17
Live Partner Schools
0
Schools Onboarding
0
Active Proposals
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Actions Required
Recent Activity
Latest updates across all schools
St Teresa of Lisieux added to Liverpool — onboarding started
Today
Monthly report submitted for Malet Lambert — November 2025
2 days ago
Proposal sent to Cardinal Heenan Catholic High School
3 days ago
Wellfield Junior School went live — Manchester
1 week ago
Insurance certificate expiry — Upton-by-Chester — renewal needed
1 week ago
Actions Required
Live messages from staff
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Schools Overview
All 17 partner schools at a glance
| School | City | Status | Split | Reports |
|---|
Partner Schools
All partner schools — live, onboarding and coming soon
| School | City | Contact | Split | Latest Report | YTD Earned | Status |
|---|
Proposals
Track all proposals from prospect to won
Prospect 0
Sent 0
Follow Up 0
Won ✅ 0
Onboarding Tracker
School onboarding progress + staff onboarding from the portal
🏫 School Onboarding
Contacts
All school contacts, trust contacts and key partners
Documents
Master document library — contracts, insurance, templates
🛡️
Insurance
3 documents
📝
Contracts
5 documents
📋
Policies
8 documents
📊
Reports
12 documents
Public Liability Insurance 2025
Insurance · PDF
Expires Dec 2025
PSL Standard Lettings Agreement
Contract · DOCX
Updated Mar 2025
Safeguarding Policy 2025
Policy · PDF
Updated Jan 2025
Health & Safety Policy
Policy · PDF
Updated Jan 2025
Data Sharing Agreement Template
Template · DOCX
Updated Feb 2025
DBS Check Policy
Policy · PDF
Updated Jan 2025
Templates & Tools
All PSL templates, email scripts and tools in one place
Proposals & Sales
Proposal Generator
Build a full school proposal with AI price search
School Outreach Email
Cold outreach email template for new schools
Follow-up Call Script
Post-proposal follow-up call guide
Onboarding & Operations
Onboarding Checklist
22-item checklist for new school setup
Hirer Migration Email
Email to send existing hirers about PSL takeover
Monthly Report Template
Monthly lettings report for schools and trustees
Quick Links
Spot Checks
Observations, pass rates and scorecard data
—
Total Checks
—
Avg Score
—
Best Venue
—
Needs Attention
📈 Monthly Pass Rate
Average score % per month
🏫 Pass Rate by Venue
Last 3 months
📋 All Submissions
| Date | Observer | Venue | Staff | Score | Banner |
|---|
✅
No spot checks yet
Spot checks submitted via VISTA will appear here automatically.
Incidents
All reported incidents — track, review and close
—
Open
—
Reviewed
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Closed
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Total
🚨 Incident Log
🚨
No incidents reported
Incidents reported via VISTA appear here for review.
School Meetings
Record every school review and catch-up in one place
0
Total Meetings
0
This Month
0
Open Actions
0
Schools Covered
🤝 Meeting Records
🤝
No meetings recorded yet
Click New Meeting to log your first school review.
Business OS
Vision · Accountability · Scorecard · Rocks · Level 10
💎 Core Values
Click Edit to define your core values
🎯 Core Focus
Click Edit to define your purpose and niche
🏔️ 10-Year Target
Click Edit to set your big audacious goal
📣 Marketing Strategy
Target market, uniques, proven process, guarantee
🔭 3-Year Picture
Revenue, profit, measurables and what it looks like
📅 1-Year Plan
This year's revenue, profit and 3-7 goals
🔥 Issues List
Long-term issues to be IDS'd at Level 10 meetings
No issues logged yet
🤖 PSL Assistant
Ask anything about school lettings, safeguarding, employment, risk assessments and more
🤖
PSL Assistant
I specialise in school lettings, safeguarding, UK employment law, HMRC, risk assessments and marketing. Ask me anything.
Marketing & Outreach
Find prospects, manage pipeline and send campaigns
0
Total Prospects
0
Interested
0
Follow-ups Due
0
Won
🎯 Prospect Database
0 prospects
📄 CSV format: organisation, contact_name, email, phone, type, town —
Download template
| Organisation | Contact | Type | Status | Last Contact | Follow-up |
|---|
CRM & Messaging
Manage clients and send newsletters, slot alerts and messages
0
Total Clients
0
Schools
0
Sent This Month
0
Total Campaigns
👥 Client Database
0 clients across 0 schools
💷 Finance
Upload your bank statement, auto-categorise transactions and get AI advice
£0
Total In
£0
Total Out
£0
Net
0
Need Review
📄
Upload your NatWest statement
Upload your NatWest statement as CSV or PDF. The system will automatically read and categorise every transaction.
How to export from NatWest:
CSV (recommended): NatWest online → Statements → Export → CSV
PDF: Upload your downloaded NatWest PDF directly — AI will read it automatically
PDF: Upload your downloaded NatWest PDF directly — AI will read it automatically
VISTA Staff Operations
Shift records, photos and hours across all venues
Open VISTA Staff App
staff.progressive-lettings.co.uk
📱
0
Shifts This Week
0h
Hours This Week
0
Photos Uploaded
0
Incidents
⏱️ Shifts & Hours Report
Filter by staff or date for payroll
⏱️
No shifts recorded yet
Once staff clock in and out on VISTA, their shifts will appear here for payroll.
Demo data lets you see how the report looks before staff go live
📸 Shift Photos
Before, after and incident photos by venue
📸
No photos yet
Before, after and incident photos uploaded by staff in VISTA appear here, organised by venue and date.
📁 Where photos are stored on Krystal:
No photos found for the selected filters.
/public_html/psl-portal/uploads/photos/{venue}/{date}/No photos found for the selected filters.