{ "exportedAt": "2026-11-07T01:48:49.476Z", "about": "contact", "person": { "id": 1, "companyId": 1, "firstName": "Rosie", "lastName": "Calloway", "role": "Owner", "email": "rosie@harbourlanebakery.example", "phone": "07700 900146", "linkedin": "https://www.linkedin.com/in/rosie-calloway-demo", "notes": null, "decides": true, "pays": true, "birthday": "14 March", "personal": "Married to Tom. Two kids, Mia and Leo. Prefers WhatsApp to email, and never before 10am: she's been up since four.", "createdAt": "2025-11-11T09:00:00.000Z" }, "deals": [ { "id": 2, "title": "Harbour Lane Bakery brand and website", "company_id": 1, "contact_id": 1, "stage_id": 7, "value_pence": 1095000, "package_name": "Signature", "expected_close": "2025-12-12", "source": "Referral", "lost_reason": null, "owner_id": 2, "position": 1, "closed_at": "2025-12-12 15:00:00+00", "created_at": "2025-11-11 09:30:00+00", "updated_at": "2025-12-12 16:00:00+00" } ], "activities": [ { "id": 2, "type": "call", "body": "First Impressions Call – Harbour Lane Bakery\nRosie walked through the three homepage concepts with Nick. Concept 2 was the clear favourite: they liked the confident type and the way projects lead the page. Concerns were mainly around timing (they'd like to launch before their busy season) and whether photography can be phased. Pricing was discussed: the Signature option fits, with the shoot possibly moved to a later phase.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": null, "created_at": "2026-10-29 14:30:00+00", "external_id": "fireflies:demo-ff-02-65c1880c", "meta": { "url": null, "call": true, "callId": 2, "minutes": 46, "actionItems": [ "Send Rosie a revised version of concept 2 with real project photos", "Confirm whether the photography can move to phase two and what that does to the price", "Follow up on the decision by Friday 13 November" ] } }, { "id": 6, "type": "call", "body": "Care plan catch-up – Harbour Lane Bakery\nQuarterly catch-up with Rosie. Enquiries up roughly a third on the same period last year, mostly from Google. They'd like a Christmas opening hours banner and are thinking about an SEO push in January.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": null, "created_at": "2026-10-26 11:00:00+00", "external_id": "fireflies:demo-ff-06-1cdbb5c1", "meta": { "url": null, "call": true, "callId": 6, "minutes": 22, "actionItems": [ "Add the Christmas banner on 1 December", "Send over the Site Health Check link", "Quote for two new location pages" ] } }, { "id": 7, "type": "visit", "body": "rosie@harbourlanebakery.example visited the website", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": null, "created_at": "2026-10-30 17:43:30+00", "external_id": null, "meta": { "pages": [ { "path": "/work", "title": "Work – The Think" }, { "path": "/work", "title": "Work – The Think" }, { "path": "/about", "title": "About – The Think" }, { "path": "/contact", "title": "Contact – The Think" } ], "place": "London", "visit": true, "seconds": 446, "visitorId": 84 } }, { "id": 18, "type": "note", "body": "Rosie emailed after seeing one of our case studies on LinkedIn. Harbour Lane Bakery is rebranding next year and wants the website to lead it rather than follow.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-07 03:47:37.165+00", "external_id": null, "meta": null }, { "id": 32, "type": "call", "body": "Quick intro call with Rosie. Talked through how we work (discovery form, proposal, then concepts on the First Impressions Call) and the 50/50 payment split. Happy to go ahead with the form.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-07 07:18:37.165+00", "external_id": null, "meta": null }, { "id": 47, "type": "note", "body": "Rosie said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-07 14:13:37.165+00", "external_id": null, "meta": null }, { "id": 56, "type": "note", "body": "Discovery form back. They want to keep the logo but refresh the colours, and they've named a launch event in March to work towards.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-07 17:04:37.165+00", "external_id": null, "meta": null }, { "id": 70, "type": "note", "body": "Proposal read through to the pricing page within an hour of sending. Recommended Signature; Rosie asked whether photography can be added later.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-07 21:19:37.165+00", "external_id": null, "meta": null }, { "id": 72, "type": "meeting", "body": "First Impressions Call booked with Rosie for Monday 16 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-07 21:47:37.165+00", "external_id": null, "meta": null }, { "id": 85, "type": "call", "body": "First Impressions Call done. Rosie liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-08 03:47:37.165+00", "external_id": null, "meta": null }, { "id": 92, "type": "call", "body": "Rang Rosie: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-08 05:24:37.165+00", "external_id": null, "meta": null }, { "id": 100, "type": "note", "body": "Rosie accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-08-08 10:24:37.165+00", "external_id": null, "meta": null }, { "id": 192, "type": "email", "body": "How's the new site going?\nHi Rosie, It's been a little while since Harbour Lane Bakery's new site went live, so I wanted to check in. Is everything working as you'd like? Anything you'd like to add or change? Nick", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": null, "user_id": 2, "created_at": "2026-10-07 11:58:00+00", "external_id": "msgid:", "meta": { "to": "rosie@harbourlanebakery.example", "from": "nick@thethink.co.uk", "account": "nick@thethink.co.uk", "gmailId": "51c135d0521d4a9f", "subject": "How's the new site going?", "threadId": "51025a1b7a05d5b6", "direction": "out", "sentEmailId": 9 } }, { "id": 233, "type": "note", "body": "Rosie approved the final sign-off. Launch planned for Tuesday morning, not a Friday.", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": 2, "user_id": 1, "created_at": "2026-10-16 09:39:00+00", "external_id": null, "meta": null }, { "id": 235, "type": "note", "body": "Launch checks: 3 broken links fixed, 42 old URLs redirected, Search Console verified, forms tested on iPhone and Android.", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": 2, "user_id": 2, "created_at": "2026-10-16 11:14:00+00", "external_id": null, "meta": null }, { "id": 240, "type": "email", "body": "Harbour Lane Bakery is live\nHi Rosie, Great news: the new website is live. We'll keep an eye on everything over the next couple of weeks, and if anything needs changing, just let me know. Thank you for trusting us with it. Nick", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": null, "user_id": 2, "created_at": "2026-10-16 11:55:00+00", "external_id": "msgid:<0383b16dd3b4ff816da8@mail.gmail.com>", "meta": { "to": "rosie@harbourlanebakery.example", "from": "nick@thethink.co.uk", "account": "nick@thethink.co.uk", "gmailId": "71487d3ecbae62c4", "subject": "Harbour Lane Bakery is live", "threadId": "6db47c6d951a7960", "direction": "out", "sentEmailId": 20 } }, { "id": 293, "type": "note", "body": "Rosie sent a lovely message after launch: two enquiries through the new form in the first 48 hours. Asked if we could add a gallery page next month.", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": 2, "user_id": 1, "created_at": "2026-10-23 10:23:00+00", "external_id": null, "meta": null }, { "id": 352, "type": "email", "body": "Your proposal from The Think\nHi Rosie, Just checking the proposal came through OK and whether any questions have come up. Happy to talk anything through on a quick call. Best, Nick", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-10-30 09:40:00+00", "external_id": "msgid:", "meta": { "to": "rosie@harbourlanebakery.example", "from": "nick@thethink.co.uk", "account": "nick@thethink.co.uk", "gmailId": "b64a82233aa866bd", "subject": "Your proposal from The Think", "threadId": "475dd645421664fc", "direction": "out", "sentEmailId": 50 } }, { "id": 359, "type": "note", "body": "Care plan: monthly checks done, backups fine, swapped the hero photo for the new van livery (20 mins).", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": 2, "user_id": 2, "created_at": "2026-10-30 10:35:00+00", "external_id": null, "meta": null }, { "id": 367, "type": "call", "body": "Catch-up with Rosie. Enquiries are up on last year and they're thinking about an SEO push in the new year. Sent over the Site Health Check link.", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": 2, "user_id": 1, "created_at": "2026-10-30 14:03:00+00", "external_id": null, "meta": null }, { "id": 382, "type": "system", "body": "Feedback received from Rosie Calloway: 9/10", "company_id": 1, "contact_id": 1, "deal_id": null, "project_id": 2, "user_id": null, "created_at": "2026-10-31 23:09:00+00", "external_id": null, "meta": null }, { "id": 407, "type": "email", "body": "Re: Your proposal from The Think\nHi Rosie, A quick follow-up on the proposal for Harbour Lane Bakery. If it would help, I can walk you through the options in 15 minutes. Here's the link again: https://demo.thethink.co.uk/p/7ExA1rRIvY7cBsdVP-OzVQDr Best,", "company_id": 1, "contact_id": 1, "deal_id": 2, "project_id": null, "user_id": 2, "created_at": "2026-11-03 09:40:00+00", "external_id": "msgid:<9c6b799e07f61444aff2@mail.gmail.com>", "meta": { "to": "rosie@harbourlanebakery.example", "from": "nick@thethink.co.uk", "account": "nick@thethink.co.uk", "gmailId": "f48c6322faa92d38", "subject": "Re: Your proposal from The Think", "threadId": "475dd645421664fc", "direction": "out", "sentEmailId": 71 } } ], "sent_emails": [ { "id": 9, "token": "EFzkt030E-6N4HW9YsyFRO", "user_id": 2, "account_email": "nick@thethink.co.uk", "to_email": "rosie@harbourlanebakery.example", "cc": null, "subject": "How's the new site going?", "body_text": "Hi Rosie,\n\nIt's been a little while since Harbour Lane Bakery's new site went live, so I wanted to check in. Is everything working as you'd like? Anything you'd like to add or change?\n\nNick", "links": [], "tracked": true, "contact_id": 1, "company_id": 1, "deal_id": null, "prospect_id": null, "message_id": "", "gmail_id": "51c135d0521d4a9f", "thread_id": "51025a1b7a05d5b6", "status": "sent", "error": null, "sent_at": "2026-10-07 11:58:00+00", "open_count": 0, "first_opened_at": null, "last_opened_at": null, "click_count": 0, "first_clicked_at": null, "replied_at": null, "bounced_at": null, "enrollment_id": null }, { "id": 20, "token": "NMdaoQcOyWQW4XYJwCmjqK", "user_id": 2, "account_email": "nick@thethink.co.uk", "to_email": "rosie@harbourlanebakery.example", "cc": null, "subject": "Harbour Lane Bakery is live", "body_text": "Hi Rosie,\n\nGreat news: the new website is live. We'll keep an eye on everything over the next couple of weeks, and if anything needs changing, just let me know.\n\nThank you for trusting us with it.\n\nNick", "links": [ "https://thethink.co.uk/work" ], "tracked": true, "contact_id": 1, "company_id": 1, "deal_id": null, "prospect_id": null, "message_id": "<0383b16dd3b4ff816da8@mail.gmail.com>", "gmail_id": "71487d3ecbae62c4", "thread_id": "6db47c6d951a7960", "status": "sent", "error": null, "sent_at": "2026-10-16 11:55:00+00", "open_count": 6, "first_opened_at": "2026-10-16 13:29:00+00", "last_opened_at": "2026-10-16 18:29:00+00", "click_count": 0, "first_clicked_at": null, "replied_at": null, "bounced_at": null, "enrollment_id": null }, { "id": 50, "token": "2WdjLlcYoURu63Sw9-ipcM", "user_id": 2, "account_email": "nick@thethink.co.uk", "to_email": "rosie@harbourlanebakery.example", "cc": null, "subject": "Your proposal from The Think", "body_text": "Hi Rosie,\n\nJust checking the proposal came through OK and whether any questions have come up. Happy to talk anything through on a quick call.\n\nBest,\nNick", "links": [ "https://demo.thethink.co.uk/p/7ExA1rRIvY7cBsdVP-OzVQDr" ], "tracked": true, "contact_id": 1, "company_id": 1, "deal_id": 2, "prospect_id": null, "message_id": "", "gmail_id": "b64a82233aa866bd", "thread_id": "475dd645421664fc", "status": "sent", "error": null, "sent_at": "2026-10-30 09:40:00+00", "open_count": 2, "first_opened_at": "2026-10-30 17:27:00+00", "last_opened_at": "2026-10-30 20:27:00+00", "click_count": 3, "first_clicked_at": "2026-10-30 17:43:00+00", "replied_at": null, "bounced_at": null, "enrollment_id": 2 }, { "id": 71, "token": "M882DQzsHKf1-vCa2n8NAU", "user_id": 2, "account_email": "nick@thethink.co.uk", "to_email": "rosie@harbourlanebakery.example", "cc": null, "subject": "Re: Your proposal from The Think", "body_text": "Hi Rosie,\n\nA quick follow-up on the proposal for Harbour Lane Bakery. If it would help, I can walk you through the options in 15 minutes. Here's the link again: https://demo.thethink.co.uk/p/7ExA1rRIvY7cBsdVP-OzVQDr\n\nBest,\nNick", "links": [ "https://demo.thethink.co.uk/p/7ExA1rRIvY7cBsdVP-OzVQDr" ], "tracked": true, "contact_id": 1, "company_id": 1, "deal_id": 2, "prospect_id": null, "message_id": "<9c6b799e07f61444aff2@mail.gmail.com>", "gmail_id": "f48c6322faa92d38", "thread_id": "475dd645421664fc", "status": "sent", "error": null, "sent_at": "2026-11-03 09:40:00+00", "open_count": 5, "first_opened_at": "2026-11-03 15:39:00+00", "last_opened_at": "2026-11-03 23:39:00+00", "click_count": 0, "first_clicked_at": null, "replied_at": null, "bounced_at": null, "enrollment_id": 2 } ], "web_visitors": [ { "id": 84, "vid": "e:2WdjLlcYoURu63Sw9-ipcM", "contact_id": 1, "company_id": 1, "prospect_id": null, "sent_email_id": 50, "label": "rosie@harbourlanebakery.example", "device": "Mobile", "first_referrer": null, "first_source": "Email", "views": 4, "session_started_at": "2026-10-30 17:43:30+00", "session_activity_id": 7, "first_seen": "2026-10-30 17:43:30+00", "last_seen": "2026-10-30 17:50:55.684+00" } ], "proposals": [ { "id": 2, "number": "P-0002", "token": "7ExA1rRIvY7cBsdVP-OzVQDr", "title": "Harbour Lane Bakery brand and website", "deal_id": 2, "company_id": 1, "contact_id": 1, "intro": "Thank you for your time, Rosie. Here's how we'd approach the new brand and website for Harbour Lane Bakery, with three options so you can choose the right fit.", "options": [ { "name": "Essentials", "items": [ "Custom design on your existing brand", "Up to 10 page templates, plus CMS for services, people and case studies", "Copywriting for core pages", "Service page template: your team supplies the copy, we edit and structure it", "Image sourcing", "Project-led enquiry forms", "SEO foundations, schema markup and redirect migration", "Analytics, domain and hosting setup", "CMS training and user roles" ], "weeks": 6, "pricePence": 655000, "description": "A new website on your current identity, with your team supplying the detail.", "recommended": false }, { "name": "Signature", "items": [ "Everything in Essentials, plus:", "Brand refresh built around your logo: palette, typography and imagery direction", "Brand guidelines", "Considered motion and interaction", "Copywriting for your key service pages", "A ‘your project’ enquiry journey", "Insights and careers sections" ], "weeks": 8, "pricePence": 1095000, "description": "A brand refresh around your logo, and a website to match.", "recommended": true }, { "name": "Complete", "items": [ "Everything in Signature, plus:", "Half-day photography shoot", "Team portraits and office imagery", "Copywriting across all service pages", "Three case studies written with you", "Report cover, letterhead and LinkedIn templates", "One month of Care Plan Plus" ], "weeks": 10, "pricePence": 1510000, "description": "Brand, website and photography: everything ready on launch day.", "recommended": false } ], "schedule": "50/50", "terms": "Payment: the deposit is invoiced when you accept and work starts once it's paid. The balance is invoiced at launch.\nTimings start from receipt of the deposit and the content we need from you.\nThe Think is not VAT registered, so no VAT is added.\nOnce the project is paid in full, the website and brand work belong to you.", "valid_until": "2025-12-30", "status": "accepted", "sent_at": "2025-11-30 16:20:00+00", "first_viewed_at": "2025-12-01 19:05:00+00", "last_viewed_at": "2025-12-12 08:40:00+00", "view_count": 6, "accepted_option": 1, "accepted_name": "Rosie Calloway", "accepted_at": "2025-12-12 15:00:00+00", "declined_at": null, "decline_reason": null, "project_id": 2, "notes": null, "created_by": 2, "created_at": "2025-11-28 10:00:00+00", "updated_at": "2025-12-12 16:00:00+00", "story": { "feel": "Trust, Confidence, Reassurance, Quality", "tags": "Strategy, Design, Digital", "hello": "Harbour Lane Bakery has earned its reputation the hard way. The new brand and website should make that obvious in the first five seconds.", "askfor": "Team photos, roles and short bios\nA handful of projects or examples of your work, with photos\nClient logos and testimonials you're happy to share\nKey facts: year founded, team size, work delivered\nAccess to your current website, domain and Search Console", "people": "Rosie Calloway | Owner\nTom Calloway | Head Baker", "function": "Enquiries first: A short form and tap-to-call on every page\nEasy to update: Your team edits the CMS without calling us\nFast: Page speed above 90 on mobile", "included": "Design: Homepage and key page designs; two rounds of revisions\nBuild: Framer build with CMS; enquiry forms; SEO foundations\nLaunch: Analytics, domain and training", "timeline": "Discovery & strategy | 1 | site\nBrand refresh | 1-2 | brand\nWebsite design | 3-5 | site\nBuild & content | 5-7 | site\nTesting & launch | 8 | site", "aftercare": "Pay as you go | Quoted per task | No ongoing commitment. Your team manages content through the CMS, and we quote for anything larger as and when you need it.\nCare Plan | From £95 a month | Platform monitoring, security and updates, plus up to 30 minutes a month of content edits.\nCare Plan Plus | From £195 a month | Everything in Care Plan, plus up to 2 hours a month of updates, design tweaks and ongoing SEO housekeeping.", "char_body": "Confident without shouting. Every page should sound like the best conversation someone has had with your team.", "diff_cols": "Your differentiator: Everything is baked overnight on site, and the queue on a Saturday says the rest.\nYour ambition: To be the name people recommend first.\nYour tone: Warm, honest, local.\nYour benchmark: The best independent businesses in your field.", "diff_head": "What makes you different|needs to be felt.", "hero_line": "Built properly.|For Walthamstow and beyond.", "structure": "Home: Who you are and why it matters, in one scroll\nServices: What you do, each with its own page\nAbout: The people and the story\nReviews: What customers say\nContact: Enquiry form, map and phone", "apart_head": "Three ways|you'll stand apart.", "char_words": "Warm / not twee\nhonest / not generic\nlocal / not generic", "smallprint": "No VAT to pay.: The prices you see are the total you pay. We're not VAT registered, so there's no VAT on any of our fees.\nRevisions included.: Two rounds of revisions on the designs, and one round on the built site and copy. Anything beyond that is quoted up front, never a surprise.\nCopy written with you.: We interview your team, write the first drafts, and include a round of edits so it sounds like you.\nYours to keep.: Once paid in full, the website, designs and content are yours. Your domain, hosting and accounts are set up in your name.\nLooked after at launch.: Two weeks of hands-on support after launch, plus 30 days of free fixes on anything we've built.", "think_body": "You're a neighbourhood sourdough bakery and café with a growing wholesale side, and everything is baked overnight on site, and the queue on a Saturday says the rest. Right now the website doesn't say that: it reads like everyone else in bakery and café, and it's hard to find what to do next on a phone.\n\nWe'd lead with what makes you different, put enquiries one tap away on every page, and give local families, weekend regulars and independent cafés buying wholesale a reason to choose you before they've spoken to anyone.", "think_head": "What we think.|Harbour Lane Bakery is better than its website.", "work_title": "The website", "preparedFor": "Rosie and Tom", "projectType": "Brand and website", "think_facts": "Business: Bakery and café\nBase: Walthamstow\nAudience: Local families, weekend regulars and independent cafés buying wholesale\nGoal: More of the right enquiries", "apart_points": "Show the people: Real photos and named faces, not stock.\nProve it: Reviews and results next to every service.\nMake it easy: One clear next step on every page.", "options_head": "Your investment.|Three ways in." }, "deck_pages": null, "read_to": null } ], "sequence_enrollments": [ { "id": 2, "sequence_id": 1, "user_id": 2, "to_email": "rosie@harbourlanebakery.example", "first_name": "Rosie", "contact_id": 1, "company_id": 1, "deal_id": 2, "prospect_id": null, "proposal_id": 2, "step": 2, "next_at": null, "status": "stopped", "stop_reason": "Proposal accepted", "thread_id": "475dd645421664fc", "last_message_id": null, "last_subject": "Re: Your proposal from The Think", "started_by": "automation: Follow up proposals automatically", "error": null, "created_at": "2026-10-27 09:40:00+00", "finished_at": "2026-11-04 03:47:00+00" } ], "calls": [ { "id": 2, "fireflies_id": "demo-ff-02-65c1880c", "title": "First Impressions Call – Harbour Lane Bakery", "started_at": "2026-10-29 14:30:00+00", "minutes": 46, "url": null, "overview": "Rosie walked through the three homepage concepts with Nick. Concept 2 was the clear favourite: they liked the confident type and the way projects lead the page. Concerns were mainly around timing (they'd like to launch before their busy season) and whether photography can be phased. Pricing was discussed: the Signature option fits, with the shoot possibly moved to a later phase.", "action_items": [ "Send Rosie a revised version of concept 2 with real project photos", "Confirm whether the photography can move to phase two and what that does to the price", "Follow up on the decision by Friday 13 November" ], "attendees": [ { "name": "Sonny Morgan", "email": "sonny@thethink.co.uk" }, { "name": "Rosie Calloway", "email": "rosie@harbourlanebakery.example" } ], "company_id": 1, "contact_id": 1, "deal_id": 2, "activity_id": 2, "created_at": "2026-11-07 01:47:37.639+00" }, { "id": 6, "fireflies_id": "demo-ff-06-1cdbb5c1", "title": "Care plan catch-up – Harbour Lane Bakery", "started_at": "2026-10-26 11:00:00+00", "minutes": 22, "url": null, "overview": "Quarterly catch-up with Rosie. Enquiries up roughly a third on the same period last year, mostly from Google. They'd like a Christmas opening hours banner and are thinking about an SEO push in January.", "action_items": [ "Add the Christmas banner on 1 December", "Send over the Site Health Check link", "Quote for two new location pages" ], "attendees": [ { "name": "Sonny Morgan", "email": "sonny@thethink.co.uk" }, { "name": "Rosie Calloway", "email": "rosie@harbourlanebakery.example" } ], "company_id": 1, "contact_id": 1, "deal_id": 2, "activity_id": 6, "created_at": "2026-11-07 01:47:37.665+00" } ], "feedback_requests": [ { "id": 2, "token": "qx4b301WTbmite4QRFFr", "project_id": 2, "company_id": 1, "contact_id": 1, "to_email": "rosie@harbourlanebakery.example", "sent_at": "2026-10-29 10:15:00+00", "responded_at": "2026-10-31 23:09:00+00", "rating": 9, "comment": "Really easy to work with. The portal made it simple to see where things were and send our photos over.", "testimonial": "Organised, friendly and genuinely good at what they do. We'd recommend them to anyone.", "testimonial_ok": true, "testimonial_name": "Rosie Calloway, Harbour Lane Bakery", "review_clicked_at": "2026-10-31 23:12:00+00", "created_by": 2, "created_at": "2026-10-29 10:15:00+00" } ], "agreements": [ { "id": 2, "kind": "contract", "number": "C-0002", "token": "FgEkVQY8FTSTc0v7no6np1mQ", "title": "Harbour Lane Bakery brand and website: services agreement", "template_id": 1, "template_version": 1, "company_id": 1, "contact_id": 1, "project_id": 2, "proposal_id": 2, "deal_id": 2, "partner_id": null, "body": "# Website and Branding Services Agreement\n\n**Date:** 12 December 2025\n\n**Reference:** P-0002\n\n## Who this agreement is between\n\n1. **The Think Media Group Limited**, trading as The Think, company number 16011301, registered office 71–75 Shelton Street, Covent Garden, London WC2H 9JQ (\"we\", \"us\").\n2. **Harbour Lane Bakery**, company number 99140231, of 14 Tanners Row, Walthamstow, London E17 4QA (\"you\").\n\nThis agreement sets out how we'll work together on **Harbour Lane Bakery brand and website**. It is written in plain English on purpose. If anything is unclear, ask us before you sign.\n\n## 1. The work\n\n1.1 We will deliver the **Signature** package described in our proposal P-0002. In summary it includes:\n\n- Everything in Essentials, plus:\n- Brand refresh built around your logo: palette, typography and imagery direction\n- Brand guidelines\n- Considered motion and interaction\n- Copywriting for your key service pages\n- A ‘your project’ enquiry journey\n- Insights and careers sections\n\n1.2 Anything not listed in the proposal is not included. If you'd like something extra, we'll treat it as a change request (clause 5).\n\n1.3 We may use trusted specialists to help deliver parts of the work. We stay responsible for their work as if it were our own, and they are bound by the same confidentiality as us.\n\n## 2. Timeline\n\n2.1 We estimate the project will take around **8 weeks** from the date we receive your deposit and everything we need to start.\n\n2.2 The timeline depends on you giving us content, feedback and approvals on time. If something you need to provide is late, the timeline moves by at least the same amount, and we'll agree a new launch date with you.\n\n2.3 If we haven't heard from you for 30 days despite reminders, we may pause the project, invoice for work completed so far, and restart when our schedule allows.\n\n## 3. What we need from you\n\n3.1 You'll give us, on time and in a usable format: your words, images, logos and any other content, access to your domain, hosting and accounts we need, and one main point of contact who can make decisions.\n\n3.2 You'll give us feedback within **5 working days** of each request for review.\n\n3.3 You confirm that you own, or have permission to use, everything you give us, and that using it won't break anyone else's rights. You're responsible for checking the accuracy of your content, including any legal or regulatory wording your business needs.\n\n## 4. Reviews and sign-off\n\n4.1 At each main stage (for example copy, design and build) we'll ask you to review the work and either approve it or ask for changes. Each stage includes **2** rounds of changes.\n\n4.2 Approval is given by clicking \"Approve\" on the sign-off link we send you, by email, or in writing. Once a stage is approved, changes to it are treated as a change request.\n\n4.3 If you don't reply to a sign-off request within 10 working days, and we've reminded you, we may treat that stage as approved so the project can keep moving.\n\n## 5. Changes\n\n5.1 If you want something outside the agreed work, or further rounds beyond those included, we'll send you a change request with the price and any effect on the timeline.\n\n5.2 We'll only do the extra work once you've approved the change request. Approved change requests are added to your next invoice.\n\n## 6. Fees and payment\n\n6.1 The price for the work is **£10,950**, paid as follows: 50% (£5,475) before work starts, and the remaining 50% (£5,475) before launch.\n\n6.2 Invoices are due within **14 days**. We are not currently VAT registered, so no VAT is added. If that changes, we'll tell you before VAT appears on any invoice.\n\n6.3 Third-party costs such as stock images, font or plugin licences, domain names, hosting and website platform subscriptions are not included unless the proposal says so. We'll agree any of these with you before buying them, and some may need to be held in your name.\n\n6.4 If an invoice is overdue, we may pause work until it's paid. We may also charge interest and recovery costs as allowed under the Late Payment of Commercial Debts (Interest) Act 1998.\n\n6.5 Your deposit secures time in our schedule and pays for the work we start straight away. Once work has begun it isn't refundable, except under clause 12.3.\n\n## 7. Launch and aftercare\n\n7.1 When the work is ready to go live, we'll ask you to check it. The final payment is due before launch unless we agree otherwise in writing.\n\n7.2 For **30 days after launch**, we'll fix any errors in the work we delivered at no charge. This doesn't cover changes you or anyone else make after launch, new features, problems caused by third-party services, or content updates.\n\n7.3 Ongoing hosting support, updates and changes after those 30 days are covered by a care plan if you choose one, or charged separately.\n\n## 8. Who owns what\n\n8.1 Once you have paid everything due under this agreement, you own the final designs, website and other deliverables we made for you, and we transfer to you any rights we hold in them.\n\n8.2 We keep ownership of our own know-how, methods, tools, code snippets and components that we use across projects. We give you a permanent, royalty-free licence to use them as part of your deliverables.\n\n8.3 Third-party items (such as fonts, stock images, plugins and platforms) remain owned by their makers and are used under their own licence terms.\n\n8.4 Until you've paid in full, we give you a licence to use the work for review only.\n\n8.5 We may show the finished work in our portfolio and on social media, unless you ask us in writing not to. We'll never share anything confidential.\n\n## 9. Confidentiality and data\n\n9.1 Both of us will keep the other's confidential information private and use it only for this project. This doesn't apply to information that is already public, or that the law requires us to share.\n\n9.2 Both of us will follow UK data protection law, including the UK GDPR. Where we handle personal data on your behalf (for example enquiries submitted through your website forms while we build or look after it), we will only use it on your instructions, keep it secure, tell you without delay about any breach, and delete or return it when we no longer need it.\n\n## 10. Liability\n\n10.1 Nothing in this agreement limits liability for death or personal injury caused by negligence, for fraud, or for anything else that can't legally be limited.\n\n10.2 Neither of us is liable for loss of profit, revenue, business, data or goodwill, or for any indirect loss.\n\n10.3 Otherwise, our total liability under this agreement is limited to the total fees you have paid us under it.\n\n10.4 We'll take reasonable care to build a secure, working website, but we can't guarantee it will be free from all errors, always available, or reach a particular search ranking or result.\n\n## 11. Things outside our control\n\nNeither of us is responsible for delays caused by events beyond our reasonable control, such as a failure of a third-party platform, illness, or an internet outage. The affected party will let the other know promptly and do what it reasonably can to keep things moving.\n\n## 12. Ending the agreement\n\n12.1 Either of us can end this agreement by giving 14 days' notice in writing.\n\n12.2 If you end it, you'll pay for all work done up to the end of the notice period and any third-party costs we've committed to. We'll hand over the work you've paid for.\n\n12.3 If we end it without good reason, we'll refund any money paid for work we haven't yet done.\n\n12.4 Either of us can end it immediately if the other seriously breaks this agreement and doesn't put it right within 14 days of being asked, or becomes insolvent.\n\n## 13. General\n\n13.1 This agreement, together with proposal P-0002, is the whole agreement between us about the project. If they disagree, this agreement wins.\n\n13.2 Changes to this agreement must be agreed in writing (email is fine).\n\n13.3 We can both send notices by email to the addresses we normally use for the project.\n\n13.4 This agreement can be signed electronically, and an electronic signature counts as an original.\n\n13.5 This agreement is governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction.", "body_hash": "6472dc208a7090e9923d0072b4a03a8c981bf245b6ade32ac477e6f8961f7e75", "signer_name": "Rosie Calloway", "signer_email": "rosie@harbourlanebakery.example", "countersign": true, "status": "complete", "meta": {}, "client_sig": { "at": "2025-12-13T09:40:00.000Z", "ip": null, "ua": null, "name": "Rosie Calloway", "email": "rosie@harbourlanebakery.example", "title": "Owner", "method": "typed" }, "counter_sig": { "at": "2025-12-13T12:00:00.000Z", "ip": null, "ua": null, "name": "Sonny Morgan", "email": "sonny@thethink.co.uk", "title": "Co-founder", "method": "typed", "userId": 1 }, "response": null, "events": [ { "at": "2025-12-12T10:50:00.000Z", "by": "Nick Lyons", "what": "Created" }, { "at": "2025-12-12T11:00:00.000Z", "by": "Nick Lyons", "what": "Sent to rosie@harbourlanebakery.example" }, { "at": "2025-12-13T09:15:00.000Z", "what": "Opened by the client" }, { "at": "2025-12-13T09:40:00.000Z", "what": "Signed by Rosie Calloway" }, { "at": "2025-12-13T12:00:00.000Z", "what": "Countersigned by Sonny Morgan" } ], "pdf_file_id": null, "sent_at": "2025-12-12 11:00:00+00", "first_viewed_at": "2025-12-13 09:15:00+00", "signed_at": "2025-12-13 09:40:00+00", "completed_at": "2025-12-13 12:00:00+00", "created_by": 2, "created_at": "2025-12-12 10:50:00+00", "updated_at": "2025-12-13 12:00:00+00" }, { "id": 23, "kind": "change", "number": "CR-0001", "token": "mcYmqrIrHZGPGFWHXxSIVBMB", "title": "Harbour Lane Bakery: wholesale ordering page", "template_id": null, "template_version": null, "company_id": 1, "contact_id": 1, "project_id": 2, "proposal_id": null, "deal_id": 2, "partner_id": null, "body": "A new wholesale ordering page in a new design, with a form that sends orders to the bakery's wholesale inbox. Five working days from approval.", "body_hash": "fe4d740b92eae9c7f83f8990c993e76d2259039de0150c45a0f38860de981761", "signer_name": "Rosie Calloway", "signer_email": "rosie@harbourlanebakery.example", "countersign": false, "status": "complete", "meta": { "days": 5, "invoiceId": 19, "pricePence": 45000 }, "client_sig": { "at": "2026-07-06T09:40:00.000Z", "ip": null, "ua": null, "name": "Rosie Calloway", "email": "rosie@harbourlanebakery.example", "title": "Owner", "method": "typed" }, "counter_sig": null, "response": null, "events": [ { "at": "2026-07-04T10:50:00.000Z", "by": "Nick Lyons", "what": "Created" }, { "at": "2026-07-04T11:00:00.000Z", "by": "Nick Lyons", "what": "Sent to rosie@harbourlanebakery.example" }, { "at": "2026-07-06T09:15:00.000Z", "what": "Opened by the client" }, { "at": "2026-07-06T09:40:00.000Z", "what": "Signed by Rosie Calloway" }, { "at": "2026-07-06T12:00:00.000Z", "what": "Approved" } ], "pdf_file_id": null, "sent_at": "2026-07-04 11:00:00+00", "first_viewed_at": "2026-07-06 09:15:00+00", "signed_at": "2026-07-06 09:40:00+00", "completed_at": "2026-07-06 12:00:00+00", "created_by": 2, "created_at": "2026-07-04 10:50:00+00", "updated_at": "2026-07-06 12:00:00+00" } ], "chasers": [ { "id": 8, "kind": "network", "ref_id": 5, "seq": 1, "reason": "No catch-up logged yet", "company_id": 1, "contact_id": 1, "project_id": null, "deal_id": null, "user_id": 1, "to_email": null, "subject": "Catch up with Rosie Calloway", "body": "Hi Rosie, hope all's well and the site's treating you well! It's been a little while, so I thought I'd check in. Fancy a quick catch-up soon? Sonny", "status": "pending", "acted_by": null, "acted_at": null, "created_at": "2026-11-06 07:30:00+00" } ], "prospects": [ { "id": 32, "segment": "Bakery and café", "name": "Harbour Lane Bakery", "website": "https://harbourlanebakery.example", "town": "Walthamstow", "weakness": "Old site didn't show their best work.", "opportunity": "Became a client.", "priority": "A", "score": 84, "budgetTier": "Tier 2 (£5–10k)", "director": "Rosie Calloway", "email": "rosie@harbourlanebakery.example", "phone": "07700 900146", "platform": "Wix", "firstLine": "Had a look at Harbour Lane Bakery's website and had a couple of ideas.", "leadFlag": null, "status": "Won", "notes": "Converted from outreach.", "companyId": 1, "data": { "source": "Weekly lead email" }, "createdAt": "2026-07-24T08:00:00.000Z", "updatedAt": "2026-10-02T12:00:00.000Z" } ] }