP of Sales, with everything unlocked including live voice practice calls.

or

Shared demo workspace, reset every night. Please don't put real customer data in it. Want the rep's view instead? Sign in at freight-demo.muntri.com as rep@larkspur.demo / OaklineDemo2026.

Pricing

Flat plans by team size. No per-seat math.

Start free, upgrade in-app when you outgrow it. Annual billing saves about 20%.

Free
$0
Try it with one cohort
  • Up to 5 reps
  • Freight brokerage pack: playbooks, onboarding, certifications
  • AI prospects, role-play and pitch practice
  • 3 voice practice calls
  • Readiness against margin to plan
Start free
Team · most popular
$499/month
One office or one cohort
  • Up to 25 reps
  • Everything in Free
  • 300 voice practice calls a month
  • Margin and loads import from the TMS, HubSpot and Salesforce, Slack, SSO, API
  • Workflows and automation
Start free, upgrade in-app
Pro
$1,299/month
Multi-office platforms
  • Up to 100 reps
  • Everything in Team
  • 1,000 voice practice calls a month
  • Call scoring on recorded calls
  • Priority support and onboarding help for new offices
Start free, upgrade in-app

More than 100 reps, or need SAML, SCIM or a security questionnaire? Talk to us.

Questions

Straight answers

Does it integrate with our TMS?

By CSV and API, not a native connector. Export margin and loads by rep from the TMS (every brokerage can, because commissions are paid from it) and import it; readiness plots against it. HubSpot and Salesforce connect natively if you run your pipeline there.

Does it replace our training team?

No. It gives your trainers and sales leaders the playbooks, certifications, practice calls and readiness data, so new reps get more reps in before they are on a live lane.

What is "margin to plan" in the readiness view?

Each rep's gross margin and loads against their plan. Import it from the TMS, and the readiness chart shows readiness against margin to plan, with the correlation and coaching quadrants.

Where does our content and data live?

In a private workspace at yourbrokerage.muntri.com with its own database. Nothing is shared between customers, and your content is never used to train AI models.

Can reps sign in with Google or Okta?

Yes. Google sign-in works on every plan, and Okta can be configured for your workspace. SAML and SCIM are not available yet; talk to us if a platform requires them.

Will reps actually practise with an AI?

They will not practise with their manager either, which is the point. The AI prospect is available at 7 am before a call, scores on your rubric, and nobody is watching.

What happens when I hit the free plan's limits?

The workspace keeps working. You see an upgrade prompt when you add a sixth rep or run out of voice calls, and can move to Team in-app in a minute. Nothing is deleted.

Start free

Your rep onboarding workspace is 60 seconds away

Up to 5 reps free. No credit card. Your own private workspace with the freight brokerage pack loaded: playbooks, onboarding, certifications and AI prospects.

yourcompany.muntri.com

By creating a workspace you agree to be contacted about Muntri. No spam, ever.