{ "exportedAt": "2026-11-07T02:07:29.076Z", "about": "contact", "person": { "id": 39, "companyId": 25, "firstName": "Oliver", "lastName": "Hollis", "role": "Director", "email": "oliver@hollisgrant.example", "phone": "07700 900184", "linkedin": "https://www.linkedin.com/in/oliver-hollis-demo", "notes": null, "decides": true, "pays": false, "birthday": null, "personal": "Met through the Bridge Street breakfast. Cycles everywhere; prefers early calls.", "createdAt": "2026-10-22T09:00:00.000Z" }, "deals": [ { "id": 26, "title": "Hollis & Grant Architects website", "company_id": 25, "contact_id": 39, "stage_id": 4, "value_pence": 1495000, "package_name": "Complete", "expected_close": "2026-12-12", "source": "Referral", "lost_reason": null, "owner_id": 1, "position": 25, "closed_at": null, "created_at": "2026-10-22 09:30:00+00", "updated_at": "2026-10-23 16:00:00+00" } ], "activities": [ { "id": 279, "type": "note", "body": "Oliver emailed after seeing one of our case studies on LinkedIn. Hollis & Grant Architects is rebranding next year and wants the website to lead it rather than follow.", "company_id": 25, "contact_id": 39, "deal_id": 26, "project_id": null, "user_id": 1, "created_at": "2026-10-22 10:30:00+00", "external_id": null, "meta": null }, { "id": 281, "type": "call", "body": "Quick intro call with Oliver. 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": 25, "contact_id": 39, "deal_id": 26, "project_id": null, "user_id": 1, "created_at": "2026-10-22 12:03:00+00", "external_id": null, "meta": null }, { "id": 318, "type": "note", "body": "Oliver said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.", "company_id": 25, "contact_id": 39, "deal_id": 26, "project_id": null, "user_id": 1, "created_at": "2026-10-27 03:54:52.481+00", "external_id": null, "meta": null }, { "id": 381, "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": 25, "contact_id": 39, "deal_id": 26, "project_id": null, "user_id": 1, "created_at": "2026-10-31 20:24:44.962+00", "external_id": null, "meta": null } ], "proposals": [ { "id": 25, "number": "P-0025", "token": "ynZnnpfaG4yCpyjfr3R8k3i0", "title": "Hollis & Grant Architects website", "deal_id": 26, "company_id": 25, "contact_id": 39, "intro": "Thank you for your time, Oliver. Here's how we'd approach the new brand and website for Hollis & Grant Architects, 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": 675000, "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": 1090000, "description": "A brand refresh around your logo, and a website to match.", "recommended": false }, { "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": 1495000, "description": "Brand, website and photography: everything ready on launch day.", "recommended": true } ], "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": "2026-12-07", "status": "draft", "sent_at": null, "first_viewed_at": null, "last_viewed_at": null, "view_count": 0, "accepted_option": null, "accepted_name": null, "accepted_at": null, "declined_at": null, "decline_reason": null, "project_id": null, "notes": "Waiting on their photography budget before sending.", "created_by": 1, "created_at": "2026-11-04 10:00:00+00", "updated_at": "2026-11-07 01:27:35.658+00", "story": { "tags": "Strategy, Design, Digital", "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": "Oliver Hollis | Director\nRuth Grant | Director", "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.", "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.", "work_title": "The website", "preparedFor": "Oliver and Ruth", "projectType": "Brand and website", "options_head": "Your investment.|Three ways in." }, "deck_pages": null, "read_to": null } ], "discovery_forms": [ { "id": 4, "token": "26vcsdvl3QWADzkPpoSBSFXb", "company_id": 25, "contact_id": 39, "deal_id": 26, "project_id": null, "status": "submitted", "answers": { "copy": "A mix of both", "name": "Oliver Hollis", "town": "Clerkenwell", "areas": [ "Services or product pages", "Case studies or past projects", "Testimonials or reviews", "Contact, enquiry or booking pages", "About us / brand story" ], "email": "oliver@hollisgrant.example", "goals": "More enquiries for bigger projects (£15k+), and fewer tyre-kickers asking for prices by email.", "offer": "Design, installation and aftercare, plus a same-week call-out service for existing customers.", "phone": "07700 900184", "setup": [ "Something simple and easy to manage internally", "Ongoing support would be helpful" ], "p_bold": 2, "photos": "We'll need stock images or a shoot", "styles": [ "Clean", "Refined", "Editorial" ], "timing": "In the next 1–2 months", "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": { "Primary": "#1F3A2E", "Secondary": "#F2EEE6" }, "keyDate": "Our stand at the spring home show", "signoff": "My business partner, Sam", "website": "https://hollisgrant.example", "business": "Hollis & Grant Architects", "describe": "An independent, family-run architecture practice business that's been looking after customers around Clerkenwell for over fifteen years.", "features": [ "Capture leads through forms", "Newsletter sign-up", "Quote calculator or cost estimator" ], "logoPlan": "A refresh of our current logo", "p_formal": 4, "p_modern": 3, "p_online": 5, "postcode": "", "ambitions": "Open a second base and take on two apprentices.", "different": "We still answer the phone ourselves and we finish what we start. Most of our work comes from people who've seen a job we've done next door.", "lettering": [ "C" ], "p_playful": 4, "technical": [ "CMS access for our team", "Redirect mapping", "SEO migration", "Analytics setup" ], "logoStyles": [ "B", "F", "J" ], "threeWords": "Trusted, careful, local", "colourNotes": "Keep the green. Please avoid orange.", "competitors": [ { "url": "https://clerkenwell-rival-one.example", "name": "Clerkenwell rival one" }, { "url": "https://national-chain.example", "name": "A national chain" } ], "p_exclusive": 4, "anythingElse": "We've been burned by an agency before, so regular updates would be really appreciated.", "audienceType": "Consumers", "audienceDetail": "Homeowners in their 40s to 60s doing a considered project, usually after a recommendation." }, "step": 6, "sent_at": "2026-10-25 11:00:00+00", "started_at": "2026-10-30 19:00:00+00", "submitted_at": "2026-10-30 20:00:00+00", "last_saved_at": "2026-10-30 20:30:00+00", "created_by": 1, "created_at": "2026-10-25 11:00:00+00", "kind": "website" } ] }