15 Second Prep
- Confirm account is cleared or approved for outreach.
- Open the rap sheet and HubSpot record.
- Know the vertical, likely freight type, and first question.
- Decide your ask: right contact, meeting, quote, or referral.
sales.pridelogisticsllc.com
Sales Operation Assistant
75
Office call target
0
Calls logged today
0
Emails logged today
0
HubSpot logs today
Today
Work one account, log it, then move to the next.
Schedule
Today
Loading today's HubSpot calendar blocks...
Action Items
HubSpot
Loading tasks and follow-ups...
Performance
Office Day
Loading activity score...
HubSpot Work
Open Tasks / Actions
Loading HubSpot tasks...
Button Key
AI Prep call notes, opening line, questions, and missing data.
Rep Handoff move this account to the next sales rep board.
Draft opens a review popup, creates a HubSpot note/task when possible, and never auto-sends.
Call create/log a call task and open phone when available.
Visit log an in-person visit or field follow-up touch.
Log create HubSpot cleanup task.
Find Buyer research the logistics decision maker.
Get Shipment Info collect from/to, dates, mode, pieces, weight, dimensions, commodity, frequency, and special handling.
Send to Quote Desk move a qualified shipment/opportunity into quote review.
3-Mo / 6-Mo FU schedule future follow-up and move it to the follow-up tab.
ZoomInfo send missing contact info to inside sales/Deissy for enrichment.
Mgr Review escalate for Jose/manager decision.
Not Pursuable / DNC remove from sales board and route to PRD Sales to Tech Freight review.
Select a company row to see contact info, Landstar status, freight notes, and action buttons.
| # | Company | Owner | Priority | Last Touch | Missing | Next Step | Actions |
|---|
Loading HubSpot queue...
Call, email, and HubSpot log buttons update today's performance summary.
Latest Draft
No email sends from this screen.Select Draft on an account.
AI Call Assist
Prep, discovery, and HubSpot handoff.Select AI Prep on an account.
Sales Scripts
Use these while dialing. Ask for the right person, find the freight pain, ask for the next step, and log everything in HubSpot.
Cold Opening
Hi, this is [name] with Pride Logistics. I will keep it brief. We help companies with truckload, expedited, air, ocean, LTL, white glove, and specialized freight. Do you handle transportation, or is there someone better I should speak with?
Gatekeeper
I am trying to reach the person who handles freight, shipping, logistics, or procurement. Who would be best for that?
Decision Maker
When freight gets urgent, oversized, high-value, international, or time-sensitive, who decides which carrier or logistics partner gets the call?
Discovery Ladder
- What freight do you move most often?
- Do you quote spot shipments, recurring lanes, or both?
- Any lanes, delays, projects, or capacity issues coming up?
- What makes a freight partner useful to your team?
- Who else should be included when freight needs a fast answer?
Close
What is the best next step: should I send a short intro, set a time for a quick conversation, or send this to the person who handles your freight?
| Moment | Say This | HubSpot Outcome |
|---|---|---|
| Already have a provider | That makes sense. Most companies do. If your main provider is full, slow, expensive, or not right for a special shipment, who should Pride speak with so we can be a backup option? | Connected right persona or referred |
| Send information | No problem. What is the best email, and what type of freight should I reference so the message is useful? | Rep email task due today |
| Ask for rates | I do not want to guess without shipment details. If you have a lane or shipment we can review, I can get it to the right person and make sure it is handled correctly. | Quote follow-up task |
| Not the right person | Thanks for pointing me in the right direction. Who handles shipping, logistics, transportation, procurement, or project freight? | Referral needed or buyer map update |
| Ask about Landstar | Pride Logistics is a Landstar agency. We help coordinate freight support through the Landstar network and keep the process organized from first quote through follow-up. | Question answered |
| Voicemail | Hi, this is [name] with Pride Logistics. We help companies with truckload, expedited, air, ocean, LTL, white glove, and specialized freight. I am calling to find the best person for transportation or logistics. You can reach me at [phone], or I will follow up by email. | Voicemail plus email task |
Data Centers
We support urgent equipment, facilities, critical parts, white glove, and project freight. Who handles logistics when uptime or installation timing matters?
Aerospace
We support time-sensitive, high-value, and specialized freight. Who manages transportation when timing, handling, or documentation cannot slip?
Semiconductor
We support technical equipment, field-service freight, and careful handling moves. Who owns logistics for equipment, parts, or service events?
Healthcare
We support freight that needs reliable timing, visibility, and careful coordination. Who handles logistics for clinical, medtech, or facility shipments?
Industrial Projects
We support project cargo, oversized freight, urgent parts, and multi-mode moves. Who handles transportation when a job site or shutdown depends on delivery?
Events And Rollouts
We support time-definite, multi-stop, and high-visibility freight. Who manages logistics when a show, launch, or rollout date cannot move?
Before the next call, log outcome, contact reached, freight type, objection, next action, due date, and owner in HubSpot.
Sales Accountability
Daily standards, manager review points, and the HubSpot rules that keep the team honest.
60Minimum calls on full office day
75Target calls on full office day
90Stretch calls when lists are ready
15+Live conversations quality goal
5+Decision-maker conversations
100%Calls, emails, notes, and next steps logged
| Metric | Rep Owns | Manager Checks | Red Flag |
|---|---|---|---|
| Calls | Minimum 60, target 75, stretch 90 | Calls logged in HubSpot | High calls with low outcomes or no notes |
| Conversations | 15 live conversations, 5 decision-maker conversations | Connected call outcomes | Only voicemails and no persona progress |
| Follow-ups | No overdue buyer follow-up by end of day | Tasks due today and overdue | Replies, quote requests, or referrals sitting open |
| Account Progress | Every active account has next action and due date | No-touch, stuck, and blocked accounts | Cleared accounts with no touch in 7 days |
| Quotes | Every quote has next action date and owner | Open quote board | Quote has no next action or missing lane details |
| Data Hygiene | Outcome, note, next step, owner, due date | Missing fields and cleanup tasks | Activity without outcome or company association |
Morning
Open Daily Command, clear overdue tasks, review quotes, and start with cleared priority accounts.
Midday
Manager checks calls logged, live conversations, stuck accounts, and overdue follow-ups.
End Of Day
Every activity has outcome, next action, due date, owner, and blocker if stuck.
AI Interactions
AI can assist with prioritizing, preparing, summarizing, and handing work to reps. Reps still own the relationship and HubSpot follow-through.
AI Can Do
- Prepare morning rep briefs from HubSpot.
- Draft call prep and buyer questions.
- Summarize approved assisted-call outcomes.
- Create same-day follow-up tasks.
- Flag stuck accounts, stale quotes, and missing next steps.
AI Cannot Do
- Call contacts without clearance and consent approval.
- Claim an account is approved unless HubSpot says it is.
- Negotiate rates or promise capacity.
- Ignore DNC, opt-out, or compliance review.
- Replace rep ownership of the next step.
Rep Response To AI Handoff
I saw the note that you asked for follow-up from Pride Logistics. I wanted to personally confirm what you need and make sure the right person handles it.
| AI Interaction | Required Rep Action | HubSpot Update | SLA |
|---|---|---|---|
| Morning brief | Work top accounts first | Complete tasks or update blocker | Same day |
| Call prep | Use the talk track and first question | Log call outcome and next step | Before next call |
| Interested handoff | Human rep verifies need and next step | Create task, note, meeting, or deal | 2 business hours |
| Quote request | Collect lane, mode, timing, value, and urgency | Create or update deal | Same day |
| Opt-out or DNC | Stop outreach and notify manager | Update consent/DNC field | Immediate |
| Blocked account | Mark reason and ask manager for help | Set stuck reason and next action | End of day |
Automated outreach remains off unless account clearance, contact consent, DNC status, callback path, and manager approval are complete.
Email Follow-Up
Draft-first Ray and Juan follow-up queue. Reps review drafts, call when needed, and log the next action in HubSpot.
Ray
Top 10 todayJuan
Top 10 todayDraft Preview
No email sends from this screen.Select Draft on a queue item.
AI Call Assist
Prep, discovery, and HubSpot handoff.Select AI Prep on a queue item.
HubSpot is checked first. Outlook delegated access is shown honestly when unavailable.
Sales Intelligence
Current market triggers reps can use to research serious target accounts and build better buyer maps.
| Trigger | Source / Date | Target Account Types | Rep Research Action | Why It Matters |
|---|
Load current trigger categories for the 10K account plan.
AI Call Ramp Plan
Manager controls for approved, compliant call batches only.Pre-Clearance Intelligence Queue
Research decision makers, shipping requirements, lanes and follow-up prep before clearance without marking accounts approved for pursuit.
| Company | Main Number / Address | Vertical / Tier | Target | Landstar | Buyer Map | Requirements | Next Research Action | Owner | AI Buyer Finder | Call Readiness | Last Updated |
|---|
This is research and prep only. Calling eligibility stays No until all gates are complete.
Shipping Requirements Fields
Use these to turn research into usable HubSpot updates.Launch Checklist
Use this before and after upload so the sales team sees a complete operating portal on Monday morning.
ReadySales scripts and talk tracks
ReadyAccountability matrix
ReadyAI interaction rules
GatedAutomated outreach release
| Area | What To Confirm | Owner | Status |
|---|---|---|---|
| Portal Upload | Upload the latest package to the sales site root and confirm the login page opens. | Jose / Deissy | Before meeting |
| User Access | Confirm rep, manager, and admin PINs work without sharing private codes in chat. | Jose / Deissy | Before meeting |
| HubSpot | Run Build Status, then confirm calls, emails, tasks, owners, companies, and deals are readable. | Sales Ops | After upload |
| Sales Scripts | Open Sales Scripts and review cold opening, gatekeeper, objections, voicemail, and vertical talk tracks. | Sales Manager | Monday meeting |
| Accountability | Review 60 / 75 / 90 call standard, live conversation goals, red flags, and HubSpot logging rules. | Sales Manager | Monday meeting |
| Landstar Clearance | Confirm batches and follow-ups include full company names, addresses, and current status. | Jose / Deissy | Daily |
| AI Interactions | Confirm AI assists with prep, summaries, and handoffs only. Reps still own buyer follow-up. | Manager | Monday meeting |
| Automated Outreach | Keep off until clearance, consent, DNC status, callback path, and manager approval are complete. | Manager | Gated |
Meeting Order
Daily Command, Sales Scripts, Accountability, AI Interactions, Landstar Clearance, then rep expectations.
Rep Message
Use the portal every day. Work from HubSpot. Make the call. Log the outcome. Set the next action.
Manager Message
Coach from the data: calls, conversations, follow-ups, quotes, stuck accounts, and missing outcomes.
Account Pool
Review target accounts by tier, fit, clearance status, owner, and next sales action.
| Prospect ID | Company | Vertical | Tier | Revenue Gate | Annual Target | Landstar | Consent |
|---|
Load the account pool sample.
Activation Waves
Wave 0 through Wave 5 keeps sourcing, Landstar clearance, reps, and agents in sequence.
| Wave | Timeframe | Accounts | Tier | Batches | Owner | Agent Focus | Exit Criteria |
|---|
Agents only consume cleared and approved active waves.
WCA Directory + Profile Contacts
Bring Pride's non-US WCA network into a controlled HubSpot review list, then open profile links to capture emails, phones, contacts, websites, and addresses.
Use this form instead of pasting the WCA password into chat.
Run a country pull after WCA access is stored.
Upload or paste a WCA directory export to preview the HubSpot-ready list.
Paste one WCA profile URL to pull emails, phones, website, contacts, and address for HubSpot review.
Run small batches, then download the enriched contact CSV chunk.
| Company | Contact | Email / Phone | Location | Network | Specialty | Next Action |
|---|
Business Card Scan
Upload a card from a customer visit, event, or office lead. The assistant checks HubSpot first, then uses any ZoomInfo data already synced there.
Review Package
Upload a card to prepare a contact, company, and follow-up task.
Company Research
Check whether a company is a practical fit for truckload, air, ocean, expedited, LTL, white glove, or specialized freight.
Enter a company to see fit, duplicate risk, and next action.
ElevenLabs Agent Roster
Branch the existing Outside sales Representative persona into focused Pride sales agents.
Load the five-agent roster from the approved configs.
Agents stay internal/test only until compliance, caller ID, DNC, and writeback are approved.
Rep Rap Sheets
Starter account briefs for Ray/Juan rotation, agent assignment, opening angle, and handoff prep.
| Company | Owner | Agent | Vertical | ICP | Annual Target | Landstar | Opening Angle | First Question |
|---|
Starter rap sheets are not call-ready until cleared and approved for pilot.
Call List Builder
Build a clean call list with Pride-led talking points and HubSpot task prep.
Phone Talk Track
Use this while dialing. Keep it short, ask for the right person, and log the outcome before the next call.
Opening
Hi, this is [name] with Pride Logistics. I will keep it brief. We help companies with truckload, expedited, air, ocean, LTL, white glove, and specialized freight. Do you handle transportation, or is there someone better I should speak with?
Gatekeeper
I am trying to reach the person who handles freight, shipping, logistics, or procurement. Who would be best for that?
Buyer Question
When freight gets urgent, oversized, high-value, international, or time-sensitive, who decides which carrier or logistics partner gets the call?
Discovery
- What types of freight do you move most often?
- Any lanes, projects, delays, or service issues coming up?
- Do you quote spot shipments, recurring lanes, or both?
- Who else should be included when freight needs a fast answer?
If They Ask About Landstar
Pride Logistics is a Landstar agency. We help coordinate freight support through the Landstar network and keep the process organized from first quote through follow-up.
Close
What is the best next step: should I send a short intro, set a time for a quick conversation, or send this to the person who handles your freight?
Only call approved records. If the account is not cleared, keep it to research and HubSpot prep.
Quote Board
Open RFQs, APCs, and quotes must have an owner, urgency, value, and next action.
Next build: connect HubSpot deals and RFQ/APC/Booked flow. Guardrail: no open quote without a next action date.
Lane Review + Expansion Tracker
Every first won shipment should create a 48-hour service check and a 14-day lane review.
Next build: connect won deals, shipment history, service outcomes, and repeat-lane tasks.
AI Caller Activation
Run controlled buyer-finder calls and manager-approved sales pilot batches through ElevenLabs.
Buyer-Finder Pilot
Start with decision-maker discovery, not rate quoting or active pursuit.
Saved Call Scripts
Script and boundaries are stored with the app package.
Agent Guardrails
- Discloses it is an AI assistant calling for Pride Logistics.
- Buyer Finder mode asks for the right logistics/shipping owner only.
- Approved Sales Pilot mode qualifies shipping needs after clearance and approval.
- Does not quote rates, promise capacity, or create deals.
- Logs outcome and next step back to HubSpot through post-call webhook.
- Only admins/managers can submit a live ElevenLabs batch.
Webhook URL
https://sales.pridelogisticsllc.com/api/elevenlabs-webhook.php
Use this as the ElevenLabs post-call transcription webhook endpoint.
Internal Test Call
Place one test call to Jose or another approved internal number before any prospect batch.
Internal test only. This does not use a prospect record.
| Approve | Contact | Company | Annual Target | Owner | Phone | Talking Point |
|---|
Build a pilot list to review call recipients.
Sales Analytics
Call volume, talk time, follow-up load, and activity momentum by sales owner.
Loading sales analytics...
| Owner | Calls | Talk Time | Avg Call | Tasks | Notes / Email / Meetings | Owned CRM | Momentum | Focus |
|---|
Loading HubSpot analytics...
Weekly Scorecard
Monday sales review metrics for sourcing, clearance, activation, quotes, wins, and lane reviews.
| Metric | Week 1 | Week 2 | Week 3 | Week 4 | Monthly Total | Decision Question | Owner |
|---|
Scorecard tracks whether sourcing is turning into cleared, assigned sales activity.
Pride Sales Coach
Daily AI assistant lane for rep briefs, midday rescue checks, end-of-day cleanup, and manager escalation.
Rep Brief
Load config to view the rep brief template.
Manager Brief
Load config to view the manager brief template.
Next-Best-Action Rules
HubSpot is the source of truth. If it is not logged, it does not count as worked.
