Copperleaf Interiors website

Copperleaf Interiors·Isla Bennett
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Lost
  2. Proposal
    Declined
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Lost
Why: Price or budget
Value
£10,950
Likely worth
–
Expected close
12 January 2026
Package
Signature
Source
Networking
Last activity
7 days ago
Move to another stage
Proposals
New
Activity
Notes, calls and updates
  • SM
    Sonny MorganEmail sent30 Oct
    To isla@copperleafinteriors.example
    Re: Your proposal from The Think
    Hi Isla, A quick follow-up on the proposal for Copperleaf Interiors. 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/oCm28Rci1Y6KOyZWM_ifDgkj Bes
    Not opened yet
    Open in Gmail
  • SM
    Sonny MorganEmail sent26 Oct
    To isla@copperleafinteriors.example
    Your proposal from The Think
    Hi Isla, 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
    Not opened yet
    Open in Gmail
  • SM
    Sonny MorganNote7 Aug
    Lost: Price or budget. Parted on good terms with Isla, who said they'd keep us in mind.
  • S
    SystemUpdate7 Aug
    Discovery form sent to isla@copperleafinteriors.example
  • SM
    Sonny MorganCall7 Aug
    Intro call with Isla (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 MorganNote6 Aug
    Enquiry from Isla via Networking. 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.
Tasks
0 open
  • No tasks yet.
Why we lost
Two minutes while it's fresh. It builds up patterns in How we're doing.

Lost reason on the deal: Price or budget

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).

Lead warmth
Cool · 15
  • Opened 1 email
  • Clicked links in 1 email

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

Automatic follow-ups
Start
Onboarding
Discovery form and content
  • Nothing sent yet.
Send discovery formContent checklist
Who
Contact
Isla Bennett
isla@copperleafinteriors.example
07700 900176
Created
11 December 2025
Lost reason
Price or budget
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal