Case Studies

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ExFreight

ExFreight Builds Its First Structured Sales Training Program with AI Roleplay

ExFreight is a B2B freight and shipping solutions provider that helps businesses manage domestic and international logistics. Its sales team converts inbound and outbound leads into shipping accounts in a price-competitive market.

Located

United States

Industry

Business Services

1st

Structured onboarding program, replacing ad hoc training

100%

Automated completion sync into TalentLMS

40%

Less variation in objection handling moments

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ExFreight works with businesses that need to move freight domestically and internationally. Sales conversations typically involve price-sensitive buyers comparing carrier rates, prospects already under contract with competitors, and objections around switching costs.

The sales team is responsible for turning those conversations into accounts, which requires both product knowledge and the ability to hold ground on pricing without losing momentum in the call.

The Challenge

ExFreight's sales training was informal. Onboarding meant managers shadowing calls and offering feedback afterward, a process that didn't scale and left wide gaps in how reps handled critical moments. There was no structured way to practice before facing live prospects, and no data to show where individual reps needed work.

The company also needed any new tool to work inside TalentLMS, the platform it already used for employee development. Most AI roleplay tools they evaluated didn't support SCORM, which ruled them out. Adding a separate system with separate logins wasn't a real option.

For freight sales specifically, the pressure points are predictable: buyers asking about rate comparisons, prospects satisfied with their current carrier, and first calls where the decision-maker isn't in the room. Reps who hadn't practiced those moments before their first live call were learning on real opportunities.

The Solution

Freight-specific objection practice built into TalentLMS onboarding

ExFreight built roleplay agents based on its core prospect profiles and deployed them through TalentLMS as part of the onboarding sequence. New hires complete practice calls with these agents before handling live accounts.

The agents replicate the objections most common in freight sales: buyers asking about rate comparisons, prospects already happy with their carrier, and accounts where the decision-maker isn't on the first call. Reps arrive at their first live calls having already worked through those moments multiple times.

Roger Skistimas

“We could finally build something that matched our actual buyers, not a generic sales bot. The reps who go through the roleplay training arrive at their first live calls knowing what to expect.

Roger SkistimasVP of Operations, ExFreight

Live pipeline objections turned into targeted practice sessions

After the initial onboarding rollout, ExFreight extended the roleplay setup for ongoing development across the full sales team. Experienced reps use the agents to work through objections they've recently hit in live calls, using the practice environment to sharpen responses to situations they're actively navigating.

Managers use scorecard data from those sessions in coaching conversations. Instead of general feedback about confidence or question quality, they can point to specific criteria and show a rep exactly where the response fell short and what good looks like.

Sales Manager

“Even for experienced reps, having a place to practice a specific objection they have been struggling with changes how coaching works. It is not hypothetical anymore. There is data.

Sales ManagerExFreight

SCORM integration keeps all coaching data inside TalentLMS

Completion data from roleplay sessions flows back into TalentLMS automatically. The enablement team can see which reps have finished their modules without a separate login or manual tracking.

That change has made structured training operationally viable for a team without a large dedicated enablement function. Managers can see across the team which behaviors are most commonly underdeveloped and address them systematically, rather than waiting for a live call to surface the gap.

Learning and Development Lead

“The SCORM integration was the thing that made this work operationally. Completion data just shows up in TalentLMS.Managers do not have to chase down whether someone did their training or log into a separate system to find out.”

Learning and Development LeadExFreight

The Impact

ExFreight went from ad hoc manager shadowing to a structured, data-driven training program. Every new hire now has documented practice behind them before their first live prospect call, and managers have a consistent baseline for coaching instead of waiting for problems to surface on real calls.

Every new hire completes structured practice before their first live call

Embedding roleplay modules in the TalentLMS onboarding sequence means no rep handles a real account without documented practice first. That consistency wasn't achievable before. The shift from informal shadowing to a formal module removed the dependency on manager availability.

Reps report stronger confidence handling pricing objections after roleplay

Reps who completed the roleplay modules report feeling more prepared for price-focused conversations in live calls. Scorecard data gives managers specific evidence of where that preparation translates into better conversation management, rather than relying on self-reporting alone.

Training now runs inside existing LMS workflow with no added friction

SCORM compliance meant ExFreight didn't have to choose between the tool it needed and the infrastructure it had already built. Both work together, and the operational overhead of running a structured training program has stayed manageable without a large enablement team.