📥 Incoming→
🚀 Bidding→
🏆 Won / Lost
All sources — tenders · contracts · awards · social — land in Incoming, then move through the pipeline.
📍 Area BD
Reference
📥 Incoming — every live UK gov tender + upcoming award to triage (contracts & social next). 🚀 Pursue → Bidding · 👎 Reject → not for us. Every Pursue / Reject teaches the AI ranker (it auto-sorts best-fit first once it has enough calls), and every buyer is logged in 📇 Buyers for outreach — even when you reject the tender.
| Opportunity | Buyer | Value | Closes | Source | |
|---|---|---|---|---|---|
| Loading live government tenders… | |||||
| Opportunity | Buyer | Value | Closes | Reqs to participate | Submission portal | Contracting authority | Status | AI fit | Flagged by |
|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||
| Opportunity | Entity | Client | Deadline | Measures | Status | Group | Value |
|---|
Win / loss decided commercial bids
Outcomes all recorded
| Opportunity | Entity | Client | Outcome | Value |
|---|
📇 Buyers — our main outreach pipeline. Every organisation seen in the Incoming feed is logged here automatically (even when we reject the tender), and ⬇ Import Contacts pulls in everyone from the Contacts board too. Pick a template email when you hit ✉️ Send — you can edit it per-buyer before it goes.
| Buyer | Contact | Latest tender | Owner | Status | |
|---|---|---|---|---|---|
| Loading buyer register… | |||||
🏠 Estate Agents — referral outreach. A hand-built register of local estate agents we want on our recommended-surveyor list (HomeBuyer & Building Surveys, EPCs, valuations for their buyers & sellers). ＋ Add agent to log one, then pick a template email when you hit ✉️ Send — you can edit it per-agent before it goes.
| Agency | Contact | Area | Website | Status | Notes | |
|---|---|---|---|---|---|---|
| Loading estate agents… | ||||||
⭐ Local & national reviews. A register of businesses — partners, suppliers, neighbours, national brands — worth leaving a genuine good review for (Google, Trustpilot, Facebook…). Posting regular, honest reviews builds goodwill, reciprocity and local visibility. Radar → Reviews finds them for you; ＋ Add business to log one by hand. Hit Leave review ↗ to open the review page, then 📝 Review to draft your wording and mark it posted.
| Business | Category | Area | Platform | Status | Review page | |
|---|---|---|---|---|---|---|
| Loading review register… | ||||||
🏦 Mortgage Brokers — referral outreach. A register of local mortgage brokers we want on our recommended-surveyor list (surveys, valuations & EPCs for their mortgage clients — plus mutual referrals). ＋ Add broker to log one, then hit ⇪ Sync to GHL to push them into GoHighLevel. 📧 Outreach, calling & nurture now run from GoHighLevel, not the portal — this tab is the source register that feeds GHL. Areas page links each area to its GHL Smart List.
| Firm | Contact | Area | Website | Socials | Status | Notes | |
|---|---|---|---|---|---|---|---|
| Loading mortgage brokers… | |||||||
🤝 Affiliates — referral directory & fee tracker. When someone enquires about work we don't provide (asbestos, structural engineering, gas, conveyancing…), find the trusted partner here and pass on their details — 📋 copies a ready-to-send blurb. Then 📤 log the lead so the referral is on record and the agreed fee gets chased from passed → won → invoiced → paid.
| Company | Service | Contact | Website | Fee terms | Leads | £ Earned | Notes | |
|---|---|---|---|---|---|---|---|---|
| Loading affiliates… | ||||||||
🏫 Academy Trusts — DEC, EPC & retrofit outreach. Every academy trust in England (1,251 trusts running 11,000+ school buildings) — prime targets for Display Energy Certificates (public buildings over 250 m² must display a valid DEC + Advisory Report, renewed annually over 1000 m²), EPCs and retrofit work. Search by trust or town, then pick a template email when you hit ✉️ Send. Add a contact + DEC expiry as you learn them, and chase the estate. Source: allschools.co.uk.
| Academy trust | Location | Contact | DEC expires | Status | Notes | |
|---|---|---|---|---|---|---|
| Loading academy trusts… | ||||||
| Portal | Username | Type | Entities | Opps | Contact |
|---|
🎖️ Awards — scout new UK awards/grants with AI, then triage them in 📥 Incoming exactly like tenders (🚀 Pursue / 👎 Reject). Below: our recurring-awards calendar and where our live applications stand.
AI Award Finder 0
Award sources
Categories
Recurring awards calendar 0
Our applications 0
| Open this tab to load board 5090814430 (needs the LJM token set). |