📋
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
▼
Research Channels
Select which source types to search. More channels = broader coverage but slower.
🛡️ Admin — Users
New sign-ups are blocked until you approve them here. Lock out removes access: the user is blocked at next login and signed out the next time their tab becomes active. You can still manage approval directly in Supabase SQL if you ever need to.
⚙️ 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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Claude (Anthropic)
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