{ "exportedAt": "2026-11-07T01:48:49.557Z", "about": "contact", "person": { "id": 42, "companyId": 27, "firstName": "Leah", "lastName": "Fairfax", "role": "Clinical Director", "email": "leah@juniperwellness.example", "phone": "07700 900187", "linkedin": "https://www.linkedin.com/in/leah-fairfax-demo", "notes": null, "decides": true, "pays": false, "birthday": null, "personal": null, "createdAt": "2026-10-18T09:00:00.000Z" }, "deals": [ { "id": 24, "title": "Juniper Wellness Clinic website", "company_id": 27, "contact_id": 42, "stage_id": 5, "value_pence": 980000, "package_name": "Signature", "expected_close": "2026-12-05", "source": "Google search", "lost_reason": null, "owner_id": 2, "position": 23, "closed_at": null, "created_at": "2026-10-18 09:30:00+00", "updated_at": "2026-11-03 16:00:00+00" } ], "activities": [ { "id": 256, "type": "note", "body": "Leah came in through the website form. Juniper Wellness Clinic's current site dates from about 2017, isn't mobile-friendly and they think they're losing jobs to two newer firms in Chiswick. Would like something live before spring.", "company_id": 27, "contact_id": 42, "deal_id": 24, "project_id": null, "user_id": 2, "created_at": "2026-10-18 15:30:00+00", "external_id": null, "meta": null }, { "id": 257, "type": "call", "body": "Quick intro call with Leah. 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": 27, "contact_id": 42, "deal_id": 24, "project_id": null, "user_id": 2, "created_at": "2026-10-18 16:32:00+00", "external_id": null, "meta": null }, { "id": 325, "type": "note", "body": "Read through Leah'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": 27, "contact_id": 42, "deal_id": 24, "project_id": null, "user_id": 2, "created_at": "2026-10-27 21:40:48.582+00", "external_id": null, "meta": null }, { "id": 390, "type": "note", "body": "Proposal read through to the pricing page within an hour of sending. Recommended Signature; Leah asked whether photography can be added later.", "company_id": 27, "contact_id": 42, "deal_id": 24, "project_id": null, "user_id": 2, "created_at": "2026-11-01 15:42:12.873+00", "external_id": null, "meta": null } ], "proposals": [ { "id": 21, "number": "P-0021", "token": "_82TIYpBJcVIHFeRWoLikilX", "title": "Juniper Wellness Clinic website", "deal_id": 24, "company_id": 27, "contact_id": 42, "intro": "Thank you for your time, Leah. Here's how we'd approach the new brand and website for Juniper Wellness Clinic, 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": 590000, "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": 980000, "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": 1350000, "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": "2026-12-02", "status": "sent", "sent_at": "2026-11-02 16:20:00+00", "first_viewed_at": "2026-11-03 19:05:00+00", "last_viewed_at": "2026-11-05 08:40:00+00", "view_count": 3, "accepted_option": null, "accepted_name": null, "accepted_at": null, "declined_at": null, "decline_reason": null, "project_id": null, "notes": null, "created_by": 2, "created_at": "2026-10-31 10:00:00+00", "updated_at": "2026-11-05 16:00:00+00", "story": { "feel": "Trust, Confidence, Reassurance, Quality", "tags": "Strategy, Design, Digital", "hello": "Juniper Wellness Clinic 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", "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: Practitioners share notes, so patients get a joined-up plan.\nYour ambition: To be the name people recommend first.\nYour tone: Restorative, expert, calm.\nYour benchmark: The best independent businesses in your field.", "diff_head": "What makes you different|needs to be felt.", "hero_line": "Built properly.|For Chiswick 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": "Restorative / not generic\nexpert / not generic\ncalm / 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 clinic offering osteopathy, acupuncture and massage under one roof, and practitioners share notes, so patients get a joined-up plan. Right now the website doesn't say that: it reads like everyone else in wellness clinic, 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 busy professionals and people managing long-term pain a reason to choose you before they've spoken to anyone.", "think_head": "What we think.|Juniper Wellness Clinic is better than its website.", "work_title": "The website", "preparedFor": "Leah", "projectType": "Brand and website", "think_facts": "Business: Wellness clinic\nBase: Chiswick\nAudience: Busy professionals and people managing long-term pain\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 } ], "discovery_forms": [ { "id": 6, "token": "xjJbe00yC-0PRhFLjn08LiiN", "company_id": 27, "contact_id": 42, "deal_id": 24, "project_id": null, "status": "submitted", "answers": { "copy": "We'll provide it", "name": "Leah Fairfax", "town": "Chiswick", "areas": [ "Services or product pages", "Case studies or past projects", "Testimonials or reviews", "Contact, enquiry or booking pages", "About us / brand story" ], "email": "leah@juniperwellness.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 900187", "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://juniperwellness.example", "business": "Juniper Wellness Clinic", "describe": "A neighbourhood wellness clinic brand in Chiswick with a loyal local following and a growing online side.", "features": [ "Capture leads through forms", "Newsletter sign-up", "Quote calculator or cost estimator" ], "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://chiswick-rival-one.example", "name": "Chiswick 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": "2026-10-22 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": 2, "created_at": "2026-10-22 11:00:00+00", "kind": "website" } ] }