Hollis & Grant Architects website

Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Discovery completed
  2. Proposal
    Draft, not sent
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Finish and send the proposal
  1. Discovery completed
Value
£14,950
Likely worth
£4,485 (30%)
Expected close
11 December 2026
Package
Complete
Source
Referral
Last activity
6 days ago
Move to another stage
Activity
Notes, calls and updates
  • SM
    Sonny MorganNote6d ago
    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
    SystemUpdate6d ago
    Discovery form completed by Oliver Hollis
  • SM
    Sonny MorganNote26 Oct
    Oliver said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.
  • S
    SystemUpdate26 Oct
    Discovery form sent to oliver@hollisgrant.example
  • SM
    Sonny MorganCall21 Oct
    Quick intro call with Oliver. 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.
  • SM
    Sonny MorganNote21 Oct
    Oliver emailed after seeing one of our case studies on LinkedIn. Hollis & Grant Architects is rebranding next year and wants the website to lead it rather than follow.
Tasks
1 open
  • Write the proposal for Hollis & Grant ArchitectsTuesday
If it lands
Work would start around 11 December 2026. The team is 13% 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 · 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
Who
Contact
Oliver Hollis
oliver@hollisgrant.example
07700 900184
Created
21 October 2026
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal