The Accountability Chart defines who is responsible for what. Every seat has a clear mission and major accountabilities. This is not an org chart — it maps responsibilities, not hierarchy.
Interim Coverage: Nick (Founder/CEO) is covering day-to-day operations until the Carrier Relationships Lead is hired. Casey (President) assists with Price Desk (RFI/RFP processing) and cross-functional systems.
Seat: Founder / CEO — Nick
Mission
Generate compounding growth by securing enterprise-level accounts, setting long-term vision, and steering company culture and trajectory. Interim coverage of day-to-day operations until Carrier Relationships Lead is hired.
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Major Accountability
Description
1
Account Origination (Enterprise & High-Volume)
The “Hunter” role — identifying and closing large-scale shippers that anchor and grow business volume
2
Outbound RFP Lead
Leading the strategy, pricing, and submission process for formal RFPs
3
Relationship Depth & Retention
The “Farmer” role — ensuring high-level trust with key decision-makers to turn one-off loads into recurring shipping lanes
4
Margin Discipline & Pricing Strategy
Setting the “floor” for profitability — ensuring volume growth doesn’t compromise financial health
5
Company Vision & Culture
”The Why” — defining the long-term target, maintaining culture, steering the ship
6
Interim Operations Oversight
Day-to-day carrier vetting, load execution, dispatch, tracking, and document closing until Carrier Relationships Lead is hired
Seat: President — Casey
Mission
Build the commercial infrastructure, install the EOS operating rhythm, architect the sales pipeline, and assist with Price Desk and cross-functional systems.
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Major Accountability
Description
1
EOS & Strategic Planning (The “Pulse”)
Implementing the operating system, defining the 10X Plan, ensuring predictable high-accountability rhythm
2
Sales Infrastructure & CRM Architecture
Defining funnel stages, configuring technology, documenting the “Forza Sales Cheatsheet”
3
Lead Generation & Pipeline “Tee-Up”
Building, enriching, and warming the prospect list so the CEO has a ready-to-close environment
4
Network Activation & Outreach Strategy
Leveraging both founders’ networks to bypass cold outreach and generate warm introductions
5
Cross-Functional Systems & Process Optimization
Bridge between Sales, Ops, and Finance to document workflows, define KPIs, implement automations
6
Price Desk (Interim)
RFI/RFP processing, rate quoting support — until Price Desk agent is built
Seat: Carrier Relationships Lead — HIRING
Mission
Own the full carrier-facing operational lifecycle — from sourcing and vetting carriers through booking loads, tracking, document closing, and ongoing relationship management.
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Major Accountability
Description
1
Carrier Network Development
Build and maintain Forza’s carrier network. Source capacity through DAT, Parade, Trucker-Tools, and direct relationships. Onboard new carriers through Highway.
2
Load Execution
Book loads in MVMNT, assign carriers, confirm rates, dispatch, and manage track & trace through delivery.
3
Document Closing
Ensure BOLs, PODs, rate confirmations, and accessorial documentation are collected and complete for every load.
4
Carrier Relations & Capacity Building
Develop deep carrier relationships for priority capacity access. Manage carrier performance rankings and feedback loops.
Build the Ops Playbook — convert active execution tasks into written SOPs for delegation and consistency.
Note: This seat absorbs the former Ops Manager, Logistics Coordinator, and Carrier Relationships Manager seats. Actively hiring — targeting a candidate deeply experienced in carrier sales, relationships, and capacity building.
Seat: VP of Sales — Martina
Mission
Drive Shipper acquisition and revenue growth through qualification, onboarding handoff, and relationship management.
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Major Accountability
Description
1
Shipper Qualification
Identify and qualify prospective Shippers against Forza’s target profile
2
Onboarding Handoff
Manage the Phase 1 handoff from Sales to Accounting, ensuring complete intake documentation
3
Pipeline Management
Maintain Pipedrive CRM, manage deal stages, report on pipeline health