Request Services | Remote Collab

First name

Last name

Email

Business Name

USDOT number (Why we ask: We review your SMS score and safety record before every call. It is part of how we come prepared.)

Select the offer that brought you here. If you are not sure, select the one that feels most urgent right now.

DOT Audit Readiness Assessment — Know exactly where you stand before the FMCSA does

Operational Systems Build — Build the infrastructure your business was never given

Not sure yet — I want to talk through which one makes sense first

What are the top 3 operational challenges slowing you down right now? (i.e things slipping through the cracks, decision fatigue, lack of systems, etc.)

How comfortable are you with an operations partner making decisions and taking ownership without waiting on you?

How many trucks are you currently operating?

1 Truck

2-3 Trucks

4-6 Trucks

7-10 Trucks

How long have you been in operation?

Under 6 months

6-12 months

1-3 years

3+ years

Who is currently managing your day-to-day operations?

Me — I handle everything myself

Me plus a dispatcher or VA who supports me

I have a small team but I am still involved in most decisions

I have a team managing operations — I want to step back further

Which of these sounds most like your operation right now? Select all that apply.

My business cannot function if I am not available

I have tried to delegate and it fell apart because nothing was written down

I do not have documented SOPs or processes for my team to follow

I am missing detention, losing documents, or having invoice disputes regularly

I do not know my cost per mile, on-time rate, or which lanes are profitable

Driver turnover is costing me time and money and I have no onboarding system

I am generating revenue but I feel like the business is still running on survival mode

I want to add trucks but my current operation cannot handle the volume I already have

In your own words — what is the one thing that is costing you the most time, money, or energy in your operation right now? Do not overthink this. Write it the way you would say it out loud.

Have you ever done a formal compliance self audit?

Yes — within the last 12 months

Yes — but it has been over a year

No — never formally

Not sure what that involves

How confident are you that your driver qualification files are complete and current?

Very confident — I review them regularly and track expiry dates

Somewhat confident — I think they are in order but I have not checked recently

Not confident — I know there are gaps I have not addressed

I am not sure what should be in a driver qualification file

Do you have any active CSA BASIC alerts on your FMCSA record? (Why we ask: We pull your SMS record before every call. This question helps us know what you already know before we get on the phone.)

No alerts

Yes- I am aware of them

Yes- and I am not sure how to address them

I have not checked recently

Have you had any FMCSA interactions in the last 24 months?

Roadside inspection

Compliance review or letter

Out-of-service violation

None of the above

What does your operation need to look like 12 months from now for you to feel like things are working? Think about this from your daily life — not just revenue. What needs to be different about how you spend your time.

What has stopped you from fixing these operational gaps before now?

I did not know where to start

I was too busy running the business to stop and build the systems

I have tried and it did not work without someone to hold me accountable

I did not have the budget before now

I kept telling myself I would do it when things slowed down

I did not know someone offered this as a done-for-you service

Are you the sole decision maker for investments in your business?

Yes- I make all business decisions

No- I need to discuss with a partner or spouse

Which investment level are you prepared for right now?

$500 -DOT Audit Readiness Assessment

$2,500- Operational Systems Build (Pilot Rate)

I want to talk through options before committing to a number

I am not ready to invest right now-just gathering information

Is there anything else you want me to know about your situation before we talk?

Once you submit this form, you will receive a confirmation email wthin 2 hours. Your intake form will be reviewed before the call so we come prepared-not starting from scratch. You will receive a calendar link to book your consulation within 24 hours.

Client Intake Form