HubSpot Workflow Build Lane
Workflows for email setup, activity logging, no-touch reminders, quote follow-up, AI handoffs, and manager scorecards.
| Name / Object | Trigger / Field | Rules / Type | Actions / Purpose | Priority | Owner |
|---|
Load workflows or activity fields from the HubSpot Sales OS specs.
Call Review Queue
Every assisted call needs a human-visible summary, outcome, opt-out flag, and next action before sales follow-up.
Next build: store webhook events and show call outcome, qualification score, transcript summary, opt-out/DNC, and rep owner.
Rep Handoff Queue
Qualified call outcomes that need a human rep task and same-day follow-up.
| Company | Contact | Owner | Agent | Outcome | Score | Pain / Need | Next Step | Task Due |
|---|
Webhook writeback will populate this with real call outcomes.
PRD Sales to Tech Freight
Landstar non-pursuable or restricted opportunities for Tech Freight review. Handled accounts disappear from this list.
| Company | Contact | Phone | Address | Status | Next Action | List Action |
|---|
Loading Tech Freight handoffs...
If Pride HubSpot has associated contacts, they will appear automatically. Otherwise the CSV still carries the company handoff details for Tech Freight upload.
Sales Field Guide
Plain-English explanations for the HubSpot fields reps, leadership, automation, and Tech Freight handoffs rely on.
| Object | Field | Plain English | How To Use | Required | Priority |
|---|
Load this when someone asks what a HubSpot field means.
Landstar Clearance Queue
Create controlled Landstar eligibility drafts with no more than 10 company names per message.
HubSpot Batch Status
Mark a sent Landstar batch as submitted while keeping call eligibility off.
Use after the clearance email is sent to Landstar.
Paste companies to create a controlled eligibility email draft.
Loading Landstar clearance dashboard...
| Batch | Accounts | Submitted | Open | Tech Freight | Check Back / Hold | Pending |
|---|
| Imported Company | Landstar Status | Route | Check Back | Updated |
|---|
| Company | Batch | Status | Route | Check Back | Owner | Next Action |
|---|
| Batch | Company | Vertical | ICP | Status | Owner | Reason |
|---|
Future Check-Backs / Holds
Accounts Landstar asked us to revisit later or hold for guidance. These are not active outreach.
| Company | Status | Check Back | Owner | Next Action |
|---|
Load this after Landstar replies with check-back or hold instructions.
Resources / Setup
Reference pages, setup checks, and workbench tools live here so the daily operating menu stays clean.
Reference
Scripts, accountability standards, AI guardrails, field explanations, and launch checklist.
Setup
HubSpot, workflows, owners, agent roster, activation waves, and WCA workbench.
Older / Merge Later
These overlap with newer operating screens and should be merged before they return to the main menu.
Main menu should stay focused on live operating work: Daily Command, Email Follow-Up, Sales Intelligence, Pre-Clearance, Account Pool, Rap Sheets, Voice Agent, Handoff, Tech Freight, Analytics, Landstar, Team Sync, Build Status, and HubSpot Audit.
Sales Team Account Sync
Find HubSpot owner accounts and use those IDs to pull assigned contacts, companies, deals, and tasks.
Enter team HubSpot email addresses or names, then sync after the HubSpot token is configured.
Portal Access Manager
Admins can update sales portal PINs here. Current PINs are never displayed.
Leave PIN fields blank unless you are changing that user's PIN.
Integration Settings
Admin-only storage for HubSpot, ElevenLabs, and other server-side integration keys. Secret values are never displayed.
Leave fields blank unless adding or replacing a value.
HubSpot Build Status
Checks the required Sales Operation fields from the approved implementation map.
Run the field check after the HubSpot token is configured.
| Object | Field | Internal Name | Status | Detail | Source |
|---|
Missing fields block the clearance gate, quote board, and call eligibility.
HubSpot Audit
Confirm what Pride can read and write before lead creation, enrichment, and voice-agent handoffs are switched on.
Run the audit after the HubSpot token is configured on the server.
Repair HubSpot Connection
If Audit says the token is missing from PHP runtime, save the HubSpot token here once. It is stored server-side and never displayed back.
Leave blank if HubSpot Audit is already available.