Northgate Accountants website

Northgate Accountants·Rupert Vale

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The journeyDeal → proposal → contract → project → invoices. Each one links to the next.

DealYou're here
The opportunity
Won
£11,500
Proposal
What we'll do, for how much
Accepted
£11,500
Contract
The signed agreement
Signed by both
C-0009
Project
Doing the work
In design
£11,500
Invoices
Getting paid
£5,750 of £11,500 paid
1 invoice

Next step

Won. The project is under way

Open the project

Enquiry in
Discovery form sent
Discovery completed
Proposal sent
First Impressions Call booked
Awaiting decision
Won

Value: £11,500
Likely worth: –
Expected close: 29 September 2026
Package: Signature
Source: Referral
Last activity: 7 days ago

Move to another stage

Stage

Proposals

New

P-0014 · Northgate Accountants websiteopened 7×Accepted

Activity

Notes, calls and updates

S
SystemCall notes (Fireflies)30 Oct
Design review – Northgate Accountants Round 1 design review. Rupert loved the homepage and the case study layout. They'd like the services page reworked so it leads with outcomes rather than prices, and the green slightly deeper. The team page will wait for new photos.
Action items
- Rework the services page layout
- Deepen the brand green and recheck contrast
- Chase Rupert for the new team photos
45 min ·
NL
Nick LyonsNote29 Sept
Rupert accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.
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SystemUpdate29 Sept
Deal won: Northgate Accountants website (Signature)
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Nick LyonsCall26 Sept
Rang Rupert: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.
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Nick LyonsCall26 Sept
First Impressions Call with Rupert. Loved concept 2, wants the services higher up the page and a little less grey overall. Leaning towards Signature but asked about phasing the photography.
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Nick LyonsMeeting22 Sept
First Impressions Call booked with Rupert for Tuesday 10 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
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Nick LyonsNote18 Sept
Proposal read through to the pricing page within an hour of sending. Recommended Signature; Rupert asked whether photography can be added later.
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SystemUpdate18 Sept
Proposal P-0014 sent to rupert@northgateaccountants.example
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Nick LyonsNote15 Sept
Read through Rupert's discovery answers. Picked Clean, Editorial and Refined; both competitors they named are on Wix and look tired. Wants a quote calculator, which we'd price as an extra.
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SystemUpdate14 Sept
Discovery form completed by Rupert Vale
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SystemUpdate11 Sept
Discovery form sent to rupert@northgateaccountants.example
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Nick LyonsCall7 Sept
Quick intro call with Rupert. 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 LyonsNote7 Sept
Rupert came in through the website form. Northgate Accountants's current site dates from about 2017, isn't mobile-friendly and they think they're losing jobs to two newer firms in Islington. Would like something live before spring.