Overview

Broadbench Partnership Hub · Internal

Live6 May 2026
Total Leads (April)
71
vs prior month
Converted Leads
14
14.1% conversion (was 23.2%)
New Accounts
29
Above monthly avg
Trustpilot Reviews
4
Ongoing collection
Remortgage Pipeline
£500k+
Key profit route
Active Partners
3
Contractor Calc, Nebula, Expert Empires

Partnership Hub

Broadbench internal dashboard · Last updated 6 May 2026

Requires Immediate Attention
  • Contractor UK— Mike building the partnership page
  • Bthree — George and Mark— Difficulty contacting
  • Amelia Griggs — Keith Griggs— Chasing Amelia Griggs after holiday to complete required items
  • Expert Empires— Active partner
  • Report CIFA Meeting — provide feedback after CIFA meeting— overdue (7 May 2026)
  • Finalise CUK Page — amend Contractor UK partnership page and send— overdue (6 May 2026)
  • Contact B3 Partners — send follow-up email to B3 George and Mark— overdue (6 May 2026)
  • Chase Amelia Griggs — follow up after holiday— overdue (6 May 2026)
  • Chase Expert Empires — follow up on outstanding communication— overdue (6 May 2026)

Open Action Points

Manage Manus Report — gather Jackie's insights

TH

Agree on Recording Strategy — call recording/transcribing legal decision

TH

Report CIFA Meeting — provide feedback after CIFA meeting

JM⚠ 7 May 2026

Rework Marketing Report — reproduce report omitting Roci leads

JM

Analyse Revised Report — submit new marketing report (ex-Roci) through Manus

TH

Review Manus Recommendations — incorporate Mike's Manus report suggestions

JM

Latest Meeting

Leads + Partnership Meeting

6 May 2026

THJMMC

Meeting reviewed lead generation performance and compliance frameworks while aligning on future partnership and reporting strategies. Key focus: conversion crisis (14.1% vs 23.2% prior), Roci lead quality concerns, partnership programme framework, and Manus integration strategy.

Alpha Partners

Expert EmpiresBronze Lead Volume
Contractor Calculator — Dave ChaplinGold Lead Volume
Nebula Finance — HeipNot Producing Leads
Nile McGintyNot Producing Leads
Gazelle RiskNot Producing Leads

Team

TH

Tom Hitchcock

Project Owner

JM

Joanne Mitchell

Partnership Manager

MC

Mike Cooke

Strategy Lead

EH

Ellie Hammond-Warren

Team Member

Asana: Leads & Partners Project

broadbench.co.uk workspace · Live project board

Open Asana