{ "exportedAt": "2026-11-07T01:48:47.430Z", "about": "contact", "person": { "id": 47, "companyId": 31, "firstName": "Hamish", "lastName": "Westbrook", "role": "Owner", "email": "hamish@westbrookwine.example", "phone": "07700 900192", "linkedin": "https://www.linkedin.com/in/hamish-westbrook-demo", "notes": null, "decides": true, "pays": false, "birthday": null, "personal": "Former chef. Runs tastings on Thursday nights and is happy to talk then.", "createdAt": "2026-10-04T09:00:00.000Z" }, "deals": [ { "id": 20, "title": "Westbrook Wine Merchants website and wine club", "company_id": 31, "contact_id": 47, "stage_id": 6, "value_pence": 1395000, "package_name": "Complete", "expected_close": "2026-11-17", "source": "Referral", "lost_reason": null, "owner_id": 2, "position": 19, "closed_at": null, "created_at": "2026-10-04 09:30:00+00", "updated_at": "2026-10-28 16:00:00+00" } ], "activities": [ { "id": 176, "type": "note", "body": "Hamish emailed after seeing one of our case studies on LinkedIn. Westbrook Wine Merchants is rebranding next year and wants the website to lead it rather than follow.", "company_id": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-04 10:30:00+00", "external_id": null, "meta": null }, { "id": 177, "type": "call", "body": "Quick intro call with Hamish. 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": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-04 12:12:00+00", "external_id": null, "meta": null }, { "id": 211, "type": "note", "body": "Hamish said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.", "company_id": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-09 15:27:56.194+00", "external_id": null, "meta": null }, { "id": 227, "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": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-14 19:58:52.388+00", "external_id": null, "meta": null }, { "id": 263, "type": "note", "body": "Proposal read through to the pricing page within an hour of sending. Recommended Signature; Hamish asked whether photography can be added later.", "company_id": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-19 21:33:48.582+00", "external_id": null, "meta": null }, { "id": 305, "type": "meeting", "body": "First Impressions Call booked with Hamish for Friday 13 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.", "company_id": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-25 01:21:44.776+00", "external_id": null, "meta": null }, { "id": 346, "type": "call", "body": "First Impressions Call done. Hamish liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.", "company_id": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-30 05:04:40.97+00", "external_id": null, "meta": null }, { "id": 347, "type": "call", "body": "Rang Hamish: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.", "company_id": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "user_id": 2, "created_at": "2026-10-30 06:34:40.97+00", "external_id": null, "meta": null } ], "proposals": [ { "id": 18, "number": "P-0018", "token": "M9AfEhNhHp-v7ZtIZXGOdmk2", "title": "Westbrook Wine Merchants website and wine club", "deal_id": 20, "company_id": 31, "contact_id": 47, "intro": "Thank you for your time, Hamish. Here's how we'd approach the new brand and website for Westbrook Wine Merchants, 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": 630000, "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": 1020000, "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": 1395000, "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": "2026-11-26", "status": "sent", "sent_at": "2026-10-27 16:20:00+00", "first_viewed_at": "2026-10-28 19:05:00+00", "last_viewed_at": "2026-11-04 08:40:00+00", "view_count": 4, "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": "2026-10-25 10:00:00+00", "updated_at": "2026-11-04 16:00:00+00", "story": { "feel": "Trust, Confidence, Reassurance, Quality", "tags": "Strategy, Design, Digital", "hello": "Westbrook Wine Merchants 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": "Hamish Westbrook | Owner\nClara Dyer | Shop 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: Every bottle is tasted by the team before it goes on the shelf.\nYour ambition: To be the name people recommend first.\nYour tone: Knowledgeable, convivial, unstuffy.\nYour benchmark: The best independent businesses in your field.", "diff_head": "What makes you different|needs to be felt.", "hero_line": "Built properly.|For Greenwich 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": "Knowledgeable / not generic\nconvivial / not generic\nunstuffy / 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 independent wine shop with tastings, a wine club and local delivery, and every bottle is tasted by the team before it goes on the shelf. Right now the website doesn't say that: it reads like everyone else in wine merchant, 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 locals, gift buyers and wine club members a reason to choose you before they've spoken to anyone.", "think_head": "What we think.|Westbrook Wine Merchants is better than its website.", "work_title": "The website", "preparedFor": "Hamish and Clara", "projectType": "Brand and website", "think_facts": "Business: Wine merchant\nBase: Greenwich\nAudience: Locals, gift buyers and wine club members\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": 10, "token": "JSFHnm4SsgcWJAJrQ0K_tWN6", "company_id": 31, "contact_id": 47, "deal_id": 20, "project_id": null, "status": "submitted", "answers": { "copy": "A mix of both", "name": "Hamish Westbrook", "town": "Greenwich", "areas": [ "Services or product pages", "Case studies or past projects", "Testimonials or reviews", "Contact, enquiry or booking pages", "About us / brand story" ], "email": "hamish@westbrookwine.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 900192", "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://westbrookwine.example", "business": "Westbrook Wine Merchants", "describe": "An independent, family-run wine merchant business that's been looking after customers around Greenwich 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://greenwich-rival-one.example", "name": "Greenwich 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": "2026-10-08 11:00:00+00", "started_at": "2026-10-16 19:00:00+00", "submitted_at": "2026-10-16 20:00:00+00", "last_saved_at": "2026-10-16 20:30:00+00", "created_by": 2, "created_at": "2026-10-08 11:00:00+00", "kind": "website" } ] }