Tidewell Plumbing & Heating website

Tidewell Plumbing & Heating·Craig Dunn
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
£4,750
Likely worth
£475 (10%)
Expected close
–
Package
Essentials
Source
Site Health Check
Last activity
Today
Move to another stage
Activity
Notes, calls and updates
  • NL
    Nick LyonsCall1d ago
    Quick intro call with Craig. 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 LyonsNote1d ago
    Craig emailed after seeing one of our case studies on LinkedIn. Tidewell Plumbing & Heating is rebranding next year and wants the website to lead it rather than follow.
  • S
    SystemWebsite visit30 Oct
    craig@tidewellplumbing.example visited the website
    5 pages · 11m 26s on the site · from London
    • 1.Work – The Think /work
    • 2.Websites – The Think /services/websites
    • 3.How we work – The Think /process
    • 4.Marsh & Oak Builders case study – The Think /work/marsh-and-oak-builders
    • 5.Free Site Health Check – The Think /site-health-check
  • NL
    Nick LyonsEmail sent30 Oct
    To craig@tidewellplumbing.example
    Your First Impressions Call
    Hi Craig, Thanks for your time today. I'd love to walk you through the first homepage concepts for Tidewell Plumbing & Heating on a First Impressions Call. It's about 30 minutes on Google Meet. Would Tuesday at 11 or Wed
    Opened 2× · last 6d ago
    Timeline (2)
    • 31 Oct, 03:45openApple Mail
    • 31 Oct, 02:45openApple Mail
    Open in Gmail
  • NL
    Nick LyonsEmail sent30 Oct
    To craig@tidewellplumbing.example
    Homepage concepts for Tidewell Plumbing & Heating
    Hi Craig, 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 4× · last 6d agoClicked 3× · 1 link
    Timeline (4)
    • 31 Oct, 01:08openOutlook
    • 30 Oct, 22:08openDesktop
    • 30 Oct, 19:12clickthethink.co.uk/work · Outlook
    • 30 Oct, 19:08openMobile
    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
Hot · 60
  • Opened 2 emails
  • Clicked links in 1 email
  • Viewed 5 pages of your website
  • Booked a call

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
Craig Dunn
craig@tidewellplumbing.example
07700 900179
Created
5 November 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