Fernhill Community Trust website

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
    In build
  5. Invoices
    £2,750 of £5,500 paid
Next step
Won. The project is under way
  1. Won
Value
£5,500
Likely worth
–
Expected close
19 September 2026
Package
Essentials
Source
Networking
Last activity
2 days ago
Move to another stage
Activity
Notes, calls and updates
  • S
    SystemCall notes (Fireflies)2d ago
    Kick-off – Fernhill Community Trust Project kick-off for Fernhill Community Trust website. Agreed the sitemap (8 pages plus a projects collection), the launch target and that Abena signs everything off. Copy will be a mix: we write the core pages, they supply service detail.
    Action items
    • Send the content checklist
    • Share the Framer preview link once the homepage is blocked out
    • Book the first design review for two weeks' time
    42 min ·
  • SM
    Sonny MorganNote19 Sept
    Abena accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.
  • S
    SystemUpdate19 Sept
    Deal won: Fernhill Community Trust website (Essentials)
  • SM
    Sonny MorganCall15 Sept
    Rang Abena: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.
  • SM
    Sonny MorganCall15 Sept
    First Impressions Call done. Abena liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.
  • SM
    Sonny MorganMeeting12 Sept
    First Impressions Call booked with Abena for Tuesday 10 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
  • SM
    Sonny MorganNote8 Sept
    Proposal read through to the pricing page within an hour of sending. Recommended Signature; Abena asked whether photography can be added later.
  • S
    SystemUpdate8 Sept
    Proposal P-0013 sent to abena@fernhilltrust.example
  • SM
    Sonny MorganNote4 Sept
    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
    SystemUpdate4 Sept
    Discovery form completed by Abena Mensah
  • SM
    Sonny MorganNote31 Aug
    Abena said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.
  • S
    SystemUpdate31 Aug
    Discovery form sent to abena@fernhilltrust.example
  • SM
    Sonny MorganCall27 Aug
    Quick intro call with Abena. 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 MorganNote27 Aug
    Abena emailed after seeing one of our case studies on LinkedIn. Fernhill Community Trust 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 · 5
  • Opened 1 email

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

Onboarding
Discovery form and content
Who
Contact
Abena Mensah
abena@fernhilltrust.example
07700 900156
Created
27 August 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