📋
Select a Prospect
Pick one from the top bar. Their profile pins here and your notes stay docked below while you work the script on the right.
📝 Live Notes
Intel · objections · commitments · next steps
📄 Script
D1 — Cold Call Opening
"Hi, may I speak with [name]?Hi [name], my name is [your name] — I specialize in [their vertical] freight on [their lane]. I've been seeing capacity tightening on that corridor lately.
Are you working with a dedicated broker for those moves, or do you shop them out?"
[Yes to broker:] "What's the one thing you wish they did better?"
[No broker:] "Perfect — what's moving in the next few weeks?"
🤝 Live Objection Handler
Type the objection they just said and press Enter or →
Quick Load:
We have a broker
Rates too high
Not looking to switch
Send me an email
Call me next quarter
We handle it in-house
AI Response:
AI response will appear here — ready to read at a glance during the call.
Good morning 👋
Quick log
Pipeline Distribution
🎯 Daily Focus
Playbook →📅 Upcoming Follow-Ups
All →Prospects
| Follow-Up | Company | Contact | Stage | Niche / Tier | Lanes | Intel Score |
|---|
⚡ Work Session
Work through your queue one segment at a time. Momentum beats motivation.
🔥 Session Progress
✉️ Mass Email
📞 Call Queue 0/0
✉ Email Queue 0/0
📞 Live Call Assistant
Use this while you're on the phone. Notes auto-save to the prospect log when you end the call.
00:00
CALL TIME
📄 Script
D1 — Cold Call Opening
"Hi, may I speak with [name]?Hi [name], my name is [your name] — I specialize in [their vertical] freight. I work with a lot of [industry] companies in this region and I've been seeing capacity issues on [their lane]. Are you working with a dedicated broker for those moves, or do you shop them out?"
[Yes to broker:] "Got it — what's the one thing you wish they did better?"
[No broker:] "Perfect — what's moving in the next few weeks?"
📝 Live Notes
🧠 Intel Gathered
🚫 Objections Raised
✅ Commitments / Interest
➡️ Next Steps
🤝 Live Objection Handler
Type the objection they just gave you and hit Enter or click Get Response. Works best with your prospect selected.
Common objections — click to load:
We have a broker
Rates are too high
Not looking to switch
Send me an email
Call me next quarter
We handle it in-house
🏆 Wins Tracker
📰 Freight News
No news loaded yet
Click "Refresh News" to fetch live freight headlines using your AI key.
📈 Market Intel
12–13%
National Median Gross Margin
Baseline. Your niche target is 15–22%.
1 in 6–9
Loads Running Negative Margin
11–14% of weekly volume in the red.
53%
Brokers Expecting Margin Growth H1
More than half expect gross margins to grow in H1 2026.
44%
Brokers Expecting Spot Rate Increase
Rejections climbing, capacity shrinking.
📈 Freight Signals (real figures pulled from Freight News)
🔗 Live Data Sources
✨ AI Coach
Select Prospect
✨ AI · Draft Outreach Email
📚 A-Z Sales Process
📈 Your Progress
0 of 12 sections completed
🎯 Your Niche
🥇 Tier 1 — Highest Margin (15–22%+)
${['☢️ Hazmat / Chemical|+$0.10–0.30/mile premium. Certification barrier keeps competition out.',
'🏗️ Heavy / Oversized|$3–10+/mile. Permits and routing complexity — shippers pay for expertise.',
'🧊 Refrigerated / Reefer|~5% rate growth trend. Smaller capacity pool, higher urgency.'].map(n=>{
const [label,desc]=n.split('|'); const key=label.replace(/^[^\s]+\s/,'').trim();
return `
`;}).join('')}
${label}
${desc}
🥈 Tier 2 — Strong Margin (12–17%)
${['🛢️ Oil & Gas|Premium urgency rates. TX, ND, OK core markets.',
'💊 Medical / Pharma|Price-insensitive shippers on critical loads.',
'🔨 Construction / Equipment|High-volume recurring freight.',
'🌾 Agriculture / Food Grade|Seasonal surges create rate spikes.'].map(n=>{
const [label,desc]=n.split('|'); const key=label.replace(/^[^\s]+\s/,'').trim();
return `
`;}).join('')}
${label}
${desc}
🥉 Tier 3 — Good Entry Points (10–14%)
${['⚡ Expedited / Time-Critical|Higher rate per mile — downtime prevention premium.',
'🌎 Cross-Border US-Mexico|Drayage complexity. Few brokers specialize here.',
'🏭 Automotive Parts|JIT delivery = zero tolerance for failure. Premium rates.'].map(n=>{
const [label,desc]=n.split('|'); const key=label.replace(/^[^\s]+\s/,'').trim();
return `
`;}).join('')}
${label}
${desc}
📋 Scripts
💡 Use custom scripts in the 📞 Call Assistant. Build prospect-specific scripts with the AI builder.
My Scripts
Built-in Frameworks
✅ Tasks
Today
📝 Notes
All Notes
🔍 Prospect Finder
🚫 Excluded Companies
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Research Channels
Select which source types to search. More channels = broader coverage but slower.
⚙️ Settings
🌅 Daily Refresh
Auto-update market data each morning
Off: each new day after 7am you get a pop-up asking before spending AI tokens to refresh. On: Freight News and Market Intel refresh silently every morning, no pop-up.
🎯 Cadence — your touch sequence
Set the day each of your 5 touches lands on, what to call it, and the channel. Days count from when a prospect enters the sequence (Day 1 = the day you add them). Keep the days increasing so each step builds on the last.
📖 Help & Learning
User Guide
Learn the daily loop, every feature, and how to get the most out of the tool. New here? Start with Quick Start.
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