Harbour Lane Bakery brand and website

Harbour Lane Bakery·Rosie Calloway
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Won
  2. Proposal
    Accepted
  3. Contract
    Signed by both
  4. Project
    Aftercare
  5. Invoices
    All paid
Next step
Won. The project is under way
  1. Won
Value
£10,950
Likely worth
–
Expected close
11 December 2025
Package
Signature
Source
Referral
Last activity
4 days ago
Move to another stage
Activity
Notes, calls and updates
  • NL
    Nick LyonsEmail sent4d ago
    To rosie@harbourlanebakery.example
    Re: Your proposal from The Think
    Hi Rosie, A quick follow-up on the proposal for Harbour Lane Bakery. 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/yT9wv0trDKUSdRx62kKmKIrI Bes
    Opened 5× · last 3d ago
    Timeline (3)
    • 2 Nov, 23:39openApple Mail
    • 2 Nov, 19:39openGmail
    • 2 Nov, 15:39openApple Mail
    Open in Gmail
  • S
    SystemWebsite visit29 Oct
    rosie@harbourlanebakery.example visited the website
    1 page · 2m 18s on the site · from London
    • 1.Work – The Think /work
  • NL
    Nick LyonsEmail sent29 Oct
    To rosie@harbourlanebakery.example
    Your proposal from The Think
    Hi Rosie, Just checking the proposal came through OK and whether any questions have come up. Happy to talk anything through on a quick call. Best, Nick
    Opened 2× · last 29 OctClicked 3× · 1 link
    Timeline (3)
    Open in Gmail
  • S
    SystemCall notes (Fireflies)28 Oct
    First Impressions Call – Harbour Lane Bakery Rosie walked through the three homepage concepts with Nick. Concept 2 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 Rosie a revised version of concept 2 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 Thursday 12 November
    46 min ·
  • S
    SystemCall notes (Fireflies)23 Oct
    Care plan catch-up – Harbour Lane Bakery Quarterly catch-up with Rosie. Enquiries up roughly a third on the same period last year, mostly from Google. They'd like a Christmas opening hours banner and are thinking about an SEO push in January.
    Action items
    • Add the Christmas banner on 1 December
    • Send over the Site Health Check link
    • Quote for two new location pages
    22 min ·
  • NL
    Nick LyonsNote8 Aug
    Rosie accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.
  • S
    SystemUpdate8 Aug
    Deal won: Harbour Lane Bakery brand and website (Signature)
  • NL
    Nick LyonsCall7 Aug
    Rang Rosie: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.
  • NL
    Nick LyonsCall7 Aug
    First Impressions Call done. Rosie liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.
  • NL
    Nick LyonsMeeting7 Aug
    First Impressions Call booked with Rosie for Monday 16 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
  • NL
    Nick LyonsNote7 Aug
    Proposal read through to the pricing page within an hour of sending. Recommended Signature; Rosie asked whether photography can be added later.
  • S
    SystemUpdate7 Aug
    Proposal P-0002 sent to rosie@harbourlanebakery.example
  • 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 Rosie Calloway
  • NL
    Nick LyonsNote7 Aug
    Rosie 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 rosie@harbourlanebakery.example
  • NL
    Nick LyonsCall7 Aug
    Quick intro call with Rosie. 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
    Rosie emailed after seeing one of our case studies on LinkedIn. Harbour Lane Bakery is rebranding next year and wants the website to lead it rather than follow.
Tasks
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Why we won
Two minutes while it's fresh. It builds up patterns in How we're doing.
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 · 27
  • Opened 3 emails
  • Clicked links in 1 email
  • Viewed 1 page of your website

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

Automatic follow-ups
Start
Onboarding
Discovery form and content
  • Nothing sent yet.
Who
Contact
Rosie Calloway
rosie@harbourlanebakery.example
07700 900146
Created
10 November 2025
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