Transport & Logistics Vertical Workshop

Cumulus Vertical Workshop · Thursday 20 May 2027 · virtual, full day

Find the Secure AI revenue in logistics.

A full-day working session for Ingram Micro Microsoft partners. How hauliers, forwarders and logistics operators make money, where AI could help, who signs the order, and how to reach them. Included with Cumulus Practice and Executive. £500 per MSP for Community members, up to 2 seats.

Microsoft co-op funding. Subject to eligibility, you may be able to claim back up to 100% of the £500. We give you the invoice and the proof-of-execution paperwork the claim needs. Check with Ingram that you qualify before you rely on it.

£500Per MSP, not per person
2Seats included
Full dayVirtual, run once
Up to 200Named UK hauliers, forwarders and logistics operators
Transport and logistics vertical workshop for Ingram Micro Microsoft partners: a full-day session on how hauliers, forwarders and logistics operators make money, where AI can help, who signs the order and how to reach them. You leave with the workshop slide deck, 200 named UK logistics target accounts, and tools and templates. It costs 500 pounds per MSP for two seats, and is free for Cumulus Practice and Executive members.
The principle

You sell the same technology to every industry. You cannot sell the same business case to every industry.

The same Microsoft work sells differently to a haulier than to a manufacturer, because their money is made and lost in different places.

A penny a drop is £2,400 on 240,000 drops. That is how the year is won here. Net margin runs at two to four per cent, so nobody will accept a rounded number, and a business case that cannot be audited line by line gets dismissed. This sector responds to precision, not ambition.

Down and Across  ·  the Vertical Business Outcomes Consulting Method

Commercial consulting goes deep into one sector. Technology implementation works largely the same way across all of them. Both matter, and they are bought by different people.

Logistics
Professional services
Legal
Healthcare
Retail
Manufacturing
Understand the business
 
 
 
 
 
 
Redesign the work
 
 
 
 
 
 
Build the case
 
 
 
 
 
 
Implement
 
 
 
 
 
 
Run and support
 
 
 
 
 
 
Vertical · deep in one sector
Commercial consulting
Bought by the CEO, COO, CRO, CFO and CIO.
They need measurable business outcomes.
Horizontal · same across every sector
Technology implementation
Bought by the head of IT and the IT team.
They need IT policies and change management.

Secure AI adds a business conversation above the technical one. Neither is better. An MSP needs both, and needs to know which one it is in.

Answers: I already know Microsoft, so why do I need a logistics workshop? You already sell across the horizontal. This workshop builds the vertical.

This is how Cumulus reads the sector. It comes from our own model and from interviews with people who run these firms. Treat it as a pattern to test on your own customers, not a fact.

The problem

Being brought in after the business decision has already been made.

That decision gets made in a conversation about the customer’s business, not their IT. This workshop is about how to get into that conversation.

Before the decision
We only hear about it when they ask us to quote.
After the build
We built exactly what they asked for, but there was no next conversation.

Whoever leads the commercial conversation writes the requirement everybody else quotes against. A requirement written without you leaves you competing inside somebody else’s decision, often on scope and price rather than business value.

Step 1 · know the sector

Three numbers a logistics board watches.

Most technical sales conversations do not begin with these. If yours does, you have a much stronger reason to speak with the people who answer for the economics.

Cost per drop

£283 vs £292

The fully loaded cost of one delivery against the rate charged for it. The gap is the business.

A penny a drop is £2,400 on 240,000 drops.

Empty running

22 to 30%

Unloaded miles as a share of total miles. The purest waste in the sector, and every mile is one nobody pays for.

On a fleet running 28% empty, more than a quarter of the miles are paid for twice. Ask for the three-year trend.

Cash collection

50 to 65 days

Days sales outstanding, plus the value sitting disputed. An invoice queried for six weeks is money already earned, and the operator is funding it.

£68m at 58 days is £10.8m outstanding. Ask how many disputes have a reason recorded.

Which kind of operator are you in front of

Five kinds of operator. One method.

All five move somebody else’s goods on thin margin, so one model covers them all. What changes is where the pennies leak.

The logistics sector model
General haulage
Own fleet, 50 to 600 vehicles
How they lose money
Empty running on the return leg. And rates built from memory.
Third-party logistics
Contract logistics and warehousing, 200 to 3,000 people
How they lose money
Service credits on missed windows. And customers who cannot see their own stock.
Freight forwarding
Air, sea and road, 30 to 500 people
How they lose money
Documentation rebuilt for every shipment. And rate requests that take too long to answer.
Parcel and last mile
High drop density, 100 to 2,000 people
How they lose money
Where-is-my-parcel calls at volume. And failed deliveries nobody costed.
Temperature-controlled and bulk
Chilled, frozen and tanker, 80 to 800 people
How they lose money
Compliance paperwork on every load. And a temperature range that does not negotiate.

Which one you are in front of changes the examples, not the method.

Answers: will this cover the operators I actually sell to? The worked example is a general haulier with contract work, because that is where the service calls are worst.

The method

The 4-Step Vertical Business Outcomes System, applied to logistics.

One method, applied to a different sector each month.

The Four Moves  ·  the 4-Step Vertical Business Outcomes System

Step 1

Know the sector

How these operators make money, the numbers their board watches, and where pennies, miles and cash get lost.

Step 2

Open the door

The customers you already have, the firms worth targeting, and how to get a meeting with the person who signs. This is not a cold-calling list.

Step 3

Find the AI opportunity

Where AI could make them more money, free up time, or cut risk. Then how a customer moves through the four steps, starting with a free assessment.

Step 4

Build the case

How the work should run afterwards, what it is worth, and how to prove it if they ask.

Know the sector → open the door → find the AI opportunity → build the case

Answers: what will the day teach me to do? Sector knowledge, then trusted access, then a customer opportunity, then a commercial case.

Step 3 · find the AI opportunity

Where the opportunity sits in a logistics operator.

Five places to look. They are not equal, and the biggest one is usually not where you start.

Logistics AI opportunity map
High value · low difficulty
Tracking enquiries
An agent looks the same order up in three systems to answer one call. 168,000 calls a year at a mid-sized operator.
High value · low difficulty
Rate assembly
A rate request that takes two days loses the load. The lane has been priced before and nobody can find it.
Medium value · low difficulty
Exception handling
A failure spotted on the road rather than reported by the customer. Planners find out last.
High value · medium difficulty
Invoice queries
Proof of delivery, timings and photographs gathered from three places to answer one dispute. No POD, no invoice, no cash.
High value · high difficulty
Backhaul matching
Usually the biggest prize, and usually the one they cannot start. It needs clean lane and capacity data that most operators do not hold yet.

The one worth most is often the one they cannot build yet. Telling them apart is the job.

Answers: where would I actually start? Sizing any of this in an operator’s own numbers is what the Secure AI Business Case & Process Design does, not the workshop.

Who answers for the economics

Who you need in the room at the customer.

These vary by sector. In logistics they are usually:

Managing Director

Answers for cost per drop

And the plan. Ask what a penny a drop is worth on their volume, and let them do the sum.

Finance Director

Answers for cash collection

Knows how many invoices sit disputed, and will check your arithmetic before anyone else does.

Operations Director

Answers for empty running

Knows where the empty miles come from. Nobody ever asks them about it in money.

Transport Manager

Holds the licence personally

Not the company. They can lose their repute, which ends their career. They can stop anything, and where compliance is concerned they should. Ask for them by name.

The alternatives

How MSPs usually get ready for a sector.

All three are sensible. Here is where each one stops being enough.

Read a market report

You get the size of the market and the growth rate.

Where this stops working.
It cannot tell you what one operator loses to empty miles, or whose job that number is.

Send the team on Microsoft training

Your engineers learn the product properly, and usually for free.

Where this stops working.
It teaches the technology. It does not tell you which industry to go after or what to charge.

Use a generic AI deck

You get a list of things AI can do, with examples.

Where this stops working.
A finance director has seen that deck. They want to know what it does to their numbers.

The workshop gives you the part none of them cover. How a logistics operator makes money, where AI could help, who signs the order, and 200 operators to call.

You will recognise these

Four things these operators say.

If you have sold into logistics you have heard at least two of them. Each one is pennies a drop, and none of them sounds like an AI problem.

Agents look the same order up in three systems to answer one call.
Planners spend half the day answering phones.
Invoices sit disputed for weeks and nobody codes why.
We run empty on the way back and everyone knows it.

Their words beat your list every time. The workshop covers what each one costs, and which of them AI can do something about.

What you take away

What you leave with on the day.

Logistics commercial map

The five sub-sectors, the three board numbers, and the eight processes that carry the money.

A priced offer

One opportunity packaged into something your team can quote.

Buyer map

Four roles, what each one answers for, and the number each is measured on.

Target accounts

Up to 200 named UK hauliers, forwarders and logistics operators, picked to match the kind of operator the workshop covers. Enough to start booking meetings.

Opening message

What to say first, and what to ask before you propose anything.

The Customer Ascension Ladder

How to move a customer from a first conversation to an implementation, without asking them to commit early.

The Customer Ascension Ladder

Three priced steps, then the build.

The customer only buys the next step if the last one was worth it.

  • 1 Secure AI Opportunity Assessment Free. Find where Secure AI could create value.
  • 2 Secure AI Business Envisioning Workshop £2,500. One day with the leadership team. Find the business needs, rank the Secure AI opportunities, and agree which one moves forward.
  • 3 Secure AI Business Case & Process Design From £15,000. Four to eight weeks. Build the business case, redesign the process and produce the high-level solution design needed to decide on the build.
  • 4 Secure AI Implementation Your price. You complete the detailed technical design, then build, deploy and integrate it, and run it for a monthly fee.

One day does not make you a logistics consultant. It does let you open the right conversation and work out whether there is a deal in it. If a real opportunity needs deeper work, Cumulus does the commercial side. Your customer stays yours.

Practice and Executive members pay nothing, because this workshop is included. Community members pay £500 per MSP, plus VAT, and that covers two seats.

Eligible partners may be able to use Microsoft co-op funding. Check your eligibility and the claim route with Ingram Micro before you count on the money.

Registration

Book your MSP’s place.

Four short steps. Two seats are included, and you can add the second person later.

Step 1

Your Cumulus membership


Practice and Executive members already have all ten workshops. Community members pay £500 plus VAT per MSP for this one, and that covers two seats.

Step 2

Your MSP


Exactly as it appears in Microsoft Partner Center. Microsoft only accepts a co-op claim where the invoice matches that name.



Your co-op claim needs this. Find it in Partner Center under your account settings, as the Location ID for the address above.


Step 3

Who is coming





We send joining details, your invoice and your target account list to this email.




Step 4

Confirm and book


This goes on the invoice for your 200 target accounts. Not sure yet? Choose “Not decided yet” and tell us before the workshop.

What happens next

1. You pay £500 plus VAT on Stripe, on the next screen. Stripe emails you a receipt. Need four seats? Set the quantity to 2 at checkout.

2. Two business days before the workshop, we email your full invoice for Microsoft co-op, written the way Microsoft asks for it.

3. After the day, you tell us which accounts to target and your list follows within 7 business days.

What happens next

1. Nothing to pay. We confirm your membership with Ingram Micro, then send joining details.

2. After the day, you tell us which accounts to target and your list follows within 7 business days.

Now choose the button that matches your membership.




Ten sectors. One workshop a month. Transport & Logistics is the seventh.

Book Transport & Logistics for £500. Or join Cumulus Practice for £3,500 a year and get all ten workshops plus the complete 5P System. Ten workshops bought separately would cost £5,000.

Win the business case before you win the build.