Start follow-ups

Their details

Cancel
Emails sent from the Studio
  • To alice@pembertonyoga.example6 Nov, 09:40
    Re: Your proposal from The Think
    Not opened yet
  • To alice@pembertonyoga.example2 Nov, 09:40
    Your proposal from The Think
    Opened 5× · last 3d ago
    Timeline (3)
    • 3 Nov, 00:18openMobile
    • 2 Nov, 18:18openApple Mail
    • 2 Nov, 12:18openApple Mail
  • To alice@pembertonyoga.example16 Oct, 11:25
    Pemberton Yoga Studio is live
    Not opened yet
  • To alice@pembertonyoga.example6 Oct, 11:38
    How's the new site going?
    Opened 2× · last 6 Oct
    Timeline (2)
    • 6 Oct, 17:21openOutlook
    • 6 Oct, 16:51openOutlook
Activity
Notes, calls and updates
  • SM
    Sonny MorganEmail sent10h ago
    To alice@pembertonyoga.example
    Re: Your proposal from The Think
    Hi Alice, A quick follow-up on the proposal for Pemberton Yoga Studio. If it would help, I can walk you through the options in 15 minutes. Here's the link again: https://studio.thethink.co.uk/p/yJ74Y8R16KYXL2H0lSz4Crm5 B
    Not opened yet
    Open in Gmail
  • S
    SystemCall notes (Fireflies)3d ago
    First Impressions Call – Pemberton Yoga Studio Alice walked through the three homepage concepts with Sonny. Concept 1 was the clear favourite: they liked the confident type and the way projects lead the page. Concerns were mainly around timing (they'd like to launch before their busy season) and whether photography can be phased. Pricing was discussed: the Signature option fits, with the shoot possibly moved to a later phase.
    Action items
    • Send Alice a revised version of concept 1 with real project photos
    • Confirm whether the photography can move to phase two and what that does to the price
    • Follow up on the decision by Wednesday 11 November
    40 min ·
  • SM
    Sonny MorganEmail sent4d ago
    To alice@pembertonyoga.example
    Your proposal from The Think
    Hi Alice, Just checking the proposal came through OK and whether any questions have come up. Happy to talk anything through on a quick call. Best, Sonny
    Opened 5× · last 3d ago
    Timeline (3)
    • 3 Nov, 00:18openMobile
    • 2 Nov, 18:18openApple Mail
    • 2 Nov, 12:18openApple Mail
    Open in Gmail
  • NL
    Nick LyonsNote30 Oct
    Alice sent a lovely message after launch: two enquiries through the new form in the first 48 hours. Asked if we could add a gallery page next month.
  • NL
    Nick LyonsNote21 Oct
    Alice approved the final sign-off. Launch planned for Tuesday morning, not a Friday.
  • SM
    Sonny MorganNote19 Oct
    Launch checks: 3 broken links fixed, 42 old URLs redirected, Search Console verified, forms tested on iPhone and Android.
  • SM
    Sonny MorganEmail sent16 Oct
    To alice@pembertonyoga.example
    Pemberton Yoga Studio is live
    Hi Alice, Great news: the new website is live. We'll keep an eye on everything over the next couple of weeks, and if anything needs changing, just let me know. Thank you for trusting us with it. Sonny
    Not opened yet
    Open in Gmail
  • SM
    Sonny MorganNote13 Oct
    Build underway in Framer. CMS set up for projects and team; enquiry form routed to alice@pembertonyoga.example.
  • S
    SystemUpdate7 Oct
    Feedback received from Alice Pemberton: 10/10
  • NL
    Nick LyonsCall6 Oct
    Quick call with Alice to confirm the domain is with them at their registrar. They've added hello@thethink.co.uk as a delegate, so DNS is in hand.
  • SM
    Sonny MorganEmail sent6 Oct
    To alice@pembertonyoga.example
    How's the new site going?
    Hi Alice, It's been a little while since Pemberton Yoga Studio's new site went live, so I wanted to check in. Is everything working as you'd like? Anything you'd like to add or change? Sonny
    Opened 2× · last 6 Oct
    Timeline (2)
    • 6 Oct, 17:21openOutlook
    • 6 Oct, 16:51openOutlook
    Open in Gmail
  • SM
    Sonny MorganNote8 Aug
    Alice accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.
  • SM
    Sonny MorganCall7 Aug
    Called Alice to follow up. Their partners meet on the 20th and they'll decide after that. No other quotes on the table as far as we know.
  • SM
    Sonny MorganCall7 Aug
    First Impressions Call done. Alice liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.
  • SM
    Sonny MorganMeeting7 Aug
    First Impressions Call booked with Alice for Monday 9 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
  • SM
    Sonny MorganNote7 Aug
    Proposal opened three times since last night, twice on a phone. Probably showing it to their business partner.
  • SM
    Sonny MorganNote7 Aug
    Discovery answers are thorough. Main goal is bigger, better-paying jobs rather than more enquiries, so the case studies need to do the heavy lifting. Copy: "a mix of both".
  • SM
    Sonny MorganCall7 Aug
    Intro call with Alice (20 mins). Had a bad experience with a freelancer who disappeared halfway through, so a clear process and fixed dates matter more than price.
  • SM
    Sonny MorganNote7 Aug
    Enquiry from Alice via Outreach. They've outgrown a DIY Wix site and want something that looks as good as the work they actually do. Rough budget mentioned: £6–8k.
Lead warmth
Cool · 5
  • Opened 1 email

Based on the last 30 days. Hot is 60+, warm 30–59.

AI help

Summaries, next steps and draft replies for this record. Add an Anthropic API key on the server to switch it on (see the README).

Automatic follow-ups
Start
Data protection
If this person asks what you hold about them, or asks you to delete it.
Download everything held
Erase this person

Removes them, their emails, visits, calls and form answers. Invoices and signed agreements stay, as you must keep those records. Their email address is remembered (as a one-way code only) so they aren't added back by an import. This can't be undone.

Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal