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Company Thesis
GTM System
Confidential โ€” Internal Strategy Document v1.0

Certin Thesis.

Operational Intelligence for the Modern Logistics & Supply Chain Enterprise โ€” the single source of truth for every Certin team member. Earn XP as you read.

$9.5T
Global Logistics Market
25K+
Target Companies EU
4โ€“6ร—
Customer ROI Year 1
๐ŸŒ

Industry Landscape

$9.5T market, verticals, the gap

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๐Ÿ”ด

The Problem

Six failure modes, โ‚ฌ1M in preventable loss

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โšก

The Solution

Central nervous system architecture

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๐Ÿ› 

Product Capabilities

8 core modules, the push advantage

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๐ŸŽฏ

ICP & Personas

Who buys, buyer maps, trigger signals

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๐Ÿ

Competitive Landscape

6 categories, the compounding moat

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๐Ÿ“ˆ

Success Metrics

Before/after outcomes, business KPIs

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๐Ÿ—บ

GTM System 2026

ICP โ†’ Outreach โ†’ Discovery โ†’ Close

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Your Progress

Level 1 โ€” Prospect
XP: 0Next: 200 XP
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๐Ÿ”ฌDeep Dive
Document
Company Thesis + GTM
Version
1.0 โ€” Feb 2026
Market
Western Europe โ†’ Global

The Certin Mandate

Tens of thousands of mid-market logistics operators are flying blind โ€” losing millions in preventable SLA penalties, managing operations through disconnected tools, watching ghost packages consume their credibility with clients who deserve better. They know the problem. They are ready for the solution.

The question is only whether Certin is the company that delivers it. We are.

Section 02 ยท Thesis

Industry Landscape

Logistics and supply chain is the circulatory system of the global economy. Every product has passed through a network of warehouses, vehicles, information systems, and human decisions before reaching you.

+100 XP
$9.5T
Global Logistics Market (2023)
$1.2T
3PL Market Alone
6.5%
Annual Growth Rate
25K+
Target Companies (EU)
40โ€“53%
Last-Mile % of Delivery Cost
10+
Disconnected Systems per Operator

Target Verticals

Certin operates across four core logistics verticals, each with distinct pain profiles, regulatory requirements, and entry points into the organisation.

01

Retail Logistics

Omnichannel fulfillment, seasonal volume spikes, vendor compliance with major retailers, managing returns at scale. Strict SLA requirements with significant financial penalties for non-compliance. Chargebacks from retailer VCP failures are a primary financial pain point โ€” a missed delivery window at a major supermarket chain can result in deductions of 15โ€“25% of the invoice value.

SLA penalties
02

e-Commerce Logistics

Same-day/next-day delivery expectations driven by Amazon consumer norms. Last-mile representing 40โ€“53% of total costs. High volumes at extremely thin margins โ€” zero tolerance for error. Real-time tracking API requirements, ghost packages a critical credibility issue. A single ghost package complaint on a major platform can trigger account performance reviews affecting entire business relationships.

Ghost packages
03

FMCG Supply Chain

Thousands of SKUs, shelf-life constraints, promotional planning cycles, coordinating hundreds of third-party providers. Data lives in a dozen systems โ€” ERP, TMS, distributor portals, spreadsheets. Promotional execution failures mean wasted production runs, retail out-of-stocks, and forfeited promotional investment. Distributor performance gaps are opaque until a retailer calls to complain.

Data fragmentation
04

Cold-Chain Logistics

Temperature-controlled infrastructure for pharma, food, and biologics. GDP compliance requirements, highest-cost logistics infrastructure. A single undocumented temperature excursion can render an entire batch non-compliant and force a recall. Regulatory audit readiness is existential โ€” not a nice-to-have. Cold-chain operators face the highest consequence of any vertical for operational data gaps.

Compliance critical

The Mid-Market Opportunity โ€” Ignored by Everyone

Certin's Ideal Customer Segment

Our ideal customer operates with 50โ€“200 field staff, generates โ‚ฌ20Mโ€“โ‚ฌ200M in annual revenue, and runs 5โ€“50 locations or depots. Large enough to experience genuine operational complexity and SLA exposure โ€” with meaningful contract penalty structures. Small enough that enterprise platforms from SAP, Oracle, or Manhattan Associates are completely prohibitive in both cost and implementation overhead.

This segment has been systematically ignored by every major technology player. Enterprise TMS platforms start at implementation costs that exceed most mid-market annual IT budgets. Generic BI tools require data engineers. This is Certin's opening โ€” and it is wide.

Enterprise TMS โ€” Too Big

SAP TM, Oracle TM, Manhattan Associates โ€” built for 500+ staff with dedicated IT teams. 6โ€“18 month implementations. Annual licensing in the hundreds of thousands. Mid-market operators cannot absorb the cost, the implementation timeline, or the organisational change management burden that comes with these platforms.

Generic BI โ€” No Domain

Power BI, Tableau, Looker โ€” powerful but requiring dedicated data engineers to configure and maintain. Zero logistics domain knowledge built in. Weeks of implementation. Pull-based reporting that cannot operate in real time for a shift controller managing 200 live deliveries simultaneously across multiple carriers.

Spreadsheets โ€” The Real Incumbent

The true incumbent solution for the mid-market. Free, familiar, and deeply embedded in operational culture across European logistics. But manually error-prone, unscalable, and the direct root cause of ghost packages, SLA breaches, and shift handover failures. This is what Certin displaces โ€” not software, but manual habit.

Section 03 ยท Thesis

The Problem โ€” A Detailed Diagnosis

The root cause is data fragmentation. Operations teams manage businesses across 10+ disconnected systems: TMS, WMS, ERP, Excel, WhatsApp, Email, GPS, Scanners, EDI, and phone calls โ€” with no unifying intelligence layer.

+150 XP
2โ€“5%
Revenue Lost to SLA Penalties
8โ€“20%
Packages Become "Ghosts"
24โ€“48h
Operational Visibility Delay
3+ hrs
Per Shift Finding Data
60โ€“80%
Context Lost at Shift Handover
โ‚ฌ1M+
Annual Preventable Loss (โ‚ฌ20M Rev Co.)

Six Compounding Failure Modes

These are not isolated bugs โ€” they are interconnected symptoms of a structurally broken information architecture. Each one feeds and amplifies the next. Together they create an operational environment that is perpetually reactive, chronically behind, and systemically unable to prevent the problems it keeps suffering.

01

Ghost Package Crisis

Between 8โ€“20% of packages lose all traceability mid-journey. No delivery confirmation scan, no exception event, no GPS ping. The package simply disappears from every system simultaneously. Investigation requires manually cross-referencing TMS, carrier portals, driver WhatsApp threads, and GPS history โ€” a 2โ€“4 hour process per incident. At 50+ incidents per week across a mid-size operation, this is not an edge case. It is a structural operational drain consuming entire working weeks of controller time, every week, indefinitely.

2โ€“4 hrs detection โ†’ 5 mins with Certin
02

Reactive SLA Management

SLA breach penalties run 15โ€“25% of contract value. The critical problem: breaches are only discovered after they occur โ€” via a customer complaint email or a disputed invoice. There is no forward-looking signal. No system flags that a delivery is heading for breach 4 hours before the cutoff. Controllers cannot intervene because they have no visibility into developing risk. The entire SLA management regime is reactive, not preventive โ€” meaning every avoidable penalty is not avoided, and every winnable customer conversation is instead a damage control exercise.

โ‚ฌ300Kโ€“โ‚ฌ1M lost annually per mid-market operator
03

Shift Handover Information Loss

When a shift ends, 60โ€“80% of contextual operational knowledge evaporates. The outgoing supervisor holds context about a delayed carrier, an escalated customer complaint, a vehicle breakdown, and an open exception โ€” none of which is systematically captured in any system. The incoming shift spends its first 30โ€“60 minutes reconstructing the operational picture from WhatsApp threads, sticky notes, and verbal briefings. This is not a process problem. It is a structural data loss problem โ€” and it is repeated across every site, every day, every handover, indefinitely.

30โ€“60 mins reconstruction per shift start
04

Manual Reporting Burden

25โ€“35 hours per week are consumed by report compilation across a typical mid-market operation. Daily performance summaries, SLA compliance reports, carrier scorecards, and KPI dashboards are built manually by extracting data from multiple systems, reformatting in Excel, and distributing by email. This is equivalent to losing one full-time FTE per site to administrative overhead โ€” every week, every year. Every report is backward-looking. None are predictive. And the person who produces them cannot simultaneously be monitoring live operations for emerging risk.

~1 FTE per site consumed by reporting overhead
05

Dispute Resolution at Slow Speed

When a customer disputes a delivery outcome, the logistics operator must compile a complete evidence package: every scan event, GPS checkpoint, driver communication, customer contact record, and system timestamp. This takes 2โ€“4 hours per dispute. With 50โ€“200 disputes per month across a mid-market operator, hundreds of hours per month are consumed by evidence hunting. Incomplete or fragmented records mean many winnable disputes are conceded โ€” not because the operator was wrong, but because the evidence cannot be assembled quickly enough to counter the claim before the billing cycle closes.

50โ€“200 disputes/month ร— 2โ€“4 hrs each
06

After-Hours Escalation Blackout

Operations do not stop at 6pm. Drivers encounter problems overnight. Carriers report exceptions. Customers escalate issues on delivery platforms. But after business hours, there is no structured intake mechanism. Incidents are partially documented or not at all. SLA breach risk accumulates overnight without any human or system intervention. The incoming morning shift inherits a backlog of unresolved escalations and undocumented problems โ€” starting each day in catch-up mode before the first phone call is even made.

Risk accumulates nightly without intervention

The Financial Reality

For a mid-market operator generating โ‚ฌ20M in annual revenue at industry-average SLA breach rates of 15โ€“20%, the combined annual financial impact across penalties, ghost package investigation, manual reporting overhead, and lost disputes is โ‚ฌ300,000โ€“โ‚ฌ1,000,000 per year in fully preventable losses. At 2โ€“5% of revenue, this is not merely inconvenient. It is existential.

Section 04 ยท Thesis

The Solution

Certin is an intelligent operational platform built natively for mid-market logistics and supply chain operators. It transforms fragmented, disconnected operational data into unified, real-time intelligence โ€” and acts on it.

+125 XP

Certin in One Sentence

Certin connects every data source in a logistics operation โ€” TMS, WMS, ERP, GPS, scanners, WhatsApp, email, EDI, Excel โ€” applies AI to detect anomalies and predict risk in real time, and delivers actionable intelligence to operators via the channels they already use, before problems become penalties.

The Central Nervous System Architecture

The metaphor that best captures what Certin is: a central nervous system for logistics operations. The human body's nervous system doesn't store information in one place โ€” it aggregates signals from every organ, identifies patterns, and triggers responses automatically. Certin does the same for logistics operations.

DATA

Layer 1 โ€” Unified Data Ingestion

Native connectors to TMS, WMS, ERP. API integrations with carrier systems and GPS platforms. EDI parsing (EDIFACT, X12, custom formats). File-based ingestion (Excel, CSV, FTP drops). Email and communication monitoring (WhatsApp Business API, inbound email parsing). Scanner event streams from handheld and fixed devices. The data layer is technology-agnostic โ€” it meets operators where they are, not where they wish they were. No system replacement required. No 6-month implementation project. Connection and configuration in days.

All sources โ†’ single unified event stream
AI

Layer 2 โ€” Multi-Agent Intelligence Engine

Six AI agents run in continuous concert: Signal & Correlation Agent correlates events across all sources to identify emerging patterns before they surface as problems. Risk & Anomaly Agent scores every active delivery for breach probability using predictive modelling. Investigation Agent autonomously reconstructs timelines when anomalies occur. Action & Workflow Agent triggers escalations and automated communications. Finance & Margin Agent tracks penalty exposure and contract adherence in real time. Communication Agent parses inbound messages, classifies intent, and routes to action.

Continuous real-time processing across all agents
PUSH

Layer 3 โ€” Push-Based Intelligence Delivery

Intelligence is never passive. Certin does not wait for users to log into a dashboard and find the right signal. It pushes structured, actionable intelligence to operators via WhatsApp, email, and voice โ€” wherever they are, on whatever device they are using. An operations controller on the depot floor receives an SLA risk alert on WhatsApp 5 hours before the potential breach. A depot manager receives an AI-generated shift handover briefing before their shift begins. A finance lead receives a fully compiled dispute evidence package in under 5 minutes.

No dashboards required โ€” intelligence comes to the operator
โ†บ

Layer 4 โ€” Continuous Learning Loop

Every resolved incident, every confirmed prediction, every operator feedback signal feeds back into Certin's models. Root cause validation confirms or refines predicted causes of each exception type. False positive incidents recalibrate sensitivity thresholds. SLA prediction models update continuously with new route and carrier performance data. Escalation routing improves with every outcome signal. The system becomes progressively more aligned with each specific operation's patterns, routes, contracts, and carrier behaviours โ€” creating a compounding intelligence advantage that deepens with every week of operation.

Models compound in accuracy with every resolved incident

Why "Push" Changes Everything

The Dashboard Fallacy

Traditional BI tools assume users will regularly log in, navigate to the right view, and notice the right signal. In a live operation managing 200 active deliveries across multiple depots and carriers simultaneously, no operations controller has time or bandwidth to monitor dashboards. The signal is lost in the noise. Problems surface as crises rather than alerts. Dashboards are retrospective tools masquerading as operational ones.

The Push Model

Certin inverts this entirely. The system monitors everything continuously and surfaces only the signals that require action โ€” delivered directly to the operator's attention channel with context, recommended action, and urgency rating already embedded. The operator does not need to seek out the intelligence. The intelligence arrives in the same place they are already working: their WhatsApp, their email, their phone.

Zero Adoption Friction

Because Certin delivers through channels operators already use daily โ€” WhatsApp especially in EU logistics operations โ€” there is near-zero new behaviour required. No login. No new interface to learn. No resistance from field staff who are too busy to engage with another platform. The intelligence arrives in the same thread as driver communications. Adoption is immediate because behaviour change is minimal. This is not a coincidence of design โ€” it is the core architectural choice.

Section 05 ยท Thesis

Architecture & Product Capabilities

Certin is built on a dual-track architecture: backward-compatible with how the logistics industry actually operates today, and forward-engineered for where it is going. We don't ask operators to change their world to use us โ€” we meet them in it.

+175 XP
โ† BACKWARD COMPATIBLE

EDI & Integration Layer

The logistics industry runs on EDI โ€” EDIFACT, X12, proprietary formats passed between carriers, customers, and 3PLs through file drops, SFTP, and AS2. This is not going away. Certin's backward-compatible layer reads, parses, and acts on every EDI message format that operators are already sending and receiving today. No disruption. No migration project. We connect to how the industry actually works right now โ€” not how a software vendor wishes it would.

EDIFACT X12 SFTP / FTP drops AS2 messaging Legacy TMS connectors Proprietary carrier formats
FORWARD ENGINEERED โ†’

AI & API Intelligence Layer

On top of the integration foundation sits the intelligence layer โ€” the part of Certin that turns raw operational data into decisions, alerts, and actions. Built on a LangGraph multi-agent workflow architecture with multi-provider LLM routing (OpenAI โ†’ Groq โ†’ Gemini), modern REST APIs, and a real-time event processing engine. This is the layer that didn't exist in the market before. It's what takes EDI data that was previously siloed and static, and makes it actionable in seconds.

LangGraph multi-agent OpenAI / Groq / Gemini REST API Real-time event processing PostgreSQL persistence Push delivery (WhatsApp / Email)

Why both layers matter โ€” and why this is hard to replicate

Building only the AI layer means you cannot onboard any customer whose data lives in EDI systems โ€” which is most of the mid-market. Building only the EDI layer means you have data but no intelligence. The combination is Certin's architectural moat: we ingest the data the industry already produces and apply AI that the industry couldn't previously afford or build. Neither layer alone is the product. Together, they are.

Product Modules
๐ŸŽฏ

Ghost Package Prevention Engine

Continuously correlates expected movement events against actual received events for every active shipment. When a package fails to produce an expected scan, GPS ping, or delivery confirmation within a defined window, Certin's Investigation Agent triggers an autonomous cross-reference across carrier systems, driver location data, and communication history.

Resolution path is generated automatically and delivered to the relevant controller via WhatsApp or email. What previously took 2โ€“4 hours of manual detective work across 7 systems now resolves in under 5 minutes. Detection happens before the customer calls.

Detection: <5 min vs 2โ€“4 hr industry standard
๐Ÿ”ฎ

Predictive SLA Sentinel

Uses predictive modelling to identify breach risk 4โ€“6 hours before a potential SLA breach event. Inputs: current delivery location, historical lane and carrier performance, real-time traffic and weather, vehicle load, and historical SLA performance for the same route/day/time window.

When breach probability exceeds threshold, Certin's Action & Workflow Agent triggers an automatic escalation to the controller, an optional early customer notification, and a recommended intervention path. Operators move from reactive penalty management to proactive risk elimination.

4โ€“6 hr advance warning vs post-breach discovery
๐Ÿ”„

Intelligent Shift Orchestration

AI-generated handover briefings compiled in under 2 minutes at shift close. Covers: open exceptions and current status, active SLA risks for the incoming shift window, carrier and driver communications requiring action, pending customer escalations with full contextual history, and a priority action list ranked by urgency and financial exposure.

The incoming supervisor receives a complete operational picture before taking their first call. 30โ€“60 minutes of reconstruction time is eliminated. Operational continuity becomes structural โ€” not personality-dependent.

2 min briefing vs 30โ€“60 min reconstruction
โš–๏ธ

Instant Dispute Resolution

When a customer raises a dispute, Certin's "Timeline of Truth" compiles automatically in under 5 minutes: every scan event, GPS checkpoint with timestamp, driver communication, customer contact event, system state change, and carrier acknowledgement.

The evidence package is structured, formatted, and ready to share. Previously-conceded disputes become winnable because the evidence that was always there โ€” buried across 7 systems โ€” is now instantly assembled and verifiable.

<5 min vs 2โ€“4 hr evidence compilation
๐Ÿ“Š

Automated Reporting Engine

Daily performance summaries, SLA compliance reports, carrier scorecards, exception trend analyses, and custom KPI reports โ€” all generated automatically and distributed on schedule. Configured once; runs permanently. The 25โ€“35 hours per week consumed by manual report compilation are reduced by 80%.

Powered by Certin's conversation analytics layer โ€” the same PostgreSQL persistence that stores every interaction also generates the structured insight that feeds every report automatically.

80% reduction in manual reporting time
๐Ÿ’ฌ

Natural Language Operations Interface

Plain language queries against the full operational dataset โ€” no SQL, no BI configuration, no analyst required. Powered by intent classification and dynamic tool binding built into the agent workflow. The system understands logistics domain vocabulary natively.

"Show me all deliveries delayed more than 2 hours in the North East today." "Which carriers have the worst SLA performance this week?" "What is the current exception rate for the Tesco account?"

Domain-native NLP โ€” no SQL or BI required
๐Ÿ“ž

Dispatch & After-Hours Escalation Agent

An always-on intake agent handling inbound calls, WhatsApp messages, and emails when human operators are unavailable. Captures structured incident details, cross-checks current system state to assess severity, classifies priority, and triggers appropriate workflows โ€” without human involvement.

Every incident receives a complete audit trail regardless of when it occurs. The morning shift inherits a fully documented, triaged incident list โ€” not a pile of unanswered messages and undocumented problems.

24/7 structured intake with full audit trail
๐Ÿง 

Continuous Learning & Adaptive Intelligence

Every resolved incident feeds back into Certin's models. Root cause validation confirms or refines predicted exception causes. False positives recalibrate sensitivity thresholds. SLA prediction models update continuously. The system becomes more accurate and more contextually relevant with every week of operation at each customer site.

This is the compounding moat. No competitor can replicate 12 months of learned operational context for a specific network. The value of replacing Certin grows with every month it runs.

Intelligence compounds in accuracy over time
For the team ยท AI Backend Architecture

What We've Built โ€” Technical Progress Report

This section is for everyone building Certin. Here's an honest, detailed picture of where the AI backend is, what it can do, and how each component connects to the product we're selling.

The state of the AI backend as of February 15, 2026

The team has successfully implemented a robust multi-agent AI system with enterprise-grade features: intelligent LLM orchestration with multi-provider fallback, persistent conversation memory across sessions, a comprehensive tool ecosystem for database operations and analytics, and real-time system health monitoring. Both Phase 1 (core infrastructure) and Phase 2 (enhanced capabilities) are complete. The foundation is production-ready.

โœ“

Phase 1 Complete โ€” Core Agent Infrastructure

The foundational architecture for the multi-agent system using LangGraph. This is the skeleton that every other capability runs on. If you're building features, you're building on top of this.

ComponentWhat it is in plain EnglishWhy it matters for the product
graph.py
Agent Workflow Graph
Defines how agents connect and hand off to each other. The map of who does what and when.This is the brain stem. Every user query flows through this graph โ€” intent identified, right agent invoked, response returned.
llm.py
LLM Provider Management
Manages connections to OpenAI, Gemini, and Groq. If one fails, another takes over automatically.Ensures the intelligence layer never goes dark. No single vendor outage can take down the system.
memory.py
Conversation Persistence
Stores every conversation in PostgreSQL. When a user comes back, the system remembers where they left off.This is what makes Certin feel like a co-worker rather than a search engine. Context carries across sessions.
nodes.py
Workflow Processing Nodes
The individual processing steps โ€” classify the intent, execute the right tool, coordinate multi-step tasks.Intent routing lives here. "Show me delayed deliveries" goes to the right tool because nodes.py figured out what the user actually wanted.
state.py
State Management Schema
Defines the shape of data that flows through the workflow. Strongly-typed so bugs get caught early.Prevents silent failures. Every piece of data passing through the agent graph is validated at the state level.
tools.py
Tool Integration Framework
The capabilities the agent can use โ€” database queries, analytics, BI functions. Each "tool" is a defined action the AI can invoke.This is the bridge between AI reasoning and real operational data. The AI decides to query the database; tools.py makes it happen.
agent_repo.py
Data Repository Layer
Full CRUD for agent data โ€” conversations, messages, state checkpoints for workflow recovery.If the system crashes mid-workflow, it can recover. Message history is retrievable. Audit trails are persistent.
โœ“

Phase 2 Complete โ€” Enhanced Capabilities & Optimisation

The second phase expanded what the system can do and hardened how reliably it does it. These are the features that make the difference between a demo environment and a production system.

โšก

Multi-Provider LLM Architecture

Priority chain: OpenAI โ†’ Groq โ†’ Gemini. Intelligent fallback means continuous availability. Provider diversity removes the single-vendor dependency risk. In practice: if OpenAI goes down, users won't notice. Groq picks up the workload with near-identical response quality.

๐Ÿš€

Performance Optimisation โ€” 60% Faster

Model instance caching eliminates the initialisation overhead that previously added latency to every query. The improvement is measurable: up to 60% reduction in response times under load. For a shift controller handling exceptions in real time, this matters โ€” every second of delay is a second closer to a breach.

๐Ÿงญ

Advanced Agent Routing Logic

Sophisticated intent classification routes queries to the right agent with high accuracy. Dynamic agent type determination based on full context โ€” not just keywords. Multi-intent queries are handled. A single message that's half-report request and half-exception query goes to both agents and synthesises a combined response.

๐Ÿ”ง

Enhanced Tool Binding

Dynamic tool binding based on agent context โ€” agents don't just pick from a fixed list of tools, they select tools appropriate to their current context and the user's specific request. Streamlined execution pipeline reduces the round-trip time between "user sends query" and "user receives actionable response."

๐Ÿ“ก

System Health & Monitoring

Comprehensive health check endpoint with real-time status reporting across all providers. Groq API key validation. Proactive issue detection. The operations team can see system state at a glance โ€” no more finding out about provider failures from user complaints. This is 99.9% uptime architecture in practice.

๐Ÿ”

Authentication & DB Schema

Class-based authentication middleware โ€” cleaner, testable, extensible. New database models for conversation management with rich metadata. Schema optimised for high-volume message handling and complex analytics queries. ACID compliance via PostgreSQL ensures no conversation data is ever lost or corrupted.

Tech Stack ComponentRole in the SystemBusiness Implication
LangGraphMulti-agent workflow orchestration โ€” the framework that coordinates all agents, manages state transitions, and enables complex multi-step processingEnables the kind of compound, context-aware reasoning that makes Certin feel intelligent rather than scripted
PostgreSQLPersistent storage for all conversations, messages, and state checkpoints. ACID-compliant, enterprise-grade reliabilityEvery interaction is auditable. Conversation history powers personalisation. No data is ever lost โ€” which matters enormously for dispute evidence
OpenAI / Groq / GeminiThree LLM providers with intelligent priority-based routing and automatic failoverHigh availability. Cost optimisation (Groq is significantly cheaper for suitable workloads). No single-vendor lock-in
Python / FastAPIPrimary backend language and API framework โ€” well-understood, well-supported, fast iterationThe team can move quickly. External integrators have standard REST API access. SwaggerUI available for testing
Development Roadmap

What's Next โ€” Your Personal Progress Tracker

The items below represent our near and medium-term priorities. Completed items are marked. Coming items have checkboxes โ€” tick what you've personally verified or feel confident about. Your checks are saved only on this device and are never shared. Use this as your own running view of where we are.

๐Ÿ”’ Your checkbox state is saved only on your own browser โ€” it is not shared with anyone else and does not affect what other team members see. This is your personal read of where we are.
โœ“
Completed
Core Infrastructure โ€” Phase 1 & 2
โœ“
LangGraph multi-agent workflow system โ€” fully implemented and operational
โœ“
Multi-provider LLM routing โ€” OpenAI โ†’ Groq โ†’ Gemini with intelligent fallback
โœ“
PostgreSQL conversation persistence โ€” full message-level storage with ACID compliance
โœ“
Tool integration framework โ€” database query tools, analytics capabilities
โœ“
Performance caching โ€” up to 60% latency reduction through model instance caching
โœ“
Advanced agent routing โ€” intent classification, dynamic tool binding, multi-intent support
โœ“
System health monitoring โ€” real-time status endpoints, proactive provider validation
โœ“
Class-based authentication middleware โ€” secure, testable, extensible auth layer
โœ“
Enhanced database schema โ€” rich metadata support, optimised for high-volume message handling
โœ“
SwaggerUI test interface โ€” API endpoints testable and documented
โ†’
Short-Term ยท Next 2 Weeks
Validation & Deployment Prep
โ†’
Medium-Term ยท 2โ€“4 Weeks
Expansion & Design Partner Readiness
โ˜…
Horizon ยท June 2026 Launch Readiness
Commercial Release & Scale
Section 06 ยท Thesis

Market & Ideal Customer Profile

Certin targets the mid-market logistics operator caught between enterprise software that is too complex and consumer tools that are too simple. This segment is large, structurally underserved, and financially motivated to act.

+125 XP

ICP Specification

DimensionSpecificationNotes
Company Type3PL operator, regional logistics provider, in-house logistics arm of FMCG/RetailBoth asset-based and non-asset carriers
Field Staff50โ€“200 operations and field staffEnough complexity; under-resourced for enterprise tech
Site Footprint5โ€“50 depots, warehouses, or operational locationsMulti-site coordination creates the fragmentation problem
Annual Revenueโ‚ฌ5M โ€“ โ‚ฌ100MSLA exposure meaningful; ROI on Certin clearly calculable
VerticalsRetail logistics, e-Commerce, FMCG, Cold-ChainSee vertical entry points in GTM section
GeographyPhase 1: FR, BE, UK ยท Phase 2: DE, NL, ES, IT ยท Phase 3: GCC, West AfricaExpansion sequenced by market maturity and founding team expertise
Technology Stack1โ€“3 core systems (TMS/WMS/ERP) + heavy Excel and WhatsAppUnder-resourced IT teams; no in-house data engineering
Pain TriggerRecent SLA penalty, contract non-renewal, ghost package crisis, excessive reporting loadEvent-driven buying โ€” pain must be active, not theoretical
Qualification SignalActive SLA obligations ยท multi-system environment ยท ops team of 3+Disqualify: under 50 employees, no SLA structure, enterprise 500+ IT team

The Five Buyer Personas

Every deal involves multiple stakeholders. Understanding the motivation, language, and decision power of each persona is required for successful selling and sustained adoption.

Economic Buyer
๐Ÿ‘ค
Primary Decision Maker

Operations Director / Head of Logistics

Accountable for full P&L. Experiences the problem in financial terms: SLA penalty charges, contract non-renewals, operational scaling costs. Has budget authority. Will sign the contract but needs ROI certainty before committing. Responds to commercial metrics, payback periods, and case studies โ€” not feature lists.

"Show me the penalty reduction and the payback period. I need this in my board pack."
Champion
๐Ÿญ
Primary User

Depot Manager

Manages day-to-day site performance. Drowning in manual coordination, ghost package investigations, and shift handover gaps. Most motivated user in the organisation. Likely to become an internal champion once they see the product work. Best source of product insight during design partner phase.

"Don't give me another dashboard. Tell me what's about to go wrong before it does."
Frontline User
๐Ÿ–ฅ
High-Frequency Operator

Shift Supervisor / Operations Controller

Managing 50โ€“200 active deliveries simultaneously. Triaging exceptions in real time. Needs speed and clarity above all else. Time-to-alert is their key metric. Will adopt immediately if Certin reduces noise and surfaces the right signals. WhatsApp delivery is non-negotiable for this persona.

"I need to know which deliveries I need to act on right now. Not all 200 โ€” just the 3 that matter."
Daily Operator
๐Ÿ“ก
Ground-Level Coordination

Dispatcher / Operations Controller

Coordinates driver schedules, manages live route changes, handles inbound carrier calls throughout the shift, and is typically the first person to learn when something goes wrong in the field. Often holds critical real-time information that never makes it into any system โ€” a driver flagging a delay verbally, a collection missed before it hits the TMS. Certin gives this person a structured place to log, escalate, and close the loop on incidents that would otherwise fall through the gap between what happened and what was recorded.

"I know what's going wrong before anyone else does โ€” but I've got nowhere to put it that the rest of the team can actually see."
Finance Stakeholder
๐Ÿ“‹
Dispute & Compliance

SLA / Finance Lead

Spends disproportionate time compiling evidence for customer disputes and SLA compliance reports. Responsible for penalty tracking and dispute outcomes. One-click evidence packages and automated compliance reporting are transformative for this persona. Quantifiable time savings are the primary buying signal.

"We lose disputes we should win because we can't pull the evidence fast enough."
Gatekeeper
๐Ÿ”’
Technical Evaluator

IT / Systems Manager

Evaluates technical feasibility, data security architecture, integration complexity, and ongoing maintenance requirements. Under-resourced. Resistant to anything that adds to maintenance burden. Certin's plug-and-play approach, GDPR compliance, and API-only integration are the critical technical messages for this persona.

"We can't add another system that needs a full-time admin. What does ongoing support actually look like?"

Buying Trigger Signals โ€” When to Act

๐Ÿ”ด Active SLA Penalty

A recent or ongoing penalty charge from a major retail or e-commerce customer. The financial pain is quantified, current, and personal to the decision-maker. Best trigger for an immediate ROI-anchored conversation. The prospect already knows the cost; Certin just quantifies the solution.

๐ŸŸ  Contract Non-Renewal Warning

A customer has cited operational performance issues in a renewal discussion. The existential risk of losing the revenue concentrates decision-maker attention and dramatically accelerates the buying process. This is the highest-urgency trigger in the portfolio.

๐ŸŸก Ghost Package Escalation

A major customer has escalated a ghost package situation to senior management. The reputational and financial exposure makes the prospect motivated to solve the underlying problem systematically โ€” not just this individual incident.

๐ŸŸข Reporting Bottleneck Flagged

The operations team is spending so much time on report generation that they have flagged it to leadership as unsustainable. The hiring cost of additional headcount to handle reporting creates a clear ROI frame for automation investment.

Section 07 ยท Thesis

Competitive Landscape

Certin does not compete directly with any single category. It synthesises capabilities that exist only in fragments across six distinct competitive categories โ€” each of which fails the mid-market operator in a different way.

+150 XP
CategoryWhat They Do WellWhy They Fail Mid-Market
Enterprise TMS
SAP, Oracle, Manhattan
Deep transport planning, carrier management, full process automation for large enterprises with dedicated IT teamsDesigned for 500+ staff. 6โ€“18 month implementations. Costs exceed mid-market annual IT budgets. Requires dedicated internal IT/data teams. Zero AI insight layer on top of the core TMS functionality.
Mid-Market TMS
Trimble, Descartes, Centiro
Reasonable transport management for mid-market. Carrier connectivity. Route planning functionality.Operational systems only โ€” not intelligence platforms. Siloed from non-transport data. No cross-system intelligence. No NLP. No SLA prediction. No ghost package detection capability. No push-based delivery.
General BI / Analytics
Power BI, Tableau, Looker
Powerful data visualisation. Flexible and widely understood in enterprise contexts. Strong integrations.Require data engineers and weeks of configuration. Pull-based and passive. No logistics domain knowledge. No EDI understanding. No predictive capability. No automated actions or escalations.
Freight Visibility
Project44, Fourkites, Shippeo
Real-time multimodal freight tracking. Large carrier network integrations. Enterprise-grade SLAs.Focus exclusively on freight location โ€” not operational intelligence. No depot/warehouse integration. No SLA prediction beyond ETA. No NLP. No reporting automation. Enterprise pricing minimum commitments.
WMS Platforms
Manhattan, Blue Yonder, Infor
Deep warehouse management. Inventory accuracy. Putaway and pick optimisation.Warehouse-only scope. No outbound transport visibility. No customer SLA management. No carrier data integration. Siloed by design and cannot provide the cross-system view Certin delivers.
Spreadsheets + WhatsApp
Excel, Google Sheets, WhatsApp
Free. Familiar. Immediately deployable. Deeply embedded in mid-market European logistics operations culture.The incumbent "solution" โ€” and the root cause of every problem Certin solves. Manually error-prone, unscalable, structurally generates ghost packages and SLA breaches, makes shift handover information loss inevitable.

Feature Capability Matrix

CapabilityCERTINEnt. TMSMid TMSBI ToolsVisibility
Ghost Package Detectionโœ“โœ—โœ—โœ—~
Predictive SLA (4โ€“6hr advance)โœ“โœ—โœ—โœ—โœ—
AI Shift Handover Briefingโœ“โœ—โœ—โœ—โœ—
1-Click Dispute Evidenceโœ“~โœ—โœ—โœ—
Natural Language Queryโœ“โœ—โœ—~โœ—
Push Alerts (WhatsApp/Email)โœ“โœ—~โœ—~
Deep EDI Parsingโœ“โœ“~โœ—~
After-Hours Intake Agentโœ“โœ—โœ—โœ—โœ—
Automated Report Generationโœ“~โœ—~โœ—
Mid-Market Pricingโœ“โœ—~~โœ—
Same-Day Deploymentโœ“โœ—โœ—โœ—โœ—
Adaptive Learningโœ“โœ—โœ—โœ—โœ—

โœ“ Full capability ยท ~ Partial/limited ยท โœ— Not available

Certin's Competitive Moat โ€” Compounding Intelligence

The Switching Cost Builds Over Time

Certin's competitive advantage is not static. The longer it operates within a logistics network, the more it understands the specific routes, contracts, carrier behaviours, and failure patterns of that network. Predictions become more accurate. Anomaly detection becomes more precise. Baseline performance models become more granular. The value of replacing Certin with a generic alternative increases with every month of operation โ€” because no alternative can replicate 12 months of learned operational context.

This compounding intelligence moat is the core reason we target 120%+ Net Revenue Retention. Customers do not just stay โ€” they expand, because the system becomes more valuable over time.

Section 08 ยท Thesis

Success Metrics

Two sets of metrics define Certin's success: operational outcomes for customers (the value we deliver), and business metrics for Certin (how we scale that value into a durable company).

+125 XP

Customer Operational Outcomes โ€” Before vs. After Certin

Metric
Baseline
With Certin
Improvement
SLA Breach Rate
15โ€“25%
2โ€“4%
โ†“ 85%
Ghost Package Resolution Time
2โ€“4 hours
15โ€“30 min
โ†“ 85%
Manual Reporting Time
25โ€“35 hrs/wk
5โ€“8 hrs/wk
โ†“ 80%
Operational Visibility Lag
24โ€“48 hr delay
Sub-5 min real-time
โ†“ 99%
Dispute Resolution Time
2โ€“4 hrs/dispute
<5 minutes
โ†“ 95%
Shift Handover Information Loss
60โ€“80%
<10%
โ†“ 85%
After-Hours Incident Capture
<40%
>98%
โ†‘ 145%

ROI Framework โ€” โ‚ฌ20M Annual Revenue Operator

Value Driver
Annual Loss (Baseline)
Certin Recovery
SLA penalties (15% breach rate, 3% penalty of impacted revenue)
โˆ’โ‚ฌ90,000
+โ‚ฌ76,500
Manual reporting time (30 hrs/week at โ‚ฌ35/hr loaded cost)
โˆ’โ‚ฌ54,600
+โ‚ฌ43,700
Ghost package investigation (50 incidents/week ร— 2hrs ร— โ‚ฌ35/hr)
โˆ’โ‚ฌ182,000
+โ‚ฌ154,700
Dispute evidence compilation (75 disputes/month ร— 3hrs ร— โ‚ฌ35/hr)
โˆ’โ‚ฌ94,500
+โ‚ฌ85,000
Total Annualised Benefit
~โ‚ฌ421K exposure
~โ‚ฌ360,000/yr

4โ€“6ร— ROI in Year One

Against a Certin annual fee of โ‚ฌ40,000โ€“โ‚ฌ60,000, the annualised benefit for a โ‚ฌ20M revenue operator is approximately โ‚ฌ275,000โ€“โ‚ฌ360,000. That represents a 4โ€“6ร— ROI in the first year, achievable within 60 days of deployment. This is the ROI conversation that closes deals.

Certin Business KPIs

โ‚ฌ500K
MRR Target (Year 2)
120%+
Net Revenue Retention (Year 2)
<3 days
Time to First Value (Year 2)
65+
Net Promoter Score Target
60 days
Target Customer Payback
4โ€“6ร—
Customer ROI in Year 1
Section 09 ยท Strategy

The Wedge โ€” First 6 Months

Certin's initial market entry is a single, focused use case: Predictive Exception & SLA Rescue for mid-market 3PL operators under active penalty exposure. We do not start with the full platform. We start with the problem that is on fire right now.

+100 XP
The Problem We Enter On

Penalty Exposure Is Already Quantified

Mid-market 3PL operators running retail and e-commerce contracts face SLA penalty clauses that translate directly to P&L impact โ€” often โ‚ฌ50Kโ€“โ‚ฌ300K per year for a โ‚ฌ20M revenue operator. Unlike most software problems, this pain is not abstract. The finance team has the number. The operations director has been asked to fix it. The account is at risk.

This is the entry point. Not because it is the only problem Certin solves โ€” it is not โ€” but because it is the problem that creates a buying moment today, with a prospect who already knows the cost of inaction.

Why This Wedge Works

Fast ROI. Fast Adoption. Fast Proof.

The Predictive SLA Sentinel and Ghost Package Prevention engine are both deployable in days โ€” not months โ€” because they integrate with existing carrier data flows rather than replacing them. The operator sees value within the first week: breach alerts before the breach, exceptions surfaced before the customer calls.

That first-week proof creates the internal champion who expands Certin's footprint across the site. The wedge opens the door; the platform's breadth keeps Certin embedded.

The Wedge in One Sentence

We sell penalty reduction to operations directors already being asked why SLA breach costs are rising โ€” and we prove the value in days, not quarters.

Six-Month Playbook

Month 1โ€“2

Identify & Qualify

Target mid-market 3PLs with active retail/e-commerce SLA contracts showing penalty signals: recent chargebacks, contract renewal conversations, ops analyst job postings, incoming senior ops hires. These are operators already aware of the problem โ€” we are not creating the need, we are arriving when it is live.

Month 2โ€“3

Design Partner Onboarding

5โ€“10 design partners onboarded on the Predictive SLA Sentinel and Exception engine. Zero-cost access in exchange for structured feedback and co-development input. The goal is not revenue โ€” it is validated proof with named operators who can articulate the before and after.

Month 3โ€“4

First Value Moments

Design partners see Certin surface a real breach warning before it happens, close a ghost package in under 5 minutes, or auto-generate a dispute evidence package in seconds. These moments are documented โ€” they are the core of the commercial proof asset and the first test of whether product-market fit is real.

Month 4โ€“5

Quantify & Case Study

Extract hard numbers: penalties avoided, exception resolution time before/after, reporting hours recovered, disputes won vs previously conceded. Turn this into a named or anonymised case study โ€” the proof asset that converts the next 50 prospects from "sounds interesting" to "show me the ROI."

