HaulPay Campaign Intelligence — Playbook Ventures AI

Emails Sent

—

Delivered

—

Opens

—

Clicks

—

Replies

—

Bounces

—

Pipeline

—

contacts queued

Demos Booked

Target: 1 this week

📈 Weekly Performance Trend

Loading data…

🎯 Apollo — Credits & Sequences

Loading…

Loading Apollo data…

✉️ Sender Mailboxes

—

Loading mailboxes…

⚠️ Warmup data loading…

🔥 Engaged Contacts

Name / Title	Company	Status	Last Activity
Loading contacts…

💡 Key Takeaways

🎯 Recommendations & Actions

Warm shaun@gohaulpay.io + provision AI SDR mailboxes

Primary HaulPay mailbox must be warmed before production sends. Add 2–3 sending domains (e.g. tryhaulpay.com, brokerhaulpay.com) with 3 mailboxes each — target 90–150/day capacity.

→ Shaun: Start warmup in Instantly → Steve: Confirm domain inventory from SalesApe testing

Load 2,000 freight broker contacts into Apollo

Priority list from HaulPay required to begin ICP validation. Segment by broker size (1–10 trucks, 11–50, 50+) and pain point. Validate emails before sequencing.

→ Steve/HaulPay: Share priority contact list → Shaun: Load & segment in Apollo

Draft SCOTUS fraud brief — your highest-credibility hook

Montgomery v. Caribe Transport II (May 14, 2026) removed federal preemption for freight brokers. Every broker in your ICP is exposed. This becomes Step 3 of Track A sequence — a must-read asset.

→ Shaun: Draft brief → Steve/HaulPay: Approve before distribution

Build Track A sequence: Fraud / SCOTUS angle

3-step cold sequence opening with the SCOTUS ruling. Step 1: pain intro. Step 2: HaulPay solution + fraud stats. Step 3: brief download CTA. Keep each email under 120 words.

→ Shaun: Draft sequences → Steve: Approve copy before launch

Set up HubSpot integration + lead routing

One-time OAuth authorization from a HaulPay admin connects Instantly → HubSpot. Frame as protecting HaulPay from emailing existing customers (suppression list). No ongoing credential sharing needed.

→ Steve/HaulPay: Grant HubSpot access → Shaun: Configure routing workflows

Confirm Slack channel access

Dedicated Slack channel for Shaun O'Farrell and Brad Dobbs enables real-time campaign coordination and faster approval cycles for copy and content.

→ Steve/HaulPay: Invite shaun@playbookventures.ai + brad@playbookventures.ai

📊 Week-over-Week Snapshot

No prior snapshot — click Save Snapshot after first campaign data loads

Metric	Current	Last Week	Change
Load campaign data first

🎯 Target Segments

Phase 1–2 Primary

Mid-Level Freight Brokers

Growth-stage brokers managing $2M–$20M in annual freight volume. Feeling the squeeze of payment delays and carrier non-payment risk. Primary ICP for all Track A–C sequences.

~2,000 contactsPrimary ICPPhase 1 Launch

Independent Freight Agents

1099 agents with their own book of business, often running under a broker's authority. High fraud exposure, limited back-office support. Receptive to automation and protection messaging.

Mid-marketTrack B / C

Non-Asset Brokers (SMB)

Brokers with 1–15 employees who don't own trucks. Every load is a credit decision. Fraud prevention and payment automation hit directly at their biggest pain points.

SMBHigh intentTrack A

Phase 2–3 Expansion (Pending Approval)

Fuel Card Partners

Fuel card providers and fleet fueling networks. HaulPay's Fuel Card product creates a natural co-marketing angle. Requires separate campaign architecture and approval.

Phase 2+Pending scope

Factoring Companies / Carriers

Factoring companies and carriers adopting digital payment rails. HaulPay's Digital Wallet (now live in TAI TMS) is the hook. Carrier ICP requires Clay enrichment (Phase 2+).

Phase 2+Clay required

Bank/Financial Institutions (Stripe/Visa)

Co-branded card solutions via Stripe/Visa partnership channel. Long-cycle B2B partnerships requiring dedicated executive outreach. Phase 3 territory.

Phase 3Exec-level

🔍 Target Customer Analysis

Attribute	Profile
Company size	5–50 employees
Revenue	$2M–$20M freight volume/yr
Titles	Owner, President, VP Ops, COO
Geography	US-based, all regions
Pain #1	Carrier fraud / non-payment
Pain #2	Slow payment / cash flow gaps
Pain #3	Back-office invoice chaos
Tech stack	TMS (TAI, McLeod, Tailwind)
Buying trigger	Fraud incident or cash crisis
❌ Avoid	"factoring" / "factors" language
✅ Use	Payment protection, verification

🚀 Upcoming Product Hooks

⚖️ SCOTUS Ruling — Fraud Brief

Montgomery v. Caribe Transport II (May 14, 2026) — 9-0 ruling removes federal preemption for freight brokers. Every broker ICP is now personally exposed. Highest-credibility outreach hook in years.

📅 Hook live now — content asset in development

🏦 HaulPay Digital Wallet — TAI TMS

Digital Wallet integration is now live inside TAI TMS. Automates carrier payments directly from dispatch. Strong proof point for broker outreach showing real adoption.

✅ Live — Dec 2025

⛽ Fuel Card

HaulPay Fuel Card for carriers. Expansion outreach opportunity in Phase 2 targeting fuel card partners and fleet networks.

✅ Live — Phase 2 outreach pending approval

📱 Non-Recourse Broker Factoring

Broker-facing non-recourse factoring solution. Eliminates credit risk overnight. "CargoGuard Verified" positioning available as premium differentiator for enterprise brokers.

🔵 Active — core offer in all sequences

✉️ Messaging Tracks

Track A Fraud Prevention / SCOTUS Legal Urgency

"The Supreme Court just made freight brokers personally liable for carrier fraud. Here's what that means for [Company]."

Leads with the May 2026 ruling as the credibility hook. Positions HaulPay's double-sided transaction verification as the solution. High urgency, executive-level relevance.

Step 1 (Day 0): SCOTUS ruling pain-point intro — 3 sentences, no pitch
Step 2 (Day 3): HaulPay's fraud verification solution — 1 specific data point
Step 3 (Day 7): Fraud prevention brief download — soft CTA ("Worth 5 min?")
Step 4 (Day 14): Breakup email with case study hook

Track B Operational Pain / Back-Office Automation

"How many hours a week does your team spend chasing invoices? Most brokers we talk to say 10+."

Opens with operational pain, not product pitch. Targets back-office decision-makers. Emphasizes automation, time savings, and error reduction. Avoids factoring language entirely.

Step 1 (Day 0): Time/pain question — keep under 80 words
Step 2 (Day 4): Specific workflow HaulPay automates (invoicing in seconds)
Step 3 (Day 9): Social proof / carrier satisfaction angle
Step 4 (Day 16): Short video or checklist CTA

Track C Speed & Cash Flow / Same-Day Pay

"What if your carriers got paid today — and you eliminated payment risk entirely at the same time?"

Cash flow and payment speed angle for brokers who manage high carrier volume. Leads with the fastest pay benefit. Free same-day ACH is the differentiator vs. traditional factors.

Step 1 (Day 0): Cash flow / payment speed hook
Step 2 (Day 4): Same-day ACH + zero reserve hold-back differentiator
Step 3 (Day 10): Quick demo request ("15 min to show you the math")

✅ Phase 1 is active. Setup fee of $1,500 received June 18, 2026. Engagement number: PV-HP-GTM-2026-101A.

📏 Performance Measurement KPIs

Targets by Phase 2 Week 4

Open Rate

—

Target: 45%+

Reply Rate

—

Target: 3%+

Click Rate

—

Target: 5%+

Bounce Rate

—

Max: 3%

Demos Booked / Week

Target: 1–2

Qualified Opps / Month (Phase 2)

—

Target: 5–10

Cost Per Qualified Lead

—

Target: <$150

$7,500

Total Phase 1 + Phase 2 Engagement Value

Phase 1: $1,500 (paid ✓)
Phase 2: $2,000 × 3 months
Invoicing begins July 8, 2026

💳 Payment Schedule

Phase 1 Setup Fee Due at signing · Jun 9 $1,500 ✓ Paid Jun 18

Phase 2 — Month 1 Invoice Jul 8 · Due Jul 31 $2,000

Phase 2 — Month 2 Invoice Aug 8 · Due Aug 31 $2,000

Phase 2 — Month 3 Invoice Sep 8 · Due Sep 30 $2,000

Total Engagement Value $7,500

🏢 HaulPay Deliverables to Playbook Ventures

🚀 Playbook Ventures Deliverables to HaulPay

📊 Contract Progress — Infrastructure Targets

Loading…

🌐 Outbound Sending Domains

0 / 10 approved

Target: 10 domains contracted · 2–3 mailboxes per domain

📬 Sending Mailboxes

0 / 30 provisioned

Target: 30 mailboxes contracted · 30–50 sends/mailbox/day

🌐 Domain Proposals

0 proposed

Domain Name

Type

Notes

Domain	Type	Status	Notes	Proposed	Actions
No domain proposals yet. Add one above.

📬 Mailbox Proposals

0 proposed

Email Address

Domain

Purpose

Email	Domain	Purpose	Status	Proposed	Actions
No mailbox proposals yet. Add one above.

⚡ Live Mailbox Status — Instantly

Account	Domain	Warmup	Sent Today	Open Rate	Reply Rate	Bounce Rate	Status
Loading mailbox data…

🎯 Apollo Email Accounts

Email	Type	Warmup Enabled	Daily Limit	Status
Loading Apollo accounts…

🛠️ Tool Stack

⚡

Instantly

Email sequencing, warmup, A/B testing, Unibox

$97/mo (HaulPay)

🎯

Apollo

ICP definition, list building, contact enrichment

Existing (HaulPay)

🟠

HubSpot

CRM, lead routing, calling, pipeline tracking

Existing (HaulPay)

📅

Calendly

Demo booking, meeting scheduling

Existing

🏺

Clay

Personalization enrichment (Phase 2+)

~$150/mo (Phase 2)

📧

Google Workspace

Sending mailboxes under HaulPay domains

$6/mailbox/mo

🏗️ Covered Infrastructure (Playbook Pays from Setup Fee)

Outbound Sending Domains Playbook Ventures

$12.50/mo

Sending Mailboxes @ $4/mo Playbook Ventures

$120/mo

Subtotal — Covered

$132.50/mo · $630 total

Playbook Ventures Labor + Setup

$870 (one-time)

Phase 1 Setup Fee Total

$1,500 ✓ PAID

💳 HaulPay Direct Costs (Client Pays)

Instantly Hypergrowth Plan HaulPay

$97/mo

HubSpot (existing plan) HaulPay

$0 incremental

HubSpot Call Recording (optional) HaulPay

~$100/seat/mo

Required Subtotal (4 months)

~$388 required

⚠️ HubSpot calling included with Sales Hub Starter (500 shared min). Recording requires Professional ($100/seat/mo) — confirm current plan with Steve.

📈 Optional Phase 2+ Costs (Max, Contingent on Success)

Clay Enrichment HaulPay

~$150/mo

Additional Domains (Aug scaling) HaulPay

~$150 (one-time)

Additional Mailboxes (Sep scaling) HaulPay

~$150 (one-time)

Apollo/Instantly Credits (Jun–Jul) HaulPay

~$100/mo

Optional Max Total (Pilot)

~$1,150

All optional costs require written approval before being incurred. Actual spend depends on performance milestones.

🔒 Deliverability Rules & Domain Strategy

Send Limits

30–50 sends/mailbox/day
2–3 mailboxes/domain
Target: 150+/day at scale
10-min gap between sends
Weekday sends only

Warmup Protocol

2–3 week minimum warmup
Ramp slowly (10→50/day)
Monitor spam save rate
100% warmup score = ready
Always hold 1 backup domain

Domain Strategy

Use domain variants only
(tryhaulpay.com, brokerhaulpay.com)
Never send from gohaulpay.io
SPF + DKIM + DMARC required
Bounce rate >3% = pause & fix

List Name	Target Size	ICP	Source	Status
Freight Brokers — Primary	2,000	Owner/VP Ops, 5–50 emp	Apollo + HaulPay list	Pending
Non-Asset Brokers SMB	500	1–15 employees, no trucks	Apollo search	Pending
Independent Freight Agents	300	1099 agents, own book	Apollo + LinkedIn	Phase 2
Carrier — TAI TMS Users	500	Carriers on TAI TMS	TAI partnership list	Phase 2
Fuel Card Partners	200	Fleet fueling networks	Apollo + web	Phase 2+ pending approval

Sequence	Track	Steps	Hook	CTA	Status
Track A — SCOTUS Fraud	A	4 steps / 14 days	Montgomery v. Caribe Transport II (May 2026)	Fraud brief download	Drafting
Track B — Ops Pain	B	4 steps / 16 days	"How many hours/wk chasing invoices?"	Short video / checklist	Drafting
Track C — Speed & Cash Flow	C	3 steps / 10 days	"What if carriers got paid today?"	15-min demo request	Drafting
Carrier — TAI Digital Wallet	Carrier	3 steps / 10 days	Digital Wallet now live in TAI TMS	Demo / integration call	Phase 2