{ "exportedAt": "2026-11-07T02:07:29.308Z", "about": "contact", "person": { "id": 13, "companyId": 7, "firstName": "Rupert", "lastName": "Vale", "role": "Partner", "email": "rupert@northgateaccountants.example", "phone": "07700 900158", "linkedin": "https://www.linkedin.com/in/rupert-vale-demo", "notes": null, "decides": true, "pays": false, "birthday": "3 December", "personal": "Keen cyclist; rides London to Brighton for charity every June. Dry sense of humour. Sends us clients.", "createdAt": "2026-09-08T09:00:00.000Z" }, "deals": [ { "id": 9, "title": "Northgate Accountants website", "company_id": 7, "contact_id": 13, "stage_id": 7, "value_pence": 1150000, "package_name": "Signature", "expected_close": "2026-09-30", "source": "Referral", "lost_reason": null, "owner_id": 2, "position": 8, "closed_at": "2026-09-30 15:00:00+00", "created_at": "2026-09-08 09:30:00+00", "updated_at": "2026-09-30 16:00:00+00" } ], "activities": [ { "id": 5, "type": "call", "body": "Design review – Northgate Accountants\nRound 1 design review. Rupert loved the homepage and the case study layout. They'd like the services page reworked so it leads with outcomes rather than prices, and the green slightly deeper. The team page will wait for new photos.", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": null, "created_at": "2026-10-30 14:30:00+00", "external_id": "fireflies:demo-ff-05-f28a15d7", "meta": { "url": null, "call": true, "callId": 5, "minutes": 45, "actionItems": [ "Rework the services page layout", "Deepen the brand green and recheck contrast", "Chase Rupert for the new team photos" ] } }, { "id": 15, "type": "visit", "body": "rupert@northgateaccountants.example visited the website", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": null, "user_id": null, "created_at": "2026-11-03 16:48:30+00", "external_id": null, "meta": { "pages": [ { "path": "/work", "title": "Work – The Think" } ], "place": "London", "visit": true, "seconds": 47, "visitorId": 92 } }, { "id": 135, "type": "note", "body": "Rupert came in through the website form. Northgate Accountants's current site dates from about 2017, isn't mobile-friendly and they think they're losing jobs to two newer firms in Islington. Would like something live before spring.", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-08 13:30:00+00", "external_id": null, "meta": null }, { "id": 136, "type": "call", "body": "Quick intro call with Rupert. 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": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-08 17:13:00+00", "external_id": null, "meta": null }, { "id": 144, "type": "note", "body": "Read through Rupert's discovery answers. Picked Clean, Editorial and Refined; both competitors they named are on Wix and look tired. Wants a quote calculator, which we'd price as an extra.", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-16 01:22:00+00", "external_id": null, "meta": null }, { "id": 148, "type": "note", "body": "Proposal read through to the pricing page within an hour of sending. Recommended Signature; Rupert asked whether photography can be added later.", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-19 16:44:00+00", "external_id": null, "meta": null }, { "id": 156, "type": "meeting", "body": "First Impressions Call booked with Rupert for Wednesday 11 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-23 10:10:00+00", "external_id": null, "meta": null }, { "id": 159, "type": "call", "body": "First Impressions Call with Rupert. Loved concept 2, wants the services higher up the page and a little less grey overall. Leaning towards Signature but asked about phasing the photography.", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-27 03:05:00+00", "external_id": null, "meta": null }, { "id": 160, "type": "call", "body": "Rang Rupert: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-27 05:49:00+00", "external_id": null, "meta": null }, { "id": 170, "type": "note", "body": "Rupert 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": 7, "contact_id": 13, "deal_id": 9, "project_id": null, "user_id": 2, "created_at": "2026-09-30 18:28:00+00", "external_id": null, "meta": null }, { "id": 206, "type": "meeting", "body": "Kick-off