Calder Consulting website

Calder Consulting·Fiona Calder

Edit

The journeyDeal → proposal → contract → project → invoices. Each one links to the next.

DealYou're here
The opportunity
Won
£10,950
Proposal
What we'll do, for how much
Accepted
£10,950
Contract
The signed agreement
Needs our signature
C-0011
Project
Doing the work
In kick-off
£10,950
Invoices
Getting paid
£0 of £10,950 paid
1 invoice

Next step

Won. The project is under way

Open the project

Enquiry in
Discovery form sent
Discovery completed
Proposal sent
First Impressions Call booked
Awaiting decision
Won

Value: £10,950
Likely worth: –
Expected close: 25 October 2026
Package: Signature
Source: Referral
Last activity: 12 days ago

Move to another stage

Stage

Proposals

New

P-0016 · Calder Consulting websiteopened 6×Accepted

Activity

Notes, calls and updates

NL
Nick LyonsNote25 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.
S
SystemUpdate25 Oct
Deal won: Calder Consulting website (Signature)
NL
Nick LyonsCall22 Oct
Rang Fiona: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.
NL
Nick LyonsCall22 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.
NL
Nick LyonsMeeting18 Oct
First Impressions Call booked with Fiona for Thursday 12 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
NL
Nick LyonsNote15 Oct
Proposal read through to the pricing page within an hour of sending. Recommended Signature; Fiona asked whether photography can be added later.
S
SystemUpdate15 Oct
Proposal P-0016 sent to fiona@calderconsulting.example
NL
Nick LyonsNote11 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.
S
SystemUpdate11 Oct
Discovery form completed by Fiona Calder
NL
Nick LyonsNote8 Oct
Fiona said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.
S
SystemUpdate8 Oct
Discovery form sent to fiona@calderconsulting.example
NL
Nick LyonsCall4 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.
NL
Nick LyonsNote4 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.