Month 5โ€“6

Convert & Launch

Convert design partners to paying customers at commercial pricing (โ‚ฌ3โ€“5K/month). Begin outbound with proof-anchored messaging โ€” real results from real operators, not projected outcomes. Launch Phase 2 GTM with a live case study in hand. The wedge has opened the market.

Beyond Month 6

From Wedge to Platform

The entry point is SLA Rescue. The expansion path is every other failure mode the same operator faces: shift handovers, automated reporting, after-hours coverage, NLP query access, continuous learning. The wedge creates the trust and integration that makes the full platform the natural next step โ€” not a new sales cycle.

Why This Is the Right Wedge

CriteriaWhy SLA Rescue Qualifies
Pain is pre-quantifiedThe prospect's finance team already has the penalty number. We are not asking them to calculate a hypothetical โ€” we are solving a cost they are already tracking.
Buying moment is identifiableTrigger signals are observable through outbound research: penalty charge, contract renewal at risk, SLA complaint from a key account, new ops hire.
Time to value is fastPredictive SLA alerts require data integration only โ€” no process change, no staff training. The operator sees a result within the first week.
ROI is verifiableEvery breach warning and every penalty avoided can be attributed directly to Certin. The before/after is measurable in the same financial terms the prospect was already using.
Platform expansion is naturalOnce the SLA Sentinel is live, data infrastructure and trust are in place. Ghost Package Prevention, Shift Orchestration, and Reporting all extend the same integration โ€” not a new deployment.
It generates the proof assetEvery design partner who avoids a penalty or resolves a ghost package in 5 minutes is a case study. The wedge creates the commercial proof that unlocks the broader market.

The Compounding Logic

Every day Certin runs inside a design partner's operation, it learns that operator's specific network โ€” their carrier patterns, SLA risk profiles, exception types. By the time the commercial conversation begins, Certin already knows their operation better than any generic platform could after months of configuration. The wedge is not just a sales entry point. It is the beginning of the data moat that makes Certin irreplaceable.

Section 09 ยท GTM System

GTM Architecture โ€” Two Phases

Phase 1 builds design partnerships and validates product-market fit. Phase 2 converts that proof into commercial customers at launch. The entire system runs at zero tooling cost.

+100 XP
Phase 01 โ€” Design Partner Acquisition

Build the Inner Circle

16 February 2026 โ†’ 31 May 2026 ยท 14 weeks

Identify and secure 5โ€“10 logistics operations teams as committed design partners. Co-build the product around their real workflows. Validate ICP, messaging, and core value props with zero commercial pressure. Every week of this phase generates product intelligence and customer proof simultaneously.

5โ€“10
Partners
700+
Leads
30โ€“45
Calls Held
ยฃ0
CAC
Phase 02 โ€” Customer Acquisition

Convert Proof to Revenue

June 2026 โ†’ Ongoing

Commercial launch using design partner case studies as proof. Convert partners to paying customers at locked preferential terms. Scale outbound with refined messaging rooted in real outcomes. Add inbound via LinkedIn content and referral programme. Every case study is a sales asset; every reference customer is a multiplier.

SaaS
Revenue Model
3โ€“5
Demos/Week
2โ€“3
Case Studies
Ref+
Referrals
Master Timeline โ€” Feb 2026 โ†’ Beyond
GTM Launch
16 Feb
First 5 Prospects Called
Week 1
First Discovery Call
Week 2
First Partner Committed
Week 5
5 Partners Committed
Week 10
Commercial Launch
June 2026
First Paying Customers
Julโ€“Aug

Geographic Phasing

PhaseMarketsTimelineRationale
Phase 1France, Belgium, United KingdomNow โ€” 18 monthsStrong 3PL ecosystems. High FMCG and retail concentration. Established founding team relationships. French market depth provides initial pipeline density. UK provides EDIFACT standardisation validation.
Phase 2Germany, Netherlands, Spain, Italy18 โ€“ 36 monthsLargest EU logistics markets by volume. e-Commerce growth driving 3PL demand surge. EDIFACT EDI standard alignment. German mid-market 3PL sector is particularly underserved by current tooling options.
Phase 3UAE, Saudi Arabia, Nigeria, Ghana36 months+Emerging markets with acute logistics data fragmentation. Rapidly growing 3PL sector. Severely underserved by current solutions. GCC provides high-value early adopters; West Africa represents long-term volume opportunity.
Section 10 ยท GTM System

ICP & Trigger Signals

Mid-sized logistics and 3PL operations teams who have enough scale to feel the pain of fragmented data acutely โ€” but not the engineering budget to build custom solutions. The buying decision is event-driven.

+75 XP

๐Ÿญ Company Profile

Type: 3PL, freight forwarder, last-mile carrier, supply chain operator

Size: 50โ€“500 employees ยท ยฃ5Mโ€“ยฃ100M revenue

Geography: UK (primary) ยท Ireland, Netherlands, Germany, UAE (secondary)

Ops Scale: 500+ shipments/day or 10+ clients concurrently managed

Tech Stack: TMS + WMS + spreadsheets + email + WhatsApp, typically 1โ€“3 core systems with heavy manual overlay

๐ŸŽฏ Qualification Criteria

Must Have: Active SLA obligations ยท multi-system data environment ยท ops team of 3+

Strong Fit: Using legacy TMS (SAP, Oracle, Cargowise) ยท recent ops headcount growth ยท control tower function exists

Bonus Signals: New senior ops hire ยท recent funding round ยท job posting for data analyst role

Disqualify If: Under 50 employees ยท no SLA structure ยท owner-operated single-driver outfit ยท enterprise with 500+ IT team already in place

๐Ÿ”ด High Priority Triggers โ€” Reach Out Today

SLA Complaint Posted Publicly

Company posted about delivery delays or SLA issues on LinkedIn or in trade media. Active pain, active stakeholder, high receptivity to a solution conversation right now.

Ops Analyst Job Posting

A job ad for "Operations Analyst" or "Data Analyst โ€“ Logistics" signals the company knows they have a data problem but is trying to solve it with headcount rather than tooling. Ideal moment to intercept with an alternative ROI frame.

Recent Funding Round

Recent funding round means budget exists to invest in operational tools. Decision-makers are focused on scaling efficiently. Timing is optimal for a new platform adoption conversation.

New Senior Ops Hire

A new VP/Head of Operations or similar has recently joined. New leaders typically have a mandate to improve and are actively looking for tools to demonstrate early impact. High receptivity window within the first 60โ€“90 days of tenure.

Section 11 ยท GTM System

Lead Generation System

All leads sourced manually via Apollo free tier, LinkedIn search, and Google Business. Zero tooling cost. Every prospect flows into the Google Sheets CRM immediately after identification.

+75 XP

๐Ÿ” Apollo.io โ€” Free Tier

Saved searches with ICP filters. Chrome extension for LinkedIn email lookup. Intent data signals to identify companies actively researching logistics software. Use "researching logistics software" intent filter for highest-priority prospects. Stay within 50 export/month limit by adding leads manually from search results rather than bulk exporting.

50 exports/mo Unlimited search

๐Ÿ’ผ LinkedIn โ€” Free

Manual prospecting via saved search strings. Connect + personalised message to ops decision makers. Profile intel for trigger events โ€” new role, company news, post activity. 10โ€“15 connection requests/day maximum. Follow up within 24 hours of accepted connection. Never pitch on the connection request itself.

Search strings Connect + message

๐Ÿ—บ Google Business โ€” Free

Maps and search to find regional 3PLs and logistics operators not yet in Apollo databases. Particularly effective for finding depot-based operators who have minimal digital presence but active operations. Phone numbers and websites sourced directly. Best for smaller regional operators in the mid-market ICP band.

Regional 3PLs Phone numbers

๐Ÿ“Š Google Sheets CRM

Master pipeline tracking all prospect data, status, notes, and follow-up dates across 6 tabs: Active prospects, Calls Booked, Design Partners, Disqualified, Daily Activity Log, Phase 2 Pipeline. Colour-code status column across 7 status categories. Update daily without exception โ€” a stale CRM is a dead pipeline.

6 pipeline tabs Status tracking

LinkedIn Search Strings โ€” Saved Configurations

Search ConfigKeywordsSeniority FilterUse Case
Config A โ€” UK 3PL Ops"3PL" OR "logistics" OR "supply chain"Director, VP, C-Suite, ManagerPrimary outbound โ€” highest volume
Config B โ€” Freight Forwarders"freight forwarding" OR "freight forwarder"Operations Director, COO, CEOSecondary โ€” strong SLA exposure
Config C โ€” Control Tower"control tower" OR "transport manager" OR "logistics manager"Manager, Senior ManagerChampion identification โ€” frontline pain
Config D โ€” In-House Logistics Arms"head of logistics" OR "VP supply chain"VP, Director, Head ofFMCG/Retail in-house logistics teams
Section 12 ยท GTM System

Outreach Playbook

Time-blocked daily activities run in parallel. Consistency beats volume. Same channels, every day, every week. The power of this system is not any single touchpoint โ€” it is the compounding effect of systematic daily execution across all channels simultaneously.

+100 XP

Daily Execution Schedule

08:00 โ€“ 08:30
Prospect Research
Apollo + LinkedIn + Google โ†’ 15โ€“20 new leads logged in Sheets. Apply trigger filters. Prioritise hot signals.
15โ€“20 leads
08:30 โ€“ 10:00
Email Batch โ€” Brevo
Trigger sequence emails. Personalise subject lines and key variables. Monitor open rates from prior day batch.
30 emails
10:00 โ€“ 11:30
Phone Calls
Cold calls from prioritised prospect list. Log all outcomes immediately in Sheets. No outcome goes unlogged.
10 calls
11:30 โ€“ 12:00
LinkedIn Outreach
Connection requests to new prospects + follow-up messages to accepted connections. Never pitch on the request itself.
10โ€“15 messages
14:00 โ€“ 15:00
Discovery Calls
When booked โ€” run full framework, take structured notes, confirm design partner next steps before call ends.
When booked
15:00 โ€“ 15:30
CRM Update
Log all activity from the day. Update statuses. Schedule follow-up reminders. Never leave it for tomorrow.
Daily hygiene
15:30 โ€“ 16:00
Trigger Monitoring
LinkedIn, Google News, Apollo intent signals for trigger events. Build priority list for next morning's call block.
Priority queue

Cold Call Script โ€” Operations Director / VP Ops / COO

๐Ÿ“ž
Cold Call Framework โ€” Target: Ops Director / VP Operations / COO
Opening
Hook
"Hi [Name], this is [Your Name] from Certin. I'll be quick โ€” I know you're busy. We work with 3PL and logistics teams who are losing time chasing exceptions across multiple systems. Does that sound like something you're dealing with right now?"
If Yes โ€”
Core Pitch
"Certin is an early-stage operational intelligence platform that consolidates your TMS, WMS, and other data sources, flags SLA risks before they blow up, and alerts the right person automatically. We're looking for a handful of logistics businesses to be design partners โ€” help us shape the product, get priority access, and influence the roadmap. Would you have 20 minutes this week for me to show you what it does?"
Obj:
Not Interested
"I completely understand โ€” we're very early stage. We're not selling right now; we're looking for operations leaders who want to influence how this gets built. The design partner programme means you get direct input into features, early access, and preferential pricing at launch. Would it be worth 15 minutes just to see what problem we're solving?"
Obj:
Too Busy
"Understood โ€” can I send you a 2-minute overview by email? And maybe check back in two weeks when things are calmer? I'll keep it short โ€” just enough for you to know whether it's worth a proper look."
Close โ€”
Book It
"Great โ€” I'll send a short overview after this call. Would [Day] at [Time] work for a 20-minute screen share? I can show you the product and we can see if there's a fit โ€” and if there isn't, I'll tell you that clearly."
Section 13 ยท GTM System

Email Sequences

Two sequences deployed via Brevo (300 free emails/day). Click any email to expand full body copy. Personalise bracketed variables before sending. Domain warming: +10 emails/day for 2 weeks before full volume.

+100 XP

Brevo Setup Checklist

Verify getcertin.ai domain with SPF, DKIM, DMARC records. Warm up for 2 weeks starting at 10 emails/day, +10/day each week until reaching 150/day. Create separate contact lists for Sequence A and Sequence B. Enable open and click tracking. Target open rate: 30%+. Target reply rate: 8โ€“12%.

Sequence A โ€” Cold Outreach โ†’ Design Partner Acquisition

5 emails ยท 14 days ยท Target: Ops Director / COO ยท Objective: Book a 20-minute demo call

Sequence B โ€” Post-Discovery Call Follow-Up

3 emails ยท 7 days ยท Trigger: Within 2 hours of discovery call ยท Objective: Secure design partner commitment

Section 14 ยท GTM System

Discovery Call Framework

One goal: secure a design partner commitment or a clear, actionable next step toward one. Every minute is accounted for. Never leave a call without confirming what happens next.

+75 XP
01
2 min
Open + Rapport
Thank them for the time
Confirm agenda: "Understand your ops, show Certin, see if there's a fit"
Set tone: consultative, not a sales pitch
Ask: "Any time constraints I should know about?"
02
8 min
Discovery Questions
Current exception process โ€” walk me through it
How many systems involved?
SLA miss frequency and estimated cost
Who owns exception resolution day to day?
Biggest ops pain point right now?
03
7 min
Product Demo
Data unification view
SLA risk flagging in live action
Ghost package detection flow
Tie each feature directly to their stated pain
04
2 min
Design Partner Pitch
Explain programme structure clearly
What they get vs what's asked
Preferential commercial terms at launch
Low commitment framing: 45 min/month
05
1 min
Close + Next Step
"Does this solve a real problem for your team?"
"What would need to be true to move forward?"
Book next step before hanging up
Send B1 within 2 hours of call end

Key Discovery Questions โ€” Memorise These

Q01

"Walk me through what happens when a shipment goes at-risk today โ€” from the moment the data shows something's wrong to when it gets resolved."

Q02

"How many different systems does your team check during that process โ€” TMS, WMS, carrier portals, WhatsApp, spreadsheets?"

Q03

"Who owns exception resolution โ€” is there a dedicated person, or does it fall to whoever notices first?"

Q04

"How often do you have SLA misses that could have been caught earlier if someone had been alerted faster?"

Q05

"What would it be worth to your team if exception resolution time was cut in half? Have you ever tried to put a number on the penalty exposure?"

Q06

"What tools have you tried or evaluated before in this space? What stopped you from adopting them โ€” was it cost, complexity, or did they just not solve the right problem?"

Design Partner Commitment Structure

โŸต What You Ask From Them

Their Investment

This is genuinely low commitment โ€” the framing should always reflect that. You are asking for their time and perspective in exchange for direct product influence.

One monthly 45-minute product session with the founding team

Honest, specific feedback on features as they're built

Access to beta platform from agreed start date

Optional: introductions to other ops leaders in their network

What They Get in Return โŸถ

Their Return

This is the value exchange. Be explicit and specific about what they receive. The commercial terms lock is often the most compelling element for senior buyers.

Direct input into the product roadmap โ€” not a feedback form, a seat at the table

Priority access before the June 2026 commercial launch

Preferential commercial terms locked โ€” no surprises at launch

A platform built around their actual workflow โ€” not a generic ICP assumption

Section 15 ยท GTM System

Conversion Funnel & KPIs

Phase 1 targets over 14 weeks. Track funnel health weekly. If calls held drops below 4/week after week 4, increase call volume or revise targeting criteria.

+75 XP
๐Ÿ“ž
50/wk
Phone Calls
10/day ยท 5 days/week
๐Ÿ“ง
150/wk
Emails Sent
30/day via Brevo
๐Ÿ’ฌ
75/wk
LinkedIn Touches
Connects + messages
๐Ÿ“…
5โ€“8/wk
Discovery Calls
Target by week 6+
๐Ÿค
5โ€“10
Design Partners
Total Phase 1 goal
๐Ÿ’ฐ
ยฃ0
Tooling Cost
All free tier tools

Phase 1 Conversion Funnel โ€” 14 Weeks

Leads Prospected
700โ€“900
700โ€“900
โ€”
Emails / Calls Sent
600โ€“700
600โ€“700
~80% of leads
Positive Replies
60โ€“90
60โ€“90
10โ€“12%
Discovery Calls Held
30โ€“45
30โ€“45
40โ€“50% of interest
Proposals Sent
15โ€“20
15โ€“20
40โ€“50% of calls
Design Partners โ˜…
5โ€“10
5โ€“10
40โ€“50% of proposals

Weekly Ramp Targets

MetricWeeks 1โ€“2 (Ramp)Weeks 3โ€“5Weeks 6โ€“10Weeks 11โ€“14
New leads/week50โ€“7575โ€“10075โ€“10050โ€“75
Emails sent/week150150150150
Calls made/week50505050
Discovery calls held1โ€“33โ€“65โ€“103โ€“6
Design partner proposals01โ€“22โ€“42โ€“3
Partners committed00โ€“11โ€“2/week1โ€“2/week
Section 16 ยท GTM System

Phase 2 โ€” Customer Launch

Commercial launch activates in June 2026. Design partner proof becomes the foundation for all outbound, inbound, and referral activity.

+75 XP

Messaging Shift: Phase 1 โ†’ Phase 2

Phase 1 โ€” Design Partner Mode

Co-Build the Platform

Lead with access and influence. The commercial offer is not the product โ€” it's the seat at the table and the preferential terms. No ROI pressure. No sales motion.
Message: Help us build the tool that solves your ops problems
CTA: Request Early Access ยท Book 20-min session
Proof: 20% exception reduction โ€” early user result
Offer: Design partnership for preferential terms
Phase 2 โ€” Commercial Mode

See Proof. Buy the Platform.

Lead with outcomes and ROI. The commercial offer is now the full product at transparent commercial pricing. Case studies are the primary sales asset.
Message: See how 3PLs cut SLA penalties โ€” live demo
CTA: Book a Demo ยท Start 14-Day Free Trial
Proof: 2โ€“3 design partner case studies with real metrics
Offer: SaaS subscription at published pricing

Phase 2 Priority Initiatives

01

Convert Partners โ†’ Customers

Partnership agreements transition to commercial contracts. Partners are already using the product โ€” lowest friction conversion path in the portfolio. Locked preferential terms make the decision easy.

02

Publish Case Studies

2โ€“3 case studies from design partners with real operational metrics. Exception reduction %, reporting time saved, SLA breach rate improvement. These are the primary outbound proof points for every Phase 2 conversation.

03

Activate Referral Programme

Ask each design partner: "Who else in your network has this problem?" One warm referral is worth 20 cold calls in conversion rate and sales cycle length. This is the highest-leverage activity in Phase 2.

04

Scale Outbound Volume

Same channels, increased daily targets. 20โ€“30 new leads/day. Upgrade Brevo if pipeline exceeds 100 active prospects simultaneously. Refined messaging rooted in real case study outcomes.

05

LinkedIn Content Engine

Weekly posts on ops visibility, SLA failures, exception management, ghost packages โ€” domain content that builds inbound interest from the exact ICP being targeted outbound. Build authority ahead of and post-launch.

06

Trade Association Presence

UK Warehousing Association, CILT, FreightExpo. Sponsorship, speaking, or direct networking. Warm market entry into a concentrated ICP audience where relationships carry disproportionate weight.

Section 17 ยท GTM System

Objection Handler

Click each objection to reveal the recommended response. Memorise these before calling โ€” fluency builds credibility. Every objection is a buying signal in disguise.

+75 XP
We already have a TMS that covers this
โ–ถ
"Certin doesn't replace your TMS โ€” it sits on top of it and pulls in data from all your systems to give you a unified view. Most teams find their TMS is great for transactions but terrible for real-time exception alerting and cross-system intelligence. That's the gap we fill. Can I show you specifically how it connects to [their TMS] without replacing anything?"
We're too small / not the right fit
โ–ถ
"Certin is specifically designed for operations teams handling 500+ shipments/day or managing multiple clients concurrently. If that's you, the pain is real and the ROI is calculable. If not, I appreciate you saying so โ€” no pressure at all. Could you point me toward anyone in your network who might fit the profile? I'm happy to make it worth your while."
We don't have budget for new tools right now
โ–ถ
"There's no commercial commitment at design partner stage โ€” none. You get platform access in exchange for your time and feedback. Budget only becomes relevant at commercial launch in June โ€” and design partners lock in preferential terms well before that. The question to ask right now is whether the problem we're solving is costing you more than the monthly fee would. For most of the teams I speak with, it is โ€” by a significant multiple."
We tried something like this before and it didn't work
โ–ถ
"That's genuinely useful context โ€” what was the tool, and what specifically didn't work? Was it an adoption problem, an integration problem, or did it just not solve the right underlying issue? That helps me understand whether Certin actually addresses what went wrong, or whether we'd hit the same wall. I'd rather have that conversation now than after you've committed time to something that doesn't work for the same reason."
Our IT team would need to evaluate it first
โ–ถ
"Completely reasonable โ€” that's the right process. Certin is GDPR compliant, connects via standard APIs, and doesn't require installation on your own infrastructure. Happy to put together a concise 1-pager for your IT team, or join a 20-minute technical call with them directly to walk through the integration architecture. Which would be easier to set up?"
We're too busy to commit to anything right now
โ–ถ
"Understood โ€” design partnership is genuinely low commitment: one 45-minute call per month, your choice of timing. The value is a platform built around your actual workflow rather than a generic assumption about what your team needs. If the timing is wrong for the next 4 weeks, want me to follow up then? I'll put a reminder in the diary and reach back out โ€” no pressure in the meantime."
How is this different from our BI dashboards?
โ–ถ
"BI dashboards show you what happened after it happened. Certin tells you what's about to happen โ€” and automatically gets the alert to the right person to act on it before the SLA is breached. The core difference is proactive push-based alerting with logistics domain intelligence built in, versus reports you look at after the problem has already become a customer call. Can I show you the difference in a 10-minute demo?"
We'd need to see case studies before we'd consider it
โ–ถ
"That's a completely fair ask, and it's exactly why we're building the design partner programme. The case studies don't exist yet at commercial scale โ€” that's what the 5โ€“10 design partners will create. By being a design partner, you're not just getting access to the platform โ€” you're being part of building the proof that eventually justifies adoption for everyone else in the industry. If you'd rather wait for those case studies, I completely understand โ€” I'll follow up at launch in June."
Section 18 ยท GTM System

Zero-Cost Tech Stack

Every tool in this GTM is free at the volumes required for Phase 1. No budget needed to run a professional, high-volume, systematic outreach operation from day one.

+50 XP
๐Ÿ“จ
Brevo
Free โ€” 300 emails/day

Transactional and sequence emails. Automation workflows for Sequence A and B. Open/click tracking built in. Contact list management for segmentation.

Verify domain: SPF, DKIM, DMARC records
Warm up: +10 emails/day for 2 weeks from zero
Create 2 contact lists + 2 automation workflows
Target open rate: 30%+ / Reply rate: 8โ€“12%
๐Ÿš€
Apollo.io
Free โ€” 50 exports/month

ICP-filtered prospect search. Chrome extension for LinkedIn email lookup. Intent data signals. Stay within 50 export/month by adding leads manually from search results.

Save 4 ICP search configurations
Enable intent filter: researching logistics software
Add 15โ€“20 leads/day manually โ€” don't bulk export
Chrome extension for LinkedIn email lookup
๐Ÿ’ผ
LinkedIn
Free โ€” Unlimited Search

Prospect research, connection requests, and follow-up messages. Saved search strings. Profile intel for trigger events and new role signals.

Save 4 search string configurations from Section 11
10โ€“15 connection requests/day maximum
Follow up within 24 hours of accepted connection
Phase 2: Add weekly domain content posts
๐Ÿ“Š
Google Sheets CRM
Free โ€” Unlimited

Full CRM replacement for Phase 1. 6 structured tabs covering every stage of the pipeline and daily activity logging. Update daily without exception.

Tab 1: Master pipeline with all required columns
Tabs 2โ€“6: Calls, Partners, Disqualified, Daily Log, Phase 2
Colour-code status column (7 status categories)
Never let it go stale โ€” update same day, every day

The Certin Mandate โ€” For Every Team Member

Tens of thousands of mid-market logistics operators are flying blind. They are losing millions in preventable SLA penalties, managing operations through disconnected tools, and watching ghost packages consume their credibility with clients who deserve better. They know the problem. They are ready for the solution.

The question is only whether Certin is the company that delivers it. โ€” getcertin.ai