Oakfield Veterinary Clinic website

Oakfield Veterinary Clinic·Sam Kerr
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Lost
  2. Proposal
    Declined
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Lost
Why: Timing, not now
Value
£9,800
Likely worth
–
Expected close
10 September 2026
Package
Signature
Source
Referral
Last activity
57 days ago

At a glance

0%
Likely to close
Lost
–
Pipeline stages
Lost
Stage
Lost
closed 10 September 2026
Value
£9,800
lost
Proposal
Declined
viewed 6 times, last 10 Sept
Last in touch
30 Oct
30 October 2026
Next in the diary
Nothing booked
Introduced by
Priya Nandra
source: Referral
Move to another stage
Proposals
New

People at Oakfield Veterinary Clinic · 2

Sam KerrDecides
Practice Owner
Laura Bishop
Head Nurse
Activity
Notes, calls and updates
  • NL
    Nick LyonsNote10 Sept
    Lost: Timing, not now. Parted on good terms with Sam, who said they'd keep us in mind.
  • NL
    Nick LyonsNote28 Aug
    Sam said they'd do the discovery form over the weekend. Sent the link on WhatsApp too in case the email got buried.
  • S
    SystemUpdate28 Aug
    Discovery form sent to sam@oakfieldvets.example
  • NL
    Nick LyonsCall15 Aug
    Quick intro call with Sam. 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 LyonsNote15 Aug
    Sam emailed after seeing one of our case studies on LinkedIn. Oakfield Veterinary Clinic is rebranding next year and wants the website to lead it rather than follow.
Tasks
0 open
  • No tasks yet.
Why we lost
Reviewed by Nick
AI help

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Lead warmth
Cool · 23
  • Opened 1 email
  • Clicked links in 1 email
  • Viewed 4 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
Sam Kerr
sam@oakfieldvets.example
07700 900172
Created
15 August 2026
Lost reason
Timing, not now
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal