Brightwater Opticians website

Brightwater Opticians·Raj Patel
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Enquiry in
  2. Proposal
    Not written yet
    Write proposal →
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Send the discovery form
It gathers what you need for the proposal, and saves as they go.
Send discovery formStart follow-ups
  1. Enquiry in
Value
£9,800
Likely worth
£980 (10%)
Expected close
–
Package
Signature
Source
Google search
Last activity
1 day ago
Move to another stage
Activity
Notes, calls and updates
  • NL
    Nick LyonsCall2d ago
    Intro call with Raj (20 mins). Had a bad experience with a freelancer who disappeared halfway through, so a clear process and fixed dates matter more than price.
  • NL
    Nick LyonsNote2d ago
    Enquiry from Raj via Google search. They've outgrown a DIY Wix site and want something that looks as good as the work they actually do. Rough budget mentioned: £6–8k.
  • NL
    Nick LyonsEmail sent3d ago
    To raj@brightwateropticians.example
    Homepage concepts for Brightwater Opticians
    Hi Raj, As promised, here are the three homepage directions we'll walk through on the call. Have a look beforehand if you get a moment, but no need to prepare anything. Best, Nick
    Opened 3× · last 2d ago
    Timeline (3)
    • 4 Nov, 00:25openGmail
    • 3 Nov, 20:25openApple Mail
    • 3 Nov, 16:25openApple Mail
    Open in Gmail
  • S
    SystemWebsite visit30 Oct
    raj@brightwateropticians.example visited the website
    3 pages · 6m 24s on the site · from London
    • 1.Work – The Think /work
    • 2.Branding – The Think /services/branding
    • 3.About – The Think /about
  • NL
    Nick LyonsEmail sent30 Oct
    To raj@brightwateropticians.example
    Your First Impressions Call
    Hi Raj, Thanks for your time today. I'd love to walk you through the first homepage concepts for Brightwater Opticians on a First Impressions Call. It's about 30 minutes on Google Meet. Would Tuesday at 11 or Wednesday a
    Opened 1× · last 30 OctClicked 3× · 1 link
    Timeline (2)
    Open in Gmail
Tasks
0 open
  • No tasks yet.
If it lands
Work would start around 20 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 · 26
  • Opened 2 emails
  • Clicked links in 1 email
  • Viewed 3 pages of your website

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
Raj Patel
raj@brightwateropticians.example
07700 900177
Created
4 November 2026
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