Free resources

Checklists you can print and use today

No email gate, no form, no drip sequence. These are the working documents I use on live campaigns. If they're useful without hiring me, that's a fine outcome.

MCA merchant qualification checklist

Seven screening criteria in the order you should ask them, the exact questions that surface each one, the red flags that should stop a submission, and the four documents to request before you hang up. One page, printable.

DOT compliance checklist for new carriers

A self-assessment covering every category a new entrant safety audit examines: driver qualification, drug and alcohol programme, hours of service, maintenance, accident register and financial responsibility. Tick boxes and auditor notes.

Cold calling objection responses

Twelve objections and the exact words I use on each, including the three where the right move is to agree with the prospect. Published as a full guide rather than a download.

MCS-150 due date rule

Work out your biennial update month from your USDOT number in ten seconds, plus what happens if you've missed it and how reinstatement works.

How to save these as PDFs

Open either checklist and use your browser's print function, then choose "Save as PDF". The pages are styled for print — navigation, buttons and footers drop away and you get a clean document. I'd rather do that than make you fill in a form to receive an email.

Used the checklist and found gaps?

That's what it's for. If the list is longer than you'd like, tell me what's on it and I'll give you an honest read on what to fix first.