# Trucking Marketing Send Plan

Date: 2026-06-02

This plan ranks trucking campaign sends by fulfillment friction, data quality, and ability to deliver without asking customers for portal passwords.

## Prioritized sends

### 1. NY HUT setup

**Why first:** New York supports a clean tax-professional authorization workflow through E-ZRep/TR-2000. This is one of the lowest-friction state filings.

**Target data:** carriers based in NY or operating in NY, especially heavy vehicles likely over 18,000 lbs.

**Message:**

> Operating in New York? You may need HUT credentials before operating taxable vehicles on NY public highways. Performance West can prepare and file with your signed authorization.

**Offer:** NY HUT registration, certificate/decal assistance, quarterly filing support.

**Required fulfillment:** signed NY authorization/TR-2000, vehicle list, weights, USDOT, tax/business details, government fees.

### 2. Connecticut Highway Use Fee

**Why second:** CT requires electronic filing through myconneCT and supports practitioner/third-party/bulk-filer concepts. CSV vehicle import makes this operationally scalable.

**Target data:** CT base/operating carriers, especially vehicles over 26,000 lbs.

**Message:**

> Connecticut HUF is electronic and recurring. We can help register, import vehicles, and file returns with your authorization.

**Offer:** CT HUF setup and monthly filing support.

**Required fulfillment:** signed authorization, myconneCT delegate/practitioner access or customer approval, vehicle/mileage records, government tax payment.

### 3. DOT Drug & Alcohol Program

**Why third:** Lowest filing friction. No state tax portal. Strong recurring/compliance service.

**Target data:** carriers with drivers and likely CDL operations. FMCSA fields: `driver_total > 0`, `nbr_power_unit > 0`, for-hire/private property indicators.

**Message:**

> If you operate CDL vehicles, you need a DOT-compliant drug and alcohol testing program.

**Offer:** annual D&A consortium enrollment, driver file review, clearinghouse support.

**Required fulfillment:** driver/company intake, signed service authorization, provider/consortium enrollment.

### 4. New Carrier Startup Bundle

**Why fourth:** Broad appeal and strong cross-sell. Use data to avoid sending to carriers that already purchased or completed startup services.

**Target data:** recently added DOT carriers with email, small fleet, no evidence in our orders/records of completed startup items.

**Missing-item signals to infer from data:**

- no Performance West order for new carrier bundle;
- no Performance West order for BOC-3;
- no Performance West order for UCR;
- no Performance West order for DOT Drug & Alcohol;
- no Performance West order for IRP/IFTA;
- no entity/LLC order where applicable;
- recent FMCSA `add_date` or `created_at`;
- small fleet: 1-3 power units or 1-5 drivers;
- active/usable email.

**Message:**

> New DOT number? Most new carriers miss at least one required filing: BOC-3, UCR, D&A, IRP/IFTA, insurance, or state permits. We can review your startup checklist and file missing items.

**Offer:** New Carrier Starter Bundle, BOC-3, UCR, D&A, IRP/IFTA advisory, LLC/entity setup.

**Required fulfillment:** startup intake, signed authorization, government fee pass-throughs, state-specific follow-up where needed.

### 5. California MCP

**Why fifth:** Good market, but medium friction due to CA portal/forms and insurance coordination.

**Target data:** CA base/operating carriers.

**Message:**

> California carriers may need MCP, CA number, insurance filings, and emissions compliance. We can prepare and file with your authorization.

**Offer:** CA MCP assistance, CA number/CHP guidance, insurance coordination, CARB/TRUCRS review.

**Required fulfillment:** signed authorization, vehicle/fleet details, insurance agent, portal or form workflow.

## Cautious / later sends

These are valuable but should use conservative language until portal delegation is fully verified:

- Oregon Weight-Mile
- Kentucky KYU
- New Mexico Weight-Distance
- Texas TxDMV / intrastate authority
- CA CARB/TRUCRS recovery
- IRP/IFTA across all base states

Use wording:

- “We prepare and file with your authorization.”
- “Some state portal approval may be required.”
- “Government fees and taxes are billed separately.”
- “Insurance filings may require your insurance agent.”

## Implementation notes for New Carrier Startup targeting

Create a Listmonk list named:

`FMCSA Trucking - New Carrier Missing Startup Items`

Populate with carriers matching:

1. usable email;
2. not already sent the new-carrier campaign;
3. recent-ish FMCSA add date or recent DB creation;
4. small/new operator profile;
5. no internal order evidence for new carrier startup items.

Subscriber attributes should include:

- `company`
- `dot_number`
- `state`
- `city`
- `trucks`
- `drivers`
- `add_date`
- `missing_items_html`
- `startup_score`

Do not mark globally `listmonk_sent_at` until the real campaign is sent. Use campaign-type-specific tracking where possible to avoid blocking unrelated campaigns.
