Business Development Manager · CRM [HILLBROOK 2026 SALES] · 53 active deals across 16 stages
HERO PASSPORT · SALES & BUSINESS DEVELOPMENT
Business Development Manager
HERO CLASS · Relationship Builder · Opportunity Seeker · Deal Closer
SUPERPOWER · Turning Conversations Into Contracts. Unlocking Opportunities. Building Futures.
ENERGY
★★★★★
4.8 / 5
Pipeline week peak
FOCUS
★★★★★
4.3 / 5
8 leads juggled
WELLBEING
★★★★★
4.4 / 5
Steady · weekend off
DECISIONS
★★★★★
4.6 / 5
9 calls · 1 sign tmrw
MOMENTUM
★★★★★
4.9 / 5
14-day quote streak
YEARS · HBP
6.1
SINCE 19 MAY 2020
KPIS · YTD
51/52
98% · TOP DECILE
LEAVE BANK
22.0 d
16 AL · 5 PL · 1 LSL
NEXT MILESTONE
325 d
7Y TENURE · 19 MAY 27
PERSONAL COCKPIT · TODAY
Friday 28 June 2026 · 17:42 AEST · Brighton VIC. Quote sign-off on 142 Bay before EOD, six new lead replies queued, then a fresh site walk at 142 Bay 08:00 tomorrow.
AI BRIEF · TRANSCRIPT
27 SECONDS"Good evening Cam. The 142 Bay client is ready to sign — call him tonight, he's expecting it. 6 new lead enquiries hit today, all need a response before the weekend. Sumayya finished the 89 Glen Eira quote at 16:50 — review it before tomorrow so you can send. Tally Q3 forecast is sitting in your inbox from Tristan, sign-off due tonight. Tomorrow you're on 142 Bay Brighton 08:00 (new lead site walk), then back to HQ for pipeline review. Annexa intro to Stefan still pending — I can draft it now."
Marco Vella · 142 Bay · "Ready to sign — call me tonight"
Tristan Angelini · Tally Q3 forecast sign-off
Sumayya Waqar · 89 Glen Eira quote ready
New leads · 6 enquiries hit form today
Mariana Prado · Annexa partner deck refreshed
Tristan · "where are we on the 142 Bay quote?"
Sumayya · "Glen Eira numbers tight, can we hold 18%?"
#pipeline · 51 KPIs in YTD — 1 to hit target
#tally-launch · Derek shipped CRM v2 to staging
#strategic-accounts · ARK shortlisted for Q4 pitch
Call Marco · 142 Bay sign-off (he's waiting)
Reply to 6 new lead enquiries before EOD
Sign off Tally Q3 forecast for Tristan
Review Sumayya's 89 Glen Eira quote · margin call
Schedule 3 site walks for next week
Annexa co-sell intro · push to Stefan
2.4 KM · 8 MIN
BAY ST · 1 SUBURB OVER · LEAVE 07:50 · CLEAR ROADS
WEATHER · BRIGHTON
17:4213°
FEELS 10° · OVERCAST
HUMID
72%
WIND
14 SW
UV
2 LOW
SHORT DRIVE · NO BUFFER NEEDED
TMRW · 3 MEETINGS
FULL DAY →Site walk · 142 Bay St, Brighton
Pipeline review · HQ
Lunch · Annexa partner intro
AI SUGGESTIONS · 4 ACTIONS
RANKED BY URGENCYCall Marco at 142 Bay NOW — he's ready to sign tonight. I've pulled the contract summary and his last 3 emails so you can speak to specifics. Hot deal: don't let it cool overnight.
Review Sumayya's 89 Glen Eira quote — $2.3M with 18% margin. She's flagged tight pricing. Recommend holding 18% — client is price-sensitive but second-time buyer (high trust).
Push Annexa co-sell intro to Stefan — he's expecting it this week. I've drafted a 3-line WhatsApp: warm, direct, ties to last week's chat. One-tap send.
Batch-reply the 6 new lead enquiries with a personalised 4-line acknowledgement + Tuesday call-back slot. I've drafted all 6 — 90s to review and fire.
DAILY LOG · 28 JUN 2026 · FRI
Site diary · timesheet · auto-allocated inbox · OneDrive backup · job cost roll-up
SITES VISITED · 8.0 HRS
22 scanned today · 19 auto-allocated to your BD pipeline buckets · 3 need your call
142 Bay St · Brighton (new lead)
7 emails · Marco, architect, ready to sign
1.5H
AUTO
89 Glen Eira Rd · Caulfield (quote stage)
5 emails · Sumayya quote, client follow-ups
1.2H
AUTO
Tally Sales Effort · REVIEW
4 emails · Tristan Q3 forecast, Derek CRM v2
2.0H
PENDING
DESTINATION PATH
/1reference/daily-logs/
2026-06-28_CamMcLeod.json
Submit to lock the day's entry and push to backup.
| Job / address | Your role | Budget | Spent WTD | Today + | Used % | Status |
|---|---|---|---|---|---|---|
|
New Business · pipeline All leads · prospecting + nurture |
Director direct | $28,000 | $21,400 | +$1,140 |
80%
|
WATCH |
|
142 Bay St Brighton VIC · pre-contract BD |
BD oversight | $6,000 | $3,750 | +$450 |
62%
|
ON BUDGET |
|
21 Tyrrell Ave Blackburn VIC · client relationship |
BD client relationship | $4,500 | $4,820 | +$0 |
107%
|
OVER · $320 |
|
Tally Sales Effort CRM rollout · sales tech |
Director direct | $9,000 | $5,400 | +$600 |
60%
|
ON BUDGET |
|
TODAY TOTAL 8.0 hrs · 4 jobs · auto-allocated from inbox + calendar + diary |
$47,500 | $35,370 | +$2,190 |
79%
|
PIPELINE WATCH | |
AI flagged: 21 Tyrrell BD hours $320 over — recommend handing client relationship to Caleb now that build is live, freeing your hours for new leads.
YOUR PERSONAL PROJECTS · 4 ACTIVE
SEE ALL →TALLY CRM · GO-LIVE
Q3 PIPELINE · 8 LEADS
ANNEXA CO-SELL · PILOT
STRATEGIC ACCOUNTS · TOP 5
Pulse colour = health. Click any pulse to drill into that job.
53
8 HOT · 19 WARM · 12 AT RISK · 14 COLD/HOLD
$32.4M
Weighted: $9.8M (probability-adjusted)
8.5%
−1.2pp vs 90-day avg
47d
−6d vs Q3 (faster cycle)
Logical funnel view · 16 Asana columns grouped into the canonical 7 stages
1 · Leads
6
Org + Project lead
Avg 4d here
2 · Qualify
13
Contact + Discovery
Avg 8d here
3 · Estimate
4
Budget estimate
Avg 11d here
4 · Propose
11
Proposal + Approval
Avg 12d here
5 · ECI
5
Early contractor
Avg 18d here
6 · Negotiate
4
Contract + Deposit
Avg 6d here
7 · Won
1
Sales closed (Jun)
$1.2M signed
85%
of monthly target
−2 behind target · 2 in deposit stage about to close
+$0.8M ahead of target
Personal rate on closed contract value
$21,600
Earned MTD · 1 deal closed
In deposit
$59.4k
2 deals · 7-14d to land
Contract exec
$70.2k
2 deals · this month
Q4 forecast
$176k
Weighted pipeline
Deals contributing
All 16 stages live. Scroll horizontally. Click any card to drill into the deal.
7 McLachlan St, Bacchus Marsh
Rooming house · $1.20M · WON · commission $21,600 (paid)
Deposit
$60k · 12 Jun
Slab
$240k · 22 Jun
Frame
$240k · 10 Jul
Lockup
$300k · Aug
Fix
$240k · Sep
Complete
$120k · Oct
HIG44 · 44 High St, Werribee
Rooming house · $1.55M · deposit issued · commission $27,900 (imminent)
Deposit
$77k · 24 Jun
Slab
$310k · Jul
Frame
$310k · Aug
Lockup
$388k · Sep
Fix
$310k · Oct
Complete
$155k · Nov
CAR26 · 26 Carrington Rd, Niddrie
High-end home · $2.50M · contract exec · commission $45,000 (this month)
Deposit
$125k · 26 Jun
Slab
$500k · Aug
Frame
$500k · Sep
Lockup
$625k · Nov
Fix
$500k · Jan
Complete
$250k · Mar
Call Corey · Good Housing Belmont
CHU5 · re-quote SDA pricing
Send proposal · BUR20 Sunbury
Due today
Update CRM stages
Done 9:15am
Chase MADINA approval
HOT · 4d in stage
Site visit · COO70 Essendon
2pm
Jensen variation — kitchen scope
They want Smeg appliances pre-cost'd before signing. Get Caleb to ring supplier.
Added Thu
ECI Mooroolbark cluster
3 SDA deals same site manager. Bundle quote for cost-saving leverage. Tristan agreed.
Added Wed
Architect lead trial
Cold outreach hit-rate <5%. Switch to LinkedIn referrals next round.
Added Mon
Marcus Bortignon 15d overdue
Rooming house · Needs Discovery
Cameron Lissner · KYCL 3d overdue
Rooming · Contact Made · WARM
Mario Pizarro · Landmark Due Mon
Rooming · Contact Made