Rowan & Finch website refresh

Rowan & Finch Solicitors·Edward Rowan
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: Went with another agency
Value
£11,500
Likely worth
–
Expected close
21 April 2026
Package
Signature
Source
Google search
Last activity
90 days ago
Move to another stage
Proposals
New
Activity
Notes, calls and updates
  • NL
    Nick LyonsNote7 Aug
    Lost: Went with another agency. Parted on good terms with Edward, who said they'd keep us in mind.
  • NL
    Nick LyonsNote7 Aug
    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
    SystemUpdate7 Aug
    Discovery form completed by Edward Rowan
  • NL
    Nick LyonsNote7 Aug
    Edward said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.
  • S
    SystemUpdate7 Aug
    Discovery form sent to edward@rowanfinch.example
  • NL
    Nick LyonsCall7 Aug
    Quick intro call with Edward. 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 LyonsNote6 Aug
    Edward emailed after seeing one of our case studies on LinkedIn. Rowan & Finch Solicitors is rebranding next year and wants the website to lead it rather than follow.
Tasks
0 open
  • No tasks yet.
Why we lost
Reviewed by Nick
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 · 0

No opens, clicks, replies or website visits in the last 30 days.

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

Onboarding
Discovery form and content
  • Nothing sent yet.
Send discovery formContent checklist
Who
Contact
Edward Rowan
edward@rowanfinch.example
07700 900169
Created
23 March 2026
Lost reason
Went with another agency
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal