Calder Consulting

ClientManagement consultancy·London Bridge

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Deal Invoice Contract Project Follow-ups

Next step

Project in kick-off: Calder Consulting website

Due 2 January 2027.

Health 75/100

Open the project

Open deals: –
Won to date: £10,950
Awaiting payment: £5,475
Owed to us: –
Care plan: –
Projects: 1
Last in touch: 2 days ago

Activity

Notes, calls and updates

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Nick LyonsEmail sent2d ago
To fiona@calderconsulting.example
Round 2 designs for Calder Consulting
Hi Fiona, 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
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SystemUpdate4d ago
Content checklist sent to fiona@calderconsulting.example
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Nick LyonsNote30 Oct
Deposit received from Calder Consulting. Booked the project into the capacity plan and shared the Framer workspace.
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Sonny MorganMeeting30 Oct
Kick-off with Fiona on Google Meet. Agreed an 8-page sitemap, the launch target and that Fiona signs off everything. Content checklist sent straight after.
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Nick LyonsNote26 Oct
Fiona accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.
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SystemUpdate26 Oct
Deal won: Calder Consulting website (Signature)
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Nick LyonsCall23 Oct
Rang Fiona: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.
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Nick LyonsCall23 Oct
First Impressions Call done. Fiona liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.
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Nick LyonsEmail sent22 Oct
To fiona@calderconsulting.example
What we need from you for the new site
Hi Fiona, To keep Calder Consulting'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
Opened 2× · last 22 Oct
Timeline (2)
22 Oct, 15:05openOutlook
22 Oct, 13:35openDesktop
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Nick LyonsMeeting19 Oct
First Impressions Call booked with Fiona for Friday 13 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
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Nick LyonsNote16 Oct
Proposal read through to the pricing page within an hour of sending. Recommended Signature; Fiona asked whether photography can be added later.
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SystemUpdate16 Oct
Proposal P-0016 sent to fiona@calderconsulting.example
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Nick LyonsNote12 Oct
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.
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SystemUpdate12 Oct
Discovery form completed by Fiona Calder
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Nick LyonsNote9 Oct
Fiona said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.
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SystemUpdate9 Oct
Discovery form sent to fiona@calderconsulting.example
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Nick LyonsCall5 Oct
Quick intro call with Fiona. 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.
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Nick LyonsNote5 Oct
Fiona emailed after seeing one of our case studies on LinkedIn. Calder Consulting is rebranding next year and wants the website to lead it rather than follow.