Scripts & Objections
Each active sector Call Card automatically becomes a New Lead sector option.
Commercial Dashboard v3.7
Live outreach, site visits, paying conversions and administrator bonuses.
Calls today
0
Decision-makers today
0
Site visits booked today
0
Paying customers — this month
0
Paying customers — all time
0
Commercial work booked — this year
£0
Across all recorded commercial leads
Bonuses earned — this month
0
Upcoming Site Visits
Upcoming Follow-Ups
Leads marked for follow-up, shown in date order. Today and this week appear first.
Recent Paying Conversions
Performance by user
This month or all-time progress for each logged-in user.
| User | Calls | Decision-makers | Site visits | Paying conversions | Bonuses |
|---|
Call Mode
Choose an existing lead, or add a new prospect and start calling immediately.
Process: Work through the sector call card, add who you spoke to and a short summary of the outcome, then finish by clicking one event type below. That final click records the interaction in the lead history and updates the lead status.
Lead Search
All active leads show automatically. Use filters only when you want to narrow the list.
| Business | Sector | Contact | Status | Last contacted | Next action | Site visit | Paid work | Actions |
|---|
Objections
Day 1 Guide
The simple daily process for commercial outreach.
YOUR DAILY PROCESS
Dashboard → Follow-ups → Search Lead → Contact → Record Outcome → Set Next Action
Dashboard → Follow-ups → Search Lead → Contact → Record Outcome → Set Next Action
1. Start on the Dashboard
Check overdue and today's follow-ups, upcoming site visits and your KPI targets. Deal with anything already due before starting new outreach.
2. Search before contacting
Before calling, emailing or writing to a business, search the Hub first. Check whether they are already being contacted, have a site visit, have booked work, are an existing client, or are linked to another company in the group.
3. Contact the business
Use Call Mode for cold calls and the relevant sector Call Card. The aim is to identify the right person, understand what they currently have in place and, where appropriate, offer a free no-obligation site walk-around.
4. Record every interaction
Log calls, emails, letters and other outreach. Add who you spoke to and a short summary of what happened. If it happened, put it in the Hub so another team member does not unknowingly contact them again.
5. Set the next action
If they ask you to call again, send information or contact somebody on a particular date, set a follow-up date. It will appear on the Dashboard as part of your daily to-do list.
6. Site visit booked
Record Site Visit Booked, enter the date/time and add a useful note. Then immediately add the appointment to Broadleaf's normal booking system.
7. Job booked
If a commercial company books work, open its profile and select + Job booked. Enter the booking date, amount, work booked and useful notes. Do this even if another member of the team took the booking.
Job Booked ≠ Bonus Earned.
8. Bonus rule
Only select Record Paying Work once the job has been completed AND the client has paid their invoice.
Bonus 1: first completed + paid job.
Bonus 2: one repeat completed + paid job within the following 12 months.
Maximum: two bonuses per company/client.
9. Associated businesses
If companies are part of the same group or otherwise connected, use Associated businesses / group to link their records. This helps Broadleaf build the relationship across the wider organisation.
10. End of day
Check the Dashboard again. Clear anything due today, make sure every interaction has been logged, review tomorrow's follow-ups and check your KPI progress.
THE GOLDEN RULE
SEARCH → CONTACT → RECORD → SET NEXT ACTION
Good records matter more than perfect notes. Who you spoke to, what happened and what happens next is enough.
Admin Performance Log
Private management view — ongoing evidence of outreach activity and commercial results by user.
Admin only. Database access is restricted to the authorised management accounts.
Evidence log
| Date | User | Business | Action | Detail | Value |
|---|
Settings / KPI Targets
Use these as coaching targets; actual results are calculated from logged activity.
The daily scorecard is automatic: each logged call/email/outcome contributes to today's totals. Staff do not need to type the day's numbers twice.