Oakfield Veterinary Clinic website
Oakfield Veterinary Clinic·Sam Kerr
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
- DealYou're hereThe opportunityLost£9,800
- ProposalWhat we'll do, for how muchDeclined£9,800
- ContractThe signed agreementComes when the proposal's accepted
- ProjectDoing the workStarts when they accept
- InvoicesGetting paidCome with the project
Next step
Lost
Why: Timing, not now
- Value
- £9,800
- Likely worth
- –
- Expected close
- 9 September 2026
- Package
- Signature
- Source
- Referral
- Last activity
- 58 days ago
Move to another stage
Proposals
- P-0012 · Oakfield Veterinary Clinic websiteopened 6×Declined
Activity
Notes, calls and updates
- NLNick LyonsNote9 SeptLost: Timing, not now. Parted on good terms with Sam, who said they'd keep us in mind.
- NLNick LyonsNote27 AugSam said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.
- SSystemUpdate27 AugDiscovery form sent to sam@oakfieldvets.example
- NLNick LyonsCall14 AugQuick intro call with Sam. 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.
- NLNick LyonsNote14 AugSam emailed after seeing one of our case studies on LinkedIn. Oakfield Veterinary Clinic is rebranding next year and wants the website to lead it rather than follow.
Tasks
0 open
- No tasks yet.
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 · 25- Opened 1 email
- Clicked links in 1 email
- Viewed 5 pages of your website
Based on the last 30 days. Hot is 60+, warm 30–59.
Who
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal