Partner Dashboard
Demo portal for partners to manage launch activity, leads, quotes and resources.
68%
Launch progress
14
Leads added
6
Quotes sent
4
Follow-ups due
8-week launch plan
Weeks 1–4
- Business setup and offer clarity
- Service packaging and website structure
- Customer personas and lead sources
- Outreach scripts and first calls
Weeks 5–8
- Quote process and follow-up system
- Local marketing and referral partners
- Improve conversion and objections
- 90-day growth routine
Lead tracker
| Business | Type | Service | Status | Next Action |
|---|---|---|---|---|
| Example Property Group | Managing Agent | Fire Door Survey | Quote requested | Send quote |
Customer personas
Managing Agent
Needs clear reports, action plans and evidence across managed properties.
Landlord / HMO Owner
Needs simple fire safety reporting and clear next steps.
Facilities Manager
Needs professional reporting with minimal disruption to operations.
Partner resources
Scripts
Cold call, email and follow-up templates.
Canva Assets
Service sheets, persona cards and social templates.
Quote Builder
Checklist for pricing and gathering property details.