Westbrook Wine Merchants website and wine club

Westbrook Wine Merchants·Hamish Westbrook
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Awaiting decision
  2. Proposal
    Opened 4×
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Follow up on the proposal
Opened 4 times, last 3d ago. A short call or email now usually moves it on.
Start follow-upsProposal
  6. Awaiting decision
Value
£13,950
Likely worth
£9,765 (70%)
Expected close
16 November 2026
Package
Complete
Source
Referral
Last activity
7 days ago
Move to another stage
Proposals
New
Activity
Notes, calls and updates
  • NL
    Nick LyonsCall29 Oct
    Rang Hamish: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.
  • NL
    Nick LyonsCall29 Oct
    First Impressions Call done. Hamish liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.
  • NL
    Nick LyonsMeeting24 Oct
    First Impressions Call booked with Hamish for Thursday 12 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
  • NL
    Nick LyonsNote19 Oct
    Proposal read through to the pricing page within an hour of sending. Recommended Signature; Hamish asked whether photography can be added later.
  • S
    SystemUpdate19 Oct
    Proposal P-0018 sent to hamish@westbrookwine.example
  • NL
    Nick LyonsNote14 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
    SystemUpdate13 Oct
    Discovery form completed by Hamish Westbrook
  • NL
    Nick LyonsNote8 Oct
    Hamish 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 hamish@westbrookwine.example
  • NL
    Nick LyonsCall3 Oct
    Quick intro call with Hamish. 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 LyonsNote3 Oct
    Hamish emailed after seeing one of our case studies on LinkedIn. Westbrook Wine Merchants is rebranding next year and wants the website to lead it rather than follow.
Tasks
1 open
  • Follow up Hamish on the decisionToday
If it lands
Work would start around 16 November 2026. The team is 19% booked over the four weeks from then. Capacity
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 their proposal

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

Onboarding
Discovery form and content
New discovery formContent checklist
Who
Contact
Hamish Westbrook
hamish@westbrookwine.example
07700 900192
Created
3 October 2026
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