Accountability Chart — Q1 2026

Current Quarter: Q1 2026 | Period: January 1 – May 4, 2026

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.

Seat: CEO / Visionary — Nick

MissionGenerate compounding growth by securing enterprise-level accounts and setting the long-term vision for the company’s culture and trajectory
#Major AccountabilityDescription
1Account Origination (Enterprise & High-Volume)The “Hunter” role — identifying and closing large-scale shippers that anchor and grow business volume
2Outbound RFP LeadLeading the strategy, pricing, and submission process for formal RFPs
3Relationship Depth & RetentionThe “Farmer” role — ensuring high-level trust with key decision-makers to turn one-off loads into recurring shipping lanes
4Margin Discipline & Pricing StrategySetting the “floor” for profitability — ensuring volume growth doesn’t compromise financial health
5Company Vision & Culture”The Why” — defining the long-term target, maintaining culture, steering the ship

Seat: Head of Growth (Fractional) — Casey

MissionBuild the commercial infrastructure, install the EOS operating rhythm, and architect a qualified sales pipeline that enables the CEO to close
#Major AccountabilityDescription
1EOS & Strategic Planning (The “Pulse”)Implementing the operating system, defining the 10X Plan, ensuring predictable high-accountability rhythm
2Sales Infrastructure & CRM ArchitectureDefining funnel stages, configuring technology, documenting the “Forza Sales Cheatsheet”
3Lead Generation & Pipeline “Tee-Up”Building, enriching, and warming the prospect list so the CEO has a ready-to-close environment
4Network Activation & Outreach StrategyLeveraging both founders’ networks to bypass cold outreach and generate warm introductions
5Cross-Functional Systems & Process OptimizationBridge between Sales, Ops, and Finance to document workflows, define KPIs, implement automations

Seat: Director of Operations — James

MissionExecute flawless freight operations, scale the brokerage team, and build the systems and standards that protect the Outcome Assurance promise
#Major AccountabilityDescription
1LMA — Leading, Managing, AccountabilityMentoring logistics coordinators, setting daily priorities, ensuring “No Surprises” comms standard, holding team accountable to KPIs
2Senior Execution & Load StrategyHigh-complexity quoting and strategy work; identifying which tasks can be standardized and delegated
3Tech Stack Ownership & IntegrationAdmin for MVMNT, Parade, and Highway; managing automations and integrations; owning SharePoint architecture
4Risk Management & ComplianceCarrier vetting standards (RMIS/Highway), fraud prevention, safety protocols, claims mitigation
5Process Architecture & ScalabilityBuilding the Ops Playbook — converting active execution tasks into written SOPs for delegation and consistency

Seat: Accounting Manager & Office Administrator — Concetta

MissionEnsure the financial and administrative “backbone” of Forza is accurate, compliant, and efficient — allowing ops to focus entirely on moving freight
#Major AccountabilityDescription
1Financial Data Integrity (AP/AR)Inputting invoices for payment, human-check of all outbound invoices, managing QuickBooks
2Logistics Documentation ComplianceOrganizing, auditing, and troubleshooting BODs, BOLs, and Ratecons
3Partner Onboarding & CreditProcessing customer credit applications and onboarding new shippers and carriers
4Billing & Inquiry ResolutionManaging billing inquiries and troubleshooting payment issues with partners and clients
5Office & Procurement ManagementProcurement of supplies, swag, collateral, and general office administration

Seats in Development

James is actively developing these seats (per Company Rock #5):

  • Logistics Coordinator — Job description and SOPs in progress
  • Sales Broker / Freight Broker — Job description, accountability chart entry, and onboarding protocol in progress

Stevan (Carrier Sales Manager) slated to join May 11.

Cross-References

SeatUKB Pages
CEO / Visionary01-Shipper-Onboarding (enterprise relationships), 03-Load-Lifecycle (pricing strategy)
Head of Growth00-Architecture (systems design), Team-Directory (contact info)
Director of Operations02-Carrier-Onboarding (carrier vetting), 03-Load-Lifecycle (load execution), Systems (tech stack)
Accounting Manager04-Invoicing-Factoring (billing), 05-Cash-Application (AR), 06-Carrier-Payment (AP), 07-Reporting-Month-End