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SWTP — Living Roadmap

Entity
Superior Water Truck Parts (SWTP) — new-parts counter, water trucks
Cadence
Monthly scorecard · quarterly strategy + research refresh
Last review
— (first report pending)
Marketing owner of record
IT-CRM / GHL (Brandon 2026-09-06)

What this page is — strategic memory for SWTP

The single source of truth for SWTP: why we believe what we believe (research), how we win (strategy), what we expect (targets), what actually happened (return), reviewed on a cadence (report). Every fire gets triaged against this — direction that persists, not tasks that scatter.

Markers: 🟢 Confirmed · 🟡 Assumption · 🔴 Gap · 🎯 Target. Watching them move is the roadmap working.

Group thesis: own "water truck" in Phoenix — rent (SWTR) → buy (SEQ) → maintain (SWTP), one customer, one asset class, no vendor change at any stage. SWTP is the maintain leg. Narrative depth → entity page.


0 · MARKET RESEARCH & ANALYSIS — the why

  • What the market is — 🟢 online + walk-in new-parts counter for water trucks (pumps, spray heads, valves) serving construction fleets, water-truck operators, dust-control contractors. Catalog 56 parts, $47–$1,295. Store live; first online order July 2026 🟢.
  • The edge — 🟢 only AI-assisted parts counter in the market; competitors are static catalogs. Encoded fitment rules (e.g. clockwise vs counter-clockwise pump rotations sold as separate SKUs) prevent the market's #1 returns problem — knowledge competitors don't enforce.
  • Direct competitor — 🟢 a local shop ~3 miles away sells identical products at identical prices. We do not win on price or product → we win on knowledge, speed, experience.
  • Adjacent competitive read (from the 2026-09-07 water-truck research) — 🟢 J&S Truck & Equipment (Mesa) builds/sells/rents water trucks but has no parts store or catalog — an opening: they repair, we can supply. Bare-rental players (Madco et al.) don't sell parts either.
  • Demand baseline — 🟢 16 SWTP leads all-time (last 2026-09-05) in the warehouse. The binding constraint is demand, not tooling (IT-CRM verified 2026-09-06).
  • 🔴 Gaps: addressable Phoenix water-truck-parts $ market; supplier-concentration exposure on some pump lines; whether fleet-account (recurring) vs walk-in (transactional) is the bigger pool.

1 · SALES & GO-TO-MARKET — the how

  • Customer 🟢 — construction fleets + water-truck operators + dust-control contractors; fleet-account buyers (recurring) and walk-in retail.
  • Positioning 🟢 — "same part, same price as the shop down the road — but we know which one actually fits your truck, and you get it same day." Knowledge + speed, not price.
  • Channels — storefront superiorwatertruckparts.com (ships lower-48) + same-day will-call; AI parts phone agent 602-217-0488 (🟢 live — do not reroute without IT-Phone).
  • Marketing — 🟢 owned by IT-CRM/GHL as of 2026-09-06 (prior sales/marketing plans superseded). Three GHL sub-accounts planned; ghl-bridge captures → ATG Central CRM stays system of record. 🔴 Blocker: SWTP email borrows mail.cactustruckparts.com which has no MX → customer replies bounce. Fix gates deliverability.
  • Play for the year 🎯 — grow the catalog + fleet accounts; convert the AI-counter edge into demand capture (the binding constraint); cross-sell from SEQ/SWTR customers (the maintain leg).

2 · EXPECTATIONS — targets (the contract)

KPI 🎯 Target Horizon Owner Source
Orders / month 🔴 set Monthly IT-CRM Store / QB
Revenue / month 🔴 set Monthly AM QB P&L — SWTP
Average order value 🔴 set (catalog $47–$1,295) Monthly IT-CRM Store
New fleet accounts / month 🔴 set Monthly IT-CRM CRM
Return rate (wrong-fitment) Below market #1-returns baseline Monthly Ops Store returns
Leads captured / month 🎯 grow from 16-all-time baseline Monthly IT-CRM Warehouse leads
Gross margin % 🔴 set Monthly AM QB P&L — SWTP

3 · RETURN — actuals (the books)

Fed monthly after close. No hand-typed numbers. = pipeline not yet wired.

KPI 🎯 Target Actual Variance As of Source / status
Leads (all-time baseline) grow 16 2026-09-05 warehouse — baseline confirmed
Orders / month store/QB — wire
Revenue / month QB P&L — pending gl_fact (#55)
AOV store — wire
Fleet accounts CRM — wire
Return rate store returns — wire

4 · REPORT — monthly review (the loop)

Diff Expectations vs Return → name misses → set actions → append dated entry to the decision log.

Latest month: (pending first close)

  • On track: — · Behind target: — · Research that changed: — · Actions (owner→by when): — · Decisions logged:

5 · AI LAYER — how AI serves SWTP's goals

  • AI parts counter = the differentiator (only one in market) → keep encoding fitment knowledge.
  • GHL marketing build (IT-CRM) → capture the demand that's the binding constraint.
  • ghl-bridge (SEQ-WWW): GHL → normalize → ATG Central CRM (identity + qb_customer_id link).
  • AI KPI: demand captured (leads) and returns-avoided (fitment) attributable to the AI counter.

How AI uses this page

Direction for every SWTP-facing agent. Work traces to an Expectations row; Return says if it moved; Report recalibrates monthly; and every 🔴 marker is standing to-do (email MX fix, target-setting, addressable-market research). The persistent memory that keeps work pointed at outcomes.