Call Log¶
Every dial. Every conversation. Every outcome.
👉 Open the call log¶
Live Google Sheet. Shared with Matt + Katie. Edit directly — no copy/paste back into the wiki.
Sign in with a Google account that has access
Matt has shared editor access with both his and Katie's accounts. If you see a permission error, ping Matt to re-add you.
Embedded view¶
(Read-only preview. To log a call, click "Open the YE Call Log" above.)
Columns¶
| # | Column | What goes in it |
|---|---|---|
| A | Date | 2026-06-22 etc. |
| B | Time | 09:14 etc. |
| C | Dialler | Katie / Matt |
| D | Business | The trade business name |
| E | Town | Where they operate |
| F | Mobile | Their published number |
| G | Trade | plumber / electrician / gas / etc. |
| H | Source | Maps / Checkatrade / Gas Safe |
| I | Outcome | Dropdown — see codes below |
| J | Objection | If brush-off, the line they used |
| K | Next step | Callback time / link sent / nothing |
| L | Trial set up? | YES / NO dropdown |
| M | Notes | Anything else |
Outcome codes¶
NA— no answerVM— went to voicemail (left the standard one)BO— brush-off (within first 30 seconds)CONV— got into the conversationINT— interested, follow-up neededYES— trial agreed, captured for setupOPTOUT— asked not to be contacted again (DO NOT redial)
Daily snapshot to send Matt¶
End of each call-batch, paste into Telegram:
[Day, date — batch N]
Dials: NN
Conversations: NN
Trials set up: NN
Notable objections: [top 1-2]
Best lead I spoke to: [name, business, town]
(Or just screenshot the Summary tab in the Sheet — it auto-calculates dials, conversations, trials, opt-outs.)
Matt + Pete iterate the script overnight, push the updated playbook for the next morning.