Last Month Revenue
$
Revenue from previous month
Business Profile
Keep the coaching personal
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- Business type
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- Business stage
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- 12-Month Revenue Goal
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- Average Sale Price
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- Working Days Left This Year
- —
- Priority focus
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- Top blocker
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- Timezone
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Revenue Goals & KPI Targets
Track daily, weekly, and monthly KPI targets to stay on pace for 12-month goal.
Daily Target
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Revenue needed per day
Weekly Target
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Revenue needed per week
Monthly Target
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Revenue needed per month
Your Roadmap
Focus on one step at a time. Use the dropdown to jump ahead or review.
0/65 steps completedStep Notes
Action Items
Tasks extracted from your coaching conversations
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📅 Calendar & Reminders
Schedule deadlines, reminders, and coaching sessions
Upcoming Events
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📄 Document Generator
Essential documents for your business, generated from your coaching data
Documents you can create:
📊 Business Planning
- Business Plan
- Executive Summary
- Financial Projections
- Marketing Plan
- Market Research Report
💼 Sales & Clients
- Sales Proposal
- Client Pitch Deck
- Service Agreement
- Pricing Sheet
- Pipeline Tracker
🏢 Company Docs
- Investor Pitch Deck
- Company One-Pager
- Capabilities Statement
- Operating Agreement
🎬 Video Library
Grow your business with curated content
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Coach P
Coach Guidance
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Coach P
Your AI-powered personal business coach. Build your roadmap, track KPIs, and grow your business. Plus additional features!
Everything you need to get started
- ✓ Personalized business roadmap
- ✓ KPI tracking & accountability
- ✓ Chat history & session continuity
- ✓ Document storage (included)
- ✓ Goal planning & progress tracking
- ✓ Multi-module support
Price
Free
Included with your account
Customize Your Coach
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These instructions personalize how your coach responds to you.
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CRM
Your all-in-one applicant tracking and CRM system. Track clients, manage prospects, and automate follow-ups. Plus pipeline analytics!
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Pipeline Value
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Active Deals
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Stale Deals
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Follow-ups Due
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Deal Activity
Deals Moved Today
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Won Today
0
Won This Week
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Close Rate
—
Prospect
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Qualified
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Proposal Sent
0
Negotiation
0
Won
0
Lost
0
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Today's Text Queue
Contacts due for their next sequence message. Click a card to open the pre-loaded message — review and send.
Broker
Carrier
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Storage
Securely store and access all documents created with Coach P—business plans, go-to-market strategies, competitive analyses, and more.
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Price
Free with your account
Included with your account
Your Documents
Documents are automatically saved when Coach P creates plans, strategies, or other structured content for you. You can also upload your own PDFs and documents.
Drop files here to upload
PDF, Word, Excel, Text, Images (max 5MB)
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No documents yet. Start chatting with Coach P to create your first document!
FMCSA Leads
Search the FMCSA database to find carriers and brokers. Filter by name, location, fleet size, and more. Use Search to browse results, or Pull to CRM to automatically import the top leads.
Rate Calculator:
Setup Fee: --
Monthly Fee: --
Enter your search criteria above to find carriers.
| Company Name | Officer(s) | Phone | DOT # | City, State | Vehicles | Drivers | Ratio | Entity Type | Cargo Type | Status |
|---|
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Account & Billing
Manage your subscription, billing details, and invoices
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Billing Details
- Preferred Name
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- Name
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- Cell Phone
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- Company
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- Address
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System Settings
Choose light or dark theme
Receive a weekly progress report every Monday
Get a friendly nudge from Coach P if you haven't checked in for a few days
Receive push notifications for accountability reminders and important updates
Allow Coach P to analyze your Google Sheets and Docs for personalized insights
Subscriptions & Add-ons
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Invoices
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| Invoice | Date | Amount | Status |
|---|
Affiliate Program
Earn 20% of all purchases made by your referral in the first 90 days, continue getting paid monthly for the lifetime of the subscription.
Example: I refer someone. They sign up for Coach P Pro ($99/mo) and add the AI Receptionist ($2,500 setup + $200/mo usage) within 90 days. I earn 20% of everything: $500 from the setup fee + $59.80/month for as long as they stay subscribed.
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💳 Payout Information
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Complete the upgrade to access:
- 📞 Weekly sales calls with our team
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🚀 Partner Opportunities
Activate a program to access free training and start earning.
Trucking Recruiter Partner
Build a recruiting business in the $65B trucking industry. Free leads + AI tools included.
Earning Potential: $5K-$15K/month
✅ Program Activated
Training Checklist
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Clicks
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Signups
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Pending
Your Referrals
| Referral ID | Date | Total Spend |
|---|---|---|
| No referrals yet | ||
Equity Partner Program
We partner with entrepreneurs and domain experts to build AI-powered SaaS products. You bring the industry expertise and go-to-market strategy — we build the technology.
- 80/20 Equity Split — You own 80%, we own 20%
- Full Technical Execution — AI/SaaS development, hosting, maintenance
- No Upfront Cost — Equity-based partnership, no cash required
- Non-Exclusive — We can partner with multiple companies
Phone Number Pool
Numbers rotate automatically — local area codes are matched to the lead's state first, then round-robin by lowest daily usage. Max 40 numbers.
Billing Not Yet Configured
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Replies
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Tickets
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New Client
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Dashboard
Track user activity and foundation progress at a glance.
Overview
Team KPI Today
--
Team-wide attainment of daily activity goals
Reps Behind
--
Reps under 50% of today's KPI targets
Reps Inactive 3d+
--
Reps who haven't logged activity in 3+ days
This Week
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Pipeline --
Team KPI Performance
| User | Last Active | Today | Trend (7d) | Revenue | Pipeline | Won 30d | Status | |
|---|---|---|---|---|---|---|---|---|
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Global Lead Activity
| DOT # | Company | Claimed By | Date |
|---|---|---|---|
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Affiliate Management
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$0.00 pending
| Affiliate | Referral Code | Clicks | Signups | Pending | Paid | Actions |
|---|---|---|---|---|---|---|
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Referral Key Lookup
| Affiliate | Referral Key | Referral Email | Total Spend |
|---|---|---|---|
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SEO Pages — Carrier & Broker Index
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Look up a specific SEO page by DOT or MC number:
Marketing Manager
Posting Frequency
LinkedIn Company Page
Key: LinkedIn gives company pages only ~5% of feed allocation vs 65% for personal profiles. Founder posting individually + resharing the page is your real reach engine (561% more reach).
Best times: Tue–Thu, 8–10am and 12–1pm Central
Facebook Business Page
Best times: Tue–Thu, 7–9am Central (fleet owners start early) and 7–8pm Central (after loads clear)
Note: The CSV your generator produces schedules posts at 8:00am (Tue/Wed/Thu), 7:00pm (Tue/Wed/Thu), and 12:00pm (Mon/Fri) — matching these windows automatically.
Facebook Groups
Join 10–15 groups, actively post in 5–7. The rest are listening positions.
Groups to target
Posting cadence inside groups
Avoid CDL driver groups, trucker meme pages — wrong buyer persona entirely.
LinkedIn Groups
Mostly dead for discovery — still useful for two things:
Join 5–8 relevant groups. Post monthly in any that show real activity. Put your main effort on personal profile posts and company page content — that's where the ROI is.
Groups worth joining
Hashtag Strategy
LinkedIn
Oct 2024: LinkedIn disabled hashtag following. Hashtags now work as SEO/search keywords only — not discovery.
Use exactly 3 per post at the end of the body. More than 5 = 68% reach reduction.
#trucking#freightbroker#logistics#DOTcompliance#cargotheft#nuclearverdict#carriercompliance#freightliabilityAvoid
#B2B#business— zero targeting value for this niche.Facebook
Hashtags have minimal discovery power on Facebook. Use 1–3 maximum at the very end of the post.
#truckingindustry#freightbroker#nuclearverdictwhen trendingDo not treat Facebook hashtags as a discovery strategy — spend zero energy researching trending tags.
4-Week Page Warm-Up
LinkedIn's algorithm uses early engagement rate as a permanent quality signal. Do this before going to full schedule.
Best Content Formats
LinkedIn (ranked by reach)
Facebook (ranked by reach)
Quick Reference
Quick Post Breaking News / Video
Paste a news article URL, YouTube video URL, or describe the topic. Get 5 ready-to-post variations instantly.
Monthly Content Batch
Step 2 — Review Posts & Generate Images
Don't like the text? Just regenerate above — no images have been paid for yet. Each selected post gets its own unique image.
Images generated. Download the CSV to upload to Zoho Social.
⬇ Download CSVVideo Generator
Describe your video topic and AI will write the script, generate scene images, and produce the narration audio — ready to drop into Canva.
Type any topic below, or pull today's freight news headlines to use as your starting point.
Go to History to download the MP3.
No history yet.