Clients
The businesses that have hired you, with the ones needing attention first.How it works
- A business moves here by itself when it accepts a proposal or a deal is won. Change it to past client when the work ends.
- Clients who owe money or look at risk are listed first. Open one to see its project, invoices, website, people and everything you’ve said to each other.
- Looking for everyone, including prospects and past clients? That's Companies. For people rather than businesses, see Contacts.
Money
- Paid to date
- £2,375
- of £4,750 won
- Owed
- £2,375
- £2,375 overdue
- Care plan
- £95/mo
- £1,140 a year
- Last in touch
- 30 Oct
- keeping in touch
Their work with you
- Bought
- Kiln Street Coffee website (Essentials), Care Plan
- Profit
- £1,425
- 60% margin after £950 costs
- Next in the diary
- Nothing booked
- Their site visitors
- 93
- Up 98% on the month before
- Renewals
- Domain 18 Oct 2027 · Hosting 18 Oct 2027
People · 2
- jonah@kilnstreetcoffee.example
- 07700 900153
- LinkedIn profile
- Birthday 5 August
New dad (Ava, born in the spring). Roasts on Tuesdays and Fridays, so avoid calls then. Prefers voice notes on WhatsApp.
Runs the floor and the rota, and sends us menu changes. Always copy her in on anything customer-facing.
Money
- Paid to date
- £15,535
- all of it
- Owed
- £390
- £195 overdue
- Care plan
- £195/mo
- £2,340 a year
- Last in touch
- 30 Oct
- keeping in touch
Their work with you
- Bought
- Ashdown & Pryce rebrand and website (Complete), Care Plan Plus
- Profit
- £14,685
- 95% margin after £850 costs
- Next in the diary
- Nothing booked
- Their site visitors
- 105
- Up 114% on the month before
- Renewals
- Domain 2 Jun 2027 · Hosting 2 Jun 2027
People · 3
- charlotte@ashdownpryce.example
- 07700 900150
- LinkedIn profile
- Birthday 9 November
Sails most weekends in summer. Daughter has just started university in Leeds. Decisive; likes two options, not five.
- marcus@ashdownpryce.example
- 07700 900151
- LinkedIn profile
- Birthday 30 January
Looks after the money side. Keen golfer. Lead with results and numbers.
Our day-to-day contact for the site and socials. Quick to reply; prefers short emails.
Money
- Paid to date
- £0
- of £10,950 won
- Owed
- £5,475
- next due 11 Nov
- Care plan
- None
- worth offering
- Last in touch
- 2d ago
- keeping in touch
Their work with you
- Bought
- Calder Consulting website (Signature)
- Profit
- –
- nothing paid yet
- Next in the diary
- 19 Nov
- Kick-off: Calder Consulting website
- Happiness
- Not asked yet
- send a feedback request
- Their site visitors
- Not tracked
- Renewals
- None due
People · 2
- fiona@calderconsulting.example
- 07700 900162
- LinkedIn profile
- Birthday 27 September
Fifteen years at a big consultancy before going it alone. Loves a crisp one-page summary. Runs a half marathon every autumn.
Day-to-day contact while Fiona travels. Two young daughters; usually offline 5 to 7pm.
Money
- Paid to date
- £0
- of £6,500 won
- Owed
- £0
- all paid
- Care plan
- None
- worth offering
- Last in touch
- 3d ago
- keeping in touch
Their work with you
- Bought
- Blue Door Dental website (Essentials)
- Profit
- –
- nothing paid yet
- Next in the diary
- 20 Nov
- Kick-off: Blue Door Dental website
- Happiness
- Not asked yet
- send a feedback request
- Their site visitors
- Not tracked
- Renewals
- None due
People · 2
- imran@bluedoordental.example
- 07700 900164
- LinkedIn profile
- Birthday 16 April
Very calm, which is why nervous patients love him. Plays club cricket on summer Sundays.
Runs the practice and the budget. Prefers email and is very organised. Two teenage boys.
Money
- Paid to date
- £6,750
- of £13,500 won
- Owed
- £0
- all paid
- Care plan
- None
- worth offering
- Last in touch
- 30 Oct
- keeping in touch
Their work with you
- Bought
- Wild Thyme Kitchen brand and online shop (Complete)
- Profit
- £6,750
- 100% margin
- Next in the diary
- 23 Nov
- Copy walkthrough: Wild Thyme Kitchen
- Happiness
- Not asked yet
- send a feedback request
- Their site visitors
- Not tracked
- Renewals
- None due
People · 2
Grew up in Malmö. Vegetarian. Prefers calls in the afternoon, after the morning cook.
Does the numbers and the fulfilment. Into sourdough and cold-water swimming.
Money
- Paid to date
- £5,750
- of £11,500 won
- Owed
- £0
- all paid
- Care plan
- None
- worth offering
- Last in touch
- 3d ago
- keeping in touch
Their work with you
- Bought
- Northgate Accountants website (Signature)
- Profit
- £5,750
- 100% margin
- Next in the diary
- 18 Nov
- Design review (round 2): Northgate Accountants
- Happiness
- Not asked yet
- send a feedback request
- Their site visitors
- Not tracked
- Renewals
- None due
People · 2
- rupert@northgateaccountants.example
- 07700 900158
- LinkedIn profile
- Birthday 3 December
Keen cyclist; rides London to Brighton for charity every June. Dry sense of humour. Sends us clients.
Runs the practice day to day. Pays on the dot; put the PO number on every invoice.
Money
- Paid to date
- £2,750
- of £5,500 won
- Owed
- £0
- all paid
- Care plan
- None
- worth offering
- Last in touch
- 1d ago
- keeping in touch
Their work with you
- Bought
- Fernhill Community Trust website (Essentials)
- Profit
- £2,750
- 100% margin
- Next in the diary
- Nothing booked
- Happiness
- Not asked yet
- send a feedback request
- Their site visitors
- Not tracked
- Renewals
- None due
People · 2
- abena@fernhilltrust.example
- 07700 900156
- LinkedIn profile
- Birthday 19 February
Juggles a lot: short agendas and one clear ask work best. Sings in a community choir on Thursday evenings.
Treasurer on the board, so invoices go to him. Retired bank manager; likes a PDF he can print.
Money
- Paid to date
- £4,900
- of £9,800 won
- Owed
- £0
- all paid
- Care plan
- None
- worth offering
- Last in touch
- 4d ago
- keeping in touch
Their work with you
- Bought
- Meadowcroft Builders website (Signature)
- Profit
- £4,900
- 100% margin
- Next in the diary
- 13 Nov
- Launch: Meadowcroft Builders website
- Happiness
- Not asked yet
- send a feedback request
- Their site visitors
- Not tracked
- Renewals
- None due
People · 2
- gary@meadowcroftbuilders.example
- 07700 900154
- Find on LinkedIn
- Birthday 11 April
Prefers a phone call to email, ideally before 8am or after 4pm when he's off site. Two grown-up sons in the business.
Gary's daughter. Runs the office, invoices and the diary: the quickest way to a decision from Gary.
Money
- Paid to date
- £10,080
- all of it
- Owed
- £0
- all paid
- Care plan
- None
- worth offering
- Last in touch
- 30 Oct
- keeping in touch
Their work with you
- Bought
- Larkspur Gin Co. Shopify store (Signature)
- Profit
- £8,280
- 82% margin after £1,800 costs
- Next in the diary
- Nothing booked
- Their site visitors
- Not tracked
- Renewals
- Hosting 11 Nov · Domain 3 Dec
- Hosting renews in 4 days
People · 2
- freddie@larkspurgin.example
- 07700 900167
- LinkedIn profile
- Birthday 1 July
Forages the botanicals himself and swims in the sea all year. Loves a long call, so block out an hour.
Our main contact for content and launches. Based in Brighton; in Margate two days a week.
Money
- Paid to date
- £7,865
- all of it
- Owed
- £0
- all paid
- Care plan
- £195/mo
- £2,340 a year
- Last in touch
- 30 Oct
- keeping in touch
Their work with you
- Bought
- Thornbury Physiotherapy website (Essentials), Care Plan Plus
- Profit
- £6,665
- 85% margin after £1,200 costs
- Next in the diary
- Nothing booked
- Their site visitors
- 99
- Up 115% on the month before
- Renewals
- Domain 25 Nov · Hosting 18 Mar 2027
- Domain renews in 18 days
People · 2
- grace@thornburyphysio.example
- 07700 900148
- LinkedIn profile
- Birthday 23 June
Marathon runner (3:20 last spring). Introduced us to Ashdown & Pryce, so always thank her for referrals. Cocker spaniel called Biscuit.
Handles invoices and the booking system. Likes one tidy email with a clear list of what's needed.
Money
- Paid to date
- £12,160
- all of it
- Owed
- £0
- all paid
- Care plan
- £95/mo
- £1,140 a year
- Last in touch
- 3d ago
- keeping in touch
Their work with you
- Bought
- Harbour Lane Bakery brand and website (Signature), Care Plan
- Profit
- £9,318
- 77% margin after £2,843 costs
- Next in the diary
- Nothing booked
- Their site visitors
- 106
- Up 100% on the month before
- Renewals
- Domain 12 Feb 2027 · Hosting 12 Feb 2027
People · 2
- rosie@harbourlanebakery.example
- 07700 900146
- LinkedIn profile
- Birthday 14 March
Married to Tom. Two kids, Mia and Leo. Prefers WhatsApp to email, and never before 10am: she's been up since four.
Bakes through the night, so call after lunch. Big football fan; ask about the weekend's match.