135 lines
5 KiB
Markdown
135 lines
5 KiB
Markdown
# 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.
|