with Rupert on Google Meet. Agreed an 8-page sitemap, the launch target and that Rupert signs off everything. Content checklist sent straight after.", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": 9, "user_id": 1, "created_at": "2026-10-09 09:09:00+00", "external_id": null, "meta": null }, { "id": 237, "type": "call", "body": "Rupert rang about the copy: happy overall, but wants \"family-run\" kept in the first line of the homepage and the prices taken off the services page.", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": 9, "user_id": 2, "created_at": "2026-10-16 11:27:00+00", "external_id": null, "meta": null }, { "id": 260, "type": "note", "body": "Deposit received from Northgate Accountants. Booked the project into the capacity plan and shared the Framer workspace.", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": 9, "user_id": 2, "created_at": "2026-10-19 13:25:00+00", "external_id": null, "meta": null }, { "id": 274, "type": "email", "body": "What we need from you for the new site\nHi Rupert, To keep Northgate Accountants's new site on track, here's a short checklist of what we need from you. You can upload everything in one place, a bit at a time if easier. Best, Nick", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": null, "user_id": 2, "created_at": "2026-10-21 14:04:00+00", "external_id": "msgid:", "meta": { "to": "rupert@northgateaccountants.example", "from": "nick@thethink.co.uk", "account": "nick@thethink.co.uk", "gmailId": "b018f1857b476bdc", "subject": "What we need from you for the new site", "threadId": "a9f229a4f6f3a054", "direction": "out", "sentEmailId": 29 } }, { "id": 296, "type": "note", "body": "First copy drafts for Home and About sent to Rupert. Still waiting on team bios and two case studies.", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": 9, "user_id": 1, "created_at": "2026-10-23 11:47:00+00", "external_id": null, "meta": null }, { "id": 320, "type": "meeting", "body": "Design review with Rupert: loved the homepage concept, wants the services page reworked so prices aren't the first thing you see. Round 1 of 2 used.", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": 9, "user_id": 1, "created_at": "2026-10-27 12:45:00+00", "external_id": null, "meta": null }, { "id": 410, "type": "email", "body": "Round 2 designs for Northgate Accountants\nHi Rupert, Round 2 is in your portal. We've moved the services up, warmed the greys and used your own photography in the hero. Let me know your thoughts by Friday and we'll keep launch on track. Best, Nick", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": null, "user_id": 2, "created_at": "2026-11-03 11:01:00+00", "external_id": "msgid:<454c699f2530f21f8d66@mail.gmail.com>", "meta": { "to": "rupert@northgateaccountants.example", "from": "nick@thethink.co.uk", "account": "nick@thethink.co.uk", "gmailId": "9166fe5f56e403e9", "subject": "Round 2 designs for Northgate Accountants", "threadId": "02a4c1bf60ed5efa", "direction": "out", "sentEmailId": 73 } }, { "id": 412, "type": "note", "body": "Round 2 designs uploaded to Northgate Accountants's portal. Swapped the hero to their own photography and darkened the green a touch for contrast.", "company_id": 7, "contact_id": 13, "deal_id": null, "project_id": 9, "user_id": 2, "created_at": "2026-11-03 12:55:00+00", "external_id": null, "meta": null } ], "sent_emails": [ { "id": 29, "token": "C2OQ_9J29c1aBfotSaEm4c", "user_id": 2, "account_email": "nick@thethink.co.uk", "to_email": "rupert@northgateaccountants.example", "cc": null, "subject": "What we need from you for the new site", "body_text": "Hi Rupert,\n\nTo keep Northgate Accountants's new site on track, here's a short checklist of what we need from you. You can upload everything in one place, a bit at a time if easier.\n\nBest,\nNick", "links": [], "tracked": true, "contact_id": 13, "company_id": 7, "deal_id": null, "prospect_id": null, "message_id": "", "gmail_id": "b018f1857b476bdc", "thread_id": "a9f229a4f6f3a054", "status": "sent", "error": null, "sent_at": "2026-10-21 14:04:00+00", "open_count": 6, "first_opened_at": "2026-10-21 18:11:00+00", "last_opened_at": "2026-10-22 14:11:00+00", "click_count": 0, "first_clicked_at": null, "replied_at": null, "bounced_at": null, "enrollment_id": null }, { "id": 73, "token": "ZhnJLEcnkp38J8SXosChMp", "user_id": 2, "account_email": "nick@thethink.co.uk", "to_email": "rupert@northgateaccountants.example", "cc": null, "subject": "Round 2 designs for Northgate Accountants", "body_text": "Hi Rupert,\n\nRound 2 is in your portal. We've moved the services up, warmed the greys and used your own photography in the hero. Let me know your thoughts by Friday and we'll keep launch on track.\n\nBest,\nNick", "links": [ "https://portal.thethink.co.uk" ], "tracked": true, "contact_id": 13, "company_id": 7, "deal_id": null, "prospect_id": null, "message_id": "<454c699f2530f21f8d66@mail.gmail.com>", "gmail_id": "9166fe5f56e403e9", "thread_id": "02a4c1bf60ed5efa", "status": "sent", "error": null, "sent_at": "2026-11-03 11:01:00+00", "open_count": 2, "first_opened_at": "2026-11-03 16:33:00+00", "last_opened_at": "2026-11-03 16:33:00+00", "click_count": 2, "first_clicked_at": "2026-11-03 16:48:00+00", "replied_at": null, "bounced_at": null, "enrollment_id": null } ], "web_visitors": [ { "id": 92, "vid": "e:ZhnJLEcnkp38J8SXosChMp", "contact_id": 13, "company_id": 7, "prospect_id": null, "sent_email_id": 73, "label": "rupert@northgateaccountants.example", "device": "Mobile", "first_referrer": null, "first_source": "Email", "views": 1, "session_started_at": "2026-11-03 16:48:30+00", "session_activity_id": 15, "first_seen": "2026-11-03 16:48:30+00", "last_seen": "2026-11-03 16:49:16.996+00" } ], "proposals": [ { "id": 14, "number": "P-0014", "token": "BU6YztiltEbsGWMXywXhlyTK", "title": "Northgate Accountants website", "deal_id": 9, "company_id": 7, "contact_id": 13, "intro": "Thank you for your time, Rupert. Here's how we'd approach the new brand and website for Northgate Accountants, 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": 690000, "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": 1150000, "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": 1585000, "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": "2026-10-23", "status": "accepted", "sent_at": "2026-09-23 16:20:00+00", "first_viewed_at": "2026-09-24 19:05:00+00", "last_viewed_at": "2026-09-30 08:40:00+00", "view_count": 7, "accepted_option": 1, "accepted_name": "Rupert Vale", "accepted_at": "2026-09-30 15:00:00+00", "declined_at": null, "decline_reason": null, "project_id": 9, "notes": null, "created_by": 2, "created_at": "2026-09-21 10:00:00+00", "updated_at": "2026-09-30 16:00:00+00", "story": { "feel": "Trust, Confidence, Reassurance, Quality", "tags": "Strategy, Design, Digital", "hello": "Northgate Accountants 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": "Rupert Vale | Partner\nHannah Osei | Practice Manager", "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: Fixed monthly fees and a named accountant who answers the phone.\nYour ambition: To be the name people recommend first.\nYour tone: Clear, calm, proactive.\nYour benchmark: The best independent businesses in your field.", "diff_head": "What makes you different|needs to be felt.", "hero_line": "Built properly.|For Islington 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": "Clear / not generic\ncalm / not generic\nproactive / 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 an accountancy practice for owner-managed businesses and creative freelancers, and fixed monthly fees and a named accountant who answers the phone. Right now the website doesn't say that: it reads like everyone else in accountancy practice, 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 founders of small companies who want to understand their numbers a reason to choose you before they've spoken to anyone.", "think_head": "What we think.|Northgate Accountants is better than its website.", "work_title": "The website", "preparedFor": "Rupert and Hannah", "projectType": "Brand and website", "think_facts": "Business: Accountancy practice\nBase: Islington\nAudience: Founders of small companies who want to understand their numbers\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 } ], "calls": [ { "id": 5, "fireflies_id": "demo-ff-05-f28a15d7", "title": "Design review – Northgate Accountants", "started_at": "2026-10-30 14:30:00+00", "minutes": 45, "url": null, "overview": "Round 1 design review. Rupert loved the homepage and the case study layout. They'd like the services page reworked so it leads with outcomes rather than prices, and the green slightly deeper. The team page will wait for new photos.", "action_items": [ "Rework the services page layout", "Deepen the brand green and recheck contrast", "Chase Rupert for the new team photos" ], "attendees": [ { "name": "Sonny Morgan", "email": "sonny@thethink.co.uk" }, { "name": "Rupert Vale", "email": "rupert@northgateaccountants.example" } ], "company_id": 7, "contact_id": 13, "deal_id": 9, "activity_id": 5, "created_at": "2026-11-07 01:47:37.939+00" } ], "discovery_forms": [ { "id": 15, "token": "lLRNYkPhgQyOsR4UpjBiDzF6", "company_id": 7, "contact_id": 13, "deal_id": 9, "project_id": 9, "status": "submitted", "answers": { "copy": "We'll provide it", "name": "Rupert Vale", "town": "Islington", "areas": [ "Services or product pages", "Case studies or past projects", "Testimonials or reviews", "Contact, enquiry or booking pages", "About us / brand story" ], "email": "rupert@northgateaccountants.example", "goals": "Double online orders within a year and make pre-orders painless.", "offer": "In-store, click-and-collect and local delivery, plus seasonal gift boxes.", "phone": "07700 900158", "setup": [ "Something simple and easy to manage internally", "Ongoing support would be helpful" ], "p_bold": 2, "photos": "We have our own", "styles": [ "Characterful", "Bright", "Soft" ], "timing": "As soon as possible", "admired": [ { "url": "https://calm-studio.example", "why": "Calm, lots of white space, easy to find prices" }, { "url": "https://bold-brand.example", "why": "Confident type and great photography" } ], "colours": {}, "keyDate": "Christmas orders open in January", "signoff": "My business partner, Sam", "website": "https://northgateaccountants.example", "business": "Northgate Accountants", "describe": "A neighbourhood accountancy practice brand in Islington with a loyal local following and a growing online side.", "features": [ "Capture leads through forms", "Newsletter sign-up", "Accept bookings or appointments" ], "logoPlan": "Yes, a new logo", "p_formal": 5, "p_modern": 4, "p_online": 5, "postcode": "", "ambitions": "A small second shop.", "different": "Everything is made or chosen by us, and we know most of our customers by name.", "lettering": [ "A", "E" ], "p_playful": 2, "technical": [ "CMS access for our team", "Redirect mapping", "SEO migration", "Analytics setup" ], "logoStyles": [ "A", "D", "H" ], "threeWords": "Warm, generous, characterful", "colourNotes": "Something warmer than what we have now. No grey.", "competitors": [ { "url": "https://islington-rival-one.example", "name": "Islington rival one" }, { "url": "https://national-chain.example", "name": "A national chain" } ], "p_exclusive": 5, "anythingElse": "We've been burned by an agency before, so regular updates would be really appreciated.", "audienceType": "Both", "audienceDetail": "Local families and people buying gifts for friends nearby." }, "step": 6, "sent_at": "2026-09-13 11:00:00+00", "started_at": "2026-09-18 19:00:00+00", "submitted_at": "2026-09-18 20:00:00+00", "last_saved_at": "2026-09-18 20:30:00+00", "created_by": 2, "created_at": "2026-09-13 11:00:00+00", "kind": "website" } ], "asset_requests": [ { "id": 2, "token": "ommQ0G0ZehR4bLYJcrPZby14", "company_id": 7, "project_id": 9, "contact_id": 13, "title": "Content for Northgate Accountants's new website", "message": "Hi Rupert, here's everything we need from you for the new site. Add things a bit at a time if that's easier.", "items": [ { "key": "logo", "hint": "SVG, AI, EPS or PDF if you have them. A high-resolution PNG is fine too.", "kind": "file", "label": "Your logo files", "required": true }, { "key": "photos", "hint": "Your team, your work, your premises. Phone photos are fine if they're sharp and well lit.", "kind": "file", "label": "Photos", "required": true }, { "key": "copy", "hint": "Word documents, or paste a Google Docs link in the box below.", "kind": "file", "label": "Words for each page", "required": false }, { "key": "testimonials", "hint": "Paste them below with each person's name and company. Please check they're happy to be quoted.", "kind": "text", "label": "Client testimonials or reviews", "required": false }, { "key": "brand", "hint": "Anything you already have.", "kind": "file", "label": "Brand guidelines, fonts or colours", "required": false }, { "key": "social", "hint": "Instagram, LinkedIn, Facebook and so on.", "kind": "text", "label": "Links to your social media profiles", "required": false }, { "key": "domain", "hint": "Add hello@thethink.co.uk as a user or delegate at your domain provider (for example GoDaddy, 123 Reg or Namecheap), then tick this. Please never send passwords.", "kind": "check", "label": "Access to your domain", "required": true }, { "key": "google", "hint": "If you have one, add hello@thethink.co.uk as a manager, then tick this.", "kind": "check", "label": "Google Business Profile", "required": false } ], "responses": { "copy": { "at": "2026-10-09T20:24:00.000Z", "done": true, "text": "Google Doc shared with hello@thethink.co.uk" }, "logo": { "at": "2026-10-09T13:35:00.000Z", "done": true, "text": "Uploaded the SVG and a PNG" }, "brand": { "at": "2026-10-11T18:40:00.000Z", "done": true, "text": "Brand PDF from 2021 attached" }, "domain": { "at": "2026-10-13T00:24:00.000Z", "done": true }, "photos": { "at": "2026-10-09T20:36:00.000Z", "done": true, "text": "Sent 46 photos via the portal" }, "social": { "at": "2026-10-09T15:12:00.000Z", "done": true, "text": "instagram.com/northgateaccountants, linkedin.com/company/northgateaccountants" } }, "status": "open", "remind": true, "remind_days": 5, "last_reminded_at": "2026-11-05 09:00:00+00", "created_by": 2, "created_at": "2026-10-08 14:00:00+00", "completed_at": null } ], "agreements": [ { "id": 9, "kind": "contract", "number": "C-0009", "token": "TFqx0ogetVxOJwCjuUew8_k7", "title": "Northgate Accountants website: services agreement", "template_id": 1, "template_version": 1, "company_id": 7, "contact_id": 13, "project_id": 9, "proposal_id": 14, "deal_id": 9, "partner_id": null, "body": "# Website and Branding Services Agreement\n\n**Date:** 30 September 2026\n\n**Reference:** P-0014\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. **Northgate Accountants**, company number 99255617, of Second Floor, 88 Peartree Yard, Islington, London N1 2LQ (\"you\").\n\nThis agreement sets out how we'll work together on **Northgate Accountants 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-0014. 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 **£11,500**, paid as follows: 50% (£5,750) before work starts, and the remaining 50% (£5,750) 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-0014, 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": "84555229ed9b0391b4c7d78bf448f320754df8207c1c6161c405c00cb5ac96e8", "signer_name": "Rupert Vale", "signer_email": "rupert@northgateaccountants.example", "countersign": true, "status": "complete", "meta": {}, "client_sig": { "at": "2026-10-01T09:40:00.000Z", "ip": null, "ua": null, "name": "Rupert Vale", "email": "rupert@northgateaccountants.example", "title": "Partner", "method": "typed" }, "counter_sig": { "at": "2026-10-01T12:00:00.000Z", "ip": null, "ua": null, "name": "Sonny Morgan", "email": "sonny@thethink.co.uk", "title": "Co-founder", "method": "typed", "userId": 1 }, "response": null, "events": [ { "at": "2026-09-30T10:50:00.000Z", "by": "Nick Lyons", "what": "Created" }, { "at": "2026-09-30T11:00:00.000Z", "by": "Nick Lyons", "what": "Sent to rupert@northgateaccountants.example" }, { "at": "2026-10-01T09:15:00.000Z", "what": "Opened by the client" }, { "at": "2026-10-01T09:40:00.000Z", "what": "Signed by Rupert Vale" }, { "at": "2026-10-01T12:00:00.000Z", "what": "Countersigned by Sonny Morgan" } ], "pdf_file_id": null, "sent_at": "2026-09-30 11:00:00+00", "first_viewed_at": "2026-10-01 09:15:00+00", "signed_at": "2026-10-01 09:40:00+00", "completed_at": "2026-10-01 12:00:00+00", "created_by": 2, "created_at": "2026-09-30 10:50:00+00", "updated_at": "2026-10-01 12:00:00+00" }, { "id": 21, "kind": "signoff", "number": "SO-0008", "token": "oOV0TyV6m2hEIjZN1M2MEDPR", "title": "Northgate Accountants: copy sign-off", "template_id": null, "template_version": null, "company_id": 7, "contact_id": 13, "project_id": 9, "proposal_id": null, "deal_id": 9, "partner_id": null, "body": "Please review the copy for Northgate Accountants at the preview link and approve it, or tell us what you'd like changed. Two rounds of changes are included.", "body_hash": "dc4cf459df00431d76bbeafa4dadf3edce890b729e8c188bf8e6e43ac06486ac", "signer_name": "Rupert Vale", "signer_email": "rupert@northgateaccountants.example", "countersign": false, "status": "complete", "meta": { "url": "https://preview.thethink.example/northgateaccountants", "notes": null, "round": 1, "stage": "copy", "roundsIncluded": 2 }, "client_sig": { "at": "2026-10-24T09:40:00.000Z", "ip": null, "ua": null, "name": "Rupert Vale", "email": "rupert@northgateaccountants.example", "title": "Partner", "method": "typed" }, "counter_sig": null, "response": null, "events": [ { "at": "2026-10-22T10:50:00.000Z", "by": "Nick Lyons", "what": "Created" }, { "at": "2026-10-22T11:00:00.000Z", "by": "Nick Lyons", "what": "Sent to rupert@northgateaccountants.example" }, { "at": "2026-10-24T09:15:00.000Z", "what": "Opened by the client" }, { "at": "2026-10-24T09:40:00.000Z", "what": "Signed by Rupert Vale" }, { "at": "2026-10-24T12:00:00.000Z", "what": "Approved" } ], "pdf_file_id": null, "sent_at": "2026-10-22 11:00:00+00", "first_viewed_at": "2026-10-24 09:15:00+00", "signed_at": "2026-10-24 09:40:00+00", "completed_at": "2026-10-24 12:00:00+00", "created_by": 2, "created_at": "2026-10-22 10:50:00+00", "updated_at": "2026-10-24 12:00:00+00" }, { "id": 22, "kind": "signoff", "number": "SO-0009", "token": "6bfkAI3EdCQXrQYoA2RMZ7gd", "title": "Northgate Accountants: homepage design sign-off", "template_id": null, "template_version": null, "company_id": 7, "contact_id": 13, "project_id": 9, "proposal_id": null, "deal_id": 9, "partner_id": null, "body": "Please review the design for Northgate Accountants at the preview link and approve it, or tell us what you'd like changed. Two rounds of changes are included.", "body_hash": "8101aec4bbae458fde73f8ede665aea18fd6688a69d4cd1bc043556d8e7ec3a3", "signer_name": "Rupert Vale", "signer_email": "rupert@northgateaccountants.example", "countersign": false, "status": "changes", "meta": { "url": "https://preview.thethink.example/northgateaccountants", "notes": null, "round": 1, "stage": "design", "roundsIncluded": 2 }, "client_sig": null, "counter_sig": null, "response": "Love the direction. Could we try the navy a shade lighter, and swap the hero photo for one of the team? Otherwise good to go.", "events": [ { "at": "2026-11-03T10:50:00.000Z", "by": "Nick Lyons", "what": "Created" }, { "at": "2026-11-03T11:00:00.000Z", "by": "Nick Lyons", "what": "Sent to rupert@northgateaccountants.example" }, { "at": "2026-11-05T13:00:00.000Z", "what": "Changes requested by the client" } ], "pdf_file_id": null, "sent_at": "2026-11-03 11:00:00+00", "first_viewed_at": null, "signed_at": null, "completed_at": null, "created_by": 2, "created_at": "2026-11-03 10:50:00+00", "updated_at": "2026-11-03 12:00:00+00" }, { "id": 25, "kind": "change", "number": "CR-0003", "token": "i_Md5TtHJgs8vFs7eWtF7Wsp", "title": "Northgate Accountants: fixed-fee calculator", "template_id": null, "template_version": null, "company_id": 7, "contact_id": 13, "project_id": 9, "proposal_id": null, "deal_id": 9, "partner_id": null, "body": "An interactive calculator on the pricing page that suggests a monthly fee from turnover and services needed, with the result sent to the enquiry form.", "body_hash": "cfc4bb6846e71a05858827cd960f0b09de611bd3708cb141c05d3ba6f8086874", "signer_name": "Rupert Vale", "signer_email": "rupert@northgateaccountants.example", "countersign": false, "status": "draft", "meta": { "days": 10, "invoiceId": null, "pricePence": 120000 }, "client_sig": null, "counter_sig": null, "response": null, "events": [ { "at": "2026-11-06T10:50:00.000Z", "by": "Nick Lyons", "what": "Created" } ], "pdf_file_id": null, "sent_at": null, "first_viewed_at": null, "signed_at": null, "completed_at": null, "created_by": 2, "created_at": "2026-11-06 10:50:00+00", "updated_at": "2026-11-06 12:00:00+00" } ] }