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Partner Prospecting Workflow

This guide shows the partner-facing prospecting workflow for every partner team. It covers how users view incoming BusinessLoans.com leads, open a lead, review the conversation, update stages, and keep routing settings accurate.
This is the public user guide. It intentionally avoids admin-only prospecting pages, campaign setup, allocation controls, billing reconciliation, and internal routing tools.

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Step-by-step

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1. Open Prospecting

In Funding Machine, click Prospecting in the left navigation.The prospecting dashboard shows today’s delivered leads, the monthly plan count, booking link health, lifecycle totals, and the most recent leads.
Prospecting dashboard with lead delivery summary and recent leads
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2. Open the lead inbox

Click Open lead inbox or All leads.The lead inbox is the main work queue. Users should start with new or recently delivered leads, then review each lead before calling, emailing, or texting.
Prospecting lead inbox showing example BusinessLoans.com leads
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3. Open a lead

Click any lead row to open the lead detail drawer.The drawer shows contact information, business details, requested funding amount, monthly revenue, partner links, renewal status, conversation history, timeline, notes, and call, email, and SMS actions.
Lead detail drawer with contact and deal details
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4. Review conversation history

Before outreach, scroll to Conversation and read the latest messages.This helps the team avoid duplicate outreach and keeps follow-up aligned with what Morgan or the previous setter already said.
Lead detail drawer showing conversation history
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5. Update the lead stage

Use the stage control from the inbox row or the lead detail drawer.Keep the stage current after each touch so the rest of the team knows what happened and what should happen next.
Lead stage menu with New, Contacted, Pre-qualified, Deal, Funded, and Paid stages
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6. Check the pipeline

Open Pipeline view to see lead progress across the funnel.Use this view to spot leads that are stuck, see what needs follow-up, and confirm which leads have moved toward deal, funded, and paid.
Prospecting pipeline view with lead stages and next actions
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7. Review prospecting settings

Open Settings when routing or calendar links need to be checked.Confirm the daily lead cap, routing status, managed service status, and booking links. Missing calendar links can block routing, so keep them current.
Prospecting settings showing daily cap, routing status, and connected calendar links
  1. Open Prospecting.
  2. Check today’s drip count and recent leads.
  3. Open the lead inbox.
  4. Start with the newest unworked leads or the highest-priority follow-ups.
  5. Open each lead and review contact details, business details, and conversation history.
  6. Call, email, or text the lead.
  7. Add any needed notes.
  8. Update the lead stage.
  9. Use Pipeline view to confirm nothing is stuck.

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Stage definitions

StageWhen to use it
NewThe lead arrived and has not been worked yet.
ContactedThe team called, emailed, texted, or otherwise reached out.
Pre-qualifiedThe lead looks like a potential fit and is moving forward.
DealThe lead is actively being worked as a funding opportunity.
FundedThe client received funding.
PaidThe success fee or partner payment has been completed.
Update the stage immediately after outreach. The inbox and pipeline are only useful if the stages reflect reality.

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What users should review before outreach

  • Contact name, email, and phone
  • Business name and state
  • Requested funding amount
  • Monthly revenue
  • Source and referring partner
  • Conversation history
  • Prior call, SMS, or email attempts
  • Notes and timeline activity
  • Partner application and booking links

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What to send partners

Share this page with any partner team that receives BusinessLoans.com prospecting leads. The most important habit is simple: open the lead, read the history, contact the lead, then update the stage before moving on.

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Troubleshooting

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No leads are visible

Check that the user is in the correct account and that the lead filters are not hiding active leads.

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Conversation history is empty

Refresh the lead. If it still does not show, escalate with the lead name, account, and screenshot.

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A lead is in the wrong stage

Open the stage menu and move the lead to the correct stage. Open Settings and add the missing calendar URL. Routing can fail closed when required booking links are missing.

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A lead looks routed to the wrong account

Escalate with the lead name, expected account, visible account, and screenshot.